RITE Help Desk

General 32

• Support Covered by Subscription Fee
• Benefits of a dedicated tech
• Best practices for using the template database
• Cancellation Policy
• Cloud Retailer Infrastructure FAQ

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Back Office / Operations Management 50

• Connecting a Bluetooth scanner to a tablet for inventory scanning (SG20)
• Change the customer display logo
• Tags that are useful
• Applying a rebate, you've received from a supplier to a PO
• Archiving data

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Back Office - Customers 6

• Creating a Customer Retention Loyalty Coupon / Email Blast
• Why Deposits don't show up in a customer's purchase history
• Export Customer Data
• How do I merge multiple customer accounts?
• Setting up required customer fields

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Back Office - Payment Methods 4

• Configuring and using Tips at POS
• Cloud Retailer Payment Method Display Order
• Creating a Payment Method
• Adding Tips/Tip Recommendations to the receipt template

Back Office - Gift Cards 6

• Create/ Add New Gift Cards With Specific Numbers
• Creating a new batch of gift cards
• Gift card history
• Gift card product not found
• Verify Gift Card Numbers Currently in the System

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Back Office - Orders 1

• When to use Inactivate Order Report in Cloud Retailer

Back Office - Tax Management 6

• Creating New Sales Tax
• Changing Product Tax
• Default Sales Tax
• Destination Based Taxes
• Where do I go to run my sales tax report?

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Back Office - Loyalty 7

• Return Points for Voids and Returns
• Capabilities of CR Loyalty
• Combine Loyalty accounts to share points
• Creating a loyalty program
• Setting up Free Reward Items That Consume Points Based on Price

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Back Office - Labels 10

• Automatically Print Labels Generated by Events
• Common variables used for label formats (ZPL)
• Default Label Designs
• Designing your own labels
• Label Printer Blue Screen Error

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Back Office - Time Clock 4

• Adjust and create a time clock entry
• Payroll reporting
• Prompt on POS login
• Setting up time clock

Point of Sale 51

• Account Payment Made Incorrectly
• Automatically tender when totals are greater than the amount owed
• Can't View Customer Purchase History
• Capabilities of POS when the internet is unavailable / offline
• Changing / setting quantities at the POS

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Point of Sale - Task Pads 6

• Changing access to a button at the POS (Task Pads)
• Create a Task Pad button to open another Task Pad
• Create a Task Pad button to print a Gift Receipt
• Create a Toggle Tax Button
• Creating cash drop / payout buttons

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Mobile App 2

• Cloud Retailer Mobile App - LITE Edition
• Installing updates to app - DEPRECIATED

Reporting 19

• Reporting Basics
• Add and remove a column on a report
• Memorizing a report
• Common abbreviations used in reports
• How to use Report Permissions

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Product Management 21

• Product Costing
• Adding a Product that prompts for Price and rings as a Negative Value
• Setting up the PNF / Product Not Found Functionality
• Adding Tags to Products
• Barcode Preferences and Functions

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Product Management - Discounts 4

• How to setup a promotion / discount scheme
• Automatic Customer Discounts
• Create a Task Pad button to accept Coupons
• Discount Engine Types and Options

Inventory Management 10

• Inventory Counting
• Step by step progression to get your new system managing inventory (does not happen overnight!)
• Received a PO with a quantity 0, why did my cost change?
• Supplier Purchase Plans - AKA The Reorder Wizard
• Conducting a physical inventory count

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Extensibility / Advanced Configuration 1

• Cloud Retailer Compute Usage Based Pricing Information

POS Data Import 2

• Database Conversion Considerations
• Microsoft Dynamics RMS to CR Database Import Q&A