Pair The Socket Mobile Scanner

Pair The iDynamo 5 or iDynamo 6 (RICS>Pay)

Pair a Cloud Terminal (RICS>Pay)

Search for/Add a Customer

Manage Customers

Add Items to the Shopping Cart (Scanning)

Add Items to the Shopping Cart (Item Lookup)

Update Item Quantity

Update Item Price

Select A Sales Associate

Remove an Item

Add a Discount

Add a Coupon

Suspend Sale

Reclaim Sale

Process a Credit Card Transaction

Process a Cash Transaction

Process a Split Payment

Cancel a Sale

Receipt Options

Process a Return

Process an Exchange

 

Pair The Socket Mobile Scanner

1. Scan the barcode below to put the scanner in pairing mode

2. Navigate to the settings application on the tablet (Note: This is done outside of RICS Checkout)
3. Select Bluetooth
4. Select the Socket device from the list of ‘Other Devices’ (Note: Once the Socket device appears in the ‘My Device’ section as ‘Connected’, the scanner is paired with the tablet.)
5. Open RICS Checkout
6. After a few seconds the scanner will beep, indicating it is paired with the application

Pair The iDynamo5 or iDynamo6 (RICS Pay Only)

1. Tap the settings icon

2. Tap ‘Connect’ below the appropriate device

3. When prompted, connect the reader to the tablet

4. After a few seconds the device will show as connected; tap the shopping cart icon to return to the card page

 

Pair A Cloud Terminal (RICS>Pay)

1. Tap the settings icon

2. Tap ‘Connect’ below the appropriate device

3. After a few seconds the device will show as connected; tap the shopping cart icon to return to the card page

 

Search For/Add A Customer

1. Select ‘Tap to choose or add a Customer…’

2. To search for a current customer, enter any of the following data points into the ‘Search Customers’ field then select the correct customer from the list below:
   1. Customer Name
   2. Email Address
   3. Phone Number

 

3. To add a new customer, tap ‘Add New Customer’

4. Enter the customer information into the fields provided, then click ‘Add a Customer’

Note: When creating a new customer, any customer tag (custom entry) that is marked as required in the RICS Backoffice will be required on the mPOS. When creating a customer, if you try to save without adding a required customer tag, the tag field will be outlined in red.

Note: The required customer tag will be marked “Required”.

 

Manage Customers

1. Tap the customer management icon

2. Type the customer’s name, email, or phone number into the search field

3. Tap the appropriate customer profile

4. Tap ‘Update Profile’

5. Make any needed modifications to the available fields

6. Tap ‘Update Customer'

 

Add Items To The Shopping Cart (Scanning)

1. If using a Socket scanner, scan a product barcode from the shopping cart to add it to the cart

2. If using the tablet’s camera, tap ‘Scan with Camera’

3. Scan all items on the transaction

4. Tap outside the scanning window to close it

 

Add Items To The Shopping Cart (Item Lookup)

1. Tap the magnifying class icon

2. Search for a product by SKU, name, or brand

3. Select the product from the results provided

4. Select a size, if applicable
5. Tap, ‘Add to Cart’

 

Update Item Quantity

1. Add a product to the cart
2. Tap the quantity

3. Enter the product quantity
4. Select ‘Done’

 

Update Item Price

1. Add a product to the cart
2. Tap the product price

3. Enter the new product price
4. Tap ‘Done’

 

Select A Sales Associate

1. Add a product to the cart
2. Swipe left on an item in the cart to update the sales associate; tap ‘Link Sale’

3. Select the appropriate sales associate (To add a different sales associate to all items, select the option to 'Apply to all line items' prior to selecting the sales associate.)

Note: Once selected, the sales associate will be added to the line item(s) in the cart. When processing a return, the return will be processed under the sales associate that is assigned to each line item. 

 

Remove An Item

1. Swipe left on any product in the cart
2. Tap ‘Delete’

 

Add A Discount

1. Add a product to the cart
2. Tap ‘Add Discount’

3. Tap ‘Add Discount’

4. Select an option to add a discount to ‘Specific Items’ or the ‘Entire Sale’

5. For a specific item discount, select the item from the list provided

6. Select % or $ discount
7. Enter a discount amount
8. Tap ‘Apply Discount’

 

Add A Coupon

1. Add a product to the cart
2. Tap ‘Add Discount’

3. Tap ‘Add Coupon’

4. Select a coupon from the list provided

5. The coupon will be added to the cart as a line item

 

Suspend Sale

1. From the shopping cart, tap ‘Suspend Sale’

2. Tap ‘Suspend Sale’

 

Reclaim Sale

1. Tap the reclaim sale icon

2. Select the appropriate suspended sale; the transaction details will display to the right

3. Click ‘Continue Checkout’

 

Process A Credit Card Transaction

1. Select the ‘Credit Card’ payment option

2. Swipe, insert, or tap the credit card

3. Tap ‘Finish Sale’

 

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. If Credit Card, tap ‘Enter a different amount’ to specify a value then swipe the card

3. Select a second payment method
4. Enter the amount to be applied to the second payment type
5. Continue selecting payment methods until the full sale amount has been applied
6. Click ‘Finish Sale’

 

Cancel A Sale

1. Tap ‘Cancel Sale’

Note: This will clear the customer, all items, and all tenders from the shopping cart.

 

Receipt Options

1. Upon the completion of a transaction, select one of the following receipt options:

 

Process A Return

1. Tap the transaction history icon

2. To start a return by scanning a receipt, tap ‘Open Camera Scanner’ then scan the receipt barcode

3. Tap the option to ‘Start a Return’
4. To start a return from the transaction history, search for the transaction by entering a name, email, or ticket date range then click ‘Search Transaction’

5. Tap to select the transaction being returned

6. Tap ‘Start a Return’

7. Tap to select the item being returned

8. Tap to select a return reason

9. Tap to select a refund method

10. Tap ‘Process Refund’

 

Process An Exchange

1. Tap the transaction history icon

2. To start an exchange by scanning a receipt, tap ‘Open Camera Scanner’ then scan the receipt barcode

3. Tap the option to ‘Start an Exchange’
4. To start an exchange from the transaction history, search for the transaction by entering a name, email, or ticket date range then click ‘Search Transaction’

5. Tap to select the transaction being exchanged

6. Tap ‘Start an Exchange’

7. Tap to select the item being exchanged

8. Tap to select a return reason

9. Tap ‘Scan with Camera’ to add an item to the cart, scan a product with the Socket mobile scanner, or add manually using the product lookup icon

10. Scan product barcode
11. Tap ‘Finish Exchange’