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

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  3. Select the option to Add User

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  4. Select the option to Import User from RICS 9

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

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Add Users

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

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

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  3. Select the option to Add User

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  4. Select Add an Existing User

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

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Manage Taxes

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

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  3. Add the tax description and rate

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  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

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Manage Receipt Branding

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

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  3. Update the settings for Payment Processing, Payment Details, and Refunds as needed

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Manage POS Settings

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

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  3. Update the settings for Payment Processing, Payment Details, and Refunds as needed

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