RT7 V2POS User manual

V2POS
USER MANUAL
1-855-340-7292

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TABLE OF CONTENTS
Topic
Page #
1. OVERVIEW
2
2. SIGN IN
5
3. SALE TRANSACTIONS
a. ECR mode
9
b. SCAN mode
12
c. Menu Mode
14
4.PRE AUTHORIZATION SALE (US ONLY)
15
5. PRE AUTHORIZATION COMPLETE (US ONLY)
15
6. REFUND TRANSACTIONS
15
7. VOID SALE
16
8. TENDERING PAYMENT
a. Cash
17
b. Credit
18
c. Debit
18
d. Split Tender
18
e. Voucher/Gift/Loyalty Card
19
f. Other
20
9. REWARDS
20
10. DISCOUNTING A SALE
a. Specific Item Discount
22
b. Discounting the Total Sale
24
11. SUSPENDING A TRANSACTION
25
12. RECALLING A SUSPENDED TRANSACTION
26
13. SCALE INTERFACE
27
14. CASH OUT
29
15. ORDERS
31
16. REPRINT LAST TRANSACTION
33
17. OPTIONS AT POS
a. Overview
33
b. Configuration
34
c. Reports
43
d. Transactions
49
e. Inventory
50
f. Synchronization
50
g. Clock In/Out
51
h. Cash out History
52
i. Payout
52
j. Voucher/Card Balance
53
k. Employee Access Cards
53
18. CLOSINGTHE POINT OF SALE
54

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OVERVIEW
Point of Sale is our Passion.
In the spring of 1983, RT7 Incorporated’s founder Tony Comparelli designed, developed,
programmed, and installed one of the world’s first PC based Point of Sale Systems. It was a simple
program that allowed the retailer to enter their daily cash receipts and generate simple inventory sold
reports in a batch at the end of day. It ran on a Radio Shack TRS-80 Model II Computer utilizing the
CP/M Operating System. After installing the system in about 60 stores
in the Toronto area, Tony decided to take the business from his
parent’s basement into a small office and incorporated his first
company. By the fall of 1984, his POS application had evolved into
an actual counter top transaction processing system
complete with perpetual inventory. It operated on the DOS
based IBM PC Model 5150 and included a cash drawer.
Between 1984 and 1990 the company sold more than 20,000 of its PC based POS units in 7 countries.
In 1990 the product continued to evolve into a complete retail management solution with full
inventory control, back office reporting, accounting, and payment processing. In 1991 The Retail
Council of Canada selected the system as the platform for its retail automation strategy and American
Express licensed the platform for its ‘At Your Service’ Retail Benefits Program. These relationships
furthered the expansion of the user base to over 50,000 Counter Tops. In 1996 the company had
grown to more than 200 employees and was eventually purchased by a leading hardware and
software manufacturer.
In 2002, Tony Comparelli decided it was time to realize his vision of the connected retail
enterprise and started RT7 Incorporated and the development of V1-POS. The connected retail
enterprise is a retail management system that could be
accessed and utilized by retailers of all sizes from any
device connected to the Internet. In other words POS in
the ‘CLOUD’. 11 years ago this was an almost
inconceivable vision. Retailing is referred to as a Mission
Critical application; it must work all of the time and it
must work even if the Internet is not available! It took
several years of development before a commercial test
of V1-POS could occur and in August 2004, the first V1-
POS hosted Point of Sale Systems in the ‘CLOUD’ were
installed in a chain of 70 locations. Several more years of
development and refinement had to occur in order to
perfect the hosted POS application. Not until 2007 was V1-POS ready for commercial use and between
2007 and 2010 over 2,000 stores processed millions of transactions on the V1-POS Platform.

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Over 25 years of experience, knowledge, feedback, input, countless hours of actual use, and
hundreds of millions of transactions processed in the field has provided the foundation for our new
product V2-POS-The next generation of the hosted POS System. A well thought out, tested and proven
application for your retail business.
Key Features:
• Sell in three modes, Menu, Scan and ECR Mode
• Full QSR Menu Support with Modifiers
• Access to over 3 million SKU’s for Scan Mode (no need to build your own inventory database)
• Special Order Management with Customer Database
• Real Time Reporting at POS
• Real Time Reporting and Stats from Back Office
• Full Remote Access 24/7 from any Internet Connection
• Franchise Management and Reporting
• Transaction Set Management (Sale, Refund, Payout, Void, Discount, etc.)
• Online Video Tutorials
• Deal Voucher and Gift Card Management
• Works in Offline mode with Auto-Sync Technology
• Automated Program Updates
• Scale Interface*
• Multiple Kitchen or Station Printing*
* Additional Equipment Required. Additional Fees May Apply.
V2POS is the second generation of RT7′s Cloud Based Point of Sale System. Version 1.0 was
released in May 2004 and was one of the world’s first complete Point of Sale Systems available in the
Cloud.
Hundreds of retailers managed their day to day retail operations, generated reports, controlled
inventory, and processed millions of transactions on the V1 Platform. V2POS is RT7′s next generation
of Point of Sale in the Cloud.

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Over the years retail users of V1 were key to the development of our next generation V2POS. They
provided feedback, ideas, retail use scenarios, data and other important information that we
combined with emerging technical ideas and concepts to create something special. A Cloud based
POS system that actually works!
What every retailer should know is that nothing can replace the experience and knowledge that is
created by actual users over many years and when it comes to mission critical applications like POS
you can’t afford down time. Don’t let your store become a test site!
Knowledge + Experience = V2POS
The RT7 V2POS System is a ‘CLOUD’ based POS system, which means all of the data is securely
stored on remote servers. The main advantages of ‘CLOUD’ based POS system are:
1. You can access your entire retail information 24/7 from any Internet connected device.
2. You can generate reports and manage your retail business in real time from any Internet
connected device
3. You don’t have to worry about backing up your data
4. You don’t have to worry about installing and maintaining program updates
It is important that you have a working Internet connection at all times. However, in the event
your Internet connection is down or not stable, V2POS will operate for up to 10 days in the Off Line
mode. When the Internet connection is re-established, all of your data will be synchronized with the
servers automatically.

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1. SIGN IN
To access your version of the RT7 V2POS system, simply double click the V2POS icon on the
desktop. This will launch the program and display the System Sign On Screen.
Upon startup of V2POS, the (below) initial screen will appear. Store name and Terminal ID should
be already input by default in the appropriate fields. If these fields are not pre-filled, consult the store
manager or designated person for this information.
Log in by using an access card, or username and password.
To log in with an access card, select the option from the start screen and type in the access card
number or swipe the card on the card reader on the Point of Sale.
Make sure status is
online

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To log in by username, enter the username and password provided by the store manager or other
designated person and select LOGIN.
Once logged in, the default screen (pictured below) will display.
Date
Time of day
Store name and
connection status
Store number
and Register
number

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On the top left side of the screen is the
Transaction Summary where all of the transaction
entries will be displayed.
Below the transaction summary is the total
section where the quantity, discounts, subtotals,
applicable taxes, and total of transactions and
cash change to the customer are displayed.
On the bottom left of the screen there are 7
buttons: CLOSE, CASH OUT, SALE, REFUND,
ORDERS, REPRINT LAST, and OPTIONS. Each will
be described in detail later in this manual.
The system information is displayed here
including the software version.

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In the middle of the screen are the main entry
options: VOID SALE, SCAN MODE, MENU MODE,
ECR MODE, DISCOUNT, DELETE ITEM, QUANTITY,
and RECALL.
On the right of the entry options are the Menu buttons where specific options can be selected for
each of the menu headers:
Allmodes of entry can be used in the same sale by switching between them using their respective
buttons.
Menu Buttons
Menu Headers

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2. SALE TRANSACTIONS
a. ECR Mode
What is ECR Mode?
When signed in to the default screen after log in, the ECR MODE is located in the middle of the
screen below MENU MODE as a blue button.
After selecting ECR MODE a number pad will display on the right side as well as the option to
apply tax rates or to use the NO TAX option.
When to use this mode:
Select ECR MODE to manually enter sales
prices and taxes.
How to use this mode:
1. Select the ECR MODE button by touching it on the screen. It will become a darker shade than
the other modes, indicating this mode is now active.
2. Enter the price to charge for the item on the number pad to the right. Note there is no need to
enter a decimal between the dollars and cents.
3. Select the button on the far right (green buttons located below
the Load Card button) to classify the purchase under the
applicable category if necessary.
This step is NOT mandatory. If purchases are categorized,
they will appear named as such in the Transaction Summary
menu.

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There are up to four options for categories. If items are not
categorized, they will appear in the Transaction Summary labeled as
ECR.
See page 27 for Tarepack use.
4. Apply the tax rate necessary by selecting the appropriate tax rate
using the navy coloured buttons on the right side of the screen.
There are 3 preselected tax rates available, including no tax.
5. After applying the tax rates, the transaction will then appear on the top left screen in the
Transaction Summary area with the type of purchase, quantity, price per item, and the total.
Below this are the subtotal and the tax amounts applied. On the
bottom below this is the grand total owed by the customer. If
discounts were applied, they will be located there above the
subtotal amount.
Deleting Entered Items:
To delete an item already in the Transaction Summary, select the item and the red DELETE
ITEM button in the middle of the screen. Once the item is selected it will appear
highlighted in blue. If an item is not selected, but the Delete button is pressed, the
last item entered on the Transaction Summary will be deleted.
Changing Quantity of Entered Items:
Change the quantity of an item by selecting it until it becomes
highlighted blue. Select the yellow QUANTITY button located below
the DELETE ITEM button. Windows pops up prompting entry of the
quantity amount, and then select ENTER to apply the change, or
CLOSE to return to the original screen.

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Discounts in ECR Mode:
To enter a discount in this menu, select the item in the transaction summary by tapping it
until it is highlighted blue and select the yellow DISCOUNT button below the ECR MODE in the
middle of the screen. See Discounts on page 22.
Repeating Items:
To add the exact same items as the
last entry, simply select the REPEAT
button located on the right side of the
screen. This will duplicate the last entry.
Voiding and Clearing Entries:
To clear any entries made by the number pad, select CLEAR. This will zero out the numbers,
but keep all entries already made in the transaction summary.
To restart the sale or to remove all previously entered items, select
the red VOID SALE button located on the top middle of the screen. This
will redisplay the main
screen seen directly
after log in.
Accepting Payments:
Once all items are entered, select TENDER PAYMENT. Once this option is chosen the sale can
still be voided, discounted, or suspended. See more on payment options on page 17.
To load a prepaid card in this mode, enter the amount
the customer wishes to load on the number pad, then
select the LOAD CARD button on the top right of the
screen. Then select the payment option applicable and
process payment as normal.
Select BACK if to cancel the load.

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b. Scan Mode
To use the scan menu select it from the middle of the screen using the
SCAN MODE button. Use the scanner to scan the item or manually input by
using the number pad to enter the SKU and pressing enter. Otherwise use the
scanning feature and scan the item automatically.
Manual Entry:
For manual SKU entry in Scan mode, choose the field below the SCAN YOUR ITEM field. A
window will display to enter the SKU. Select Enter after entry.
Use search in the number pad window when entering
manually and a new window will display to enter the
description of the item (generally the name). For this option,
select enter and another window will display with the search
results. Choose the result applicable and the system will
return to the sales window.
If the item selected does not require weight, it will
automatically display in the transaction summary field.
Otherwise, enter the weight or to place the item on the
scale to be weighed by the scale itself when prompted.

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Adding new SKU:
If an SKU was entered that does not exist a new window will open to try again by choosing
Retry or Add to add the SKU. Retry will re direct back to the original sales screen.
If add is selected, a new window will display allowing entry of the applicable information for
the item.
Type in applicable name in the description field, select enter. Then input all applicable price,
tax parameters, and other fields and choose OK. The Transaction summary will be updated with
the new item.
Change quantity, apply discounts, and tender payments as normal (see applicable items in
Table of Contents). See page 27 for Tarepack use.

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c. Menu Mode
What is Menu Mode?
In the Menu Mode, Items are
displayed by Menu Headers and each
menu header contains a menu button.
The menu button will contain a modifier
if it is set up in the modifier options. Edit
these menus by consulting the Menu
Options on page 38 of this manual.
When to use this mode:
Use this mode to enter sale items based on preprogrammed menu selections. This mode is
best when there are set prices for each item, or have many menu items preprogrammed.
How to use this mode:
1. Select the blue MENU MODE button from the middle of the screen.
2. Select the appropriate menu header.
When the menu header is selected,
the appropriate menu item buttons
will display above. Choose the
specific item to be purchased from
the menu buttons.
Each item will have a variety of
options usually based on size, or in
this case, toppings etc. For pizza, for
example, there will be sizes, and
toppings.

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3. Similar to the ECR mode, delete items, or change the quantity. See directions on page 9. See
page 27 to use Tarepacks.
4. After the selections are made, use the Tender Payment button to pay for the transaction. See
Tendering Payments on page 17.
4. PREAUTHORIZATION SALE (US) ONLY
5. PRE AUTHORIZATION COMPLETE (US ONLY)
a. Adding Tip
6. REFUND TRANSACTION
1. To refund a transaction, pick the REFUND button located on the bottom left above system
information. A new sale must be displayed to do this as
the button will be greyed out once items have been
entered into the transaction summary. If items are already
entered, select VOID (see page 16) to enter a new sale.
2. The top of the screen will show a dark red box labeled REFUND. To use this option, simply choose
the appropriate menu headers and buttons in the Menu mode or enter the items manually in the
ECR mode in the exact same fashion as a regular sale including changing the quantity. Both ECR
mode and MENU mode can be used in the same
sale to refund a transaction by switching
between the menus by selecting their
respective buttons.

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3. Select the Tender Payment button. Refund the
transaction using debit, credit, or cash refund
(see payment tender instructions on page 17).
To refund a sale with cash, simply choose the
yellow REFUND button on the bottom right,
this will open the cash drawer. Otherwise, use
the green CREDIT CARD, or DEBIT buttons on
the top right and swipe or insert the
customer’s card into the pin pad to complete
the refund.
4. Void the refund in the same way as voiding a
sale. See directions below.
7. VOID SALE
When a transaction has already been entered
and needs to be voided use the following method.
Select the red VOID SALE button on the top middle
of the screen.
Once it is clicked, a message window will pop up
to confirm the void of the sale. Select yes to
continue with void or no to return to the original
transaction. If Yes is selected, the screen will be
returned to the previous screen and all transactions
will be cleared from the Transaction Summary.

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8. TENDERING PAYMENT
a. Cash
1. Once all applicable transactions for a sale have been entered, select the TENDER PAYMENT
button.
2. Choose either $5, $10, or $20 preset
amounts on the right hand side. If a specific
cash amount is required, enter it on the
number pad and select cash. Tender the
payment partially in cash, and partially in
other forms of payment, see Split Tender
instructions below.
3. To return without processing the
payment, simply select the BACK button
located in the bottom of the middle of the
screen.
4. The tender amount can exceed the total of the
transaction in this mode only.

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b. Credit
1. To use the credit card payment option, choose
TENDER PAYMENT, then select Credit card.
2. A window will display with 3 possible options:
PINPAD, MANUAL, and CANCEL. Pick PINPAD to
send the payment information to the pin pad itself.
3. Select MANUAL to enter the amount manually and
process the card, or select CANCEL to return to the
payment tender screen.
c. Debit
Select the DEBIT button and process
debit card through the pin pad once
prompted to do so. If there is an issue with
processing the debit card, or the
transaction times out, a message will
display indicating so. Simply choose OK
and try again.
d. Split Tender
1. If the customer wishes to use more than one payment method, enter the amount to allocate
to the first method on the number pad in the Tender Payment screen (see page 17).
2. Then select the DEBIT, CREDIT, or CASH options.
3. Proceed with the instructions of the first payment method chosen as indicated above.
4. It is suggested that if the customer is using cash as one of the payment methods, process this
first.
5. The total balance owed will be updated after first method has been completed.
6. Proceed with the other payment methods to complete the sale.

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e. Voucher/Gift/Loyalty Card
1. To use a voucher, select the green VOUCHER button on the top right hand side of the screen.
This will open a window to enter the voucher id.
2. Do so, then select Enter and proceed with the rest of the transaction as per usual. The balance
of the voucher will be taken from the total of the sale and a new balance will appear.
3. If the voucher number provided is not valid, a message
will display indicating that the system cannot locate the
voucher. Choose OK to return back to the Tender
Payment screen.
Notes:
Once first payment method is completed, the Cash card will
appear in the area beneath AMOUNT DUE on the right hand side.
Proceed to pay the balance with any other form of payment
listed above.
If using a card that does not coincide with the payment
method selected, an error message will appear indicating the
card is invalid.