Main Menu

3 min read

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, 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.

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Time Card

Employee Manngement

Inventory Management

Inventorys Reports

Products

Back Office

POS

Backoffice Reports

Customer Loyalty

Cash Register

Sales & Promotions

Scan Data

POS Reports