PORTAL REVIEW

Import Users

Adding Users

Manage Taxes

Manage Receipt Branding

Manage POS Settings

 

Import Users

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

  1. Navigate to a location
  2. Select the User tab

    mceclip16.png
  3. Select the option to Add User

    mceclip4.png
  4. Select the option to Import User from RICS 9

    mceclip0.png
  5. Select the user(s) you want to add
  6. Select Import Users

    mceclip1.png

Add Users

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

  1. Navigate to a location
  2. Select the User tab

    mceclip7.png
  3. Select the option to Add User

    mceclip8.png
  4. Select Add an Existing User

    mceclip0.png
  5. Select the user(s) you want to want
  6. Select Import Users

    mceclip10.png

 

Manage Taxes

  1. Navigate to a location
  2. Select the Tax tab

    mceclip14.png
  3. Add the tax description and rate

    mceclip2.png
  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

mceclip3.png

 

Manage Receipt Branding

  1. Navigate to a location
  2. Select the Branding tab

    mceclip0.png
  3. Add store logo under Receipt Branding, and customize your Intro and Footer Text

    mceclip4.png
  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.)mceclip0.png
  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

    screen_shot1.png
  3. Update the settings for Payment Processing, Payment Details, Refunds, and Device Settings as needed

    mceclip0.pngPayment_Details.PNGRefund_Settings.PNGDevice_Settings.PNG                                                                                                                                                                 

 

 

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk