Transcript www.rmswebapp.com
RMSWebApp Interactive
Hint: Click on the RMSWebApp buttons to move around this presentation and use the ‘Quick’ menu at the bottom of each slide to go to a specific area of the interactive.
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Click here – let’s login and get started!
Click here to see how to Create your user account
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Login Page
Reset your password via Email if forgotten. Store a cookie of your login
Don’t have an account username click here
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Your user name Your password
Create Account/User
Unique name for your RMSWebApp account RMSWebApp account password. Best to use a STRONG password.
Activation Code will be sent to this address
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Create User and Activate your new RMSWebApp account!
Optional: RMSWebApp RMS partner ID. May be provided by RMSWebApp To reset a forgotten password create your question and answer.
Administration Page (Admin)
Select Site that you want to connect too. You can have multiple sites
Select Site that you want to edit the connection credentials .
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Application Page (Apps)
Drillable Sales reports by Today, Yesterday, Month, Year, 3 Years Create/Edit Customers, Items, Cashiers and Suppliers
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Setup Tenders/Merchant Services and more…
Subscribers can upload an ‘Emergency’ copy of their DB to our server when your DB is AWOL!
Activation
Read agreement. (click on agreement to read) You will select “I Agree” and insert the code emailed to you. Click “OK” to activate your account and its off to the Admin page!
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Agreement
Contract and Terms
SOFTWARE AS A SERVICE (SAAS) CLICKWRAP AGREEMENT BY DOWNLOADING, ACCESSING, INSTALLING OR USING THE SOFTWARE AND DOCUMENTATION ("SOFTWARE"), YOU AGREE TO THE TERMS OF THIS SAAS. IF YOU DO NOT AGREE TO THE TERMS OF THIS SAAS, DO NOT DOWNLOAD, INSTALL, ACCESS OR USE THE SOFTWARE. THIS SAAS CONTAINS DISCLAIMERS OF WARRANTIES AND LIMITATIONS OF LIABILITY AND EXCLUSIVE REMEDIES. THE PROVISIONS BELOW FORM THE ESSENTIAL BASIS OF OUR AGREEMENT.
The purpose of this Agreement (hereafter referred to as the "Agreement") is to set forth and define an arrangement under which Ideal Computer Solutions will provide Software as a Service ( “SAAS” or “Service”) for the benefit of the Customer.
As a service, the standard SAAS Agreement with Ideal Computer Solutions is provided below. By using our SAAS you are explicitly agreeing to all of the following terms and conditions: Subject to the following terms and conditions of this Agreement, Ideal Computer Solutions will provide SAAS for Customer: 1. Specifications.
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Site Setup Tips
In order to access your database via our RMSWebApp you will need to configure the following: 1. You will need a static IP address to be able to connect to RMSWebApp. A static address is a number in the xxx.xxx.xxx.xxx format. i.e. 74.125.225.36 is www.google.com. Your ISP (Internet Service Provider) may be able to provide you with a static IP address. A static IP ’s address, although preferred, are not required. You can continue to use a dynamic IP address from your ISP, along with a DDNS (Dynamic DNS) service. There are several of these available. Two well know DDNS services are www.no-ip.com and www.dyndns.com. These services will install a piece of software on your PC that will detect your current dynamic IP address and report it to their servers. You would then access your database server by entering the DNS address instead of the IP. i.e. http://mydatabase.no-ip.net
2. You will need to set a strong password in place for you server’s database. A strong password will help prevent those on the outside from guessing your password. A strong password should be: a. At least 8 characters long b. Combine letters, numbers and symbols c. Changed on a regular basis* d. Significantly different than previous password A strong password should not: a. Be found in a dictionary
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Sales Reports
Select the time period for this report Click to select Row/Column Grouping: Department, Category, Description, Itemlookupcode, Days, None Click to select report data type: Sales, Profits Click “>” to run report with your selections.
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3yr Report (Year/Department)
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Return to Apps
Customers
Run Search Append Wildcard Create a New Customer Clear Search
Enter in your Search Criteria in full or (partial with % wildcard). The search shall include : Accountnumber, lastname, firstname, address, city, state, zip, email, Company and Phone.
i.e. Smi% returns [Smith, Smiley, Smithson, etc] i.e. %son returns [Jackson, Simpson, etc] More than one match on any field will result in a
for you to choose the desired customer to edit.
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Customer Select List
Click on the customer row to continue on the customer properties page. Clicking on the address will take you to ®MapQuest for directions Clicking on the phone number with a Cell Phone will prompt a call Clicking on the Email Address will open Email.
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®MapQuest
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Customer Add
Return/Cancel Clear all changes Create New Customer Add customer to your Store RMS database. Requires Account number. Should Accountnumber field be left blank an auto-generated number will be used. Customer fields are what you will find in RMS.
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Customer Add Confirm
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Customer Save Confirm
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Customer Properties
Return/Cancel Clear any changes Save Customer Changes Customer information is retrieved from your stores RMS. Any saved changes to this form will update your RMS data. Use the above buttons to navigate to additional information for this customer.
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Customer History
Return/Cancel Clear all changes Save Customer Changes
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Customer Custom
Return/Cancel Clear form of all data Save Customer Changes
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Customer Notes
Place all notes here Return/Cancel Clear form of all data Save Customer Changes
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Customer Copy
Return/Cancel Clear form of all data Save Customer Changes Customer information is retrieved from the customer that you clicked ‘Copy’. All that is missing is the required Accountnumber. Creating without Accountnumber will filled out will have one auto-generated.
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Items
Return to Apps Run Search Append Wildcard Create a New Item Clear Search
Enter in your Search Criteria in full or (partial with % wildcard). The search shall include : Itemlookupcode/ Description/ Alias/ Department/ Category/ Supplier name/ Extended description/ Subdescription(1/2/3)/ Bin Location sorted in this order i.e. 12% [123, 12pk, etc] i.e. %PK [6pk, 12pk, etc] More than one match on any field will result in a
for you to choose the desired customer to edit.
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Item Add
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Item Select List
Click on row of the item that you want to edit/view.
This list was generated by entering in the Department name.
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Item Properties
Clear any changes made Save all changes made to this item Item properties are nearly identical to RMS item properties. All updates are recorded in your RMS Database.
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Item Inventory
Item properties are nearly identical to RMS item properties. Go to General tab to save your changes. All updates are recorded in your RMS Database.
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Item Pricing
Item properties are nearly identical to RMS item properties. Go to General tab to save your changes. All updates are recorded in your RMS Database.
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Item Discount
Item properties are nearly identical to RMS item properties. Go to General tab to save your changes. All updates are recorded in your RMS Database.
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Item Serial
Manage your SN’s as you would in RMS. Del/Add as needed.
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Item Serial Delete
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Item Serial Add
Item properties are nearly identical to RMS item properties. Go to General tab to save your changes. All updates are recorded in your RMS Database.
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Item Misc
Item properties are nearly identical to RMS item properties. Go to General tab to save your changes. All updates are recorded in your RMS Database.
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Suppliers
Return to Apps Run Search Append Wildcard Clear Search
Enter in your Search Criteria in full or (partial with % wildcard). The search shall include : Code, Suppliername, Contact, Address1, City, State, Zip, Emailaddress, WebAddress, Accountnumber i.e. Smi% returns [Smith,Smiley, Smithson,etc] i.e. %son returns [Jackson, Simpson, etc] More than one match on any field will result in a list of Suppliers for you to choose the desired customer to edit.
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Cashiers
Return to Apps Run Search Append Wildcard Clear Search Enter in your Search Criteria in full or (partial with % wildcard). The search shall include : Number, Name, Emaladdress, Telephone
i.e. Smi% returns [Smith, Smiley, Smithson, etc] i.e. %son returns [Jackson, Simpson, etc] More than one match on any field will result in a
for you to choose the desired customer to edit.
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Site Setup
Free static IP addresses (requires monthly emails approvals) Your name given for this particular site The Static IP address where your RMS SQL Server exists Your RMS SQL Server Login Your RMS SQL Server Password
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Step by Step Return to Admin Your RMS Database Name
Site Edit
Free static IP addresses (requires monthly emails approvals) Your name given for this particular site The Static IP address where your RMS SQL Server exists Your RMS SQL Server Login Your RMS SQL Server Password
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Step by Step Return to Admin Your RMS Database Name
Edit User
General Information RMSWebApp Approved Reseller ID RMS Cashier Name to use for POS RMS Station Number to use for POS operations Eprint email address for an Eprinter; local IP address for local browser based Receipt Printer.
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RMSWebApp unique username Choose Apps that the user is permitted to use
Sub User setup
Choose site(s) that this sub user is permitted to connect to.
Return to Admin Fill out RMSWebApp User information: Password; Password Hints; Email; RMS Station; RMS Cashiername; Printers;
Create User Return to Admin
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POS (login)
Enter in your RMS LOGIN (not password, we don’t decrypt RMS passwords) Click “OK” to login to the POS!
The Cashiername shown here is recorded in the to setup POS operations.
along with the RMS register number they are assigned to use. How
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POS
Add button works with the “ENTER” key (default key)
Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a
that ‘contains’ your entry Preset Qty. Blank = 1. Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
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POS with item added
Edit this item. Delete, Discount, price and comment Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a
that ‘contains’ your entry Preset Qty. Blank = 1. Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
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POS “Return” with item added
Edit this item. Delete, Discount, price and comment Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a
that ‘contains’ your entry Preset Qty. Blank = 1. Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
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POS “Work Order” with item added
Edit this item. Delete, Discount, price and comment Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a
that ‘contains’ your entry Preset Qty. Blank = 1. Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
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POS “Quote” with item added
Edit this item. Delete, Discount, price and comment Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a
that ‘contains’ your entry Preset Qty. Blank = 1. Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
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POS “Hold” with item added
Edit this item. Delete, Discount, price and comment Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a
that ‘contains’ your entry Preset Qty. Blank = 1. Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
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POS with Customer
Edit item, Price, Quantity, Comments
that ‘contains’ your entry Preset Qty. Blank = 1. Customer is selected on this transaction. Many cell phones can click on the phone number and call the customer.
Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.
POS is connected to your stores RMS database, no downloading or uploading is needed. Your items, customers, taxes, discounts, serial numbers and more are ready to sell from any Web Enabled Device!
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Physical Inventories List
Click from a list of ‘inventories’ that have been already
and begin collecting data!
Multiple users can collect data on the inventory then consolidation and final import into your RMS Physical Inventory from RMSWebApp.
Should no items be in the list you will need to Create them in
RMS/Manager/Inventory/Physical Inventory
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RMS Manager New Inventory
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Stock Take Form
Scan or manually enter Itemlookupcode or alias /Qty Check here for Editing of this Physical Inventory Check here for auto quantity of 1 for each item entered.
Click to enter your item into the inventory counts. Default Key Your can use your keypad or this numpad provided.
Quick pick list of 5 closest matches
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Inventory Edit
Filter counts from the list of users working with this inventory Filter items that were found on the initial inventory or choose those not found. Default All Click on any item in the list to Edit the inventory item such as quantity or to remove Select inventory count sheet from all open inventories. Default is the current inventory Import your inventory counts into RMS for FINALIZATION. Sub Users are blocked from this feature.
Select Open or Closed inventories.
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Inventory Import Closed
Filter counts from the list of users working with this inventory Filter items that were found on the initial inventory or choose those not found. Default All Click on any item in the list to Edit the inventory item such as quantity or to remove Select inventory count sheet from all open inventories. Default is the current inventory Import your inventory counts into RMS for FINALIZATION. Sub Users are blocked from this feature.
Select Open or Closed inventories.
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Inventory Item Edit Saved
Filter counts from the list of users working with this inventory Filter items that were found on the initial inventory or choose those not found. Default All Click on any item in the list to Edit the inventory item such as quantity or to remove Select inventory count sheet from all open inventories. Default is the current inventory Import your inventory counts into RMS for FINALIZATION. Sub Users are blocked from this feature.
Select Open or Closed inventories.
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Inventory Item Edit
Exit editing without changes Delete this count from sheet Exit and save edited quantity Edit count quantity
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Inventory Item Edit Save
Exit editing without changes Exit and save edited quantity
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Inventory Import Options
Import by default will import counts on items that only MATCH those defined in the inventory sheet at creation.
Checking Add Non-Items will add to the sheet any item that is not on the original but item exists in database.
Import by default will import counts adding to the count quantities that already exist on the sheet.
Checking Replace Counts will replace the current quantities with the ones on this sheet. Including zero counts.
Works the same as Physical Inventory Import Options in RMS Manager
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Inventory Import Confirmation
Cancel import and return Confirmation box will read as your options where set. i.e. Add all MATCHING items, adding to the existing counts.
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Start import process to RMS!
Inventory Import Complete
Import has completed. You can open the sheet to review .
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RMS Manager Import Options
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Sign Up!
All subscribers are enrolled as auto-recurring requiring a 15 day cancellation notice. Your Credit Card information is stored with Triple Des encryption. Should you prefer to pay otherwise please contact [email protected].
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Emergency Database
Click to Create your Emergency Database Click to Sync (Update) your Emergency database to your site Click to Use your Emergency Database when your site is down
can keep an Emergency Database on our Cloud server. Should any reason RMSWebApp cannot connect to your site then ant if the Emergency Database is available you will be connected to it. Allowing sales to continue till such time that your site comes back online. Once online you can allow RMSWebApp to push your Emergency Sales data back down to your site in a Blind Close batch.
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POS Configuration/Tenders
v Return to Apps v Tenders from Store RMS. Excluded are credit card types marked ‘EDC’ Save settings to RMSWebApp server
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Tenders that are type Credit Card but not marked ‘EDC’ in RMS. Mark ‘EDC’ here to process with your Merchant account with RMSWebApp
POS Configuration
Choose from differing configuration areas i.e. Tender, Merchant Services Go to Merchant Services sign up page to start taking credit cards with RMSWebApp
How To: Merchant Services Setup
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POS Configuration/Merchant Services
Setup your account information for credit card acceptance in RMSWebApp.
How To setup Merchant Services
Enter your account password Enter your account number Save your settings in RMSWebApp Triple_DES encrypted
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POS Customer
Enter either Account, Company, Last name, First name, Phone, City, State, Zip or email address. Use wildcard % with a partial entry to create a list of customers that ‘contains’ your criteria. GO - is the default button (Enter).
% - place % at end of criteria Clear - will clear the transaction of any customer selection Reset - will reset the criteria window to blank New - will take you to the “New” Customer form Cancel - will take you back to the POS unchanged
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POS Discounting
Discounting works on same principles as your RMS!
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POS Discounting (Item)
Discount form is preselected for item and will not affect other items.
Works the same as RMS item discounts.
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POS Functions
Blind Close/finish in RMS Manager Set transaction details here View/Recall/Return/Void transactions from here Set transaction type here Return to POS Set Shipping here requires customer selection Customer selected, pull up a list of previously purchased items
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POS Cancel
Abort Cancel – Return to POS Logout of RMSWebApp. NA when items are on transaction Exit POS and Return to Apps page. NA when items are on transaction Clear transaction and return to POS (if transaction is not clear this must be completed first before exit or Logout) Default button.
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POS Tender
Preset Cash Tenders Return to POS screen Approved tenders from your RMS tender list. You can approve your tenders in
for your RMSWebApp. Click for EXACT Amount: “+”
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Enter in tender amount for split tender transactions OR amount of tender to calculate change to be given. Click for Change or Split
tender(s) How to: Split Tender
POS Item Edit
Adjust quantity Adjust Price Adjust Total Price Item Discounting Toggle Tax Enter your item comments here… Remove item from transaction Cancel editing and return to transaction
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Save changes and return to transaction
POS NumPad
Preset Tenders Backspace tender entry Return to POS (Cancel) Use onscreen keyboard or your keypad
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Tender Amount entry Tender (default button)
POS Change
Separate emails with a comma for more than one recipient. Selected customers will auto load email address if one exists.
Internet Printer – eprinters that have an email address i.e. HP Eprinters Local Printer – any printer setup within Window Printer residing on the Local Network you are in.
IP Printer – Local Network Printer that has an IP address and can receive HTML. i.e. Star WebPrint Kick cash drawer from IP printer Check/Uncheck
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Comment or an attachment with this receipt
Printers are setup in the user profile via Admin\User Edit .
*Check marks are maintained from transaction to transaction.
POS Change (4.41)
Separate emails with a comma for more than one recipient. Selected customers will auto load email address if one exists.
Internet Printer – eprinters that have an email address i.e. HP Eprinters Local Printer – any printer setup within Window Printer residing on the Local Network you are in.
IP Printer – Local Network Printer that has an IP address and can receive HTML. i.e. Star WebPrint Kick cash drawer from IP printer Check/Uncheck Comment/attachment with this receipt How To:
*Check marks are maintained from transaction to transaction.
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POS Change ($0.00)
Separate emails with a comma for more than one recipient. Selected customers will auto load email address if one exists.
Internet Printer – eprinters that have an email address i.e. HP Eprinters Local Printer – any printer setup within Window Printer residing on the Local Network you are in.
IP Printer – Local Network Printer that has an IP address and can receive HTML. i.e. Star WebPrint Kick cash drawer from IP printer Check/Uncheck Comment or an attachment with this receipt
Printers are setup in the user profile via Admin\User Edit .
*Check marks are maintained from transaction to transaction.
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POS Change…Comment/Attachment
Open File Dialog box to search or enter the file to attach Enter in comment you want to send with the receipt
POS Customer Selection
Select the customer for this transaction by clicking the row.
When Clicking on the Address and you will go to ®MapQuest for directions and more. With a Cell Phone, click on the Phone Number and call that customer!
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POS Item Select
Search criteria used here is ‘ball’. You can find matching items with only partial information. The search includes itemlookupcode, description, alias and department name.
Select row or Cancel to return to POS
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POS Details
No changes to details return to POS Save any changes go to POS. Default key.
Your reference identifier for this Transaction Any comment you want associated with this Transaction
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Work Order Options
Unavailable on Work Order options Save changes to work order and close Save any changes and convert Work Order into a transaction then go to tender
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Subscriber VS Free
• Subscribers – Journaled receipts to RMS – Emergency DB on our Cloud Server allowing access when your store down – No Ads
• Free Users – Free access with ads
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Transaction Viewer
List of latest Holds, Trans, WO’s and Quotes.
Click on transaction to recall or reprint. Should more transactions be available of a
type, Click on More… to search the
database From this viewer you can recall/ return/reprint or email recent transactions and search for older transactions.
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Recall Options
Return to POS Create a new transaction from items recalled from the selected transaction Create a Return transaction from items recalled from the selected transaction See the receipt in HTML from the selected transaction
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Send HTML Receipt to a printer or email.
Recall Work Order Options
Return to POS Recall Work Order for editing or Selling purposes N/A
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See the Work Order in HTML from the selected transaction Send HTML Work Order to a printer or email.
Transaction Search
Return to POS Enter Transaction Number in search box for a direct result or see all transactions by a date range from Start date (left) to End date (right) to search from.
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POS Viewer search results
Return to POS Select your transaction to recall from the list generated from your date range.
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POS Transaction View
Return to POS Send as Email or to Printer
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POS Send/Email
Return to POS Send as Email or to selected Printer(s) Send a personal Message with Receipt here With Customer selection their email will auto populate here. Manually you can input addresses separated by a comma.
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Select Printer to send receipt to Printers are setup in
Eprinters /Local Printers/IP Receipt Printers
POS Customer Reorder
Return to POS Select item to be reordered for this customer from list of previously ordered items.
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POS Shipping
Choose carrier from your list of carriers Return to POS without saving any changes Notes to be recorded with charges Tracking number to be recorded with charges Save Shipping settings and return to POS
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Choose desired service from selected carrier Set: Weight; Total Value; Overwrite Charges
POS Ship To:
This Feature will be coming in a future release. ‘Like’ us on Facebook to keep up with all announcements! www.facebook.com/rmswebapp
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• • • • • •
Setup Emergency Database
Subscribers can upload to our Cloud server an abbreviated copy of your RMS data. All data that is necessary to create POS transactions are copied but no transactional data including journal entries is copied.
Should your RMS Data not be available for any reason then RMSWebApp will revert to your ‘Emergency DB’ if available. Then you will be able to continue to due POS sales until such time your RMS data is back online. RMSWebApp will then push your Emergency data back down to your store as a ‘Blind Close’.
You will be responsible for ‘syncing’ (updating) your ‘Emergency data’ with your store on a regular basis.
Click on Emergency Database on the
.
Click on ‘Create’ button on the
confirm with ‘OK’. This may take several minutes to finish.
and then Click on ‘Sync’ to update your Emergency data with your current RMS data
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Blind Close
• •
RMSWebApp uses the ‘Blind Close’ feature of RMS.
From the Func: menu of the
‘Blind Close’ at bottom left.
POS page
click on
In RMS Manager follow the for Blind Closing .
RMS procedure
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RMS Blind Closing
• • • • • • • • • • • •
Closing open and blind closed batches
After you perform a blind closeout from the point-of-sale, you can use the Manager program to enter closing amounts and/or generate X and Z reports. This way, you do not have to count your drawer in front of the public.
To close a batch 1.
On the Journal menu, click
Update Batch Info
.
2.
Specify the applicable filter criteria, and then click OK. The Open and Blind Closed Batches report appears.
3.
In the Batch List report window, move your mouse over the entries in the Batch column until the cursor changes to a magnifying glass.
4.
Select the batch you want to close, and then double-click your mouse. The Batch Number window appears.
5.
OK.
Using your arrow keys, select the desired task (such as Enter Opening Amount), and then click 6.
If you selected the Enter Opening Amount or Enter Closing Amount option, enter the register amount in the applicable tenders, and then click OK.
Tip: To update the Open and Blind Closed Batches report, click the Refresh button.
If you selected the Generate X Report or Generate Z Report option, Store Operations will print the applicable report.
After you close your batches, you can go to the Reports menu, click Miscellaneous, and then click Batch List to view all your open and closed batches.
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Create User Steps
•
•
Click on Create User link
Complete User form
Get activation code sent to your email
Read and select “I Agree” agreement.
Enter your activation code and click “OK”
You will then proceed to the Admin Page
Create a site (connect your store)
Setup POS Operations
How to setup POS operations in RMSWebApp and RMS
•
•
Create a new Register in the you RMS Manager .
Best to use a register number at 90 or higher. Do not use an existing register that may be in use at store level .
For Journaled receipts (subscribers only) Assign Receipt1 and or Receipt2 with standard 40/80 column RMS Receipt formats with the journal option checked .
Edit User account
and complete station information and corresponding RMS Cashier Name.
Setup Printer(s)
RMS New Register
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• • •
Setup Printers
Local Printers (connected via local network) – Available from most devices Eprinters (internet with email address) – Available from any device. Generally a slow print job however.
–
www.hp.com/go/eprintcenter
Browser Printer(IP address/HTML) – Available from any device on the same local network as the Printer – http://www.starmicronics.com/printer/thermal_printers/tsp650iiwebprnt
Setup printer in the User profile with
page.
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RMS New Register/Printers
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RMS New Tender
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• • • •
• •
Get Connected!
Verify SQL Server is 2008 or higher Verify static IP address to SQL Server Allow TCP/IP connection to SQL Server Port forward IP address in your router At
click on Add Site button Complete
form in RMSWebApp with your credentials
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Merchant Services Setup
• • • Sign up for you Mercury Payment account from
Mercury Payment Systems link – MPS is currently the only option for RMSWebApp. Store Merchant Service is not affiliated with RMSWebApp Merchant Services.
RMSWebApp will email you with your MPS password for your newly created account.
Enter your MPS account number and emailed password in Merchant Services at
POS Configuration/Merchant Services
page • Create proper tenders in RMS Manager to use for Credit Cards in RMSWebApp – Tender(s) need to be of type ‘Credit Card’ with the EDC unchecked.
– At
, select EDC for the Credit Card accounts you created for RMSWebApp.
– Batching Credit Cards: This is auto-batch each day @4:30am MT
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Split Tendering
• • •
At the tender page
choose the right most column of the first tender You’ll proceed to the this tender
NumPad page
. Enter by keyboard or numpad your split tender amount for You’ll then be taken back to the
tender page
for the remaining balance. Continue as above for more split tenders or choose the middle column of the last tender for the remaining amount
•
Setup Tenders
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Setup Tenders
• • • • • RMSWebApp uses the tenders setup already in your RMS Stores data.
Exceptions being any Credit Cards with the ‘EDC’ checked.
Create desired Credit Card tenders to work with your RMSWebApp Merchant Account. These tenders must have the ‘EDC’ Unchecked and be of type ‘Credit Card’ within RMS.
In
RMSWebApp from your
and select ‘EDC’ for your RMSWebApp credit card tenders and a check mark for any tender you wish to accept in See also: –
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• • •
• • •
Tender to Credit Card
Upon selecting a Credit Card tender you will be taken to the Merchant Service Hosted page .
FYI: RMSWebApp doesn’t take any swipe or manual card information. This is all done from the Merchant Services hosted page located within an iframe enclosure.
Depending on the device you are using at the time you may need to place the focus inside the Card Number textbox by clicking or touching it.
Once the focus is in the Card Number textbox, swipe the credit card.
For Manual entry. Select ‘Manual enter’
– above textbox.
Enter Credit Card Number, Expiration date, CVV three digit number on back of card and zip code(optional) Hit Done when completed or to Cancel without entering card info.
See Also:
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Hosted Checkout Swipe
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Hosted Checkout Manual
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Interactive Guide overview
•
START button - go to the Introduction page
and start the interactive process by logging in (click the login button). Read what each button does and click on the buttons to see what happens next. Interactively use the program without having an account or store connection to see how it works and what RMSWebApp can do.
• Quick Menu at the bottom of each page - jump to different sections of RMSWebApp to start that interactive process
• How To: get more instructional detail on different processes
without looking for them on the interactive trail.
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Utilizing RMSWebApp
• • • • •
Think of RMSWebApp as a virtual REAL time POS station for your store on the web. Line Busting – Take care of customers anytime anywhere!
Great Emergency/Disaster Plan (Yeah you need one)
– Station down ? Use any web device, yours, customers any web device!
– System crash? Use your Emergency database and do sales from your data with our server!
Great for any offsite needs:
– POS Sales • Sales Reps in the field • Trade Shows • Sidewalk sales – Work orders/Quotes/Holds – Customer creation/editing • Call customer number from Cell phone with just a click • • • Get Directions from ®MapQuest See Sales History More… – Item price checking • Check/update your price or costs anytime anywhere – Sales reporting • Drillable Sales/Profits Today, Yesterday, This Month, Last Month, This Year, Last Year, Last 3 Years
Turn your web device into a portable data collector for taking Physical Inventories for RMS
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Credit Card Batching
•
Credit Card Batching through Mercury Payment System is done automatically each day at 4:30 AM CST.
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RMSWebApp Versions
•
No need to ever download the latest version of RMSWebApp! When you connect to www.RMSWebApp.com
you are getting the latest available version
•
If you are using a Short Cut to www.RMSWebApp.com
your cached version.
you may need to refresh the page occasionally so as not to use
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Working with Receipts
• • • •
Previous transactions can be recalled with
Transaction Viewer
from the Functions
page in
POS.
Note: Transaction Viewer
recalls ALL transactions from your RMS for recall.
At the Recall options
page Click on Email address may be auto populated from the selection of a customer or manually inputted with a comma separating each email address.
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Working with Ads
• • • • • • • RMSWebApp adds help in bringing you a free version of RMSWebApp – Please support our sponsors Click at bottom when add appears to skip and move on Ads will run – entering an App from the Apps page – completion of a POS transaction – – creating or editing a database item after entering 50 inventory count items – editing a inventory count item Ads pause for 2 sec’s and graduate to 6 sec’s Exiting RMSWebApp will reset pause time Clicking on an add image may take you to that another website for additional information To no longer see adds.
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POS Customer Reorder
•
Scroll through a customers list of items ordered.
•
Select item to re-order by clicking on that row
•
From the Functions
REORDER button .
menu on the POS page
click on
– (This button will only appear when a customer has been preselected for the transaction.)
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RMSWebApp Tips and Tricks
• • • • • • • • Use the navigation on RMSWebApp and NOT your browsers back button as this will likely cause errors and unexpected results. On smaller devices try both horizontal and vertical screens.
Get the proper peripherals for your device(s) Use Free users along with your Subscriber license(s) Create Shortcut on your desktop for quick access to www.RMSWebApp.com
Looks best in most browsers other that I.E.
Cannot drill through reports in Mozilla Search with wild card % to bring back a list of matches
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•
How to:
Utilize RMSWebApp to your behalf
Connect to your store via RMSWebApp
Setup Merchant Services/Batching
(
)
Get latest version of RMSWebApp
Report generation