RMSWebApp Interactive StartStart Intro Login Create User Admin Applications How To:IntroLoginCreate...

RMSWebAppInteractive

Start Intro Login Create User Admin Applications How To:

START

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.

How to use this Guide


Click here to see how to Create your user account

Click here – let’s login and get started!


Login Page

Your user name

Your password

Let’s Go! Click here

? Having a site setup will send you to Apps. No site yet will send you to Admin.

Store a cookie of your login

Reset your password via Email if forgotten.

Don’t have an account username click here


Create Account/User

Optional: RMSWebApp RMS partner ID. May be provided by RMSWebApp

Unique name for your RMSWebApp account

RMSWebApp account password. Best to use a STRONG password.

Activation Code will be sent to this address

To reset a forgotten password create your question and answer.

Create User and Activate your new RMSWebApp account!


Administration Page (Admin)

Connect your store(s) to our RMSWebApp cloud server. Add as many sites (stores) as you like. SQL Server must be IP enabled and Port Forwarded through your router.

Add sub-users to your account. Sub-users are under your control as to what sites they can connect to and what applications they can run. Add as many as you like!

Select Site that you want to connect too. You can have multiple sites

Select Site that you want to edit the connection credentials .

Select the user/sub user that you want to edit the settings. Here you would set the POS login credentials for example.


Application Page (Apps)

Create/Edit Customers, Items, Cashiers and Suppliers

POS application requires additional setup in Edit User profile , POS Config and RMS Manager. Works in real time with your RMS!How To Setup POS Operations:

Turn any connected device into a PDC (Portable Data Collector). Take a physical inventory on your PHONE!

Drillable Sales reports by Today, Yesterday, Month, Year, 3 Years

Subscribers can upload an ‘Emergency’ copy of their DB to our server when your DB is AWOL!

Become a Subscriber!

Setup Tenders/Merchant Services and more…


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!


Agreement

Back


Site Setup Tips


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.


3yr Report (Year/Department)


Customers

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 list of Customers for you to choose the desired customer to edit.

Return to AppsRun Search

Append Wildcard

Clear Search

Create a New Customer


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.


®MapQuest


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.


Customer Add Confirm


Customer Save Confirm


Customer Properties

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.

Return/Cancel Clear any changes Save Customer Changes


Customer History

Return/Cancel Clear all changes Save Customer Changes


Customer Custom

Return/Cancel Clear form of all data Save Customer Changes


Customer Notes


Place all notes here


Customer Copy

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.



Items

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 list of Items for you to choose the desired customer to edit.


Append Wildcard

Clear Search

Create a New Item


Item Add


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.


Item Properties

Item properties are nearly identical to RMS item properties.

All updates are recorded in your RMS Database.

Clear any changes made Save all changes made to this item


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.


Item Pricing



Item Discount



Item Serial

Manage your SN’s as you would in RMS. Del/Add as needed.


Item Serial Delete


Item Serial Add



Item Misc



Suppliers

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.


Append Wildcard

Clear Search


Cashiers

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 list of Cashiers for you to choose the desired customer to edit.


Append Wildcard

Clear Search


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 Your RMS Database Name

Step by Step

Return to Admin


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 Your RMS Database Name

Step by Step

Return to Admin


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.


Sub User setupRMSWebApp unique username Choose site(s) that this sub user is

permitted to connect to.

Choose Apps that the user is permitted to use

Fill out RMSWebApp User information: Password; Password Hints;Email; RMS Station;RMS Cashiername;Printers;

Create User Steps

Return to Admin

Create User Return to Admin


POS (login)

Enter in your RMS LOGIN (not password, we don’t decrypt RMS passwords)

The Cashiername shown here is recorded in the Users settings along with the RMS register number they are assigned to use. How to setup POS operations.

Click “OK” to login to the POS!


POS

Menu Buttons: Sale Type; Set Customer; Apply Discounts; More functions; Cancel/Exit; Tender. Click for more info.

Preset Qty. Blank = 1.

Scan or enter whole or partial itemlookupcode , description or alias for direct entry or a list of items that ‘contains’ your entry

Add button works with the “ENTER” key (default key)

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!


POS with item added




Edit this item. Delete, Discount, price and comment



POS “Return” with item added







POS “Work Order” with item added







POS “Quote” with item added







POS “Hold” with item added







POS with Customer




Edit item, Price, Quantity, Comments


Customer is selected on this transaction. Many cell phones can click on the phone number and call the customer.


Physical Inventories List

Click from a list of ‘inventories’ that have been already created in RMS 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


RMS Manager New Inventory


Stock Take Form

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.

Check here for Editing of this Physical Inventory

Quick pick list of 5 closest matches

Scan or manually enter Itemlookupcode or alias /Qty


Inventory Edit

Select inventory count sheet from all open inventories. Default is the current inventory

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

Select Open or Closed inventories.

Import your inventory counts into RMS for FINALIZATION. Sub Users are blocked from this feature.

Click on any item in the list to Edit the inventory item such as quantity or to remove


Inventory Import Closed








Inventory Item Edit Saved








Inventory Item Edit

Exit editing without changes

Delete this count from sheet Edit count quantity

Exit and save edited quantity


Inventory Item Edit Save

Exit editing without changes Exit and save edited quantity


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


Inventory Import Confirmation

Confirmation box will read as your options where set. i.e. Add all MATCHING items, adding to the existing counts.

Start import process to RMS!Cancel import and return


Inventory Import Complete

Import has completed. You can open the sheet to review .


RMS Manager Import Options


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].


Emergency Database

Subscribers 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.

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


POS Configuration/Tenders

Tenders from Store RMS. Excluded are credit card types marked ‘EDC’

Tenders that are type Credit Card but not marked ‘EDC’ in RMS.

Mark ‘EDC’ here to process with your Merchant account with RMSWebAppSave settings to RMSWebApp server

v v

Return to Apps


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

http://www.mercurypay.com/sign-up/?logofile=RMS%20web%20app.jpg&dealer-name=RMSwebapp&dealer-contact=Randy%20Burnett&[email protected]&dealer-address&dealer-phone&dealer-fax&dealer-pos&pos-version&mercuryrep-name=Sales%20Support&[email protected]&mercuryrep-phone=800.846.4472%20&headline=headline7&industry=retail&sub1=true&sub2=true&sub3=true&sub4=true&sub5=true&sub6=true&sub7&sub8&form=short

http://www.mercurypay.com/sign-up/?logofile=RMS%20web%20app.jpg&dealer-name=RMSwebapp&dealer-contact=Randy%20Burnett&[email protected]&dealer-address&dealer-phone&dealer-fax&dealer-pos&pos-version&mercuryrep-name=Sales%20Support&[email protected]&mercuryrep-phone=800.846.4472%20&headline=headline7&industry=retail&sub1=true&sub2=true&sub3=true&sub4=true&sub5=true&sub6=true&sub7&sub8&form=short


POS Configuration/Merchant Services

Setup your account information for credit card acceptance in RMSWebApp.

How To setup Merchant Services

Enter your account number

Enter your account password

Save your settings in RMSWebApp Triple_DES encrypted

https://www.google.com/?gws_rd=ssl#q=triple+des+encryption

https://www.google.com/?gws_rd=ssl#q=triple+des+encryption


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 criteriaClear - will clear the transaction of any customer selectionReset - will reset the criteria window to blankNew - will take you to the “New” Customer formCancel - will take you back to the POS unchanged


POS Discounting

Discounting works on same principles as your RMS!


POS Discounting (Item)

Discount form is preselected for item and will not affect other items.Works the same as RMS item discounts.


POS Functions

Set transaction type here

View/Recall/Return/Void transactions from here

Blind Close/finish in RMS Manager Set transaction details here

Set Shipping here requires customer selection

Return to POS

Customer selected, pull up a list of previously purchased items


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.


POS Tender

Preset Cash Tenders

Return to POS screen

Approved tenders from your RMS tender list. You can approve your tenders in POS Configuration for your RMSWebApp.

Click for EXACT Amount: “+”

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

Save changes and return to transaction


POS NumPad

Preset Tenders

Backspace tender entry

Return to POS (Cancel)

Tender (default button)

Tender Amount entry

Use onscreen keyboard or your keypad


POS Change

Check/Uncheck

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

Comment or an attachment with this receipt

Kick cash drawer from IP printer Printers are setup in the user profile via Admin\User Edit. *Check marks are maintained from transaction to transaction.


POS Change (4.41)

Check/Uncheck





Comment/attachment with this receipt

Kick cash drawer from IP printer How To: Setup Printers*Check marks are maintained from transaction to transaction.


POS Change ($0.00)

Check/Uncheck





Comment or an attachment with this receipt

Kick cash drawer from IP printer Printers are setup in the user profile via Admin\User Edit. *Check marks are maintained from transaction to transaction.


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

Start Intro Login Create User Admin Apps POS Items Customers Suppliers Inventory POS Config Sign Up Emergency DB


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!


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


POS Details

Your reference identifier for this Transaction

Any comment you want associated with this Transaction

No changes to details return to POS Save any changes go to POS. Default key.


Work Order Options

Save changes to work order and close

Unavailable on Work Order options

Save any changes and convert Work Order into a transaction then go to tender


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

• Sign up!


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.


Recall Options

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

Send HTML Receipt to a printer or email.

Return to POS


Recall Work Order Options

Recall Work Order for editing or Selling purposes

N/A See the Work Order in HTML from the selected transaction

Send HTML Work Order to a printer or email.

Return to POS


Transaction SearchReturn 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.


POS Viewer search resultsReturn to POS

Select your transaction to recall from the list generated from your date range.


POS Transaction ViewReturn to POSSend as Email or to Printer


POS Send/EmailReturn to POS

Send as Email or to selected Printer(s)

Select Printer to send receipt toPrinters are setup in User Edit here.

Eprinters /Local Printers/IP Receipt Printers

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.


POS Customer ReorderReturn to POS

Select item to be reordered for this customer from list of previously ordered items.


POS Shipping

Return to POS without saving any changes

Notes to be recorded with charges

Tracking number to be recorded with charges

Choose carrier from your list of carriers

Choose desired service from selected carrier

Set:Weight;Total Value;Overwrite Charges

Save Shipping settings and return to POS


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

http://www.facebook.com/rmswebapp


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 Apps page.• Click on ‘Create’ button on the Emergency Database page and then

confirm with ‘OK’. This may take several minutes to finish.• Click on ‘Sync’ to update your Emergency data with your current RMS data


Blind CloseRMSWebApp uses the ‘Blind Close’ feature of RMS. • From the Func: menu of the POS page click on

‘Blind Close’ at bottom left.• In RMS Manager follow the

RMS procedure for Blind Closing.


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. Using your arrow keys, select the desired task (such as Enter Opening Amount), and then click

OK.• 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.

mk:@MSITStore:C:/Program%20Files%20(x86)/Microsoft%20Retail%20Management%20System/Store%20Operations/Store%20Operations.chm::/Manager%20Program/Reference/Journals%20Menu/Update%20Batch%20Info.htm


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

Start Intro Login Create User Admin Apps How To:


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 Rec

eipt1 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)Start Intro Login Create User Admin Apps POS Items Customers Suppliers Inventory POS Config Sign Up Emergency DB


RMS New Register


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

For Journaled receipts (subscribers only) Assign Receipt1 and or Receipt2 with standard 40/80 column RMS Receipt formats with the journal option checked.

Setup printer in the User profile with Edit User from the Admin page.

http://www.starmicronics.com/printer/thermal_printers/tsp650iiwebprnt

http://www.starmicronics.com/printer/thermal_printers/tsp650iiwebprnt


RMS New Register/Printers


RMS New Tender


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 Admin page click on Add Site button• Complete Site setup form in RMSWebApp with your credentials• Detailed instructions…


Merchant Services Setup• Sign up for you Mercury Payment account from POS Configuration 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 POS Configuration/Tenders, select EDC for the Credit Card accounts you created

for RMSWebApp.– Batching Credit Cards: This is auto-batch each day @4:30am MT


Split Tendering• At the tender page choose the right most column of

the first tender• You’ll proceed to the NumPad page. Enter by keyboard

or numpad your split tender amount for this tender• 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


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 POS Configuration from your Apps Page choose Tenders and select ‘EDC’ for your RMSWebApp credit card tenders and a check mark for any tender you wish to accept in RMSWebApp

• See also:– Merchant Setup– POS operations setup


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:

– Merchant Setup– Tender Setup


Hosted Checkout Swipe


Hosted Checkout Manual


Interactive Guide overview

• 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.

START


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


Credit Card Batching

• Credit Card Batching through Mercury Payment System is done automatically each day at 4:30 AM CST.


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 you may need to refresh the page occasionally so as not to use your cached version.

http://www.rmswebapp.com/



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.


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. Become a subscriber!


POS Customer Reorder

• Scroll through a customers list of items ordered.

• Select item to re-order by clicking on that row

• From the Functions menu on the POS page click on REORDER button.

– (This button will only appear when a customer has been preselected for the transaction.)


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



How to: • Utilize RMSWebApp to your behalf• RMSWebApp Tricks and tips• Create User• Connect to your store via RMSWebApp• Setup POS Operations• Setup Tenders• Setup Merchant Services/Batching• Setup Printers• Station Close/Blind Closing• Setup Emergency Database (Subscriber feature)• Split tender• Credit Card tendering• Credit Card Batching• Email/Reprint Receipts• Customer Reorder• Manage Adds• Get latest version of RMSWebApp• Report generation

RMSWebApp Interactive StartStart Intro Login Create User Admin Applications How To:IntroLoginCreate...

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Transcript of RMSWebApp Interactive StartStart Intro Login Create User Admin Applications How To:IntroLoginCreate...