WELCOME TO REVEL SYSTEMS RETAIL SERVICE... 5 STARTING YOUR WORK Logging In to Your POS Refreshing the POS Settings...

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2 Retail Service User Guide. Page 2 of 81 Table of Contents WELCOME TO REVEL SYSTEMS RETAIL SERVICE... 5 STARTING YOUR WORK... 6 Logging In to Your POS... 7 Refreshing the POS Settings... 8 Clocking In and Clocking Out... 9 POS Main Screen Overview The Top Menu The Order Screen The Order Options Panel The Payment Screen The Products Screen Setting the Till PROCESSING YOUR ORDERS (BASIC) Adding Items to Orders Taking Payments Paying in Cash Paying with a Credit Card Paying with a Gift Card Paying with a Check Using Other Methods for Payments FINISHING YOUR WORK Closing Held Orders Checking Out the Till... 29

3 Retail Service User Guide. Page 3 of 81 PROCESSING YOUR ORDERS (ADVANCED) Manage Order Items Editing an Item in the Order Deleting an Item from the Order Exchanging a Product Returning an Item Editing Order Details Holding an Order Recalling a Held Order Finding an Order Discounting an Order Printing Receipts Refunding Payments Creating an Invoice Converting an Invoice to an Order MANAGING CUSTOMERS Adding a New Customer Attaching a Customer to an Order Displaying Customer's Orders Editing a Customer's Profile Managing Customer's Addresses THE SETTINGS MENU Configuring Manager Settings Managing Financials... 58

4 Retail Service User Guide. Page 4 of 81 Accessing Time Management Sheet Viewing Declined Payments Viewing Offline Payments Configuring Lock Options Configuring POS Settings Enabling Troubleshooting Mode Printing Labels in the Manage Item Mode Accessing Inventory Getting the Employee Sales Summary Managing Tills Performing Pay-Ins and Pay-Outs Performing a Bank Drop Configuring Printers Configuring a Receipt Printer Configuring a Label Printer Managing Gift Cards Adding a New Gift Card Viewing and Updating a Gift Card's value Linking a Gift Card to a Customer Managing Reward Cards Adding a New Reward Card Viewing and Adding Reward Card's Points Linking a Reward Card to a Customer Performing Receiptless Returns... 81

5 Retail Service User Guide. Page 5 of 81 WELCOME TO REVEL SYSTEMS RETAIL SERVICE Whether your retail shop is run through a website, single storefront, or multiple brick and mortar locations, the Revel Systems ipad Retail POS has the features and flexibility to accommodate your needs. Give your customers a modern checkout experience that is quick, visually appealing, and interactive with their mobile devices. In this guide, you see how Revel Systems Retail POS makes it easy for employees to do everything from finding products and performing price checks to redeeming gift cards and loyalty program rewards. The following list explains the meaning of graphic symbols and devices, and typographical conventions used in this guide. Convention Description Bold Used for window component names, buttons, menu options and similar. For example: Click Settings. Used to mark up examples. For example: Italics shoes Result: used to highlight the outcome of a described action. Video: used for providing a link to a video in Revel Systems Training Library. Note: used to highlight important information. Tip: used to highlight recommendations for specific actions and tasks. Important: used to highlight important actions or actions that could lead to undesirable results.

6 Retail Service User Guide. Page 6 of 81 STARTING YOUR WORK In this chapter, you make your first steps with Revel Systems ipad Retail POS: o log In to the Revel POS o refresh the POS settings o clock in and clock out o learn the POS Main Screen o set your till

7 Retail Service User Guide. Page 7 of 81 Logging In to Your POS In this topic, you learn how to log in to the IPad POS. To log in to the IPad POS, perform the following steps: 1. Launch the Revel POS application. Result: The PIN screen is displayed. 2. Optionally, tap Clock in to make a record indicating you have begun your shift. Note: Refer to Clocking In and Clocking Out for more information. 4. Use the number pad to enter the 4-digit PIN provided by your manager. Result: The Main screen is displayed, the POS is ready for work. Video: Refer to Revel Systems Training Library for video training on this topic.

8 Retail Service User Guide. Page 8 of 81 Refreshing the POS Settings If there are any changes made on the Management Console, you will need to update your POS. To update your POS's settings, perform the following steps: 1. In the Login screen, press Refresh and press OK to confirm the update. Note: It may take some time to download the configuration data. 2. When the updated configuration data is downloaded, you may see the stations list. Select the device you are using as POS. Result: The new configuration is saved and applied. Video: Refer to Revel Systems Training Library for video training on this topic.

9 Retail Service User Guide. Page 9 of 81 Clocking In and Clocking Out Use the Clock In and Clock Out features to record that you have begun or finished your shift. To clock in or clock out, perform the following steps: 1. In the Login screen, press Clock In or Clock Out. 2. Use the number pad to enter the 4-digit PIN provided by your manager. 3. Press OK to confirm the operation. Result: The confirmation receipt is printed. Tip: If you have already logged in to the POS, you can clock in or clock out from the Settings > Clock In / Clock Out menu. Video: Refer to Revel Systems Training Library for video training on this topic.

10 Retail Service User Guide. Page 10 of 81 POS Main Screen Overview When you log in to your POS, the POS Main screen contains the following areas: o the Top Menu o the Order Screen o the Order Options Panel o the Product Screen When you tap, you will see the Payment screen instead of the Product screen.

11 Retail Service User Guide. Page 11 of 81 When you tap a product from the Order screen, you will see the Product Details screen instead of the Product screen.

12 Retail Service User Guide. Page 12 of 81 The Top Menu Use the Top Toolbar to access the following menu options and features: o Settings o Customers o Orders o Station o Full Screen o Search Settings Use the Settings menu in the Top Menu area to access reports, and configures your POS parameters, or perform certain actions: Setting Use the setting to... Manager - access Manager settings Sales Summary - see and print Employee Sales Report. Tills - access the Till Management screen. Printers - set the font size for available printers and manage available printers. Gift Cards - create and manage gift cards. Reward Cards - create and manage reward cards.

13 Retail Service User Guide. Page 13 of 81 Setting Use the setting to... Clock In / Clock Out - clock in or clock out. Logout - log out from POS. Customers If you press Customer in the Top Menu area you will see the Manage Customers screen that contains the following controls: Control Use the option to... Filter - use the Name, Phone, Reference Number, and fields to search for a customer. Customers List - scroll through the Customers List to select a customer. Add New - tap the button to add a new customer. Dismiss - tap the button to close the Manage Customers screen. Display Orders - tap the button to see the orders made by the selected customer. Edit - tap the button to edit the selected customer's data. To Order - tap the button to add the selected customer to the order. Orders If you press Orders in the Top Menu area you can select the following options: Option Use the option to.. Held Orders - see the held orders. Today's Orders - see today's orders.

14 Retail Service User Guide. Page 14 of 81 Find Order by ID - find an order by ID. Find Orders by Credit Card - find an order by entering the last 4 digits of a customer's credit card. Close Held Orders - close held orders automatically. Outstanding invoices - see outstanding invoices. Check Sync Status - check the synchronization status between the POS and the server. Station Use the Station option in the Top Menu area to see syncing stations and to set a station as main. Full Screen Mode Tap Full Screen feature to replace the order and product screens of a screen optimized to display as many product categories, sub-categories, and products as possible. Search Use the Search feature to search for a product by name, bar code or SKU. The Order Screen When you add products to the order, you can see and manage them from the Orders Screen: o manage items added to the order o edit order details o hold the order

15 Retail Service User Guide. Page 15 of 81 o cancel the order o create an invoice The Order Options Panel From the Bottom Toolbar you can select the options applicable to your order: o fast cash o fast credit o enter a product bar code o print a guest check o add an extra item o discount the order o open the cash drawer o take payments for orders

16 Retail Service User Guide. Page 16 of 81 Note: Depending on the number of available options, you may need to slide the toolbar to the right or to the left to find the required one. The Payment Screen To process the order payment, you should use the options available on the Payment screen: o take a payment o print a gift receipt o a receipt o reprint the receipt o refund payments o redeem or assign reward

17 Retail Service User Guide. Page 17 of 81 The Products Screen On the Products screen you see your product list. According to the configuration in the Management Console, the product can be listed in one-touch menu or sorted in categories and subcategories. Depending on the number of available items, you may need to slide the screen up or down, to the right or to the left to find the required category, subcategory, or product. Tip: Enable the Full Screen mode, to see more items on the screen.

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19 Retail Service User Guide. Page 19 of 81 Setting the Till This topic describes how to set the amount of cash in your till at the beginning of your shift or day. Before you Begin Log in to your POS. To set your till, perform the following steps: 1. In the Main Menu, select Settings > Tills. Result: The Tills Management screen appears. 2. Enter the amount of cash you have in the till. 3. Press Set to confirm the operation. Result: The time record for the till set is displayed. Note: Your till will automatically track all cash transactions performed on the POS. Refer to Managing Tills for more information. Video: Refer to Revel Systems Training Library for video training on this topic.

20 Retail Service User Guide. Page 20 of 81 PROCESSING YOUR ORDERS (BASIC) Use your Revel POS to perform the following basic operations with orders: o adding items to orders o taking payment

21 Retail Service User Guide. Page 21 of 81 Adding Items to Orders When you log in to the POS or close a prior order, a new order is created automatically. This topic describes the way you can add items to an order. To place an order, perform the following steps: 1. Do one of the following: Select the desired category, subcategory and product or Scan the product bar code into the Barcode window Note: If the Barcode window is not visible, tap in the Order options panel. or In the Top Menu, use the search feature to find the product by name, SKU or bar code 2. Select product attributes, if applicable. Result: The selected product is added to the Orders screen. Tip: If you need to delete a product form the order, slide your finger across the total price of the product and tap the red Delete button. 3. Optionally, edit the product you have added.

22 Retail Service User Guide. Page 22 of 81 Tip: Refer to Editing an Item in the Order for more information. Video: Refer to Revel Systems Training Library for video training on this topic.

23 Retail Service User Guide. Page 23 of 81 Taking Payments In this topic, you learn how to pay for the order using different methods: o cash o credit card o gift card o check o outside processing Paying in Cash In this topic, you learn how to take a payment for the order in cash. Before you begin Ensure you have added items to your order. To take a payment for the order in cash, perform the following steps: 1. On the Order Options Panel, do one of the following: o tap the Fast Cash button or o tap the Pay button Result: The Payment screen is displayed. 2. Optionally, in the Amount tendered field, type in the given amount. 3. Tap Cash.

24 Retail Service User Guide. Page 24 of 81 Result: If you have entered a value in the Amount Tendered field, the change amount is displayed. 4. Tap. Paying with a Credit Card In this topic, you learn how to take a payment for the order using a credit using a card swipe. Before you begin Ensure you have added items to your order. To take a payment using a credit card, perform the following steps: 1. On the Order Options Panel, tap Pay and then Credit or tap the Fast Credit button. Result: The Payment screen is displayed and card swipe prompt appears. Note: Alternatively, you can tap the Pay button and then the Manual button to take a payment by entering credit card number, CVV, expiration date, and card holder information. 2. Swipe a card. 3. Capture a signature from the customer, if needed. 4. When the payment is processed, tap.

25 Retail Service User Guide. Page 25 of 81 Paying with a Gift Card In this topic, you learn how to take a payment for the order using a gift card. Before you begin Ensure you have added items to your order. To take a payment using a gift card, perform the following steps: 1. On the Order Options Panel, tap the Pay button. Result: The Payment screen is displayed. 2. On the Payment screen, tap Gift Card. 3. Swipe a card or manually enter the card number. 4. When the payment is processed, tap. Paying with a Check In this topic, you learn how to take a payment for the order using a check. Before you begin Ensure you have added items to your order. To take a payment using a check, perform the following steps: 1. On the Order Options Panel, tap the Pay button.

26 Retail Service User Guide. Page 26 of 81 Result: The Payment screen is displayed. 2. On the Payment screen, tap Check. 3. Input the check number and tap OK. 4. Tap. Using Other Methods for Payments In this topic, you learn how to take a payment for the order using other methods, for example, outside credit processing or outside gift processing. Before you begin Ensure you have added items to your order. To take a payment from using outside processing, perform the following steps: 1. On the Order Options Panel, tap the Pay button. Result: The Payment screen is displayed. 2. On the Payment screen, tap Credit+. 3. Select the method as desired. 4. Tap.

27 Retail Service User Guide. Page 27 of 81 FINISHING YOUR WORK Before you finish you business day, you should perform the following actions on your POS: o close held orders o check out the till

28 Retail Service User Guide. Page 28 of 81 Closing Held Orders This topic describes how to close held orders at the end of the day. Tip: This topic describes how to close held orders manually. Alternatively, you can close held orders automatically: in the Top Menu, tap Orders > Close held orders. You may also set this to run automatically on the server. To close held orders, perform the following steps: 1. In the Top Menu, tap Orders > Held orders Result: The held orders list is displayed. You can see the date and time of the held orders and the customer's name associated to the order, if any. 2. Select the held order you want to close. Result: The order information is displayed on the Order screen. 3. Tap Close order. Note: If the order balance doesn't equal zero, you will need to refund payments or return items to close the order. Video: Refer to Revel Systems Training Library for video training on this topic.

29 Retail Service User Guide. Page 29 of 81 Checking Out the Till This topic describes how to set the amount cash in your till at the end of your shift or day. Before you Begin Ensure you have set the till at the beginning of the day. To check out your till, perform the following steps: 1. In the Main Menu, select Settings > Tills. Result: The Tills Management screen appears. 2. Tap Checkout. 3. Select the desired option: o By Bill Type to enter the number of each bill type in your cash drawer. o By Amount to enter the sum total value 3. Enter the value(s) and tap Done. Result: The Checkout Summary window is displayed. 4. If the data is incorrect, tab Back, otherwise tab Submit. Note: From this window, you can print the Totals Data sheet or cash log, if desired. Tip: Use your POS to access sales reports. Video: Refer to Revel Systems Training Library for video training on this topic.

30 Retail Service User Guide. Page 30 of 81 PROCESSING YOUR ORDERS (ADVANCED) Use your POS to perform the following advanced operations with orders: o manage order items o edit order details o hold orders o recall held orders o find orders o discount orders o print order receipts o refund orders o create invoices

31 Retail Service User Guide. Page 31 of 81 Manage Order Items You can manage an item in an order in the following ways: o edit o delete o exchange o return Editing an Item in the Order If you place an order, you can edit the added items without updating the entire order: o set the quantity of the items o discount the item o print item labels o see the item inventory information o add a special request to the item o manage commissions Setting Product Quantity When you place an order, you can change quantity of items added to the order. To change quantity of an item in the order, perform the following steps: 1. On the Orders screen, tap the item to edit.

32 Retail Service User Guide. Page 32 of 81 Result: The Item Details screen appears. 2. Do one of the following: Use the plus and minus buttons to set quantity of the product. or Tap Set Quantity and enter the product quantity manually. Result: The total price of the item is updated. Video: Refer to Revel Systems Training Library for video training on this topic. Discounting an Item When you place an order, you can discount an item. Note: You can preconfigure discount options on the Management Console. To discount an item, perform the following steps: 1. On the Orders screen, tap the item to edit. Result: The Item Details screen appears. 2. Tap Discount Item. Result: The discount details screen is displayed. 3. Do one of the following: o select a discount from the list, if you have preconfigured discounts. or

33 Retail Service User Guide. Page 33 of 81 o tap Scan to scan or enter a discount code. or o tap Manual and: enter the discount amount select the discount type enter the discount reason select the discount tax option Result: The total price of the item is updated, the discount amount is shown on the Order screen. Tip: Tap No discount to remove the product discount, if necessary. Video: Refer to Revel Systems Training Library for video training on this topic. Printing a Product Label You can print a product label with a bar code that you can stick on your products. Note: You must have a label printer configured to have use this option. Tip: You can set label printer parameters in the POS Settings.

34 Retail Service User Guide. Page 34 of 81 To print a product label, perform the following steps: 1. On the Orders screen, tap the item to edit. Result: The Item Details screen appears. 2. Tap Print Label. Result: The printing options dialog is displayed. 3. Enter the quantity of the labels to print. 4. Select the desired option: o Print label for selected item or o Print label for category Result: The labels are printed according to the selected options. Inventory Lookup When you add an item to the order, you cal look up its stock quantity in other establishments. To learn the item stock across establishments, perform the following steps: 1. On the Orders screen, tap the item to edit. Result: The Item Details screen appears. 2. Tap Inv. Lookup.

35 Retail Service User Guide. Page 35 of 81 Result: The dialog informing you about the inventory item stock across establishments is displayed. Note: The Inv. Lookup feature is available only if you have configured your inventory in the Management Console. Adding a Special Request When you place an order, you can add a special request to the product. To add a special request to the item, perform the following steps: 1. On the Orders screen, tap the item to edit. Result: The Item Details screen appears. 2. Tap the Special Request text box and enter the request. Managing Commissions When you place an order, you can manage product commissions. Note: To manage commissions, you need to set commission amount for the product on the Management Console. To manage a product commission, perform the following steps: 1. On the Orders screen, tap the item to edit. Result: The Item Details screen appears.

36 Retail Service User Guide. Page 36 of Tap the Commission button. Result: The Allocate Commission screen appears. 3. Optionally, in the Total Commission field, edit the commission amount. 4. Optionally, tap Add employee and enter a value in percents - the appropriate part of the commission will be applied to the added employee. 5. Tap Save. Deleting an Item from the Order If you have not submitted the order, you can delete a product from it. To delete a product from the order, perform the following steps: 1. On the Orders screen, slide your finger across the total price of the product. 2. Tap the red Delete button. Result: The product is removed from the products list on the Order screen. Note: You can delete a product from the order only before you have tapped the Hold order or the Pay button. If you have already submitted the order, use Return. Video: Refer to Revel Systems Training Library for video training on this topic. Exchanging a Product If a customer wants to exchange a product, you will need to find the original order to

37 Retail Service User Guide. Page 37 of 81 process the exchange. Items can be exchanged for other items or for store credit. Before you begin Find the order containing an item to exchange. To exchange a item in the closed order, perform the following steps: 1. On the Order screen, tap the product you need to exchange. Result: The Actions screen is displayed. 2. Select Exchange. 3. Select Exchange Selected Item or Exchange Several Items. 4. Select the item(s) and click Yes to confirm the exchange. Result: The Order screen is cleared. 5. Add products to the order until the balance is zero or more than zero. Note: The products added to the order are marked in green. Tip: You can also add a gift card for store credit. 6. Tap to open the Payment screen. 7. If the price of the added product is higher than the price of the exchanged product, proceed with the payment as usual. Tip: Refer to Taking Payments for more detailed information 8. Tap. Video: Refer to Revel Systems Training Library for video training on this topic.

38 Retail Service User Guide. Page 38 of 81 Returning an Item If a customer wants to return a product, you should find the closed order and process the return. Tip: To learn how to process a receiptless return, refer to Performing Receiptless Returns. Before you begin Find the order containing the product to return. To return a product from the order, perform the following steps: 1. On the Order screen, tap the product you need to return. Result: The Actions screen is displayed. 2. Select Return. 3. Select Return Selected Item or Return Several Items. 4. Select the item(s) and click Yes to confirm the return. 5. Select a preconfigured return reason or enter the reason manually in the Reason field and click OK. 6. Select whether you want to refund the payment now or not. Refer to Refunding Payments for detailed information. Note: If you do not refund now, you will need to do so later, or to add more products to the order so that there is no outstanding balance. Video: Refer to Revel Systems Training Library for video training on this topic.

39 Retail Service User Guide. Page 39 of 81 Editing Order Details When you place an order, you can edit the order details. To edit the order details, perform the following steps: 1. On the Orders screen, tap the order number. Result: The order details window appears. 2. Optionally, tap Add Discount to discount the order. Tip: Refer to Discounting an Order for more detailed information. 3. Optionally, in the Notes field, enter the order specific information. 4. Optionally, tap Attach a Customer to attach customer to the order from the customer database. Tip: Refer to Attaching a Customer to the Order for more detailed information. 5. Tap OK to update the order details.

40 Retail Service User Guide. Page 40 of 81 Holding an Order When you place an order, you can hold it, proceed to another order, and then recall the held order, if necessary. Before you begin Add at least one product to the order. To hold an order, perform the following steps: 1. On the Orders screen, tap Hold order. Result: The order is added to the held orders queue. Tip: You can recall the held order, when necessary. Refer to Recalling a Held Order for more information. Video: Refer to Revel Systems Training Library for video training on this topic.

41 Retail Service User Guide. Page 41 of 81 Recalling a Held Order When you have placed an order on hold, you can recall later. To recall a held order, perform the following steps: 1. In the Top Menu, tap Orders > Held orders. Result: The held orders list is displayed. You can see the date and time of the held orders and the customer's name associated with the order, if any. 2. Select the held order you want to recall. Result: The order information is displayed on the Order screen. Tip: You can also search held orders. Refer to Finding an Order for more information. Video: Refer to Revel Systems Training Library for video training on this topic.

42 Retail Service User Guide. Page 42 of 81 Finding an Order If you need to find a closed order, you can search for it by different options. To find an order, perform the following steps: 1. In the Top Menu, tap Orders. 2. Do one of the following: o select Today's Orders to search for an order closed today o select the order from the today's orders or o select Find Order by ID to search for the order by order id or by scanning the bar code printed on the bottom of the order receipt o enter the order id and click OK, or scan the bar code on the receipt or o select Find Order by Credit Card to search for the order by the last 4 digits of the credit card used to pay for the order o enter the digits and click OK or o select Find Order by Serial Number to search for the order by the serial number of the product purchased as part of the order o enter the serial number of the product and click OK Result: The order information is displayed on the Order screen.

43 Retail Service User Guide. Page 43 of 81 Discounting an Order In this topic, you learn how to discount an order. Note: You can preconfigure discount options on the Management Console. Before you begin Ensure you have added items to your order. To discount an order, perform the following steps: 1. From the Bottom menu screen, tap the Discount order button. Result: The discount details screen is displayed. 2. Do one of the following: o select a discount from the list, if you have preconfigured discounts. or o tap Scan to scan or enter a discount code. or o create a discount by tapping Manual and: entering the discount amount selecting the discount type entering the discount reason selecting the discount tax option

44 Retail Service User Guide. Page 44 of 81 Result: The total price of the order is updated, the discount amount is shown on the Order screen. Tip: Tap No discount to remove the order discount, if required.

45 Retail Service User Guide. Page 45 of 81 Printing Receipts This topic describes ways you can print or a receipt. Note: Receipt configuration is set on the Management Console. To print a receipt, perform the following step: 1. On the Order Options panel, tap the Print Guest Check button. The guest check has no payment data. 2. Optionally, on the Payment screen, tap the Gift Receipt button to print a gift receipt.this receipt has no price data. 3. Optionally, on the Payment screen, tap the Reprint button to print an extra copy of the receipt. This receipt has payment data. 4. Optionally, on the Payment screen, tap the to send the receipt to the customer by . This receipt has payment data. Note: Depending on the Management Console settings you may print a receipt as part of taking payment.

46 Retail Service User Guide. Page 46 of 81 Refunding Payments If a customer wants to refund the payment, you should find the original order to process the refund. Before you begin Find the original order. To refund the payment, perform the following steps: 1. Tap to open the Payment screen. 2. Select Refund Payments. Result: The Total refund window is displayed. 3. Enter the amount to refund and tap Refund. 4. The payment should be refunded according to the payment method used during purchase. If the order is paid in cash, you need to return payment from the till directly. Note: Your order may now have an outstanding balance. You must either add a new payment or return items to close it. Video: Refer to Revel Systems Training Library for video training on this topic.

47 Retail Service User Guide. Page 47 of 81 Creating an Invoice In this topic, you learn how to create an invoice. To create an invoice, perform the following steps: 1. On the Order screen above the Order Options Panel, tap the Invoice button. 2. Attach a customer. Tip: Refer to Attaching a Customer to an Order for more information. 3. Add items to the invoice. Tip: Refer to Adding Items to Orders for more information. 4. Optionally, tap the Pay button and take a deposit, if desired. 5. Tap Send Invoice and select whether you want to print the invoice or send it by Do one of the following: o tap Hold Invoice or o tap Done if full payment has been taken. Tip: To find an invoice, In the Top Menu, tap Orders > Outstanding invoices.

48 Retail Service User Guide. Page 48 of 81 Converting an Invoice to an Order In this topic, you learn how to convert an invoice to an order. Before you begin Ensure, you have created an invoice. To convert an invoice to an order, perform the following steps: 1. In the Top Menu, tap Orders > Outstanding invoices, find the invoice and tap it. Result: The invoice information is displayed on the Order screen. 2. On the Order screen above the Order Options Panel, tap the Convert to Order button. 3. Proceed with the order as usual.

49 Retail Service User Guide. Page 49 of 81 MANAGING CUSTOMERS Use your POS to manage your customers database: o add a new customer o attach a customer to an order o display customer's orders o edit a customer's profile o manage customer's addresses

50 Retail Service User Guide. Page 50 of 81 Adding a New Customer This topic describes how to add a customer to your customer database. To add a customer, perform the following steps: 1. In the Top Menu, tap Customers. Result: The Manage Customer window is displayed. 2. Tap Add New. Result: The New Customer window is displayed. 3. Enter the customer's information: o First Name o Last Name o (optional, but encouraged) o Phone Number (optional) o Birth Date (optional) o Ref Code (optional) o Customer Group (optional, if configured on the Management Console) o Notes (optional) 4. Optionally, add customer's addresses. 5. Tap OK. Video: Refer to Revel Systems Training Library for video training on this topic.

51 Retail Service User Guide. Page 51 of 81 Attaching a Customer to an Order This topic describes how to attach a customer to an order. To attach a customer to the order, perform the following steps: 1. In the Top Menu, tap Customers. Result: The Manage Customer window is displayed. Tip: Alternatively, tap the order number on the Order screen and then tap Attach customer. 2. In the Filter fields, fill in available information for searching: o Name o Phone o Ref # o Result: The list of the customers matching the search criteria is displayed. Tip: If you receive no results for your search, tap Add new to add a new customer to your customer database. In this case, the information you have filled in the Filter fields will be automatically populated in the appropriate fields in the New Customer window. 3. Select a customer. 4. Optionally, tap Edit to see the customer's details. 5. Tap To order. Result: The customer's name is displayed on the Order screen.

52 Retail Service User Guide. Page 52 of 81 Displaying Customer's Orders This topic describes how to display orders made by a customer who is in the customer database. To display customer's orders, perform the following steps: 1. In the Top Menu, tap Customers. Result: The Manage Customer window is displayed. 2. In the Filter fields, fill in available information for searching: o Name o Phone o Ref # o Result: The list of the customers matching the search criteria is displayed. 3. Select a customer. 4. Tap Display Orders and select Display all orders or Display house account only Result: The Orders list is displayed. 5. Select an oder as desired and tap Open. Result: The order information is displayed on the Order screen. Video: Refer to Revel Systems Training Library for video training on this topic.

53 Retail Service User Guide. Page 53 of 81 Editing a Customer's Profile This topic describes how to edit a customer's profile in your customer database. To edit a customer's profile, perform the following steps: 1. In the Top Menu, tap Customers. Result: The Manage Customer window is displayed. 2. In the Filter fields, fill in available information for searching: o Name o Phone o Ref # o Result: The list of the customers matching the search criteria is displayed. 3. Select a customer, as needed. 4. Tap Edit to see the customer's details. Result: The Edit Customer window is displayed. 5. Edit the customer's information, as needed: o First Name o Last Name o (optional) o Phone Number (optional) o Birth Date (optional) o Ref Code (optional)

54 Retail Service User Guide. Page 54 of 81 o Customer Group (optional, if configured on the Management Console) o Notes (optional) 6. Optionally, edit customer's addresses. 7. Tap OK. Video: Refer to Revel Systems Training Library for video training on this topic.

55 Retail Service User Guide. Page 55 of 81 Managing Customer's Addresses This topic describes how to manage customer's addresses associated to a customer's profile. To add or to edit customer's addresses, perform the following steps: 1. In the Top Menu, tap Customers Result: The Manage Customer window is displayed. 2. In the Filter fields, fill in available information for searching: o Name o Phone o Ref # o Result: The list of the customers matching the search criteria is displayed. 3. Select a customer, as needed. 4. Tap Edit to see the customer's details. Result: The Edit Customer window is displayed. 5. Tap Manage addresses. Result: The Manage Addresses window is displayed. 6. Enter or edit the customer's address information as needed:

56 Retail Service User Guide. Page 56 of Check the Current Billing Address check box to use the address for billing. 8. Check the Current Shipping Address check box to use the address for shipping. 7. Optionally, tap Add new and repeat steps 6-8 to add more addresses. 8. Tap OK. Video: Refer to Revel Systems Training Library for video training on this topic.

57 Retail Service User Guide. Page 57 of 81 THE SETTINGS MENU From the Settings you menu, you can configure Revel POS settings and access business reports: o configure manager settings o get sales reports o manage the till o configure printers o manage gift cards o manage reward cards o perform receiptless returns

58 Retail Service User Guide. Page 58 of 81 Configuring Manager Settings Use the Manager Settings to: o manage your financials o access time management sheet o view declined payments o view offline payments o set up lock options o configure POS settings o enable Troubleshooting mode o print labels in the Manage Item Mode o access inventory Managing Financials This topic describes how to access your business information from the POS. To access your business financial reports, perform the following steps: 1. Tap Settings > Manager > Financials 2. Select the date range as desired. 3. Proceed as desired: tap Cash, Credit, Gift Card or Check to see the total turnover for the selected payment method during the selected time period or tap Print Cash Log to print a detailed cash report or

59 Retail Service User Guide. Page 59 of 81 tap Print Payment Log to print a report with detailed payment information (refer to Printing Payment Log for details) or tap Payment Log to get a report with detailed payment information by or tap Print Payment Summary to print a payment summary report or tap Print Sales Report to access your sales information (refer to Printing Sales Report for details). Printing the Payment Log The payment log lists all payments taken by an employee during the reported period. This topic describes how to print a payment log. Before you Begin Ensure you have checked out the till. To access your sales report, perform the following steps: 1. Tap Settings > Manager > Financials > Print Payment Log 2. Select a date for your report. 3. Do one of the following: choose an employee name from the employees list and tap Done. or tap Print All to print a payment log for all your employees.

60 Retail Service User Guide. Page 60 of 81 Printing the Sales Report This topic describes how to access sales reports. Before you Begin For most complete data, ensure you have checked out the till, closed all held orders and waited for all orders to sync to the cloud. To access your sales report, perform the following steps: 1. Tap Settings > Manager > Financials > Print Sales Reports 2. Select the Start date and the End date for your report. 3. Select if data from an open order should be included to the report's total. 4. Select All employees or choose an employee from the employees list. 5. Tap Get report to see the report on your POS. 6. Tap Print to print the report. Video: Refer to Revel Systems Training Library for video training on this topic. Accessing Time Management Sheet This topic describes how to access the Time Management screen where you can: o see employees' current role and clock in / clock out status o clock out an employee, if necessary To access the Time Management screen, perform the following steps:

61 Retail Service User Guide. Page 61 of Tap Settings > Manager > Time Managements. Result: The Time Management screen is displayed. 2. Optionally, to clock out an employee, in the Employees list, tap Clock Out. Viewing Declined Payments This topic describes how to see declined payments - transactions that were not sent to the payment processor during off line mode and that were declined upon returning online. To access the declined payments information, perform the following steps: 1. Tap Settings > Manager > Declined Payments. Result: The Declined Payments list is displayed. 2. Tap Retry All to retry all declined transactions or tap Retry for each individual transaction. 3. To delete a declined payment, slide your finger across the payment and tap the red Delete button. Viewing Offline Payments This topic describes how to see outstanding offline payments - credit transactions that are taken during off line mode. Note: During offline mode all transactions are stored within the application and are encrypted. These credit card transactions are presumed approved without confirmation from the payment processor. Once online again, all data is then synced automatically to the server. All credit card transactions are then sent to the gateway/processor for

62 Retail Service User Guide. Page 62 of 81 approval. From offline mode, the system will automatically go back online once the application detects a stable Internet connection. You do not need to take further steps to get back online. Important: Taking credit cards in offline mode is a risk. You do not have an Internet connection for the processors to check and approve cards. To access the offline payments information, perform the following step: 1. Tap Settings > Manager > Offline Payments. Result: The Offline Payments list is displayed. Configuring Lock Options This topic describes how to configure Lock settings of the POS. Use the Lock feature to lock the POS so that only a specific employee can log in to the particular POS station, other employees cannot login, but can still clock in on the pin screen. Note: The Lock feature is not applicable to owners and managers - they can log in to any POS station. To lock the POS to an employee or employees, perform the following steps: 1. Tap Settings > Manager > Lock. Result: The Employee list is displayed. 2. Tap an employee name. Result: The line is ticked. The POS station is locked to the selected

63 Retail Service User Guide. Page 63 of 81 employee. 3. Repeat step 2 to lock the POS station to other employees, if necessary. Tip: Tap Delete Locks to unlock the POS station. Configuring POS Settings The POS settings are delivered from the Management Console. You may override them on the POS station as necessary. This topic describes how to configure POS settings. Note: The settings are applied to the current POS station only. To configure the POS settings, perform the following steps: 1. Tap Settings > Manager > POS Settings. Result: The Settings list is displayed. 2. Configure the following settings as needed: TILLS Setting Use the setting to... Allow employees to set Tills - enable or disable employees' access to the till Prompt To Set Tills - enable or disable a request to set the till, if the till has not been set CASH DRAWERS Enable two cash drawers - enable or disable connecting two cash drawers to one POS station

64 Retail Service User Guide. Page 64 of 81 TILLS Allow employees to set Cash Drawers - enable or disable employees' access ability to assign themselves to cash drawers CHECK NETWORK Check Network - enable or disable checking if the POS is connected to the Revel network. Important: Please, do not turn this setting off. CUSTOM MENU SETTINGS Show custom menu - enable or disable displaying a custom menu on the POS station. Custom menus are configured on the Management Console CLOCK IN / CLOCK OUT OPTIONS Save Photo in Photo Library - enable or disable saving photos taken by clocking In to the Ipad's Photo library. OFFLINE CREDIT CARDS Disable Offline credit Cards - to disable offline payments from the POS Important: Taking credit cards in offline mode is a risk. You do not have an Internet connection to the processors to check and approve cards. Max amount for offline payment - set a maximum payment value for one offline transactions Max total for all unprocessed offline payments - set a maximum payment value for all offline transactions PAYMENT CONFIGURATION Card Swipe - see your card swipe configuration Configuration Credit Card - set the timeout before the transaction considered as failed

65 Retail Service User Guide. Page 65 of 81 TILLS Connection Time Out Important: Please, do not change the default setting without (seconds) contacting Revel support. SYSTEM INFO Establishment ID - see the Establishment ID the POS station connected to Station Name - see your POS station name Version - see your Revel POS software release version TRAINING MODE Enable Test Mode - put the POS into a mode where order data is not saved or sent to the server. AUTOLOGOUT Autologout on Done - enable or disable automatically logging out, when the Done button is tapped to close the order. FONTS Product Box Font Size - set the font size from between 14 to 22 point for your products as listed on the product screen DISABLE CLOCK IN REQUIRED Disable Clockin Required - enable or disable overriding the Clockin Required feature for the POS. Enabling Troubleshooting Mode This topic describes how to enable the troubleshooting mode. The troubleshooting mode is used by Revel Systems support engineers, when it is necessary for them to see what actions are being performed on the POS station.

66 Retail Service User Guide. Page 66 of 81 To enable the troubleshooting mode, perform the following steps: 1. Tap Settings > Manager > Troubleshooting mode. 2. Switch on the Enable troubleshoot mode option. 3. Optionally, tap Upload logs to server to force uploading logs. Printing Labels in the Manage Item Mode Use the Manage Item Mode to set stock locally on the POS station and print labels. Note: Using the Item Mode does not impact inventory saved in the cloud. To set a product local stock from the POS, perform the following steps: 1. Tap Settings > Manager > Manage Item Mode. Result: The products list is displayed. 2. Select a product. Result: The products information is displayed: Product name, Product description, SKU, Barcode, Balance. 3. Do one of the following: o tap In Stock to mark the product as available for sales or o tap Set Stock to enter the available quantity of the product or o tap Out of Stock to mark the product as unavailable for sales

67 Retail Service User Guide. Page 67 of 81 Tip: Tap Reset All to apply In Stock to all products. 4. Tap Done. 5. Print labels as desired. Accessing Inventory You can access and manage your products' cloud Inventory from your POS.

68 Retail Service User Guide. Page 68 of 81 Managing Inventory Stock This topic describes how to manage your products' inventory from the POS. To manage inventory from the POS, perform the following steps: 1. Tap Settings > Manager > Inventory. Result: A search field and any products marked as default inventory are displayed. Tip: You can scan a product bar code for a quick search. 2. Perform the action(s) as needed: o tap Cost to reset product cost o tap Price to reset product price o tap Receive to add the products to your inventory o tap Set Actual to declare actual quantity of the product in inventory o tap Damage to enter the quantity of the damaged products Tip: Refer to Retail Service Configuration Guide for more information about Inventory management. Managing Inventory POs This topic describes how to manage your inventory purchase orders (PO) from the POS. To manage POs from the POS, perform the following steps: 1. Tap Settings > Manager > Inventory.

69 Retail Service User Guide. Page 69 of 81 Result: A search field and any products marked as default inventory are displayed. 2. Tap POs. 3. Do one of the following: o tap Product and scan the product bar code to find a product that you can receive from the finalized purchase orders or o tap PO ID# and enter the purchase order ID number to receive products from the specified purchase order 4. Tap Submit. Note: The purchase order status must be Finalized to be displayed on the POS. 5. In the Quantity field, update the quantity of the product you have received, if needed. Note: If you will never receive the quantity you have ordered, you can check the Close check box. When all the products are closed, the purchase order status changes to Closed. 6. Click Submit to update the inventory. Tip: Refer to Retail Service Configuration Guide for more information about PO management.

70 Retail Service User Guide. Page 70 of 81 Getting the Employee Sales Summary This topic describes how to access staf sales report. To access your sales report, perform the following steps: 1. Tap Settings > Sales Summary 2. Select the Start date and the End date for your report. 3. Select if data from an open order should be included to the report's total. 4. Tap Print to print the report.

71 Retail Service User Guide. Page 71 of 81 Managing Tills To manage the till, perform the following operations from your POS: o set the till o perform pay-ins or pay-outs o perform a bank drop o check out the till Performing Pay-Ins and Pay-Outs This topic describes how to perform a pay-in or pay-out on the till. Note: Pay-outs, Pay-ins, and Bank drops are not included in the cash payment numbers on the Sales Summary report. As these operations are not part of sales, they are displayed in their own section of the Sales Summary reports. To make a pay-in and pay-out, perform the following steps: 1. In the Main Menu, select Settings > Tills. Result: The Tills Management screen appears. 2. Tap Pay In or Pay Out. 3. Enter the cash amount to pay in or to pay out. 4. Select a preconfigured reason for the operation or enter a manual reason in the Reason text field. 5. Tap Done.

72 Retail Service User Guide. Page 72 of 81 Result: The Till is updated, the operation is added to the cash log and a receipt is printed. Performing a Bank Drop This topic describes how to perform a bank drop. Note: Pay-outs, Pay-ins, and Bank drops are not included in the cash payment numbers on the Sales Summary report. As these operations are not part of sales, they are displayed in their own section of the Sales Summary reports. To make a bank drop, perform the following steps: 1. In the Main Menu, select Settings > Tills. Result: The Tills Management screen appears. 2. Tap Bank Drop. 3. Enter the cash amount of bank drop. 4. Optionally, tap Print Bank Drop or Print Empty Bank Drop. 5. Tap Submit. Result: The operation is added to the cash log.

73 Retail Service User Guide. Page 73 of 81 Configuring Printers You can use printers to print receipts and reports and print labels. Primary printers setup is performed on the Management Console. The POS settings offer limited configuration options. Configuring a Receipt Printer This topic describes how to configure parameters of a receipt printer. To set up receipt printer parameters, perform the following steps: 1. In the Main Menu, select Settings > Printers. Result: The Printer Management screen appears. 2. Tap Normal or Large to set up the printer font size. Note: If you want to send print jobs to another printer, tap Redirect and select an available printer from the printers list. 3. Tap Done. Configuring a Label Printer This topic describes how to configure parameters of a label printer. To set up label printer parameters, perform the following steps: 1. In the Main Menu, select Settings > Printers.