A few intro notes

• In Rundoo, emails you send will go out, all data you can mess around with: I’d recommend only doing sales with test customers and purchase orders with test vendors to avoid emailing a customer / vendor accidentally. We’ll refresh all the data for products, customers, and vendors the night before y’all go live to get the most current data, so anything you do in Rundoo now will get wiped out when we re-upload the data.
• In Rundoo, hit refresh if it slows down: If you refresh your browser either by clicking the “circle arrow” in your browser or by using the keys (for windows: ”control + F5”, for mac: “command + shift + R”). It’s good to do this every 30 or so minutes anyway since it helps the system run faster.
• In this doc, comment if a task doesn’t make sense: write a brief comment by highlighting over the text and clicking the comment button. You can write about why it didn’t make sense, eg, “couldn’t find where to add a customer.”
• In Rundoo, search using control F for text if you can’t find something in Rundoo: If it’s ever hard to find something in the system, try searching for the text with “control + F” hotkeys on your computer and typing the text. For example, if trying to find the “add customer” button, “control + F”, type: “Add customer”

Sign-in

• [ ] Launch your POS in your browser, select a location from the drop down, click “Sign in using SMS” at the bottom of the screen, type your login code (your initials of first name and last name), check your mobile phone texts for your log-in code and enter it

Customers

• [x] Navigate to “Customers” in the left side bar, click the button in the top right corner “Add customer” to add a new customer—add Phone, Name (say “Joe Bosetti”), Email (do your email so you can see what emailed invoices / receipts looks like), and Mailing Address
• [x] Search in the customer search bar for the customer (”Joe Bosetti”) your just made (you can search by customer name, mobile #, email, etc.), click into the customer:
  • [x] Add a mailing address / email for statements, then turn a customer into a charge account
    • [x] Add another customer contact
    • [ ] Change the customer’s pricing tier → No need to do this yet, we’ll get this set up first.
  • [x] Go to the “Payment” tab and turn the customer into a charge account by clicking the drop down under “Financing Term” and selecting “Net 30 statement”, then change the customer’s credit limit to $5,000.
  • [x] Go to the “Checkout” tab and click the sliders in “Settings” to require 1) PO 2) Job site 3) Authorized buyer
• [x] Navigate to “Customers” in the left side bar, click on “Custom prices” tab in the top of the screen, click the button in the top right corner “Add new custom price” to add a new custom price—search for a customer (”Joe Bosetti”), set an expiration date, add the product for which you want to make a customer price, enter the custom price (Bonus points: you can add more products and custom prices beyond this one), then click save.
  • [x] Look at the custom price by clicking the down arrow all the way on the right of the screen. Select the check mark to the left of the product name, on the bottom right, you can deactivate the custom price on the bottom right, or change its expiration date.
  • [x] Note if you “match” price between this product and another product, then for that customer, both of those two products will have the same custom price (you’ll see how to do this later).
  • [x] To change the custom price for that customer and that product, click “Add new custom price” and enter a new custom price for that customer and that product.

Vendors

• [x] Add a new vendor (”Test Vendor”) and set order email to be your email so you can see what orders look like when emailed to the vendor from the POS

Products

• [x] Navigate to “Products” in the left side bar, click the button in the top right corner “Add product”, (name it “Test Product”), enter information all fields.
• [ ] Search in the product search bar (you can search by name, ID, etc.), click into that product:
  • [x] Change the inventory on hand, click save
  • [x] Change the price to be by a margin % (eg 50%) and have it round up to $.099. Select match price and match it to a random other product, this matches the price between the two products, click save. This is often helpful for paint products with multiple bases.
  • [x] Edit the “Default cost” to be from the vendor “Test Vendor” in the drop down. Match the cost to the same product, click save. This is often helpful for paint products with multiple bases.
  • [ ] Add additional cost for another vendor, click save.
  • [x] Change the order settings by editing the case quantity to be 6, change the target (ie, the quantity the system will suggest you order back up to) to be 10, change the current on hand quantity to be 0, change the reorder (ie the quantity at which point the system will suggest ordering) to be 5, click save.
    • [x] These order settings will help you generate an order (as we will see later). The way this instance will work is the system will see that the on hand of 0 for this product is less than the reorder point of 5. So it will order up to the target quantity of 10 in case quantities of 6, leading to a suggested order of 12.
  • [x] Navigate to the tab “Settings” and change the Product category, add an additional identifier, add an additional fees, and make the product tintable.

Sales

• [x] Do a card sale on a customer account (”Joe Bosetti”) with a tintable product, save a payment card at time of sale, see Stripe deposit happen less card fees in your Stripe Express portal
  • [x] Navigate to the customer account you added the card for, click the tab “Payment” select auto-pay statement balances for a customer
  • [x] Start a sale by adding a product to a sale. Then, click “edit price” to see your tiers. A window will pop up, and you can select the price from another tier, by clicking on the price for that tier. You can also type in the price you want in the top bar of the window. You can see your margin by each pricing tier. Hit save once you are done.
• [x] With the customer account “Joe Bosetti,” do a sale where you pay on account, do a sale with cash, and do a sale with check. After doing the sale, open the print window to print the receipt / invoice, go to your inbox to see what the auto-emailed receipt / invoice looks like. Also:
  • [x] Build a sale and (using the buttons right beneath Sale notes, save a sale as a draft (”Save Draft”), save a sale as a quote “Quote”, and save a sale as a will call “Will call”)
  • [x] Click into the top tabs starting with “Drafts”, click on the draft you created, and turn it into a quote, then go to the top tab “Quotes” and click on the quote you just converted, and turn it into a will call, then go to the top tab “Will call” click on the will call you just converted, and turn it into a sale! Go to sold to find the sale you just did (at the top), click the edit below the product to add a product note “damaged product”, click the edit by the “Sale details” to add a Sale note “Customer requested return same day.” Then, click the “Issue return” to do a return, adjust the quantity next to the product to specify how many of the products you are returning, add “Return Notes” and then click the “Refund + the amount to be refunded” button.
• [x] When starting a new sale, quick add a new customer (for first time customers) by clicking the “Create customer account” button, finish the sale.