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
   
   
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, and Device Settings as needed