Import Users

To import users from RICS 9, follow the steps below:

1. Navigate to a location
2. Select the User tab
   
   
3. Select the option to Add User
   
   
4. Select the option to Import User from RICS 9
   
   
5. Select the user(s) you want to add
6. Select Import Users
   
   

Add Users

To add imported users to another location, follow the steps below:

1. Navigate to a location
2. Select the User tab
   
   
3. Select the option to Add User
   
   
4. Select Add an Existing User
   
   
5. Select the user(s) you want to want
6. Select Import Users
   
   

Manage Taxes

1. Navigate to a location
2. Select the Tax tab
   
   
3. Add the tax description and rate
   
   
4. To add category level tax rules:
   • Select the option for Click for Advanced Tax Settings
   • Select the Product Category
   • Add the tax rate for the selected category

Manage Receipt Branding

1. Navigate to a location
2. Select the Branding tab
   
   
3. Add store logo under Receipt Branding, and customize your Intro and Footer Text
   
   
   
   
4. If applicable, move the toggle button to include Additional Receipt Information (Note: The additional receipt section will enable you to display a block of text and require the customer to sign before the transaction can complete. When enabled, this option will appear at the end of every transaction. This is a separate signature from the credit card signature. The text and additional signature will display on the receipt.)
   
   
   
   
5. Enter the text you want to display above the signature field
   
   
   
   
6. When setup correctly, additional information will appear after clicking 'Finish Sale' on the POS
   
   

Manage POS Settings

1. Navigate to a location
2. Select the Settings tab
   
   
   
   
3. Update the settings for Payment Processing, Payment Details, Refunds, POS Device Settings, Customer Settings and Receipt Settings as needed.
   
   
   
   
4. Payment Processing: Specify how you would like to process credit card payments. If utilizing RICS>Pay you can navigate in the RICS backoffice to Setup :: Manage Store :: Setup Settings and  use the lookup tool to enter or select the corresponding store number to the store you are setting up in the portal. Then click on "POS Credit Card Processing" and you can copy your Merchant ID from those settings into your portal settings. 
   
   
   
   
5. Determine whether or not to use the Store & Forward Solution.
   Note: The Store & Forward Solution will only activate if there is a Payment Network Processing Outage. Store & Forward Solution will not activate if you are without internet access. 
   1. Enter a Transaction Threshold Dollar Amount. Note: This is the maximum dollar amount that can be stored per transaction during an outage.
   2. Enter an Outage Threshold Dollar Amount. Note: This is the maximum total dollar amount that can be stored per POS terminal during an outage.
   3. Save Changes
      
      6. Payment Details: Specify supported tender, currency type and rounding rules before saving changes. 
      
      
      
      7. Refunds: Specify supported refund methods and reasons for return before saving changes.
      
      
      

      Note: When standalone returns are enabled, a Return button will appear next to the Regular Sale button. If this option is not enabled, returns must be processed by locating and selecting an existing transaction from the Customer's Purchase History or through a Transaction Search. 

      
      8. Point of Sale Device Settings: Configure preferences and settings for the POS devices before saving changes. 
      
      
      
      9. Customer Settings: Configure preferences and settings pertaining to customers before saving changes.
      
      
      
      10. Receipt Settings: Specify supported receipt options before saving changes.