Main Menu Functions #

This page serves as the navigation hub for accessing the main functions of the POS.

Cash Register #

The Cash Register is where all sales transactions are processed.

• From the main menu screen, select the Cash Register Menu.

Cash Register – Menu #

Once the Cash Register Menu is selected, you will be taken to the Cash Register screen.

Note: The cash register allows you to complete all sales transactions and print the end-of-day report.

Time Card #

The Time Card Menu is used to track employee work hours by clocking in and out of shifts, as well as managing breaks.

• From the main menu screen, select the Time Card Menu.

Time Card – Menu #

The Time Card screen displays all employees with open shifts and those clocked in.

Note: Each employee has a unique four-digit PIN to access features. Sharing logins may lead to inaccuracies in reporting and system functionality.

Item Management #

The Item Management menu provides access to the entire product list, allowing you to add, edit, delete, and clone items, print labels, and change item prices.

• From the main menu screen, select Item Management.

Item Management – Menu #

The Item Management menu displays all store products.

Note: Accessible from POS, Back Office, and Mobile Applications, providing full access to store products and the ability to add new items.

Inventory Management #

Inventory Management is used to add purchase bills, process EDI invoices, make adjustments, and manage store distributors.

• From the main menu screen, select Inventory Management.

Inventory Management – Menu #

The Inventory Management screen provides access to a dropdown of features.

Note: User permissions may restrict access to inventory management. This section controls how inventory is input into the system.

Customer/Loyalty #

The Customer/Loyalty menu is used to add customers, create house accounts, provide store credit, and manage customer settlements.

• From the main menu screen, select Customer Loyalty Program.

Customer/Loyalty – Menu #

The Customer Loyalty Program screen displays all existing customers.

Note: RetailzPOS does not include a rewards system. This feature is for tracking customer sales and managing in-house accounts.

Reports #

Reports allow filtering specific sales data to gain insights into business performance.

• From the main menu screen, select Reports.

Reports – List of Reports #

The Reports screen displays a list of summaries and various report types.

Note: Reports can be custom filtered by date range and batch numbers, with an option to print directly. Additional customized reports are accessible in the back office.

Back Office #

The Back Office provides access to features not available from the POS.

• From the main menu screen, select the Back Office.

Back Office – Dashboard #

The Back Office displays the store’s dashboard.

Note: Access is secured by an administrator password. Without the admin’s pin, back office access from the POS is restricted. Alternatively, access is available via a web portal for authorized accounts.

Item History #

Item History displays item quantities, price/cost/quantity changes, purchase history, and transaction history.

• From the main menu screen, select Item History.

Item History – Quantity Graph #

The Item History screen displays the Quantity Graph.

Note: The Item History menu provides detailed insights into item movements and inventory trends through custom filters and date ranges.