RB Control Systems – Operations Manuals

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Intro

1 Menu

2 Customer Screen

3 Adding Customers

4 Start Of Sale

5 Cash Register

6 Applying Payments

6.5 Applying Payments - New Payment App

6a Transaction ID

7 Printing Duplicate Receipts

8 Refunds In Detail

8a Refund With Receipt

8b Refund No Receipt

9 Create In-Store Credits

10 Print Picking Tickets

11 Pending Sales Orders

12 Create A Special Order

13 Create A Follow Up Call

14 Popups

15 Convert To AR

16 Round Cash Payments

17 Gift Card Tutorial

Inventory

1 Sub Menu

2 Inventory

3 Print Barcodes

4 Attaching MSDS

5 Event Planner

6 Sign Design

7 Physical Inventory

8 Purchase Orders

9 Receiving

10 AP Costing

11 Inventory Adjustments

12 Return Goods Orders

13 Setting Up the ScanPal

14 Store To Store Guidelines

15 Inventory Schemes

16 Optimus Integration

Kits

1 Creating An Estimate Or Quote

2 Selecting A Pre-Existing Kit

3 Easily Set Up Similar Kits

4 Building A Kit Profile

Employees

1 Sub Menu

2 Time Clock

3 Inner Office Email

4 Wish List

5 Follow Up Calls

Service

1 Sub Menu

2 Scheduling

3 Revolving Service

4 Job Costing

5 Progress Management

6 Progress Questions

7 Optimizer

Reports

1 Sub Menu

2 Individual Sales Transactions

3 Commission Reports

4 Time Clock Tracking

5 Customer Reports

6 Inventory Reports

7 Daily Sales Reports

8 End Of Day Processing

9 Batch Processing

10 Audit Log

11 Dashboards

12 Email Logs

13 MailChimp Integration

Tools

1 Sub Menu

2 Company Information

3 Accounting Interface

4 Employees & Security

5 Insta-Text

6 Create Sales Questions

7 Combine Customers

8 City Templates

9 Categories

10 Departments

11 Vendor Information

12 New Email Options

13 Customer Import

14 Payment Application Setup

Online Bill Pay

How To Use In RB

How To Use Online

Mobile Live

Using Mobile Live

Mobile Live Receipt Text

Water Test Setup

Water Lab Sync

Water Lab Sync

Help

1 Sub Menu

2 Acccessing Handouts

3 Changes From Year To Year

4 Chemical Handouts

5 Merge Fields

6 Monthly Procedure

7 Inserting New Merge Fields

8 How To Get Manager's Name To Appear In Start Of Sale

9 How To Modify Customer Information

10 What If I Type Slow

11 What If No Convert To AR Button Appears

12 When Should I Print Signatures

13 Where Do Special Comments Appear

14 Where To Retrieve A Hold Sale

15 Why Do I Not See Cost Pricing

16 Why Doesn't My Employee's Code Work