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Opening and Closing Your Register

Every morning when you log in, you will need a manager or owner to do the initial system login for the day. Our system automates as much as it can about your opening and closing procedures, so it automatically closes out the previous day's operations and starts you fresh every morning with a clean slate.

To start your day, you will want to count your cash in your cash drawer and write the totals down somewhere for later reference. As you go through your day, the system will automatically track all sales. Be sure you are properly logging each transaction in our Register with it set to the proper Till in the system.
After you have closed your doors for the day, do another count in your cash drawer and subtract the morning's total from the new one, and that will be the cash you took in for the day.
In our system, go to Reports > End of Day, and where it says All Tills, click on the till in which you've been working. Look in the Tender by Till section a little further down, and confirm the Cash total for your Till for the day.
You can also confirm totals for checks, card receipts, and any other payment methods you might have taken in.

That's it! The system keeps a permanent record of all of those sales and totals, and you can reference that information whenever you need to!

If you need tools for counting your drawer, the ability to do Pay In and Pay Out from your drawer, and the ability to manage different sales clerk shifts, click here for full details: Shift Management.

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The POS System Register

You can get to this part of the system by clicking on the Register Icon, as pictured below.

Primary Register Functions

Below the Customer area, you have several important functions:

Item Search and Add New Product - You can scan a barcode label into this area or enter keywords to Search for and select the product or class you want from a drop list. Search results can find Products, which have the price-tag icon for regular inventory, and a scissors icon for items sold per yard or per meter, Packages, which have the open box icon, Classes, which have the graduation cap icon, and Services, which have the magic wand icon. Subscription items have a 3d cube icon, not pictured below.

Miscellaneous, Gift Cards, Trade-Ins, Notes, and Rentals - From this area you can create Miscellaneous Items, non-inventory single-use products, if you don't need a permanent listing for an item. If the customer wants to purchase a Gift Card, you can click this link and either use the automatically-generated number provided, or you can scan in or enter your own. Gift Cards can be for any amount you like, and should be given a Title that makes sense, such as 'Birthday Gift for Becky from Dad.' Click here to see more about working with Gift Cards. If you take Trade-Ins, you can use this function to intake a trade item and sell whatever the customer is trading it for. You are able to enter Notes as needed that will print out on the receipt and will pop up automatically if you later open the transaction. If you are on our Plus level of service, you will also have access to our Rentals module, and you can start a Rental by clicking the link in this area. To learn more about Rentals, click here: Short Term Rentals.
Clerk Notification Text - If you go the Admin Button with your username in the upper right and go to Settings > POS Settings > General, you can scroll down enter reminder text or news of which you want your sales clerks to stay mindful. That Clerk Notification Text displays in this area.

Register Line Items

When you add items to the Register, each will go in as a separate line item. You can add the same item multiple times if you are doing something like a 'Buy One, Get One Free' promotion, and enter the first one at the regular price, then either edit the second one's price to $0, or give it a 100% discount. Here are the elements of a Register line item:

Item Information - Whether it's a product, a Work Order, or some other item, the title will be clear, and you can click on the Product Information area to open a panel with more information (ID numbers, inventory on hand and on order, Reward and discount eligibility, and the product's Vendor). If the item has an image in the system, it will display here. For products, this image needs to be in the first slot on the Images tab.
Price - The selling Price is listed here, and if the item has a Sale Price, that will be what is shown. You can manually adjust this amount if your User Group allows permission.
Quantity - By default, the quantity will be 1, but you can click on this box to change the Quantity as needed.
Line Item Subtotal - This area displays the Price multiplied by the Quantity for reference.
Discount - You can click the blue pencil Discount button to add either a percentage off the line item, or a set dollar amount off.

Adjust Unit Quantity

When you click to change Quantity, you'll see the following panel for items sold by the unit. The quantity number will automatically be highlighted so you can either use your number keys for entry or your mouse to click the buttons:

Adjust Yardage / Meterage Quantity

When you add a product that is sold by the yard or by the meter to the Register, the following Quantity panel will automatically open for you to add the appropriate quantity. The quantity number will already be highlighted so you can either use your number keys for entry or your mouse to click the buttons:

Create Products in the Register

Sometimes one of your customers might bring a product up to your Register that is somehow not in the system yet. Here is the way we recommend you handle that. Under Products > Categories, create a Category called Unassigned. When you need to create a product on the fly, click the + Button next to the product search area and you'll see the Add Product window open.

The only thing you absolutely have to have is the Product Title, but we recommend that you add it to your Unassigned category (so you can find it later and finish fully creating the product). All the rest can be done later.

Transaction Summary

The right side of the Register has the following functions:

Date - You can click this link to adjust the Date for which the transaction will be listed in your reports. The time listed is based on your computer's clock. Note that you can also change a transaction's date after it has been completed.
Clerk - If you are using the PIN codes so the system can track each sales Clerk in your transactions, the name of the sales clerk currently logged in will display here. You can click on the name to log in a different sales clerk.
Sales Rep - If there are commissionable sales items in the transaction, you can specify who the sales rep is, and if there were multiple sales reps involved, you can enter their names and set the commission split by clicking on the blue pencil.
Location - If you have multiple locations set up in the system, you can click the current Location to change to another one for the next transaction, if needed.
Open Cash Drawer - You can click the Open button to open your cash drawer. The system will send a very small print job to your receipt printer, which is necessary to actually open the drawer.
Till - You can click on the current Till to change to a different one very quickly.
Shift Management Menu (optional) - If you need detail cash-counting tools, shift reporting, register Pay-Out and Pay-In capability, and the ability to open and close for new sales clerk shifts, you can activate and utilize this function. To learn more about this function, click here: Shift Management.
Subtotal - This is the total of the order before any discounts or taxes are applied. This is an optional field you can turn on in your Point of Sale Settings: General Tab.
Discount - Clicking the Discount button will pop up a side panel that will allow you to apply a discount to all eligible items in the transaction equally. As with the line item discount, this can be either a percentage off or a dollar amount off. Any other discounts already on the transaction, including those from Reward Coupons, will display in the side panel as well.
Tax - Clicking the Remove button here will remove the Tax from the transaction. NOTE: If you do this, make sure to add a Note to the transaction about why it was done. Your accountant will need this when calculating your taxes at the end of the current tax period. If you have clicked to remove the tax, the Remove button changes to an Add button and you can re-add the tax again if needed. You can also just manually click on the Tax Amount and enter whatever amount the tax should be, if you need.
Tax Profile - If you need to use a different Tax Profile, for example if a customer with a special tax exemption is checking out, such as Native Americans, you can apply the appropriate Tax Profile as needed and the transaction will use that profile.
Shipping - If you will be Shipping the order, you can click the Shipping button to open the Shipping panel (see image below in the Shipping section for specifics).
Shipping Discount - If there is any discount on the shipping fees on a transaction you will see it here.
Total - This is the grand Total of the transaction, after discounts, tax, and shipping have been accounted for. Please note that if a deposit was made toward what is being purchased, it will be accounted for in a Payment Method line item as a Previous Payment, and that amount would be deducted from the Total and the result would display in the Due amount.
Tender - As you add different amounts paid in different ways using the Payment Methods listed below, each amount and type will be added as a form of Tender line item. Add more Tender amounts until the entire Due amount is reduced to zero.
Due - This amount will start with what you see in the Total and the Due amount will automatically reduce as you use Payment Methods to pay toward the total. When this amount reaches zero, or if the customer is due change, you will be able to complete the transaction.
Payment Methods - Once you have entered a line item into the Register, the Payment Method buttons will be highlighted for Cash, Card, and Other Payment Method (see section below for Processing Payments for more details). You can add Custom Tender types from the settings area, if needed.
Suspend Transaction - Once you have a line item loaded into the Register, the Suspend (Pause) button will be highlighted and usable. It is highly recommended that you also add a Customer (see the section below for Suspending Transactions for further explanation). If the transaction needs to be suspended for longer periods of time, it is recommended to click on the Customer Action icons and save it as a Quote instead, which makes a permanent save of the transaction.
Cancel - At any time, you can click the red Cancel button to clear everything out of the Register and start over. Once you do so, there is no way to get back what was in there.
Complete Transaction - For finalizing a sale, once you have added payment methods that cover the entire amount Due, the Checkmark button will highlight in green and allow you to Complete Transaction (please see the section below on Completing Transactions).

Shipping

Most areas do not tax shipping, so in the Rain Register, shipping charges are normally added after tax. If you need to have your shipping charges taxed, you will need to go to Products > Add New Product and create a product called Shipping, with the appropriate tax rate box checked in its Advanced tab, and add it to the transaction as a line item so it can be taxed.

Store Pickup Options - Clicking on this tab will show you any of the store pickup options for orders that you have set up for your location. These include In-Store Pickup and Curbside Pickup, if they have been configured in your settings.
Shipping Info - When you open the Shipping panel by clicking the Shipping button, any Customer information for name, address, and email will be populated already. For the fields listed in green, those are required so you will need to have information in each of them before you can save the Shipping settings. If you are shipping to a different address, you can enter whatever you need. You can also click the Clear button to remove all shipping information and you can click the Fill Customer Data button to once again populate the fields with the transaction's Customer information.
Shipping Method - You'll be able to choose any of your configured Shipping Methods that apply for the Customer's geographical area. If you changed the Name and Address in the Shipping Info above, click the Update Shipping button so the system can find shipping methods that apply to the altered address.
Total Weight - The combined weight values of the items in the transaction will display here. It will be listed as a decimal value.
Shipping Charge - You can manually adjust the amount of the Shipping Charge to add for handling charges or reduce for discounts as needed.

Click Save to finalize your Shipping settings. Please note that the transaction will now be listed under Products > Orders, where you can track the shipping and set the order Status as needed.

Processing Payments

The Rain System offers several ways to process payments. Here are the different Payment Methods you can add to the Register:

Cash - As one of the more frequently used payment methods, Cash has a dedicated button at the bottom of the Register sidebar. Clicking that button opens the Cash panel, with buttons for different amounts. You can click them and the amounts will add together to whatever amount needed (e.g. clicking the $20 four times in rapid succession is a fast way to enter the amount of $80). You can also click Exact if the Customer has exactly the Amount Due. If you prefer, you can just click in the Amount field and enter whatever amount you need using your number keys. Click Save to finalize the entry of the payment method.

Card - If you are using our integrated processing with Like Sew Payments, you'll see the interface to the left when you click the Card button. As needed, you can turn the integration Off or On, for example, if you have already charged a card for a transaction but just need to enter it into the system so it will show on your Reports, you can turn off the processing and just enter the amount so you don't have to charge the card again. By default, the total Amount Due will be in the Amount field, and you can adjust this as needed. You cannot charge a greater amount than the total Amount Due. When the panel first opens, the cursor will be flashing in the Card Number field, so you can swipe the card to authorize the funds on the card (it is not actually charged until the transaction is completed). All of the other fields will auto-populate on a successful swipe.

Please Note: For security purposes, the processor will not allow identical amounts to run in successive charges from the same card in order to avoid duplicate transactions. Click Save to finalize the entry of the payment method.

Non-Integrated Card Processing - If you are not using our integrated debit and credit card processing, you will see a panel open like the one shown here when you click on the Card button. All our system needs is whatever amount was charged to the card, and by default it will populate the entire Amount Due. You can manually adjust this if they are using their card for a lesser amount. You cannot enter a greater amount than the total Amount Due. You will run the actual card charge in whatever system you currently use to process card payments. Click Save to finalize the entry of the payment method.

Check - You can access this payment method by clicking the Other Payment Options button (the four purple squares) and clicking on Check. By default, the total Amount Due will be in the Amount field when you open this panel. You can manually adjust that number if they will be paying a lesser amount. You cannot enter an amount greater than the total Amount Due. You have the option of entering a Check Number and an ID / License Number to log that information for the payment. Click Save to finalize the entry of the payment method.

Gift Card - You can access this payment method by clicking the Other Payment Options button (the four purple squares) and clicking on Gift Card. When the Gift Card panel loads, the cursor will be in the Gift Card ID field, ready for you to scan or enter a number. When the system finds a match, it will put the number in a drop list as shown below, and you need to click the number. The system will display the remaining balance on the card right next to the number, and you can enter the Amount to Pay. Any left over amount on the card will be available for later use. Click Save to finalize the entry of the payment method.

On Account (Invoice) - You can access this payment method by clicking the Other Payment Options button (the four purple squares) and clicking On Account. You will want to make sure all sales clerks are trained to be careful in using this payment method. If the customer has a credit balance, make sure the Amount in this panel is not greater than the amount of the credit balance. If you go over the credit, the customer will owe the store whatever amount is left over. If the customer already owes money to the store, using this method will increase the balance owed. By default the entire Amount Due will display in the Amount field, so be sure to double check if this amount is more than the credit balance of the customer! Adjust the amount and click Save to finalize the entry of the payment method.

Outside Financing - You can access this payment method by clicking the Other Payment Options button (the four purple squares) and clicking on Outside Financing. If you use an outside financing institution to finance large purchases, use this payment method to log in our system how that amount was paid. By default, the entire Amount Due will be populated in the Amount field, and you can adjust that if a lesser amount is needed, but you can't enter an amount greater than the total Amount Due. Click Save to finalize the entry of the payment method.

Completing a Transaction

Once you have entered payment methods that cover the entire Amount Due, the payment method buttons and the suspend transaction button will gray out and the Complete Transaction checkmark button will turn green. If you need to adjust or remove any of the payment methods you entered, each has a Delete button that will remove it and allow you to take the payment a different way. Credit and Debit card charges that were authorized when entered go through at the time you click the Complete button.

After you complete the transaction, a panel will pop up with a summary of the order and options on what to do with receipts. You can print a Gift Receipt, if needed. If you check the box to Email the receipt, a field will open to add the Email Address it will go to. If the customer has an email saved in their account, it will auto-populate, but of course you can change it if needed. You can also check the box to have the system print a Signature Copy for you to keep for transactions that would need a signature. Click Yes to start the print process, or No if you don't need receipts.

The receipt contains the full details about the transaction, including breakdowns of Discounts and any Notes that were entered. You can scan the Barcode into the Register to reopen the transaction for returns or voids.

Rain System POS Register

}', 22='{type=option, value={id=1, name='featured_content', order=0, label='Featured Content'}}', 9='{type=string, value=Register 3: Basic Operations}', 25='{type=number, value=0}', 26='{type=list, value=[{id=190209692541, name='Register'}, {id=190209692545, name='Settings'}, {id=190209692688, name='Getting Started'}]}', 28='{type=string, value=Register 3: Basic Operations The POS System Register You can get to this part of the system by clicking on the Register Icon, as pictured below. Primary Register Functions Below the Customer area, you have several important functions: Item Search and Add New Product - You can scan a barcode label into this area or enter keywords to Search for and select the product or class you want from a drop list. Search results can find Products, which have the price-tag icon for regular inventory, and a scissors icon for items sold per yard or per meter, Packages, which have the open box icon, Classes, which have the graduation cap icon, and Services, which have the magic wand icon. Subscription items have a 3d cube icon, not pictured below. Miscellaneous, Gift Cards, Trade-Ins, Notes, and Rentals - From this area you can create Miscellaneous Items, non-inventory single-use products, if you don't need a permanent listing for an item. If the customer wants to purchase a Gift Card, you can click this link and either use the automatically-generated number provided, or you can scan in or enter your own. Gift Cards can be for any amount you like, and should be given a Title that makes sense, such as 'Birthday Gift for Becky from Dad.' Click here to see more about working with Gift Cards. If you take Trade-Ins, you can use this function to intake a trade item and sell whatever the customer is trading it for. You are able to enter Notes as needed that will print out on the receipt and will pop up automatically if you later open the transaction. If you are on our Plus level of service, you will also have access to our Rentals module, and you can start a Rental by clicking the link in this area. To learn more about Rentals, click here: Short Term Rentals. Clerk Notification Text - If you go the Admin Button with your username in the upper right and go to Settings > POS Settings > General, you can scroll down enter reminder text or news of which you want your sales clerks to stay mindful. That Clerk Notification Text displays in this area. Register Line Items When you add items to the Register, each will go in as a separate line item. You can add the same item multiple times if you are doing something like a 'Buy One, Get One Free' promotion, and enter the first one at the regular price, then either edit the second one's price to $0, or give it a 100% discount. Here are the elements of a Register line item: Item Information - Whether it's a product, a Work Order, or some other item, the title will be clear, and you can click on the Product Information area to open a panel with more information (ID numbers, inventory on hand and on order, Reward and discount eligibility, and the product's Vendor). If the item has an image in the system, it will display here. For products, this image needs to be in the first slot on the Images tab. Price - The selling Price is listed here, and if the item has a Sale Price, that will be what is shown. You can manually adjust this amount if your User Group allows permission. Quantity - By default, the quantity will be 1, but you can click on this box to change the Quantity as needed. Line Item Subtotal - This area displays the Price multiplied by the Quantity for reference. Discount - You can click the blue pencil Discount button to add either a percentage off the line item, or a set dollar amount off. Adjust Unit Quantity When you click to change Quantity, you'll see the following panel for items sold by the unit. The quantity number will automatically be highlighted so you can either use your number keys for entry or your mouse to click the buttons: Adjust Yardage / Meterage Quantity When you add a product that is sold by the yard or by the meter to the Register, the following Quantity panel will automatically open for you to add the appropriate quantity. The quantity number will already be highlighted so you can either use your number keys for entry or your mouse to click the buttons: Create Products in the Register Sometimes one of your customers might bring a product up to your Register that is somehow not in the system yet. Here is the way we recommend you handle that. Under Products > Categories, create a Category called Unassigned. When you need to create a product on the fly, click the + Button next to the product search area and you'll see the Add Product window open. The only thing you absolutely have to have is the Product Title, but we recommend that you add it to your Unassigned category (so you can find it later and finish fully creating the product). All the rest can be done later. Transaction Summary The right side of the Register has the following functions: Date - You can click this link to adjust the Date for which the transaction will be listed in your reports. The time listed is based on your computer's clock. Note that you can also change a transaction's date after it has been completed. Clerk - If you are using the PIN codes so the system can track each sales Clerk in your transactions, the name of the sales clerk currently logged in will display here. You can click on the name to log in a different sales clerk. Sales Rep - If there are commissionable sales items in the transaction, you can specify who the sales rep is, and if there were multiple sales reps involved, you can enter their names and set the commission split by clicking on the blue pencil. Location - If you have multiple locations set up in the system, you can click the current Location to change to another one for the next transaction, if needed. Open Cash Drawer - You can click the Open button to open your cash drawer. The system will send a very small print job to your receipt printer, which is necessary to actually open the drawer. Till - You can click on the current Till to change to a different one very quickly. Shift Management Menu (optional) - If you need detail cash-counting tools, shift reporting, register Pay-Out and Pay-In capability, and the ability to open and close for new sales clerk shifts, you can activate and utilize this function. To learn more about this function, click here: Shift Management. Subtotal- This is the total of the order before any discounts or taxes are applied. This is an optional field you can turn on in your Point of Sale Settings: General Tab. Discount - Clicking the Discount button will pop up a side panel that will allow you to apply a discount to all eligible items in the transaction equally. As with the line item discount, this can be either a percentage off or a dollar amount off. Any other discounts already on the transaction, including those from Reward Coupons, will display in the side panel as well. Tax - Clicking the Remove button here will remove the Tax from the transaction. NOTE: If you do this, make sure to add a Note to the transaction about why it was done. Your accountant will need this when calculating your taxes at the end of the current tax period. If you have clicked to remove the tax, the Remove button changes to an Add button and you can re-add the tax again if needed. You can also just manually click on the Tax Amount and enter whatever amount the tax should be, if you need. Tax Profile - If you need to use a different Tax Profile, for example if a customer with a special tax exemption is checking out, such as Native Americans, you can apply the appropriate Tax Profile as needed and the transaction will use that profile. Shipping - If you will be Shipping the order, you can click the Shipping button to open the Shipping panel (see image below in the Shipping section for specifics). Shipping Discount - If there is any discount on the shipping fees on a transaction you will see it here. Total - This is the grand Total of the transaction, after discounts, tax, and shipping have been accounted for. Please note that if a deposit was made toward what is being purchased, it will be accounted for in a Payment Method line item as a Previous Payment, and that amount would be deducted from the Total and the result would display in the Due amount. Tender- As you add different amounts paid in different ways using the Payment Methods listed below, each amount and type will be added as a form of Tender line item. Add more Tender amounts until the entire Due amount is reduced to zero. Due - This amount will start with what you see in the Total and the Due amount will automatically reduce as you use Payment Methods to pay toward the total. When this amount reaches zero, or if the customer is due change, you will be able to complete the transaction. Payment Methods - Once you have entered a line item into the Register, the Payment Method buttons will be highlighted for Cash, Card, and Other Payment Method (see section below for Processing Payments for more details). You can add Custom Tender types from the settings area, if needed. Suspend Transaction - Once you have a line item loaded into the Register, the Suspend (Pause) button will be highlighted and usable. It is highly recommended that you also add a Customer (see the section below for Suspending Transactions for further explanation). If the transaction needs to be suspended for longer periods of time, it is recommended to click on the Customer Action icons and save it as a Quote instead, which makes a permanent save of the transaction. Cancel - At any time, you can click the red Cancel button to clear everything out of the Register and start over. Once you do so, there is no way to get back what was in there. Complete Transaction - For finalizing a sale, once you have added payment methods that cover the entire amount Due, the Checkmark button will highlight in green and allow you to Complete Transaction (please see the section below on Completing Transactions). Shipping Most areas do not tax shipping, so in the Rain Register, shipping charges are normally added after tax. If you need to have your shipping charges taxed, you will need to go to Products > Add New Product and create a product called Shipping, with the appropriate tax rate box checked in its Advanced tab, and add it to the transaction as a line item so it can be taxed. Store Pickup Options - Clicking on this tab will show you any of the store pickup options for orders that you have set up for your location. These include In-Store Pickup and Curbside Pickup, if they have been configured in your settings. Shipping Info - When you open the Shipping panel by clicking the Shipping button, any Customer information for name, address, and email will be populated already. For the fields listed in green, those are required so you will need to have information in each of them before you can save the Shipping settings. If you are shipping to a different address, you can enter whatever you need. You can also click the Clear button to remove all shipping information and you can click the Fill Customer Data button to once again populate the fields with the transaction's Customer information. Shipping Method - You'll be able to choose any of your configured Shipping Methods that apply for the Customer's geographical area. If you changed the Name and Address in the Shipping Info above, click the Update Shipping button so the system can find shipping methods that apply to the altered address. Total Weight - The combined weight values of the items in the transaction will display here. It will be listed as a decimal value. Shipping Charge - You can manually adjust the amount of the Shipping Charge to add for handling charges or reduce for discounts as needed. Click Save to finalize your Shipping settings. Please note that the transaction will now be listed under Products > Orders, where you can track the shipping and set the order Status as needed. Processing Payments The Rain System offers several ways to process payments. Here are the different Payment Methods you can add to the Register: Cash - As one of the more frequently used payment methods, Cash has a dedicated button at the bottom of the Register sidebar. Clicking that button opens the Cash panel, with buttons for different amounts. You can click them and the amounts will add together to whatever amount needed (e.g. clicking the $20 four times in rapid succession is a fast way to enter the amount of $80). You can also click Exact if the Customer has exactly the Amount Due. If you prefer, you can just click in the Amount field and enter whatever amount you need using your number keys. Click Save to finalize the entry of the payment method. Card - If you are using our integrated processing with Rain Payments, you'll see the interface to the left when you click the Card button. As needed, you can turn the integration Off or On, for example, if you have already charged a card for a transaction but just need to enter it into the system so it will show on your Reports, you can turn off the processing and just enter the amount so you don't have to charge the card again. By default, the total Amount Due will be in the Amount field, and you can adjust this as needed. You cannot charge a greater amount than the total Amount Due. When the panel first opens, the cursor will be flashing in the Card Number field, so you can swipe the card to run the charge. All of the other fields will auto-populate on a successful swipe. Please Note: For security purposes, the processor will not allow identical amounts to run in successive charges from the same card in order to avoid duplicate transactions. Click Save to finalize the entry of the payment method. Integrated Card Processing - If you are not using our integrated debit and credit card processing, you will see a panel open like the one shown here when you click on the Card button. All our system needs is whatever amount was charged to the card, and by default it will populate the entire Amount Due. You can manually adjust this if they are using their card for a lesser amount. You cannot enter a greater amount than the total Amount Due. You will run the actual card charge in whatever system you currently use to process card payments. Click Save to finalize the entry of the payment method. Check - You can access this payment method by clicking the Other Payment Options button (the four purple squares) and clicking on Check. By default, the total Amount Due will be in the Amount field when you open this panel. You can manually adjust that number if they will be paying a lesser amount. You cannot enter an amount greater than the total Amount Due. You have the option of entering a Check Number and an ID / License Number to log that information for the payment. Click Save to finalize the entry of the payment method. Gift Card- You can access this payment method by clicking the Other Payment Options button (the four purple squares) and clicking on Gift Card. When the Gift Card panel loads, the cursor will be in the Gift Card ID field, ready for you to scan or enter a number. When the system finds a match, it will put the number in a drop list as shown below, and you need to click the number. The system will display the remaining balance on the card right next to the number, and you can enter the Amount to Pay. Any left over amount on the card will be available for later use. Click Save to finalize the entry of the payment method. On Account (Invoice)- You can access this payment method by clicking the Other Payment Options button (the four purple squares) and clicking On Account. You will want to make sure all sales clerks are trained to be careful in using this payment method. If the customer has a credit balance, make sure the Amount in this panel is not greater than the amount of the credit balance. If you go over the credit, the customer will owe the store whatever amount is left over. If the customer already owes money to the store, using this method will increase the balance owed. By default the entire Amount Due will display in the Amount field, so be sure to double check if this amount is more than the credit balance of the customer! Adjust the amount and click Save to finalize the entry of the payment method. Outside Financing- You can access this payment method by clicking the Other Payment Options button (the four purple squares) and clicking on Outside Financing. If you use an outside financing institution to finance large purchases, use this payment method to log in our system how that amount was paid. By default, the entire Amount Due will be populated in the Amount field, and you can adjust that if a lesser amount is needed, but you can't enter an amount greater than the total Amount Due. Click Save to finalize the entry of the payment method. Completing a Transaction Once you have entered payment methods that cover the entire Amount Due, the payment method buttons and the suspend transaction button will gray out and the Complete Transaction checkmark button will turn green. If you need to adjust or remove any of the payment methods you entered, each has a Delete button that will remove it and allow you to take the payment a different way. Credit and Debit card charges go through at the time you swipe them, so to change those charges, complete the transaction and either void it or return items to process the return of funds. After you complete the transaction, a panel will pop up with a summary of the order and options on what to do with receipts. You can print a Gift Receipt, if needed. If you check the box to Email the receipt, a field will open to add the Email Address it will go to. If the customer has an email saved in their account, it will auto-populate, but of course you can change it if needed. You can also check the box to have the system print a Signature Copy for you to keep for transactions that would need a signature. Click Yes to start the print process, or No if you don't need receipts. The receipt contains the full details about the transaction, including breakdowns of Discounts and any Notes that were entered. You can scan the Barcode into the Register to reopen the transaction for returns or voids. 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This step will teach you how to find previous transactions in order to process refunds, exchange items, or to void the transaction entirely. You will also learn how to do returns and exchanges for transactions that did not go through our point of sale system. Other Register operations such as how to work with your Classes and Reward points are also covered below.

To enlarge the video screen, please click the Full Screen button in the lower right of the video window, just to the left of the Vimeo logo.

More Operations in the Register

In the previous step, you learned the Register basics, and worked your way through a test transaction. There are other Register operations you will need to know how to do, and in this step you will learn about the following items:

Opening and Closing Procedures
Working with Classes
Managing Reward Points
Register Returns
'Legacy' Returns
Exchanges
Voiding Transactions
Changing a Transaction After the Purchase

Additional Register Features

You can get to this part of the system when you first log in by clicking on the Register button on the left.

Till Opening and Closing Procedures

We have a Shift Management feature that will track all tender types you work with throughout the day and which allows you to Pay In or Pay Out from the Register as needed. You also get a report that shows you what the system tracked and helps you count the cash in your drawer. Click here for more info (this link will open in a new browser tab): Shift Management

Working with Classes

You can add Class registrations to your Register the same way you add your products. First you will want to make sure to have the Customer name loaded into the Register so that the class registration will properly show their name and will be associated with their account. If you have created a class and if it has upcoming sessions, you can search for it and select it from the drop list (see below). Note that your products will display a Price Tag icon and other types of items might have other icons and your classes will display a Graduation Cap icon in the drop list and also in their line item entry.

Once you have clicked on the appropriate class, a Available Classes side panel will pop up with upcoming sessions listed. You'll be able to see the available seats for each session, if you have set those for the class, and you can click on the session you want to register it for this participant.

After you have selected your class, you'll see a list of dates and times for any sessions in the series, if it has them. Please note that in your Register, you are able to overbook a class if you want. The system assumes you know more than it does about class seats you have available, so if you add a line item for a class that has no available seats the system will show you how many seats you're overbooking. If you need to purchase more than one seat for a class, you'll need to search for it again and add it to the Register again for the session you need. For everything else, the line item will behave as you would expect in the Register, meaning you can apply discounts (if you have set the class to be eligible for discounts on its Pricing tab) and will generate Reward points (if you are using that system, and if you have set the class to be eligible for Rewards on its Pricing tab). You can check out with the class registration and the customer can pay for it in the normal way. For more info on how to work with creating and working with your classes, click here: Classes.

Managing Rewards from the Register

What do you do if a transaction goes through and one or more of the products didn't generate reward points as they should have? What happens if there's a mistake with a customer's Reward Coupon and it accidentally gets deleted? You have control over the Reward Points and Reward Coupons for your customers, and you can always adjust them or work with them as needed. Here is how.

If you haven't yet configured your Rewards program, click here to do so: Point of Sale Settings: Customer.

When you have a Customer loaded into your Register, you can see how much they need to spend to earn a Reward Coupon, and if they earn a Reward, the system will let the sales clerk know at that time (if you have set it to do so, see Settings link above). To work with a Customer's Rewards from the point of sale Register, click on the Customer's name and in the Edit Customer panel, click on the Settings tab.

If you know the Customer should not be in your Rewards program, you and turn Off the Rewards Eligibility, and none of their purchases will generate Reward Points (by default, this is set to On). You can manually adjust the current number of points the Customer has in the Rewards Accrual field. You can also look at the customer's Reward Coupons by clicking the View Coupons button. You can see a list of all Reward Coupons the Customer has earned, see which have been Redeemed (and you can click on the Transaction ID in the Redeemed column to view the transaction where they were used and in the Issued column for the transaction in which they were earned). On the far right you can click to delete a Reward Coupon. If for any reason you need to create a Coupon for the Customer, click the Add Reward Coupon button.

You can click the Rewards History button to see a list of all added, edited, and removed reward points. If a Manual Adjustment was made, you can click the Talk Bubble icon to view the Reason for the adjustment. You can also click the Transaction ID for each transaction that generated reward points to see the full transaction details. Coupon entries will show when reward points were reduced to create a new Reward Coupon.

Register Returns

There are several ways you can access completed transactions in order to process Register Returns (return transactions on purchases that were completed in the Rain point of sale Register).

The easiest way is to scan the barcode on the original transaction receipt into the area where you scan products. If the transaction went through the Rain system, the details will pull up immediately.
You can load the Customer into the Register, click on any of the Customer Action icons in the upper right, and on the right side of the Customer Actions panel find the transaction in the list. Click on it to load it into the Register. You can use the Search tab to search by transaction or item among the completed transactions.
You can load the Customer into the Register, click on their name, and go to their History tab to find the transaction. Click on it to load it into the Register. You can use the Search tab to search by transaction or item among the completed transactions.
If you don't know the Customer's name, you can go to Reports and click on the End of Day and go to the day the transaction happened and find it in the list of Transactions at the bottom of the report. Click on the ID to open the transaction.
If you don't know the Customer's name or the date or even the total amount of the transaction, you can go to the Transaction Detail or the Sales Details report, set a time frame in which you know the transaction happened, then search for the item being returned. A list of all separate transactions including that product for that date range will load, and you can find the one you want and click on the Transaction ID to open it.

Once you are in the Transaction View, click the Return Items button to begin processing your Return. Please note that if you don't have a Customer name loaded, you will not be able to return to On Account.

The Return panel will open on the side and you'll see a list of all items eligible to be returned (they will have a red arrow). Click on any Items Purchased that are being returned and then Close the panel.

You will see the items being returned as line items in the Register, but they are slightly different from your normal line items:

Item Description - The title of the item, any Options for it (e.g. Color: Red), and whether or not the item will be restocked is displayed here.
Price - You can, if needed, edit this price, but the system will have already loaded the original selling price for the item here.
Quantity - By default, all items purchased in the line item will be here as a negative quantity. For example, if Tyler had bought three of the Aras Eagle Packs, it would display a -3 here, and if he was only returning one of them, the Quantity could be changed to -1.
Restock - In the normal Register, the blue pencil is for line item discounts, but in a Return, the discounts will have already been accounted for, so the function of the blue pencil is to Restock the item (default) or to not restock it.
Refund Options - Once you have your line item(s) configured, click the Return button to choose how the funds will be returned.

When the Refund Options panel opens, the amount being refunded will automatically be loaded into one of the payment method boxes. If you wish for the funds to go back a different way, in order to choose how the funds go back to the Customer, you can change the field that has an amount in it to $0, and that amount will automatically be loaded into the Remaining area. Click on the amount field for the method you want to use, and the total that's in the Remaining field will load in there without you having to type it in. Please note that if Credit was not used as a payment method in the original transaction, you do not have the option of returning to a credit or debit card account.

In our example, the customer originally paid with cash, but the store is opting to return the funds to Store Credit. One the refund is set completely, click Close to finish our allocation.

With all of the return funds fully accounted for, the Register will be ready to complete the Return. You'll see each of the payment methods listed as this example: Refund: Account. Click the Complete button to finish the Refund Transaction and print or email the receipt.

'Legacy' Returns

For items that were purchased before you started using our point of sale system, you are still able to process what are known as Legacy Returns. This can be an anonymous return that does not need to include a Customer. Please note that if you don't have a Customer name loaded, you will not be able to return to On Account. This method of returning items is quite simple: just search for the item being returned (or click the blue + button to create it), and then give it a -1 Quantity (or whatever negative number is needed for however many items the Customer is returning). The Register will automatically change to the Return view, and you can process the Return using the steps described above.

Exchanges

Exchanges are equally simple in the Rain point of sale system. Begin with the item(s) being returned, as in our example above. Add the line item for the Return and give it the appropriate negative Quantity to set the line item as a Return. Complete the Return transaction first, by itself. The reason you want to separate the transactions is so your reporting will accurately show your Profit Margins on the items. If you were to do them both in the same transaction, it would result in showing a 0% profit margin on the sale.

After you've completed the Return, add whatever item(s) the Customer is purchasing for the Exchange into a new transaction, and the transaction can be completed in the normal way.

Voiding Transactions

To Void a transaction, you need to reopen it using one of the methods described above in the Register Returns area (scanning the original receipt, clicking the Customer name in the Register and finding it in the History tab, finding the transaction in the End of Day report, or searching for it by item in the Transaction Detail report).

Once you've loaded the Transaction View, click the Void button below. A strong warning will pop up. Of particular importance is that once the Void is done, it cannot be undone or adjusted in any way: it will reverse everything that happened in the transaction. If you are sure you want to proceed with the operation, click Void Anyway. At that point, the only way to view the transaction will be to look in the Customer's History, or in the Voided Transactions report.

Editing a Transaction After the Purchase

Sometimes you need to make changes after a purchase has already gone through. Perhaps it's a transaction that you've already taken money for, and you just need to enter it into the system for the date it happened. Or maybe you accidentally entered the wrong payment method. There are several things you can adjust in a transaction that's already completed, and here are your options:

Date - Clicking the blue pencil next to the original Date of the transaction will pop up a calendar and you can go to the date you need and click on it.
Clerk - You can click on the pencil next to the Clerk name if you need to change the sales clerk that did the transaction.
Sales Rep - If you use the sales Commissions system, you can add or edit the Sales Rep for the transaction if you have permission in the system to do so.
Customer - You can change who the Customer was by clicking the blue pencil near Customer. The system will allow you to Search for the customer you want and click on the name in the drop-list that comes up.
Public Notes - This area for notes print out on the receipt.
Private Notes - In this area you can add or edit notes that are internal to your team only.
Shipping Address - If you are shipping the order, you can edit the address if needed using this link.
Commissionable - If you click this pencil icon, each of the line items in the transaction will have a checkbox that will allow the item to generate sales commissions, if needed.
Payment Methods - What do you do if you selected the wrong payment method when originally running a transaction? In this area, you can click on a Payment Method to change it to something else. Please note that changing a payment method to Credit does not give you the option of running the charge on a card. If you need to do that and you use our integrated processing, you will need to Void the original order and recreate it in your Register. In the same way, you do not have the option of changing the actual amounts charged or the products themselves, and to make changes in those areas, you will need to Void the current transaction and recreate it in your Register.
Edit Transaction - If you need to edit the line items, quantities, Tax Profile, shipping, or discounts on a transaction you can click this button and a view of the transaction will load for you. Please note, this will not allow you to charge more to a card than was originally charged in the transaction. Once your changes have been made, you can click to Update Transaction and the changes will be saved.

Once you have completed your changes, the bottom of the panel will have a Save button you can click to finalize the transaction adjustments.

Rain System POS Register

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More Operations in the Register In the previous step, you learned the Register basics, and worked your way through a test transaction. There are other Register operations you will need to know how to do, and in this step you will learn about the following items: Opening and Closing Procedures Working with Classes Managing Reward Points Register Returns 'Legacy' Returns Exchanges Voiding Transactions Changing a Transaction After the Purchase Additional Register Features You can get to this part of the system when you first log in by clicking on the Register button on the left. Till Opening and Closing Procedures We have a Shift Management feature that will track all tender types you work with throughout the day and which allows you to Pay In or Pay Out from the Register as needed. You also get a report that shows you what the system tracked and helps you count the cash in your drawer. Click here for more info (this link will open in a new browser tab): Shift Management Working with Classes You can add Class registrations to your Register the same way you add your products. First you will want to make sure to have the Customer name loaded into the Register so that the class registration will properly show their name and will be associated with their account. If you have created a class and if it has upcoming sessions, you can search for it and select it from the drop list (see below). Note that your products will display a Price Tag icon and other types of items might have other icons and your classes will display a Graduation Cap icon in the drop list and also in their line item entry. Once you have clicked on the appropriate class, a Available Classes side panel will pop up with upcoming sessions listed. You'll be able to see the available seats for each session, if you have set those for the class, and you can click on the session you want to register it for this participant. After you have selected your class, you'll see a list of dates and times for any sessions in the series, if it has them. Please note that in your Register, you are able to overbook a class if you want. The system assumes you know more than it does about class seats you have available, so if you add a line item for a class that has no available seats the system will show you how many seats you're overbooking. If you need to purchase more than one seat for a class, you'll need to search for it again and add it to the Register again for the session you need. For everything else, the line item will behave as you would expect in the Register, meaning you can apply discounts (if you have set the class to be eligible for discounts on its Pricing tab) and will generate Reward points (if you are using that system, and if you have set the class to be eligible for Rewards on its Pricing tab). You can check out with the class registration and the customer can pay for it in the normal way. For more info on how to work with creating and working with your classes, click here: Classes. Managing Rewards from the Register What do you do if a transaction goes through and one or more of the products didn't generate reward points as they should have? What happens if there's a mistake with a customer's Reward Coupon and it accidentally gets deleted? You have control over the Reward Points and Reward Coupons for your customers, and you can always adjust them or work with them as needed. Here is how. If you haven't yet configured your Rewards program, click here to do so: Point of Sale Settings: Customer. When you have a Customer loaded into your Register, you can see how much they need to spend to earn a Reward Coupon, and if they earn a Reward, the system will let the sales clerk know at that time (if you have set it to do so, see Settings link above). To work with a Customer's Rewards from the point of sale Register, click on the Customer's name and in the Edit Customer panel, click on the Settings tab. If you know the Customer should not be in your Rewards program, you and turn Off the Rewards Eligibility, and none of their purchases will generate Reward Points (by default, this is set to On). You can manually adjust the current number of points the Customer has in the Rewards Accrual field. You can also look at the customer's Reward Coupons by clicking the View Coupons button. You can see a list of all Reward Coupons the Customer has earned, see which have been Redeemed (and you can click on the Transaction ID in the Redeemed column to view the transaction where they were used and in the Issued column for the transaction in which they were earned). On the far right you can click to delete a Reward Coupon. If for any reason you need to create a Coupon for the Customer, click the Add Reward Coupon button. You can click the Rewards History button to see a list of all added, edited, and removed reward points. If a Manual Adjustment was made, you can click the Talk Bubble icon to view the Reason for the adjustment. You can also click the Transaction ID for each transaction that generated reward points to see the full transaction details. Coupon entries will show when reward points were reduced to create a new Reward Coupon. Register Returns There are several ways you can access completed transactions in order to process Register Returns (return transactions on purchases that were completed in the Like Sew point of sale Register). The easiest way is to scan the barcode on the original transaction receipt into the area where you scan products. If the transaction went through Like Sew, the details will pull up immediately. You can load the Customer into the Register, click on any of the Customer Action icons in the upper right, and on the right side of the Customer Actions panel find the transaction in the list. Click on it to load it into the Register. You can use the Search tab to search by transaction or item among the completed transactions. You can load the Customer into the Register, click on their name, and go to their History tab to find the transaction. Click on it to load it into the Register. You can use the Search tab to search by transaction or item among the completed transactions. If you don't know the Customer's name, you can go to Reports and click on the End of Day and go to the day the transaction happened and find it in the list of Transactions at the bottom of the report. Click on the ID to open the transaction. If you don't know the Customer's name or the date or even the total amount of the transaction, you can go to the Transaction Detail or the Sales Details report, set a time frame in which you know the transaction happened, then search for the item being returned. A list of all separate transactions including that product for that date range will load, and you can find the one you want and click on the Transaction ID to open it. Once you are in the Transaction View, click the Return Items button to begin processing your Return. Please note that if you don't have a Customer name loaded, you will not be able to return to On Account. The Return panel will open on the side and you'll see a list of all items eligible to be returned (they will have a red arrow). Click on any Items Purchased that are being returned and then Close the panel. You will see the items being returned as line items in the Register, but they are slightly different from your normal line items: Item Description - The title of the item, any Options for it (e.g. Color: Red), and whether or not the item will be restocked is displayed here. Price - You can, if needed, edit this price, but the system will have already loaded the original selling price for the item here. Quantity - By default, all items purchased in the line item will be here as a negative quantity. For example, if Tyler had bought three of the Aras Eagle Packs, it would display a -3 here, and if he was only returning one of them, the Quantity could be changed to -1. Restock - In the normal Register, the blue pencil is for line item discounts, but in a Return, the discounts will have already been accounted for, so the function of the blue pencil is to Restock the item (default) or to not restock it. Refund Options - Once you have your line item(s) configured, click the Return button to choose how the funds will be returned. When the Refund Options panel opens, the amount being refunded will automatically be loaded into one of the payment method boxes. If you wish for the funds to go back a different way, in order to choose how the funds go back to the Customer, you can change the field that has an amount in it to $0, and that amount will automatically be loaded into the Remaining area. Click on the amount field for the method you want to use, and the total that's in the Remaining field will load in there without you having to type it in. Please note that if Credit was not used as a payment method in the original transaction, you do not have the option of returning to a credit or debit card account. In our example, the customer originally paid with cash, but the store is opting to return the funds to Store Credit. One the refund is set completely, click Close to finish our allocation. With all of the return funds fully accounted for, the Register will be ready to complete the Return. You'll see each of the payment methods listed as this example: Refund: Account. Click the Complete button to finish the Refund Transaction and print or email the receipt. 'Legacy' Returns For items that were purchased before you started using our point of sale system, you are still able to process what are known as Legacy Returns. This can be an anonymous return that does not need to include a Customer. Please note that if you don't have a Customer name loaded, you will not be able to return to On Account. This method of returning items is quite simple: just search for the item being returned (or click the blue + button to create it), and then give it a -1 Quantity (or whatever negative number is needed for however many items the Customer is returning). The Register will automatically change to the Return view, and you can process the Return using the steps described above. Exchanges Exchanges are equally simple in the Like Sew point of sale system. Begin with the item(s) being returned, as in our example above. Add the line item for the Return and give it the appropriate negative Quantity to set the line item as a Return. Complete the Return transaction first, by itself. The reason you want to separate the transactions is so your reporting will accurately show your Profit Margins on the items. If you were to do them both in the same transaction, it would result in showing a 0% profit margin on the sale. After you've completed the Return, add whatever item(s) the Customer is purchasing for the Exchange into a new transaction, and the transaction can be completed in the normal way. Voiding Transactions To Void a transaction, you need to reopen it using one of the methods described above in the Register Returns area (scanning the original receipt, clicking the Customer name in the Register and finding it in the History tab, finding the transaction in the End of Day report, or searching for it by item in the Transaction Detail report). Once you've loaded the Transaction View, click the Void button below. A strong warning will pop up. Of particular importance is that once the Void is done, it cannot be undone or adjusted in any way: it will reverse everything that happened in the transaction. If you are sure you want to proceed with the operation, click Void Anyway. At that point, the only way to view the transaction will be to look in the Customer's History, or in the Voided Transactions report. Editing a Transaction After the Purchase Sometimes you need to make changes after a purchase has already gone through. Perhaps it's a transaction that you've already taken money for, and you just need to enter it into the system for the date it happened. Or maybe you accidentally entered the wrong payment method. There are several things you can adjust in a transaction that's already completed, and here are your options: Date - Clicking the blue pencil next to the original Date of the transaction will pop up a calendar and you can go to the date you need and click on it. Clerk - You can click on the pencil next to the Clerk name if you need to change the sales clerk that did the transaction. Sales Rep - If you use the sales Commissions system, you can add or edit the Sales Rep for the transaction if you have permission in the system to do so. Customer - You can change who the Customer was by clicking the blue pencil near Customer. The system will allow you to Search for the customer you want and click on the name in the drop-list that comes up. Public Notes - This area for notes print out on the receipt. Private Notes - In this area you can add or edit notes that are internal to your team only. Shipping Address - If you are shipping the order, you can edit the address if needed using this link. Commissionable - If you click this pencil icon, each of the line items in the transaction will have a checkbox that will allow the item to generate sales commissions, if needed. Payment Methods - What do you do if you selected the wrong payment method when originally running a transaction? In this area, you can click on a Payment Method to change it to something else. Please note that changing a payment method to Credit does not give you the option of running the charge on a card. If you need to do that and you use our integrated processing, you will need to Void the original order and recreate it in your Register. In the same way, you do not have the option of changing the actual amounts charged or the products themselves, and to make changes in those areas, you will need to Void the current transaction and recreate it in your Register. Edit Transaction - If you need to edit the line items, quantities, Tax Profile, shipping, or discounts on a transaction you can click this button and a view of the transaction will load for you. Please note, this will not allow you to charge more to a card than was originally charged in the transaction. Once your changes have been made, you can click to Update Transaction and the changes will be saved. Once you have completed your changes, the bottom of the panel will have a Save button you can click to finalize the transaction adjustments. Like Sew System POS Register Register 1: Setup and Tills Register 2: Customers Register 3: Basic Operations Register 4: Returns, Exchanges, and Voids Marketing,Register,Settings,Reports marketing reports marketing}'}, {id=191604258971, createdAt=1750439292904, updatedAt=1770142042991, path='reports-administrative', name='Reports: Administrative', 32='{type=number, value=0}', 2='{type=string, value=https://rainpos.my.site.com/s/article/Reports-Administrative}', 4='{type=list, value=[{id=1, name='rain_pos', order=0, label='Rain POS'}, {id=2, name='like_sew', order=1, label='Like Sew'}, {id=3, name='jewel360', order=2, label='Jewel360'}]}', 6='{type=string, value=

Administrative Reports

You can get to this part of the system by clicking Reports then clicking on the specific report you need in the Administrative section.

Account Balances (A/R Aging)

To see how your debts, recurring payments, and other receivables with your customers are stacking up, open your Account Balances Report. The report breaks down what receivables are owed in different time frames; 30-days, 60-days, 90-days, or more than 90 days. You are also able to see what Payments Owed are receivables that are Late, due Today, and what payment totals are owed to you in the Future. You can click on a Customer name to open their full details in a new browser tab. Note that on the opening panel, on the right, you can click to View the history of their Customer Balance if you need to reconstruct how their debt got to where it is. You can select any number of customers using the checkboxes on the left and in the Bulk Actions menu on the right you can Email or Print Selected Statements. You can also Export the data to a CSV spreadsheet file, as needed.

Announcements

Currently, this option will take you to the Home page of the system where you can see the latest System Updates. We may do more with this in the future, but you can always find the latest system news on the Home page.

Commissions Report

You can look at whatever time frame you need and see each item that was sold that generated commission, who the Sales Rep was, the Customer, Pricing, Profits, and the Commission Split percentage for that rep. This report is intended for managerial use, and its visibility and access can be configured by going to the Admin button with your username Users > Groups and setting the permission level for the group.

Outstanding Customer Credit Report

For customers that have an amount of credit available to use within the store, this report will display their Total Credit amounts and important information. These credit balances are only usable through the Register. You can click the Customer ID to open the full customer details. You can see the Total Outstanding Credit across all of your customers at the top, Export a CSV spreadsheet of the data, or Print it out. Column heads will sort or reverse-sort if you click them.

Payouts Report

If you use Payments integrated card processing, the Payouts Report will be visible for you. It allows you to select whatever time frame you like and see how much your Processed Payments were, the amounts of your Fees and Refunds that reduce the payouts, and the amount of Payouts for the store for the period being viewed. You can also see each individual transaction in the table at the bottom along with the amount Collected, any Fees and Refunds, and the amount of the store's Net income from each.

You can Export and Print the report data as needed.

Shift Summary

The Shift Summary report gives you the ability to look up details about any shift that has been logged in your Like Sew system. Each Shift has a Shift ID that you can click on to see a more detailed view, the same view you get whenever you open the Shift Report from the Register, and this will pop up in a panel for you to the right. In the list view, for each Shift you see the Till, the Opened time-and-date stamp, the Opening Clerk, the Closed time-and-date stamp, the Closing Clerk, the total number of completed Transactions, the Starting Cash, Cash Changes (the cash that was either adjusted by a Pay In or Pay Out from the Register, if any), Expected Cash (the amount of cash the system calculated as what the Shift should end with), Counted Cash (your actual cash count when the shift was closed), and the Variance(the difference, if any, between the Expected Cash and the Counted Cash). You can filter the results of the list by Locations, if you have multiples, Tills, and Employees, if needed. You can also manually search by Register (Till name) or Shift ID. If needed, you can either Print or Export your list of Shift data.

Time Clock

You can use this report to see all Time Clock activity for your employees for whatever time frame you wish to view. You can click the Date Range area to change to view a different range of dates. There is also a Summary View of the report, as pictured above, that shows total hours for the period for each employee that was active. There is also a Detail View that shows Clock In and Clock Out times, as pictured below. If you have multiple Locations set up in the system, you can view them individually (e.g. Mount Vernon, below) or you can view All Locations at once. You can also filter by Employee using the drop-list that shows All Selected to view only those employees you want.

You can Export the Time Clock data using the Export button, which will save as a spreadsheet to your device. You can also delete any invalid line-item entries using the Delete buttons on the far right.

If you need to adjust a specific Clock in or Clock Out timestamp or add a Missing timestamp, from the Detail View, click on the timestamp and you can edit it directly. For full details on how to work with the Time Clock and Time Clock Report, click here: Employee Time Clock (this link will open in a new browser tab for you).

Voided Transactions

The Voided Transactions Report is one of two areas where you can still see transactions that you have Voided in the system. The other area is the History tab when you click to view the details of a Customer. Please note that while you can click the Transaction ID to view the voided transaction, you will not be able to adjust anything or do any Returns. You can either Print or Export your results, as needed.

}', 8='{type=string, value=

Administrative Reports

You can get to this part of the system by clicking Reports then clicking on the specific report you need in the Administrative section.

Account Balances (A/R Aging)

Announcements

Commissions Report

Outstanding Customer Credit Report

Payouts Report

You can Export and Print the report data as needed.

Rental Contract Commissions

If you need to track monthly commissions on Rental Contract items, this report will break them down by Rep, also showing the Rental Contract Number, the Date the commission was earned, what the Commission Split percentage was, the Principle + Interest, any Maintenance fees, Protection fees, the Tax, and the Total commission to be paid. You can click on the column headers to sort in descending/alphabetical order and click again to reverse. You can adjust the Date Range, Print the visible data, or Export it to a spreadsheet file (.csv).

Shift Summary

Time Clock

Voided Transactions

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Account Balances (A/R Aging) To see how your debts, recurring payments, and other receivables with your customers are stacking up, open your Account Balances Report. The report breaks down what receivables are owed in different time frames; 30-days, 60-days, 90-days, or more than 90 days. You are also able to see what Payments Owed are receivables that are Late, due Today, and what payment totals are owed to you in the Future. You can click on a Customer name to open their full details in a new browser tab. Note that on the opening panel, on the right, you can click to View the history of their Customer Balance if you need to reconstruct how their debt got to where it is. You can select any number of customers using the checkboxes on the left and in the Bulk Actions menu on the right you can Email or Print Selected Statements. You can also Export the data to a CSV spreadsheet file, as needed. Announcements Currently, this option will take you to the Home page of the system where you can see the latest System Updates. We may do more with this in the future, but you can always find the latest system news on the Home page. Commissions Report You can look at whatever time frame you need and see each item that was sold that generated commission, who the Sales Rep was, the Customer, Pricing, Profits, and the Commission Split percentage for that rep. This report is intended for managerial use, and its visibility and access can be configured by going to the Admin button with your username Users > Groups and setting the permission level for the group. Outstanding Customer Credit Report For customers that have an amount of credit available to use within the store, this report will display their Total Credit amounts and important information. These credit balances are only usable through the Register. You can click the Customer ID to open the full customer details. You can see the Total Outstanding Credit across all of your customers at the top, Export a CSV spreadsheet of the data, or Print it out. Column heads will sort or reverse-sort if you click them. Payouts Report If you use Payments integrated card processing, the Payouts Report will be visible for you. It allows you to select whatever time frame you like and see how much your Processed Payments were, the amounts of your Fees and Refunds that reduce the payouts, and the amount of Payouts for the store for the period being viewed. You can also see each individual transaction in the table at the bottom along with the amount Collected, any Fees and Refunds, and the amount of the store's Net income from each. You can Export and Print the report data as needed. Shift Summary The Shift Summary report gives you the ability to look up details about any shift that has been logged in your Like Sew system. Each Shift has a Shift ID that you can click on to see a more detailed view, the same view you get whenever you open the Shift Report from the Register, and this will pop up in a panel for you to the right. In the list view, for each Shift you see the Till, the Opened time-and-date stamp, the Opening Clerk, the Closed time-and-date stamp, the Closing Clerk, the total number of completed Transactions, the Starting Cash, Cash Changes (the cash that was either adjusted by a Pay In or Pay Out from the Register, if any), Expected Cash (the amount of cash the system calculated as what the Shift should end with), Counted Cash (your actual cash count when the shift was closed), and the Variance(the difference, if any, between the Expected Cash and the Counted Cash). You can filter the results of the list by Locations, if you have multiples, Tills, and Employees, if needed. You can also manually search by Register (Till name) or Shift ID. If needed, you can either Print or Export your list of Shift data. Time Clock You can use this report to see all Time Clock activity for your employees for whatever time frame you wish to view. You can click the Date Range area to change to view a different range of dates. There is also a Summary View of the report, as pictured above, that shows total hours for the period for each employee that was active. There is also a Detail View that shows Clock In and Clock Out times, as pictured below. If you have multiple Locations set up in the system, you can view them individually (e.g. Mount Vernon, below) or you can view All Locations at once. You can also filter by Employee using the drop-list that shows All Selected to view only those employees you want. You can Export the Time Clock data using the Export button, which will save as a spreadsheet to your device. You can also delete any invalid line-item entries using the Delete buttons on the far right. If you need to adjust a specific Clock in or Clock Out timestamp or add a Missing timestamp, from the Detail View, click on the timestamp and you can edit it directly. For full details on how to work with the Time Clock and Time Clock Report, click here: Employee Time Clock (this link will open in a new browser tab for you). Voided Transactions The Voided Transactions Report is one of two areas where you can still see transactions that you have Voided in the system. The other area is the History tab when you click to view the details of a Customer. Please note that while you can click the Transaction ID to view the voided transaction, you will not be able to adjust anything or do any Returns. You can either Print or Export your results, as needed. 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The system allows you to manage common Shift Change activities, such as:

Open and Close your shifts.
Cash counts and other tender in the Till drawer when changing shifts.
A Cash Calculator to help you count bills and coins to the proper total amount.
Pay Outs and Pay Ins from the cash drawer.
View a Shift Report with important data.

You can get to this part of the system from the Register by clicking the button next to the Till name.

Enabling Shift Management

To enable Shift Management for your Point of Sale system, click on the Admin Button, with your username in the upper right then click Settings > POS Settings, and in the lower right of the General tab, check the box to Enable Shift Management. Scroll to the bottom of the page and click to Save that setting, then you're ready to go!

Shift Management in the Register

You access all functions of Shift Management from the Register using this Ellipsis Button next to the Till name, as pictured below.

Pay In / Payout

If you need to pull cash out of the drawer or add non-transaction cash for whatever reason, the Pay In / Payout tool will let you account for it reliably. Click the button next to the Till name on the right side of your Register and then click on Pay In or Payout. The appropriate panel below will open.

Enter the amount and the Notes for Pay In or Payout, and then click Confirm Amount. The system will generate a Payout Receipt or a Pay In Receipt to document the event, as pictured below. You can click to Print Receipt if you need a hard copy, but the event will be logged in your Shift Report.

Closing a Shift

If you click to Close Shift from the Shift Management menu, the Close Shift panel will open.

As you count your tender when closing out the cash drawer, the amounts for each type are listed in the Payment Totals section. Enter your Actual Count for each to double check. Any differences in the count will display Variance. If you need to track down a Variance amount, you can go back to the Shift Management menu (next to the Till name) and look at the Shift Report. More info on that below.

When you click to Close Shift, the system will require confirmation, and then will print out the key details from the Shift Report to your receipt printer. Here is an example of a Close Shift ticket printout.

The Cash Calculator

There is also a Cash Calculator tool to help you break down bills and coins so they add up to the Float you are carrying forward for the next shift. The Float is the amount of cash the next shift will be starting with IF you carry that amount over from the current drawer. Some stores just have individual drawers with pre-counted cash for new shifts to use, so if that is your situation, you won't need the Float field.

The Cash Calculator allows you to work with different types of cash to make sure you're counting the right amounts of each to add up to your desired total.

The Shift Report

You can access your Shift Report by clicking on the Shift Management button next to the Till name on the right side of your Register and then clicking on Shift Report.

If you click to View More at the bottom of the Summary, you will see details about Cash, Sales Revenue, Non-Sales Receipts, a breakdown of Tender Types and Amounts, and a breakdown of Credit Types and Amounts, which will show you the major credit cards and amounts spent using each. You can also click to Print a hard copy to your receipt printer, if needed.

Further down the report, each tender type is broken down, with links to the transactions and amounts used in each one. This section is very useful for tracking down missing amounts of tender if your drawer count is off for whatever reason.

}', 22='{type=option, value={id=1, name='featured_content', order=0, label='Featured Content'}}', 39='{type=number, value=2}', 40='{type=number, value=0}', 9='{type=string, value=Shift Management}', 25='{type=number, value=0}', 26='{type=list, value=[{id=190209692536, name='Admin'}, {id=190209692541, name='Register'}, {id=190209692546, name='Reports'}]}', 28='{type=string, value=Shift Management The system allows you to manage common Shift Change activities, such as: Open and Close your shifts. Cash counts and other tender in the Till drawer when changing shifts. A Cash Calculator to help you count bills and coins to the proper total amount. Pay Outs and Pay Ins from the cash drawer. View a Shift Report with important data. You can get to this part of the system from the Register by clicking the button next to the Till name. Enabling Shift Management To enable Shift Management for your Point of Sale system, click on the Admin Button, with your username in the upper right then click Settings > POS Settings, and in the lower right of the General tab, check the box to Enable Shift Management. Scroll to the bottom of the page and click to Save that setting, then you're ready to go! Shift Management in the Register You access all functions of Shift Management from the Register using this Ellipsis Button next to the Till name, as pictured below. Pay In / Payout If you need to pull cash out of the drawer or add non-transaction cash for whatever reason, the Pay In / Payout tool will let you account for it reliably. Click the button next to the Till name on the right side of your Register and then click on Pay In or Payout. The appropriate panel below will open. Enter the amount and the Notes for Pay In or Payout, and then click Confirm Amount. The system will generate a Payout Receipt or a Pay In Receipt to document the event, as pictured below. You can click to Print Receipt if you need a hard copy, but the event will be logged in your Shift Report. Closing a Shift If you click to Close Shift from the Shift Management menu, the Close Shift panel will open. As you count your tender when closing out the cash drawer, the amounts for each type are listed in the Payment Totals section. Enter your Actual Count for each to double check. Any differences in the count will display Variance. If you need to track down a Variance amount, you can go back to the Shift Management menu (next to the Till name) and look at the Shift Report. More info on that below. When you click to Close Shift, the system will require confirmation, and then will print out the key details from the Shift Report to your receipt printer. Here is an example of a Close Shift ticket printout. The Cash Calculator There is also a Cash Calculator tool to help you break down bills and coins so they add up to the Float you are carrying forward for the next shift. The Float is the amount of cash the next shift will be starting with IF you carry that amount over from the current drawer. Some stores just have individual drawers with pre-counted cash for new shifts to use, so if that is your situation, you won't need the Float field. The Cash Calculator allows you to work with different types of cash to make sure you're counting the right amounts of each to add up to your desired total. The Shift Report You can access your Shift Report by clicking on the Shift Management button next to the Till name on the right side of your Register and then clicking on Shift Report. If you click to View More at the bottom of the Summary, you will see details about Cash, Sales Revenue, Non-Sales Receipts, a breakdown of Tender Types and Amounts, and a breakdown of Credit Types and Amounts, which will show you the major credit cards and amounts spent using each. You can also click to Print a hard copy to your receipt printer, if needed. Further down the report, each tender type is broken down, with links to the transactions and amounts used in each one. This section is very useful for tracking down missing amounts of tender if your drawer count is off for whatever reason. Admin,Register,Reports administrative features}'}]

Search results for: How do I close out my register at the end of the shift?

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Opening and Closing Your Register

The POS System Register

Primary Register Functions

Register Line Items

Adjust Unit Quantity

Adjust Yardage / Meterage Quantity

Create Products in the Register

Transaction Summary

Shipping

Processing Payments

Completing a Transaction

Rain System POS Register

More Operations in the Register

Additional Register Features

Working with Classes

Managing Rewards from the Register

Register Returns

'Legacy' Returns

Exchanges

Voiding Transactions

Editing a Transaction After the Purchase

Rain System POS Register

Administrative Reports

Account Balances (A/R Aging)

Announcements

Commissions Report

Outstanding Customer Credit Report

Payouts Report

Shift Summary

Time Clock

Voided Transactions

Administrative Reports

Account Balances (A/R Aging)

Announcements

Commissions Report

Outstanding Customer Credit Report

Payouts Report

Rental Contract Commissions

Shift Summary

Time Clock

Voided Transactions

Enabling Shift Management

Shift Management in the Register

Pay In / Payout

Closing a Shift

The Cash Calculator

The Shift Report

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