Note: The screenshots of the RICS>Checkout app included in this article were taken with the app in Dark Mode. The app will respect your device appearance settings (Light/Dark Mode).
Pair A Cloud Terminal (RICS>Pay)
Pair The Socket Mobile Scanner (Windows)
Pair the Socket Mobile Scanner (iPad OS)
Add An Item To A Transaction (Product Search)
Add An Item To A Transaction (Scanning)
Remove An Item From A Transaction
Process a Credit Card Transaction
Process A Return (From Transaction History)
Process A Return (Standalone Return)
Pair A Cloud Terminal (RICS>Pay)
1. Click to open the Navigation Menu.
2. Click 'Settings'.
3. Click the Hardware Menu
4. Tap the appropriate device. It will turn green when connected.
5. Return to the cart by opening the navigation menu and clicking 'Sales'.
Pair The Socket Mobile Scanner (Windows)
1. Click the link to access Socket Mobile Support
2. Download the appropriate version of the Socket Mobile Companion app based on your Windows PC specifications. (Note: The SocketMobileCompanion-64Bit version will be the most commonly used version for a Windows 10/11 PC.)
3. Open the download
4. When the screen seen below opens, click 'Next'.
5. Follow the prompts to install the Socket Mobile Companion Setup Wizard.
6. Click the arrow in your Windows Task Bar to show Hidden Icons and click on the Socket Mobile Companion icon.
7. Follow the prompts to set up your scanner.
8. Open the RICS>Checkout app on your Windows PC to begin scanning.
Pair the Socket Mobile Scanner (iPad OS)
1. Download the Socket Mobile Companion App from the Apple App Store
2. Open the App and Click 'Add a Reader'.
3. Select 'Other Reader'.
4. Follow the prompts to connect your scanner to the iPad.
5. Open the RICS>Checkout app and begin scanning.
Manage Customers
1. Click to open the Navigation Menu.
2. Click 'Customers'.
3. Search by account number, name, email or phone number.
4. Select the appropriate customer profile.
5. Click 'Edit Profile'.
6. Update the Customer profile and click 'Save'.
7. Click 'Purchase History' to view Customer's purchase history.
Inventory Lookup
1. Click to open the Navigation Menu.
2. Click 'Inventory Lookup'.
3. Search for a product by SKU, UPC, description or brand; click Enter.
4. Click on a product from the search results.
5. Select Color and Size variants to view current on hand inventory levels.
6. If necessary, add an item to the transaction by clicking 'Add to Cart'.
Add An Item To A Transaction (Product Search)
1. Scan an item or use the Product Search function to search for products by SKU, UPC, Supplier, or Description.
2. Click to select the product to add to the transaction.
3. Select a size, then click OK to add the item to the transaction.
4. Click on the product to update Size, Quantity, Price, Taxable Status, Discounts or Salesperson if necessary, then click Save.
Add An Item To A Transaction (Scanning)
1. If using a compatible scanner, scan a product barcode to add it to the cart.
2. If using the tablet camera, click the icon seen below to open the camera scanner.
3. Scan a barcode to add the item.
4. Click on the product to update Size, Quantity, Price, Taxable Status, Discounts or Salesperson if necessary, then click Save.
Remove An Item From A Transaction
1. Click on an item in the cart, then from the menu that populates reduce the Quantity to zero and click 'Remove'.
Add A Discount
1. Add an item to the cart.
2. Click 'Discounts'.
3. Choose Amount Off.
4. Choose to apply an Entire Sale Discount by percentage or dollar amount to every item in the cart or discount items individually.
5. Click 'Apply Discount(s)' when finished.
Add A Coupon
1. Add an item to the cart.
2. Click Discounts.
3. Select Add Coupon.
4. View the available coupons.
5. Select the coupon then choose which item(s) to apply the coupon towards; click 'Apply Discount(s)'.
6. Coupon will be applied to item(s) in the cart.
Suspend Sale
1. Click the icon seen below to Suspend a Sale.
2. Click Suspend Sale.
Reclaim Sale
1. Click to open the Navigation Menu.
2. Select 'Suspended Sales'.
3. Select a suspended sale; the transaction details will display to the right.
4. Click 'Reclaim'.
Process a Credit Card Transaction
1. Select the 'Credit Card' payment option.
2. Insert, tap or swipe card.
3. Tap 'I'm Finished'.
4. Click 'Finish Sale'.
5. Capture Customer Signature; click 'Done'.
6. Select receipt option.
Process a Cash Transaction
1. Select the 'Cash' payment option.
2. Enter the amount received; click 'Done'.
3. Click 'Finish Sale'
4. The POS will prompt for change due; click 'I'm Done'.
Process a Split Payment
1. Select a payment type.
2. On the RICS>Pay pop-up screen click 'Cancel'.
3. Tap 'Enter a different amount'.
4. On the pop-up screen, enter the amount you would like to charge on card; click 'Done'.
5. Insert, tap, or swipe a card using the card reader.
6. Click 'I'm Finished'.
7. Select second tender.
8. Insert, tap, or swipe using the credit card reader.
9. Tap 'I'm Finished'.
10. Continue selecting payment methods until the full sale amount has been applied.
11. Tap 'Finish Sale'.
12. Capture customer signature; click 'Done'.
13. Select your receipt option.
Cancel a Sale
1. Click 'Cancel Sale'.
2. Click 'OK'.
Receipt Options
1. Upon the completion of a transaction, select one of the following receipt options.
2. Click 'Finish'.
Process A Return (From Transaction History)
1. Click to open the Navigation Menu.
2. Select 'Transactions'.
3. Search for transactions by name, email or credit card last 4 digits.
4. Filter results by Date, Sale Status or Payment Method; click 'Search'.
5. Select a transaction; the details will populate on the right side of the screen.
6. Click 'Start a Return'.
7. Select the item(s) to be returned.
8. Choose Return Reason.
9. Click 'Return Items'.
10. Select tender type for refund.
11. Click 'Finish Sale'.
Process A Return (Standalone Return)
1. Click 'Return'.
2. Add an item to the transaction by scanning a barcode or using the Product Search function.
3. Choose Return Reason.
4. Select tender type for refund.
5. Click 'Finish Sale'.
6. Click 'I'm Done'.
Process An Exchange
1. Click to open the Navigation Menu.
2. Select 'Transactions'.
3. Search for a transaction; select the transaction with the item to exchange. Transaction details will populate on the right side of the screen.
4. Click 'Start a Return'.
5. Select the item(s) to exchange.
6. Choose Return Reason.
7. Click 'Return Items'.
8. Scan a barcode or use the Product Search function to add a Regular Sale item to the transaction for the exchange.
9. Click 'Finish Sale'.
Process A Gift Card Sale
1. Click the icon seen below to Create a New Gift Card.
2. Scan the barcode on the gift card or manually enter the card number and click 'Find Gift Card'.
3. Enter the amount to add to the gift card and click 'Apply'.
4. Select a tender to apply to the transaction; click 'Finish Sale'.
Check A Gift Card Balance
1. Click the icon seen below to check the balance on a gift card.
2. Scan or manually enter the gift card number; click 'Find Gift Card'.
3. View the current balance.
Redeem A Gift Card
1. Select the Internal Gift Card tender type to apply to the transaction total.
2. Scan the or manually enter the gift card number; click 'Find Gift Card'.
3. Click 'Apply' if using the full gift card balance. Click 'Change Amount' to enter a different amount if not using the full gift card balance.
4. Gift Card Balance will apply to transaction total; click 'Finish Sale' when ready to complete transaction.
Refresh Bluetooth Connection
1. Click to open the Navigation Menu.
2. Select "Settings"
3. Click 'Hardware"
4. Click the "Refresh" icon or swipe down on the screen to refresh if using a tablet.
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