Activating Customer Accounts on the Sales Terminal
# Customer Accounts on the Sales Terminal There are two different options when using ac
Azpiral Loyalty - How to Issue a Loyalty Card
##How to Issue an Azpiral Gift Card through Retail 365 + Sign in to CTPOS & Press the L
Cash Alarm on Sales Terminals
##Maximum Cash Alarm on Sales Terminals + A cash limit can be set on each terminal, whe
Cash Lifts
# Cash Lifts Cash Lifts are a security feature. Cash lifts are used to remove excess c
Creating & Selling Baskets on the till
# Creating & Selling Baskets on the till *Baskets that are created on a till can only b
Credit Accounts - How to Charge to a Credit Account on the Sales Terminal
##How to Charge to a Credit Account + Scan the items to be sold onto the account +
Free Item Promotions Examples
##Free Item Promotions ###Free Item - Lowest Price Free + This promotion type **allo
Handheld Exports Explained
# **Handheld Exports** If you have a **UNITECH HT 680** Handheld then you will need to
How to Refund a Sale back onto a Gift Card
If you wish to refund a Sale and the value of that sale back onto a Gift Card: + Sign i
How to Add a Discount Card Value
#How to Add a Discount Card Value + Login to Retail 365 + Press on the 'Config' tile
How to Add Advice or Alerts to a Product / How to Edit & Delete
## How to Add an Advice Message to a Product + From the Retail 365 main screen, search
How to check a Loyalty Account Balance
Once you have setup TouchStore Loyalty you will be able to check the Loyalty Account balan
How to Create a Basket on the Till
**This can ONLY be performed at tills that have 'Hamper Hold' turned on in Epos Manager un
How to create a new Loyalty Account on the Till
+ Sign in to your Till software + Click on the Loyalty button + _N.B. ff you don't h
How to Create a Non Scan/Open Keys
If there is a product or service that you need to sell on your system but it does not have
How To Create a Product Export/ Export Statuses
##Product Exports Retail 365 is a cloud-based retail system but some of the devices tha
How To Create a Promotion
+ Open Retail 365 and Select **Promotions** ![D182F2C1-A549-444B-8D67-AB2BDA811E6E](D1
How to Edit a Hamper
**Please Note: A hamper can ONLY be edited by the store that was marked as 'Parent Store'
How to Pay off an Account on the Sales Terminal
+ Sign in to the sales screen & Select **CREDIT A/CS** + Start by typing the customer's
How to Perform a "No Sale"
+ To perform a "No Sale" sign into the sales screen using your name + Press **No Sale**
How To Perform a Payout
## How To Perform a Payout + To perform a Payout, sign into the sale screen + Selec
How to Redeem using a Voucher
+ Sign into the till software using your pin + Scan in your items & click the **SUB** b
How to Sell the Hamper at the Till
**Please Note: A "Product Export" must be completed and applied to the till BEFORE the ham
How to Set up a Loyalty System for your Store
Your store's loyalty system is configured in this tab **Multistores Please Note:** This
How to View the Balance or Top up an existing TouchStore Gift Card
#View the Balance or Top up an existing TouchStore Gift Card ##Top Up an existing Gift
Issuing a New TouchStore Gift Card
#Issuing a New TouchStore Gift Card If you wish to issue a new Gift Card from the Till:
Pre-Printed Vouchers - How to Issue & Print
#Pre-Printed Vouchers ##How to issue and print a Pre-Printed Voucher + Sign in to
Preset Discounts How To Create/Apply to a Sale/Edit & Delete
#Discounts - Preset Discounts *In this tab, we can create preset discounts that will t
Price Off Promotion Examples
##Price Off - Amount Off Total + **Amount Off Total** promotion type allows a specified
Promotion Types
![82A27741-BC8F-4EBA-8C28-94439027951A](82A27741-BC8F-4EBA-8C28-94439027951A) **Amo
Promotions - Make Promotion Available On The Till
+ Once the promotion is created a **product export** needs to be created to make the promo
Redeeming a TouchStore Gift Card in a Sale
#Redeeming a TouchStore Gift Card in a Sale To redeem a Gift Card balance against a Sal
Report - Todays Payouts
Todays Payouts report will show what has been paid out of the till using the Payout button
Staff Members - How to Create\ Edit or Delete
#Staff Members This tab displays a list of previously created staff members. Here we c
Step 1a: How to Cash Up your Till (CTPoS)
Once you have completed a shift of trading on one of your tills, you'll need to "Cash Up"
Updating Products - Changing the Till & Receipt Description of a Product
+ Open Retail 365 + Search for your product using the Product Search box ![715C1E17-
Updating Products - Changing the VAT Rate on a Product
+ Go to the Retail 365 home screen + Scan the product barcode or manually type in the p
Updating Products - How to Change a Markup Rate on a Product
+ Go to the Retail 365 home screen + Scan the product barcode or manually type in the p
Updating Products - How to change the Status of a Product
+ Go to the Retail 365 home screen ![D4F28CAC-61E1-4FF7-A818-957DECCA2FB9](D4F28CAC-61E
Updating Products - Setting a Product as Non-discountable
+ From the Retail 365 home screen, search for the product you wish to mark as non-discount
Updating Products - Setting a Product to have a Zero Retail Price
+ Open Retail 365 + Search for the product you wish to have a zero retail price using
Using the Rx accounts on the till
#Using the Rx accounts on the till When using Rx accounts with Retail 365 there are thr
Using TouchStore Loyalty in a Sale
Once your TouchStore Loyalty system is set up you can begin to use it at the Till. ## E