Shopping Basket

FAQs - Staff Use Only

This page is intended for internal use. Please do not share it outside the team. You’ll find useful links, tools, and resources here to help with your daily tasks. If something’s missing or needs updating, let your manager know.

💬 Still need help?

If your question isn’t answered here or you need more assistance, please post a message in the WhatsApp POS Group or email.

POS

How do I open the register at the beginning of the day?

To start a Tracking Session

  1. Tap the Shopify POS app to open it.
  2. Sign in using your store credentials.
  3. Go to “POS Till icon” > “Register”.
  4. Tap “Start tracking session”, enter the opening cash float (£100), and press Confirm (blue tick) > “Save” > “X”
  5. You’re now ready to start transactions

This needs to be done on each till / tablet.

If your till is in an open session at the start of the day. Close the existing session first.

How do I perform a Sale?
  1. Scan the product barcode or search for the item by name / sku 
    • the front camera can also be used to scan the barcode.
  2. Tap the item to add it to the cart.
  3. Add multiple items as needed.
  4. Review the basket before proceeding to payment.
How do I apply a discount?

Applying card discounts

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Other Discounts

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How do I select the payment method (Tender)?

Once you have finished adding items to the order and have reviewed the order.

  • Tap Checkout
  • If you are selling items you don't have in stock, tap " Sell items anyway "
  • Select the payment method and follow the on screen instructions
    • Cash - enter the amount received in the "Other amount" box, or tap the preset
    • Dojo - wait for the card reader confirmation
    • Legacy Gift Card - redeem the entire card, if change needs to be given give in cash
  • The confirmation screen will show Change Due ( if Cash was selected )
  • Here you can add any special instructions 
  • Offer the customer their Receipt by Email or Text

This will not enrol the customer into receiving marketing automatically - but feel free to ask if they would like to receive.

What are the receipt options at checkout?

Revital is reducing it's carbon footprint by going paperless, At checkout, you can offer customers the following options:

  • Email receipt
  • Text receipt
  • No receipt

If the customer does not wish to have a receipt tap Done.

💡You can resend receipts from the Orders screen later, if needed.

How do I process a return?

Find the order, this can be done from Global search on the home screen, enter any of:

    - Order id ( if they have receipt )
    - SKU
    - Barcode
    - Product name
    - Email
    - Name
    - Mobile phone number ( if they had text receipt )

Then tap the Orders tab ( just under the search box )

Tap to enter the order and select Return on the right hand side of screen

Enter quantities of the item being returned, then Next

Enter refund reason or click Skip

Add any notes

Refund on original payment method, tap refund

The refund is complete and you can offer the customer an updated receipt.

Tap Done and then "X" top left to get back to home

Notes:

  1. Check item condition and return policy before refunding.
  2. You cannot restock items from an online order
    1. refund and keep to one side for Snow to process
  3. Exchanges work in much the same way, follow the onscreen instructions
How do I close the register at the end of the day?

This is known as Ending the tracking Session and has to be done on all tills used that day.

- From the main screen, tap the register icon on the left hand side to go to the Register screen
- Tap View open session
- Here you can see a summary of this till
- Tap End tracking session
- Count all the cash in the drawer and enter amount > then Next
- If there is a discrepancy enter a note, then Next
- Enter the amount you are leaving in the drawer as the next days Float > Next
- The next screen tells you what to remove ( bank ) 

The final screen is a summary.

How do I pay the window cleaner?

A tracking session must already be started.

- Enter the Register screen > View open Session
- Tap Remove cash & enter the amount with a note eg paid window cleaner
- Tap Save ( top right )

You are done, make sure you click the X ( top left ) to return and not the big button at the bottom of the screen, although you can come out of there if you do.

Place any receipts in the till.

Inventory

Can I get my store's inventory in a spreadsheet?

No..... Okay you can really.

How do I add products to the Shopify

Steps

  • In the shared folder a new folder has been added
  • Within the highlighted folder is a template file 
    YYYYMMDD-STORE_CODE-Product_Addition_Request
  • Double click the file and complete the relevant sections. The leading green columns are required and probably at least one of the attribute fields, depending on the item.
  • Please provide as much detail as possible as this will help drive sales.
  • If you complete the Suitable For or Allegens fields you just need to enter an X into the cell.
  • Once complete save in the same folder updating the filename with the date in YYYYMMDD format and your store code. eg: 20250727-BEA-
  • Once processed I'll move the file into the completed folder.
  • If the product cannot be created with the provided details, it will be moved to the rejected folder and a reason given in the file. Do check this folder if you have made a submission.
  • Submissions will be processed twice a month,  beginning and mid month.


NOTES:
- Contact me first if a field does not contain a value you are looking for, eg Brand

How can I see all my stock qty?
I've received stock from a Supplier

If you have received stock either from a Supplier or from Warehouse, you need to perform the Goods IN Process.

- Use the Goods In template found in the shared folder 
             \Revital - Stores\Documents & Templates\Inventory\Goods_Scanned_Online_and_POS.xltx

- Once all items are scanned with no errors submit the file using the Goods IN form
- If you have NOT FOUNDS please use the barcode change form

🧠Remember to use the latest file, as it will contain update. You can double click the file in its location and then save onto your computer with a different name. Anything saved on the server will be deleted.

How do I send stock

Stores
- can only transfer stock to other stores; this needs to be arranged via Snow for now.

Warehouse
- Use the Goods OUT form to upload you scanned spreadsheet.
- Only submit without errors

I need to adjust my stock qty

Please complete this form to submit a Quantity Adjustment Request.
This helps us capture the necessary details to review and process any stock level changes accurately.
Typical reasons include  damaged, expired items, shop use.

Other corrections will be made via a stocktake.

Operations

Shelf Edge Tags

Log into Shopify Admin Click the Barcode Man App and select Product label

Choose Template
- Select the Revital - Shelf Tag

Import Products
- click Clear All
- from the import drop down select from products , this will open a dialog where you can select the items you need tags for. Select them and the click the Add button.

- Click Set quantity and set print quantity to 1, click update
- You are ready to print now. Click the green button Generate n labels. Where n is the number of labels you have selected. Choose Print all. Skip zero labels. This will open a pdf document in a new tab.

- Print the document. When the print dialog appears , look for more settings and then set the scale to Actual size. Click Print.

The Moany part sorry
- Do not create any templates
- Do not changes to the existing ones.