FAQs - Staff Use Only

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.

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.

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.

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.

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

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.

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.

Please complete this form with SKU, old and new barcodes.

We export inventory daily at 5am.

This can be found in the Matrixify app , within Shopify Admin

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

In Shopify Admin > Products > Transfers , Find the transfer you want to receive and click on it

The transfer will load showing the items with in, scroll down the page and you will see a Receive shipment button, click on it and a dialog will appear

Click the barcode scanning icon and you will be able to scan in the items. Once all scanned you can click save.

You can also lookup items individually , or load a csv file to.

Stores & Warehouse

From Shopify Admin  use the Product > Transfer screen.

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.

Receiving an order with a barcode scanner

You can receive items on a PO using a standard USB barcode scanner.

Steps:

1. On the PO, click More actions > Barcode scanner receive.
2. Scan each item to increase the scanned count, or update the quantity manually in the Receive section.
3. After you scan all your items, click Receive Scanned > Receive & Sync to update your Shopify stock levels.

Partially receive and backordering

NOTE: We do not place backorders with suppliers.

If your supplier has sent a different amount of items than you expected, or some items have been damaged in transit, then you can partially receive an item and place the remaining items on backorder.

Steps:

1. Click the arrow button in the Quantity column of the item.
2. In the drop down menu, select Partially receive.
3. Select the number of items to receive later by backorder.
4. Optional: write a note for the reason for the backorder.
5. Click Update.

The item is now split into two rows.

Stocky

Stocky Stock Adjustments

You can access Stocky form Shopify Admin and Search for stocky in the search box at the top of the screen. It will open in a new tab.

Stock adjustments are a good way to keep track of small changes made to your stock levels.

You might need to do a stock adjustment for one of the following reasons:

- You've a faulty product in your warehouse
- You've given away products on Facebook or for PR
- You've leftover stock from a promotion
- You've sent stock to Amazon's fulfilment centre

Run a stock adjustment

- In Stocky, click Inventory > Adjustments > Stock Adjustment.
- Select your store to make a stock adjustment at and click Create.
- Select the products that you want to adjust using the search field. You can enter SKU, Barcode, product title
- You can delete an item if added by accident using the trash can on the right.
- Set the amount that you want to adjust by. Positive values increase your stock levels and negative values decrease stock levels. Click Add
- Repeat the process if you have more than 1 item to add. Group your items together per Adjustment reason. So, all expired items on one sheet, damaged on a different adjustment sheet etc.
- Record the reason for the adjustment and the employee (Full Name) that it was made by.
- Enter your store code in Notes, so this appear in the list view, will make searching an adjustment easier.
- When all done Click Perform Adjustment.

NOTE:

- Adjustment sheets cannot be deleted, so please don't create them by accident
- Correcting stock discrepancies use the Stock Take reason.
- The adjustment sheet saves as you type.

Stocky

Purchase Orders

Stocktakes