System Home, Admin Toolbar, Help, and Knowledge Base

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System Home

When you first log into the system, you will see our system Home screen, with options to Contact us, Report a bug, or Suggest a system enhancement you'd like us to work on for you. We also provide a weekly report of the System Updates, notifying you about what's New for the system, any Improved features, and bugs we have Fixed in the system. At the bottom of the System Updates, you can click to View All Updates if you want to look into what we've done before.

Admin Toolbar

The Admin Toolbar is the heart of the system, and is there for you at the top of the page everywhere you go. Here are the features and tools, in order from left to right:

Home - The home icon will take you to the System Home screen (pictured above).

Register - The Register button will take you to an empty Register screen so you can begin a transaction. If you are not a Point of Sale client, you will not see this icon.

Edit Website - The laptop icon will take you to the Edit view of the Home page of your website, so you can add or edit content.

Website - Your Website menu offers the following modules and tools: 

• Pages: Create new pages or access existing ones. More Info
• Navigation: Add to or edit the links in your website Navigation menu. More Info
• Files: Upload new files, find URLs for files already uploaded, or organize the files, documents, and images on our server for your system. More Info
• Classes: Create new classes or edit existing ones. More Info
• Customers: Access your Customer list to find details, search the database, add new Customers, or work with Bulk upload and downloads of Customer data. More Info
• Customer Groups: Create groups of your customers for specific purposes, such as birthdays by month, clubs, or targeted mailing lists. Customer Groups can also be used in the Filter Customers tool in the Marketing menu (see below). More Info
• Modules: Work with the following modules: Calendar, Email Marketing, FAQ, Forms, Job Listing, News, Newsletter Archive, and Transfer Large Files (For specifics on how to use each Module, please click here to go to the Using Modules section of our Knowledge Base).
• Preview: Click the Preview button to go to the edit view of the Home page of your website.
• Page Settings: If you are in the edit view of your website, clicking this link will allow you to work with the Page Settings of whatever page you are currently viewing. This gives you access to the SEO Title (Search Engine Optimization) and SEO Description for the page.

POS - Your POS menu offers the following modules and tools:

• Register - Start a new transaction in your on-screen Register. More Info
• Work Orders - An updated version of the Repairs module, track your service work orders here, create new ones, and take deposits on work orders. More Info
• Layaway - Check on a Layaway that's in progress, start a new one, make a payment on a Layaway, or pay it off completely to pick it up. More Info
• Special Orders - Our Special Orders tool integrates with our Purchase Order / Receiving Order system, allowing you to order needed items for customers along with other orders you make from your vendors. NOTE: If you don't use our PO/RO system, you will not want to use the Special Orders tool. More Info
• Rent to Own - This module allows you to rent items for long periods, if needed, and the renter can build ownership in the item as they go. NOTE: This feature is available to POS clients on our Plus service package. More Info
• Classes - Create new classes or edit existing ones. More Info
• Customers: Access your Customer list to find details, search the database, add new Customers, or work with Bulk upload and downloads of Customer data. More Info
• Customer Groups: Create groups of your customers for specific purposes, such as birthdays by month, clubs, or targeted mailing lists. Customer Groups can also be used in the Filter Customers tool in the Marketing menu (see below). More Info
• Rental Status - This tool lets you check the status of any rental you have in process. You can open any rental in the list and add them to the register or clear them out. More Info
• Rental Calendar - View your open rentals in the system rental calendar. Click on items in the calendar to open them and work with the rentals. More Info
• Rental Admin - Set up Items and Packages for rentals, print barcodes, and configure your module Settings for how you want your rentals to operate. NOTE: Rental functionality is available as part of the POS Plus service package. More Info.

Products - Your Products menu offers the following modules and tools:

• New Product - Add a new product to the system from our vendor catalog or create one from scratch. More Info
• Products - Search for a product, create a new one, or bulk print product price labels. You can also duplicate or delete products from this interface and in the Bulk interface, you can edit almost all product data, such as price, sale price, category, etc. with as many products as you might need without having to use spreadsheets. More Info
• Categories - Add, edit, or organize your Product Categories. Add images and descriptions to Categories and work with Subcategories. More Info
• Services - Add or edit the Services you use when working with the Work Orders module. More Info
• Departments - Create your top-level Departments for tracking product revenues in your reports and for setting product eligibility for discounts and reward points. More Info
• Orders - View all transactions that go through the Website, searchable by date. See transaction specifics in a printable view suitable as a packing slip, complete with product images (if you have added them for the products). Update order status, tracking information for shipping, and void orders if needed. More Info
• Precuts - Fabric-industry clients can use this module to make Precut products from fabric yardage as needed. More Info
• Assemble Kits - Fabric-industry clients can create Kit products that pull inventory from component products already in the system using this module. More Info
• Packages - This module allows you to set up package deals with groupings of products your customers can choose from to assemble their customized package deal. More Info
• Bulk - Work with your Product and Inventory data by spreadsheet. More Info
• Coupons - Create coupon codes that allow for discounts for website transactions. Discounts can be either a percentage off the order or a dollar amount off. You can apply coupons to work only for a specific product, category, or department, and you can set expiration dates. More Info
• Gift Cards - Search existing gift cards, create new ones, and set your defaults for the website module that allows visitors to purchase gift cards (for use on in-store purchases). More Info

Inventory - Your Inventory menu offers the following modules and tools:

• Purchasing - View or work with your Purchase Orders, or start new ones. More Info
• Receiving - Access orders you have begun receiving, or create new Receiving Orders. More Info
• Vendors - Your list of product Vendors keeps track of all orders by vendor, allows you to start new orders for a specific vendor, or add new vendors. More Info
• Variance - Please Note: The Variance module is currently being overhauled and is not available for use, please use the Batch Inventory module for your inventory count updating. When you take a physical inventory of your store, this module allows you to compare the quantity numbers with the ones in our system, and will tell you the + or - variance in quantities for your products, as well as the + or - inventory and retail value. 
• Transfers - If you have multiple locations, this module allows you to register transfers of inventory between your stores. More Info
• New Purchase Order - Create a new purchase order for a vendor. More Info
• New Receiving Order - If you don't need to start with a purchase order, you can create a receiving order so you can create any new products, add the inventory quantities, and print barcode labels for the items in the order. More Info
• Serialized Inventory - Search your serialized inventory for products, transactions, customers, and serial numbers so you can update serial numbers, delete them, and manage your serialized inventory. More Info
• Bin Locations - Please Note: While we can activate this module for you if you like, we are planning a significant update to make this module more user-friendly and easy to use. Set Bin Locations for individual products as needed. More Info
• Batch Inventory - Scan in inventory from different parts of your store, adding to open batches cumulatively across your sales floor, then update your inventory quantities once the batch is finished. More Info

Marketing - Your Marketing menu offers the following modules and tools:

• Filter Customers - Use this powerful tool to refine lists of customers that are targeted based on shopping history and customer groups. More Info
• Email - Our Email Marketing module allows you to compose and safely mass-email messages to large lists of recipients. More Info 
• Email Lists - Create as many mailing lists as you need for our Email Marketing module. More Info
• Text Messages* - If you have this paid feature active, you can send bulk text messages to customers in any of your locations. More Info
• Google + Request Review* - If you have found a customer who loves your service and product offerings, you can use this module to ask them for an official review, either by text or by email. More Info

*This requires the optional Marketing Package. More Info

Reports - Your Reports menu offers the following system reports:

• Dashboard - Your Dashboard lists sales volume by day for the current month in a bar graph, hourly sales for the current day, and monthly cumulative sales in a line graph that compares the current month with the previous month's sales volume. More Info
• End of Day - Lists daily transactions, tender by till, taxable and non-taxable. More Info
• Sales Summary - Sales by till and employee, with profit margins. More Info
• Sales by Item - Highly customizable report that breaks down sales for a specific item or group of items in a given time range. More Info
• Sales Tax - Breakdown of sales tax payable in a given time range. More Info
• Transaction Detail - Highly customizable report with an item view or department view. More Info
• Voided Transactions - Listings of all voided transactions in a given time range. More Info
• Margins - Profit margin report by department. More Info
• Customer Balances - Shows customer debt over time, goes back ninety days. More Info
• Inventory Value - Calculates the current inventory value broken down by department. Can be exported to show all individual products.
• Ordered Inventory - Breakdown of all inventory in pending orders.
• Low Inventory - Detailed searchable listing of items with low or no inventory.
• Serialized Inventory - Alpha-numeric listing of all serialized inventory in stock, by item.
• Gift Cards Purchased - Listing of all gift cards purchased in a given time range. More Info
• Gift Cards Outstanding - Listing of all gift cards with remaining balances. More Info
• Top Customers - Listing of spending by customer in a given time range. More Info
• Classes - Class registration list by session, displays all registered participants. More Info
• Wait Lists - Report for any Classes and/or Products with wait lists. More Info
• Inventory Turn - This report is forthcoming and will track your inventory turnover rate.
• Reviews* - Displays how many Review Requests you sent, how many were clicked, how many had feedback, how many went to the Review Page. Also gives information on the number of Positive Feedbacks and Negative Feedbacks you received. 
• Marketing Dashboard* - Shows a three-month overview of your Marketing Email results, including sales that resulted from coupons sent and links clicked. 
• Coupon Usage - This report shows the total usage for the current month of Coupons you've created under the Products menu, including the total dollars of discounts given for each, the number of times each have been used, and the Coupon Titles and Codes.
• Rent to Own† - Listing of all current Draft and Active Rent to Own contracts with info on Customer, Start Date, Total Collected, Next Due Date, Next Due Amount, and any Overdue Amounts for each one.
• RTO Commissions† - Allows you to track sales commissions for RTO contracts in whatever period you prefer, also displays commission splits.
• Cost Deprecation† - (Forthcoming) This report will show the decrease in Cost value of your RTO items over time.

*This requires the optional Marketing Package. More Info
†This requires the Rent To Own module to be active, this is available with the POS Plus level Rain service subscription package or higher.

Miscellaneous Tools

Global Search - The Search tool allows you to search by keyword or ID number for anything in the system. It can be one of the fastest ways available to get to what you want, for example, to find a product and edit its data, or to update a class with new information. Give it a try!

System Admin - (Gear-Shaped button) The Admin area allows you to work with the system in the following areas:

• Users - Set up team member login accounts at different levels of permission, as needed, as well as website Member accounts with logins. More Info
• Settings - Configure all areas of the system to your needs and preferences. More Info
• Customer ID - Your Customer ID number should be included in the Subject line of every email to Support, and whenever you call in to speak with one of our Support representatives, please have this number ready so we can verify and access your account.
• Logout - Log out of the system, if needed.

Help - The Help menu has the following resources for you:

• Support Articles - A quick link to take you to the main home page of this support help desk site.
• Step-by-step Instructions utilize WalkMe® technology to show you in our system how to walk through dozens of different tasks. See the image below for the interface for our WalkMe® guided help resources.
• Share Screen - Sometimes when you call our Support team, we will best be able to help you if we can see what is happening on your screen. Clicking this link opens our RingCentral screen sharing utility, a free and easy way to share screens.
• Contact Support - If you need to notify our Support team of something important or ask a general question, clicking this link opens a web form where you can submit your contact request. All such requests are answered in the order they're received, and we respond within 24 business hours!
• Report a Bug - If you have an issue that you need to report where the system is not working correctly, feel free to click this link and you'll be taken to where you can create a support ticket for your issue. We try our best to respond to tickets within 24 business hours.
• Suggest a Feature - If you need the system to do something it currently does not do, click this link to open our Enhancement Suggestion panel, and you can submit your request.
• Support Phone - (877) 909-6699 - Our support team is available by phone Monday through Friday, 7am to 6pm, Mountain time. Please give us a call if you have a question!

More Help Resources: You can view very detailed articles and instructive videos here at the Help Desk. Click on the Rain logo above for the full listings!