retailcloud

Getting Started 15

• Recommending Steps for Successful Set up - The First Steps
• Recommending Steps for successful Set up - Step Two
• About Us - Some Key Links
• Customizing Your Settings
• Configuring your Merchant Processing

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Setting Up Your Hardware 15

• Connecting your Hardware
• Connecting to the Network
• Downloading & Registering your Application
• Installing the Windows Software
• Configuring your Printer, Scanner and Keyboard

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Implementation Guide 7

• 6 Day Implementation Guide
• Day 1 - Setting up your data
• Day 2 - Beginning to use the system and understanding the power
• Day 3 - Customers
• Day 4 - Diving into Reports

See all 7 articles

TabPOS Release Notes 8

• Release Notes - retailcloud TabPOS- Version 2.7
• Release Notes - retailcloud TabPOS- Version 2.6
• Release Notes - retailcloud TabPOS- Version 2.5
• Release Notes - retailcloud TabPOS- Version 2.3
• Release Notes - retailcloud TabPOS - Version 2.2.1

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CAS Release Notes 17

• Release Notes - retailcloud CAS - Version CAS 2018.1.1, CAS 2017.12.3
• Release Notes - retailcloud CAS - Version CAS 2017.9.3
• Release Notes - retailcloud CAS - Version CAS 2017.9.2
• Release Notes - retailcloud CAS - Version CAS 2017.8.3
• Release Notes - retailcloud CAS - Version CAS 2017.3.3

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WinPOS Release Notes 11

• Release Notes - retailcloud WinPOS - Version POS 5.3 & 5.4
• Release Notes - retailcloud WinPOS - Version POS 5.2
• Release Notes - retailcloud WinPOS - Version POS 5.1
• Release Notes - retailcloud WinPOS - Version POS 5.0.6
• Release Notes - retailcloud WinPOS - Version POS 5.0.5

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Employee Management 4

• Creating Employees
• Modify User Rights
• Modifying Passwords
• How to Modify Time Cards

Inventory Classification 7

• Creating Vendor
• Creating a Department
• Creating a Category
• Creating a Sub Category
• WinPOS Selling multiple Sizes

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Hierarchy 2

• Create Register
• Create Store

Transaction Codes 8

• Creating Discount Codes
• Prepaid Deposit Transactions (Layaway)
• Pricebook
• Customer Group
• Group Level Pricebook

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User 0

Open Ring 0

I only have a paper list of items 0

I only have a digital list of items 0

I have a complete digital list 1

• CAS - Importing your Inventory Items

I don't have a list 0

Important note about Tax rates 0

Printing Barcode Labels 1

• Generating Barcode Labels from a Purchase Order

Creating or Editing New Items 0

Using a Size Brick 0

Inventory Receivings and Inter Store Transfers 1

• Receiving Inventory

Inventory Writeoffs & Adjustments 0

Where to look for Periodic Sales and Cost of Goods reporting 0

Managing Inventory 2

• Handling breaking down larger units received (case purchase and sold individually)
• Modifying Existing Items

FAQ 31

• Post a Question or Open a ticket?
• Can I have customers sign on the Tablet
• Purging Data
• How do I generate bar code labels?
• How do I ring up a partial hour of labor (Desktop POS)?

See all 31 articles

How To 61

• Online help resources
• Adding Inventory
• Importing your Item File
• Getting Started Video
• Tablet and mPOS rights and Roles

See all 61 articles

Running Sales - Windows POS 13

• Add Items to a Sale - Windows POS
• Add Customer to a Sale
• Using Quick Pick Menu and Speed Keys
• Refunds & Exchanges - WindowsPOS
• Suspend & Resume Transactions

See all 13 articles

Troubleshooting 11

• Why does my Star receipt printer not print
• Doing a Speedtest
• Pairing the Pax EMV Reader with the Tablet
• WinPOS Download only to 10%
• Receipt Printer cuts off the Logo on the receipt

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Running Sales - TabletPOS 2

• Refunds & Exchanges - Tablet POS
• Add Items to a Sale - Tablet POS

Android Tablet 6

• Changing Sales Transaction Screen Look (TabPOS)
• Sales Transaction Screen (General Item or Quick Pick)
• An Overview of the TabPOS QSR Application
• TabPOS Configuring for No Printer Option
• TabPOS Configuration Settings

See all 6 articles

Windows Desktop 2

• Is there a Free Windows POS Available
• POS Sync from CAS

Quick Service Restaurant (QSR) 4

• Setting up for QSR
• Creating Recipes and Modifiers
• Using QSR - Making a Sale
• Using QSR - Making a Sale (from Item Screen)

Poynt 12

• How Do I Get Started on Poynt Smart Terminal
• Setting up your Product Catalog
• Setting up your Catalog
• Creating Tax Codes on Poynt
• Set up Company Detail

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retailcloud online ecommerce 6

• retailcloud online Pricing for ecommerce site
• retailcloud online ecommerce Setup Checklist Questions
• retailcloud online - Limitations and Known Issues
• Setting up ecommerce integration
• retailcloud online detailed features and pricing

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mInventory 1

• What is mInventory

CAS (Web Portal) 5

• Removing Suspended Transactions (WinPOS or TabPOS)
• Creating Pin Log in vs user/password
• Reading the Dashboard Analytics on CAS
• Sales Reports on CAS
• Quick Picks (CAS)

mPOS 2

• Using the mPOS - Mobile Application
• Quick Demo of mPOS

PAX Devices (A920 E500 and E800) 12

• Overview - Pax A920 Mobile POS
• Getting Started on the Pax A920
• Setup a retailcloud Account for the A920
• Setup a Merchant Processing Account - Pax A920
• How to set up the Customer Display Screen on Pax E800

See all 12 articles

Add On Features 7

• Win POS Layaway Program
• Clock in and Clock out
• WinPOS - Image of Items in Transaction Cart
• Loyalty – How retailcloud can make it work for you
• Loyalty Program - Setting up

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Videos 3

• A Day in the Life of Bob
• WinPOS Demo Video
• TabPOS - Setup

Updating Application 3

• Running the Updater
• Updating from the Old Version
• Updating from an Older Version on mysql 5.0

Chat 1

• Chat

Product Updates 1

• Product Updates January 2019