Our POS includes:
To get started, visit our POS: Point of Sale page https://www.rencomgroup.com/page/pos
Utilizing your Renaissance Dashboard, you can seamlessly update your e-commerce website and POS system by exporting and importing data.
Exporting Your In-Store Products
On your left-side nav bar, navigate to POS > Import/Export > Export Products.
Using the dropdown menus, select a brand and category of product that you want to update in your POS system. Click “Export” to generate an Excel sheet based on your selection.
Within this Excel sheet, you can manually edit all of your brand and category offerings, including the names and SKUs of your in-store products. After saving your changes to this document, you can proceed to Importing Your In-Store Products.
Importing Your In-Store Products
On your left-side nav bar, navigate to POS > Import/Export > Import Products.
Here you’ll upload any exported Excel sheets from Exporting Your In-Store Products. If you added any new products to said Excel sheet, check mark “Insert New.” If you simply want to update your POS system, check mark “Update.” Click “Choose File” to browse for the edited Excel sheet, then “Upload” to confirm your changes.
Importing Freight Pricing for In-Store Products
On your left side nav bar, navigate to POS > Import/Export > Freight.
By creating an Excel sheet with two columns, one named “SKU” and the second “Freight”, you can update the freight pricing of your in-store products (calculated as part of the wholesale price before any markups) within your POS system.
Click “Choose File” to browse for this Excel sheet, then “Upload” to confirm your changes.
Exporting and Importing Your Retail Prices
On your left side nav bar, navigate to POS > Import/Export > Retail Price.
To export retail prices for your in-store and master products, click on “Export Retail Price” and your page will reload.
Now on the “Brand Price Export” page, choose a brand and category, then click on “Submit” to generate an Excel sheet containing product retail prices.
Within this generated Excel sheet, you can manually edit and update retail prices for products in your POS system. After saving your changes to this document, click on “Import Retail Price” or navigate back to POS > Import/Export > Retail Price.
Click “Choose File” to browse for this Excel sheet, then “Upload” to confirm your changes.
Exporting Your Product Module Data
On your left side nav bar, navigate to POS > Import/Export > Export Product Module Data.
Choose a brand and category of products, then click “Export” to generate an Excel sheet that will be populated with SKUs and product names.
Within this generated Excel sheet, you can associate add-on products (e.g. a dresser) relevant to that product category, with a primary product SKU. In every column, enter the SKUs of each add-on product. You may enter multiple add-on products for every column, by separating SKUs with a comma. After saving your changes to this document, you can proceed to Importing Your Product Module Data.
Importing Your Product Module Data
On your left side nav bar, navigate to POS > Import/Export > Import Product Module Data.
Here you’ll upload any exported Excel sheets from Exporting Your Product Module Data.
Click “Choose File” to browse for this Excel sheet, then “Upload” to confirm your changes.
Whenever you need to disable a Master Product, you can do so quickly and efficiently through your Renaissance Dashboard.
Disabling a Master Product
Beginning on your left-side nav bar, navigate to POS > Pricing > Master Products. Here you can search for, and filter Master Products by “Name”, “SKU”, “Brand” and “Category”.
Once you’ve located your desired Master Product, click and checkmark the box next to “Image”, then move your cursor to the dropdown menu above, “Mark as Special Order”. Click this menu and select the “Disable” option, then “Submit” to confirm your change.
Enabling a (Disabled) Master Product
Back on your left-side nav bar, navigate to POS > Pricing > Disabled Master Products. Much like Master Products, Disabled Master Products may be searched, and filtered by “Name”, “SKU,” “Brand” and “Category”.
Once you’ve located a disabled Master Product in the results of the “Disable Master Products” page, simply click “Remove” under the “Action” column to the right.
NOTE: Before a product can appear again on the front-end of your eCommerce website, you must first re-sync its pricing. You can quickly do this by navigating to POS > Pricing > Master Products. On the “Assign Vendor” tab, click the “Sync All Brand Price” button to sync all the pricing of your newly re-enabled products.
When a manufacturer discontinues one of its master products, a retailer may have some stock of said product remaining in their store or warehouse. Utilizing your Renaissance Dashboard, you can convert these discontinued master products into in-store products and associate them with in-store brands of your choosing.
Converting Discontinued Master Products into In-Store Products
On your left-side nav bar, navigate to POS > Discontinued Master Products. Here you will find a list of all your Discontinued Master Products, including an image, name, SKU, base price, and associated category.
Using the search bars below “Discontinued Master Product”, you may search all Discontinued Master Products by their “Name” or “SKU”. Additionally, you may also filter these results by their “Brand”, “Category” and date.
Once you’ve located your desired Discontinued Master Product, click on the “Copy as In-Store Product” button. A pop-up window will appear, prompting you to “Select Brand”. Click “Submit” to proceed automatically to the “Store Product Management” page.
You will see that all information related to the Discontinued Master Product has been transferred to this page. If you wish, you may edit any of these details; otherwise, scroll down the page and click “Submit” to save your changes.
Adjusting the Retail Price of a Newly Converted In-Store Product
When converting a disabled (or discontinued) Master Product into an In-Store Product, the base price of that product will carry over. You will have to manually adjust this price to reflect the retail price you want for it.
To begin, navigate to POS > Product Catalog > Store Products. Utilizing the search under the “Store Product Management” page, search for your newly converted product in question by its “Name” or “SKU”.
Once your newly converted product is visible in the results of the “Store Product Management” page, move your cursor to the “Retail Price” column and double-click the numerical value that is displayed beneath it. Update this price, then click the orange checkmark to confirm your change.
To Add a Product to Special/Clearance
To Manage Special/Clearance Product
NOTES
Adding a New Product Category
Starting on your left-side nav bar, navigate to POS > Product Catalog > Categories. On the “Product Categories” page, you can create a new product category by clicking “Add New+”. Subsequently, your web page will refresh, prompting you to fill in information pertaining to this new product category, including:
Click on “Submit” to confirm your changes.
Adding a New Product Package Category
You can simply and efficiently promote multiple products together (e.g. an 8 Piece Living Room Collection), by creating a new product package category. To do so, navigate to the aptly named POS > Products Catalog > Product Package Categories.
On the “Product Package Categories” page, click “Add Product Package Categories+”. Your page will reload, allowing you to supply a “Name” for this new product package category. Within the “Video Content” and “Content” fields, Web Copy and/or HTML code related to this package may be entered. Below, “Image” and “Small image” will browse and upload images to associate with the product package.
Click on “Submit” to confirm your changes.
Customizing Search Filters: Subcategories
Through your Renaissance Dashboard, you can control the advanced search filters available to visitors on your website’s product pages. Subcategories include the options that appear below a category on the dropdown menu.
NOTE: Any advanced search filter that is not on your website by default may not have a Master Product entry. These filters can be manually applied to your In-Store Product by editing Product Details or uploading a separate Product Data file.
On the left side nav bar of your navbar, navigate to POS > Product Catalogs > Subcategories.
Once on the “Subcategory Management” page, you may check or uncheck the subcategories you wish to enable or disable, for respective product category pages, e.g. “Bedrooms”, “Living Room”, “Accents”, etc.
Scroll down the page and click “Submit” to confirm your changes.
Clear both the Front Cache and Admin Cache for changes to advanced search filters to appear on your website. Be advised that this may take some time.
NOTE: Subcategories are themselves grouped by a larger Category.
Customizing Search Filters: Attribute Groups
Being more specific than product subcategories, Attribute Groups can be checked or unchecked in the advanced search on your website’s product category pages, e.g. “Style”, “Seating Type”, etc.
Navigating to POS > Product Catalog > Attribute Groups, you may check or uncheck each all of the Attribute Groups you wish to enable or disable in advanced search.
Click on “Submit” to confirm your changes.
Clear both the Front Cache and Admin Cache for changes to advanced search filters to appear on your website. Be advised that this may take some time.
NOTE: Attribute Groups on the “Attribute Group Management” page are not grouped because they can display in multiple categories of products. Because of this, disabling an Attribute Group will disable it across all categories.
Customizing Search Filters: Attributes
Alongside Attribute Groups, Attributes can be checked or unchecked in the advanced search of product category products. Some examples of Attributes include, as in the case of Living Room furniture, “Stationary”, “Reclining”, “Power Reclining.”
On your left-side nav bar, navigate to POS > Product Catalog > Attributes. On this “Attribute Management”, you may check or uncheck all of the Attributes you wish to enable or disable in the advanced search of your product category pages.
Scroll down the page and click “Submit” to confirm your changes.
Clear both the Front Cache and Admin Cache for changes to advanced search filters to appear on your website. Be advised that this may take some time.
NOTE: Attributes are themselves grouped by a larger Attribute Group. Because of this, disabling an Attribute Group will disable all the Attributes within it.
All of the Attributes within the “Sort By Price” and “Special Offers” Attribute Groups generate dynamically. The aforementioned Attribute Groups can be disabled, but their Attributes cannot.
The markup calculator may be found in the Dashboard by navigating to POS > Pricing > Master Products > Markup Calculator" tab
This Markup Calculator allows you to see how different Markup combinations will affect the prices on your website. To use the Markup Calculator, enter a Base Price, enter any applicable Markups, select your Rounding Option, and click Calculate. The Calculated Retail Price and Profit Margin will display at the bottom.
How a Markup Works
A markup is a percentage added to your cost (or "Base Price") to generate a retail price. The basic formula is:
Base Price + (Base Price x Markup Percentage) = Retail Price
Example: Let's say that a product costs $500 and you have a 75% Markup
500 + (500 x 75%)
500 + (375) = 875
In our example, the retail price would be $875, which would then be rounded based on the Rounding Option selected.
Types of Markups
Brand Markup: This markup is applied to all products within a Brand, such as Signature Design by Ashley, Benchcraft, Furniture of America, Coaster Furniture, etc.
Category Markup: This markup is applied to all products within a Category, such as Living Rooms, Bedrooms, Dining Rooms, etc.
Default Markup: This markup is applied to all products on your website.
How Markups Work Together
If multiple types of Markups are applied to the same product, the calculator follows this formula:
Base Price x (Brand Markup + Category Markup) x Default Markup
Example: a product has a $500 Base Price and the website is applying a 5% Brand Markup, a 10% Category Markup, and a 75% Default Markup. The $500 Base Price is first marked up by the combined Brand and Category Markups (15%) to get $575. Then the Default Markup (75% in our example) is applied to the marked up Base Price to get the Retail Price of $1006.25. This price is then rounded and displayed on your website.
Markup vs. Margin
Though the concepts are similar, Markup and Margin are not the same, and using the terms interchangeably will cause confusion when pricing your website. Here are how they differ.
Markup: a percentage added to the Base Price to generate a retail price
Markup Formula: Base Price + (Base Price x Markup Percentage) = Retail Price
Margin: the percentage of the retail price that is the retailer's profit
Margin Formula: (Base Price - Retail Price)/Retail Price = Profit Margin
The Markup Calculator will display the Profit Margin of the Calculated Retail Price. If you are pricing your products using margin, please use the Markup Calculator and adjust your Markups up or down until you reach your margin.
Important Notes:
The strike-through price displayed on some or all products is referred to in our system as the MSRP (Manufacturer Suggested Retail Price). If the MSRP is not currently enabled, Renaissance will need to enable it for you, and then you can manage it through the Dashboard.
There are two options for MSRP:
There are also a few ways to set the price for the MSRP:
To Add/Edit Retail Pricing to a Product in Dashboard:
To Add/Edit Retail Pricing to a Product via Excel Upload:
To Remove Retail Price from a Product:
NOTES
Renaissance POS Inventory Features
Please see the inventory video https://vimeo.com/339640437/
Whenever you need to align your inventory with your POS system, or automatically reorder an item that’s almost out of stock, you can rely on our suite of tools in the Renaissance Dashboard.
With this suite of tools, you get 3 new ways to maintain your inventory:
Exporting Your Inventory
Begin on your left-side navbar, by navigating to POS > Catalog > Inventory > Export.
Using the dropdown menu, “Select Vendor/Brand”, select a vendor or brand that you’d like to align with your in-store or warehouse inventory. Once you’ve selected a vendor or brand, click on the “Export” button below to generate a specialized Excel sheet, unique to Renaissance.
NOTE: Based on the size of your catalogs per brand, the generation of this exported Excel sheet may take several minutes.
Setting Inventory for Individual Item SKUs
Within this exported vendor or brand Excel sheet, you’ll see the following columns:
In column D (corresponding to the Location Ids on POS > Inventory > Export), enter the inventory for this raw item.
In column E (corresponding to the Location Ids on POS > Inventory > Export), enter the low stock threshold before an automatic reorder is placed through your vendor.
After aligning your inventory with this Excel sheet, save your document and proceed to the next step.
NOTE: Within this exported Excel sheet, there will be a “#” and a “#_re_order_level” column for each of your warehouse or store locations.
Importing Your Inventory
With your saved vendor or brand Excel sheet in your possession, return to your left-side navbar and navigate to POS > Inventory > Import.
Click on “Select file” and browse for the saved vendor or brand Excel sheet that you previously exported and then edited.
Once this document is selected, click on “Import” to align your inventory with your POS system.
Viewing Your Raw Item Inventory
Back on your left-side navbar, navigate to POS > Inventory > All Products. You will now be on the “All Raw Items” page.
Search for any raw items by selecting a vendor or brand on the dropdown menu “Vendor/Brand Name” or entering the “Raw Item Name,” “Unit ID” or “SKU,” then click on the “Search” under “Action.”You will now see a list of raw items, sorted by Unit ID, vendor or brand name, raw item name and SKU.
Below the “Action” column, the notepad icon next to each raw item entry will allow you to edit its details. Click on this icon to proceed to the next step.
After clicking the notepad icon, you will now be on the “Rawitem Inventory Details” page.
Here you can update the “Quantity” and “Re Order Level” (or low stock threshold) for this given rawitem, by Location ID. When you’ve finished updating these details, click “Submit” to save all your changes.
Updating Your Low Stock Email Address
When the quantity of a raw item meets your “Re Order Level,” your POS system will email you an alert. To specify the email address where this alert will be delivered, go back to your left-side navbar and navigate to POS > Alert > Email Setting.
In “Email Address,” enter an appropriate email address for low stock alerts, then click “Submit” to confirm your change.
Viewing Your Low Stock Alerts
On your left-side nav bar, navigate to POS > Alert > Low Stock to see every low stock alert that has been delivered by your POS system.
You can search for low stock alerts by Unit ID, vendor/brand name, rawitem name, SKU, as well as location and quantity. Click “Search” under “Action” to refresh your page accordingly.
Exporting Reports on Low Stock Alerts
If you wish to generate a report of your low stock alerts, go to your left-side navbar and navigate to POS > Alert > Report.
Here you can filter your low stock alerts by ID, vendor/brand name, rawitem name, SKU, as well as location and date range.
To generate a report based on this filter or search, click the download icon under “Action.”
Adding or Removing Products on Your Renaissance Website
As your inventory cycles in and out, you’ll inevitably want to add or remove products from your Renaissance e-commerce website catalog. By logging into your Renaissance Dashboard, you can do this quickly and conveniently.
Begin by typing in your website’s URL, followed by “/storeadmin.php”. An example of this would be: “yourwebsite.com/storeadmin.php”. Upon arrival, you’ll be prompted to enter your username and password. Once logged into your store’s administrative panel, move your cursor to your left-side nav bar and click on POS > Product Catalog > Brands.
Adding a New In-Store Brand
Here on the POS > Product Catalog > Brands page, you can see every brand you’ve created for the products on your website. As a rule, all products must have a brand associated with them (See Step 1).
To add a new brand, simply click “Add Brands+”. Your page will refresh—allowing you to name your new brand and customize it with a slew of options (See Step 2):
After you’ve customized your new brand, check “Enabled” and click “Submit” to save all of your changes.
To edit any brand, return to POS > Product Catalog > Brands and click on the pad icon under “Actions” to regain access to these customization options.
Adding a New In-Store Product
Begin by navigating to POS > Products Catalog > Store Products.
In the upper right corner of your screen, below “RenComGroup LLC,” you’ll see “+ Add Store Product.” Click on this to reload to the “General” page.
To get started, choose a “Category” for your new product from the pull-down menu at the top of “General.”
NOTE: Some categories will themselves have subcategories. If your new product is associated with more than one subcategory, you may highlight multiple categories by holding down the CTRL or command key on your PC or MAC, respectively, and clicking them.
After “Category”, you’ll want to choose a “Brand” and “Attribute” (*like subcategories, you may select more than one attribute for your product). Below it, type in a “Name” for your product that will be publicly displayed on your website.
With “Category”, “Brand”, “Attribute”, and “Name” selected, you may now input a host of other options specific to this new product, including (Se Step 3):
Once you’ve selected all desired options for your new product, scroll down and click “Submit” to save.
Adding New In-Store Products in Bulk
Instead of adding new products one-by-one, you can upload them in bulk via an Excel sheet that has been formatted with the correct headings.
Click on the following the link: http://onefurnituremaildirect.com/Catalog_Template.xlsx.
NOTE: As you edit this Excel sheet, do not change the order of the columns or the headings.
After you’ve edited your “Catalog_Template.xlsx”, go to the left-side nav bar of your Dashboard and navigate to POS > Import/Export > Import Products.
On the “Upload / Update In-Store Products page”, click on “Choose File” next to “Excel File” and search your hard drive for the edited “Catalog_Template.xslx” containing the products you wish to add in bulk.
If you will be adding these products for the first time, checkmark “Insert New.” If simply updating existing products in your POS system, checkmark “Update.”
Note: You may “Insert New” and “Update” products simultaneously. Any existing products will be updated if they match a SKU within your “Catalog_Template.xslx”; if not, a new product will be created.
Updating, Modifying or Deleting a New Store Product
Back on POS > Product Catalog > Store Products, you can search all your products by “Name”, “SKU”, “Category” or “Brand”. When you’ve found your newly saved product (in “Adding a New Store Product”), move your cursor to “Actions” and click the pad icon to edit it.
Your webpage will refresh, displaying an assortment of tabs, beginning with “General.” Click on the “Product Information” tab. On this page you can directly edit your product’s description that will appear under product details. You should recognize the tools available to you, as they mirror those of any modern email service—allowing you to embolden text, insert links and images. The “Submit” button will save any of your changes.
NOTE: If you or a colleague understands HTML, you may edit the HTML by clicking on “Source.”
To the right of the “General” and “Product Information” tabs, you will see a “Product Gallery” tab. By visiting “Product Gallery,” you can upload additional images to appear on your product details page. If you have a link to a YouTube video you would like to feature, specify “Video” as “Type”, then include the video code that follows “v=”. You will be asked to upload an image that will act as its thumbnail, launching the YouTube video when clicked.
To upload images in bulk for any given brand, navigate to POS > Product Catalog > Image Uploads. On the “Product Image Bulk Upload” page, click “Choose Files” to search your hard drive for images you wish to associate with this product. Hold down CTRL to select and upload multiple images at once. Then click “Submit” to upload and save your changes.
NOTE: To associate bulk images with a single product, the names of the uploaded images must correspond with the “Featured Images” in “Adding a New In-Store Product” or the “Featured Images” column for each product in your “Catalog_Template.xlsx.”
If you would like to change the retail price of a product, return to POS > Product Catalog > Store Products and search for the given product. Once it is visible in your list, move your cursor to the “Retail Price” column and double click to update the retail price. Click the check mark to confirm this change.
If you wish to delete a product, you may utilize the pull-down menu that reads “Set as Sku Main Product”, select “Delete” and click “Submit.” In this same pull-down menu, you can also quickly mark this product as a clearance or closeout item.
NOTE: If you have any further questions, or would like to receive more advanced training, please email [email protected] to schedule your webinar.
If you’d like to finalize an in-store sale—including billing and shipping—and process it through your POS system, the Renaissance Dashboard gives you easy access to everything you need, all in one place.
NOTE: At your central hub for sales orders (accessible on your left side nav bar via POS > Sales > All Sales), you will see a row of icons under the “Action Name” column of each sales order.
Starting from left to right, these icons read as follows:
Searching or Adding New Customers
Starting at the left-side nav bar of your Renaissance Dashboard, navigate to POS > Sales > Add an In-Store Sale or Quote.
Here you can see a list of all the customers stored in your POS system, searchable by Id, cell phone number, last name, first name, username, or email. Creating a new customer simply requires clicking on “+ Add New Customer.” A pop-up window will appear, prompting you to enter the new customer’s first name, last name, cell number, and email. Once you’ve entered this information, click “Save” to add this customer to your POS system.
After searching for and locating your customer in question, click on the dot under “Select,” then “Go To Next Step” in orange below.
Customer Billing and Shipping Info
When your browser reloads, you’ll be on the “Add Consumer Billing and Shipping Info” page.
Use the “Select Order Type” dropdown menu to choose the type of order. By default, this reads “Logistic Shipping.” Below you may enter your customer’s billing and shipping addresses. If a customer has store addresses associated with them, these will be accessible in the dropdown menus “Select Customer Billing Address” and “Select Customer Shipping Address.”
NOTE: All required fields under “Billing Address” and “Shipping Address” are marked with an asterisk (*).
After filling out your customer’s information, click “Continue to Step 2.”
Adding Products to Your Customer’s Order
Now on the “Add Products to Consumer’s Order” page, you’ll manually add products to your customer’s order. You can search for any product by SKU, name, brand or category. Click “Add to Order” to add each product to your Cart.
If you wish to add a product with a SKU that is not your POS system (which will be disabled on your e-commerce site until you enable it at a later time), click “+ Add Product.” Choose a brand and category or create new ones by checking “Add New.” Additionally, give your new product a name and the SKU number you’ve already assigned to it. Click “Save” to confirm your changes.
After you save this new product, it may be found through the search by clicking the “No” next to “Enabled.” After it appears through the search, click “Add to Order” to add this product to your Cart.
NOTE: Before taking this step, you can always view the store price of your new product. Clicking on the “Inventory” link in the “SKU” column will allow you to see if this product is in stock at any of you stores or if it will require a special order.
When you’re finished adding products to your customer’s order, click on “View Cart” to proceed to the next step.
Confirming Your Customer’s Order
On this final “Confirm Your Order” page, you will see your customer’s order number, along with all information related to this order.
Here you can update or override:
After you’ve reviewed everything, you may click “Create Quote” to save this order and finalize it at a later time, or “Submit Order” to proceed to the “Review Your Order” page.
At this final step, click “Submit Order Now”. If you wish to make any changes or cancel, click on “edit” or “cancel”, respectively.
Making a Partial Payment on a Sales Invoice
Navigate to POS > Sales > All Sales. Click the “Unpaid” tab to view all sales orders that have yet to be paid in full.
Here you can search for a sales order in a number of ways, including its “Invoice #” or the date and time associated with it. When you’ve found your sales order in question, click the credit card or “Pay Now”. Your page will reload to the “Sale’s Invoice” for this given order.
NOTE: You may also click the bill or “View Detail” icon to view the payment history for this order.
Under “Payment Now”, you may make a payment towards this order, via a “Debit/Credit Card”; “Cash Payment or Partial/Down Payment”; and “PayPal Plus.”
Click “Cash Payment or Partial/Down Payment”, then fill in “Partial/Down Payment Amount” and enter the amount your customer will be paying. When you’re ready, click the “Submit Order Now” button to confirm this partial payment.
Set or Adjust Commission Rates on Sales Orders
On any tab of the POS > Sales > All Sales page, you can adjust adjust the commission rate for a sales order, as well as the recipient(s) of sales commission.
Under the “Action Name” column of the sales order in question, click the percentage sign or the “Set Commission” icon.
NOTE: If commission has been set, you will see a check mark icon instead of a percentage sign.
A pop-up window will appear, allowing you to change the commission rate of every salesman or woman recognized by your Renaissance Dashboard.
You may also distribute the total commission of a sale spread across multiple orders in one easy step, across your sales staff, by changing their “Percent of Effect”, (maxing out at 100%).
Click “Confirm” to save your changes.
Yes - When a user has the permission user group set to the "POS Store Admin", this user will be able to delete a sale in the POS > Sales > All Sales.
Deleted Sales will be listed in the "Deleted Sales" tab in the POS > Sales > All Sales and only viewable by the permission set to the user group "POS Store Admin".
When it’s time to convert a quote into an order, you can take care of it through the Renaissance Dashboard.
Moving your cursor to the left-side nav bar, navigate yourself to POS > Sales > Quotes.
View Quotes
On the “View Quotes” page, you’ll see all your sales quotes. You may search for saved quotes by invoice #, phone number, first name, last name or email address. It’s also possible to filter by full payment, Lay-A-Way, Pay As Low As, Financed Orders, Renaissance Protection Plans, and JB Hunt Shipping.
When you’ve found the quote you’re searching for, click on the icon of two paper sheets, below “Action Name”, to “Convert To Order.”
Confirming Your Order
Having clicked “Convert To Order,” you’ll find yourself on the “Confirm Your Order” page now.
Here you can edit or delete products from this order, and adjust details like “Warehouse/Store Location.”
When you’re done finalizing this order, click on “Submit Order” to lock it down and email a copy of the sales receipt to your customer and your store administration.
Converting a Wishlist into a New Quote
When customers visit the front-end of your e-commerce website, they always have the option to save a product to their own personal Wishlist. During this process, customers can save a Wishlist by naming it and associating it with their account—making it convertible into a new quote.
To access your customers’ saved Wishlists, return to the left-side nav bar of your Renaissance Dashboard and navigate to POS > Settings > Consumer.
On this “Consumer Accounts” page, you can search Wishlists by username, customer name, email, and last login. When you’ve found a Wishlist that you wish to convert into a quote, click “View” under “Wishlist.”
Your page will reload, taking you to the “Wishlist of ‘Your Customer.’” You may now create a new sale quote or Lay-A-Way quote, by clicking on the respective buttons. The POS system will gather all available information from the customer’s front-end account, requiring you fill out all of the remaining fields under “Billing Address” and “Shipping Address” before it saves this Wishlist as a new quote.
Beginning on your left-side nav bar, navigate to POS > Sales > All Sales. Rather than search or comb through your sales one-by-one for layaways, checkmark “Lay-A-Way” under “Filter By”.
Once filtered, all the visible results in “View Sales” will be Layaway orders. Locate your desired Layaway order, then click the left-most paper icon under “Action Name”. After clicking this icon, you will be taken to the “Lay-A-Way Invoice” page for that order in question.
On the “Lay-A-Way Invoice” page, the following options are available to you:
Reset Your Customer’s Account Password
Clicking on “(Reset Password)” will reset your customer’s account password, and automatically email them their account username, along with a randomly generated password.
Change Your Customer’s Address
Under “Billing Address”, click on “Change Address”. A pop-up window will appear, giving you the ability to change everything from your customer’s email address to their cell phone, address and zip code.
Click “Send” to confirm your changes.
NOTE: Some payment gateways utilize an Address Verification system when processing credit card payments. If a customer’s billing address changes during a layaway, the payment gateway may decline subsequent payments until their billing address is updated here in the POS.
Add Payment(s) to a Layaway Order
On the “Lay-A-Way Invoice” page, you can make two types of payments towards a Layaway:
NOTE: With each successful payment, the remaining Layaway balance and Monthly Installments will automatically be recalculated and updated.
Add Product(s) to a Layaway Order
Under the “Products” section of the “Lay-A-Way Invoice”, you may view, add or remove any of the products from a Layaway order.
If you know the SKU of the product you wish to add, type it into “Enter SKU” and click “Search”. Your new product will appear under “Search Product”, allowing you to modify the price, as well as the quantity. Click on “Add to Order” to formally add this product to the Layaway.
NOTE: With each product added to the Layaway order, the remaining balance and payments will automatically be recalculated and updated.
NOTE: This must be an exact SKU match. To find the correct SKU, you can search in Master Products or Store Products and then copy and paste the SKU you would like to add.
Remove Product(s) from a Layaway Order
Under the “Products” section of the “Lay-A-Way Invoice”, you can remove a product simply by clicking on the trash can icon below the “Actions” column of a given product.
NOTE: With each product removed from a Layaway order, the remaining balance and payments will automatically be recalculated and updated.
Change Remaining Payment Installments
Under the “Summary” section of the “Lay-A-Way Invoice”, find “Remaining Installments” and click on the number next to this. A drop-down menu will appear, allowing you to choose exactly how many installments you wish to schedule. Click “Ok” to confirm your changes.
NOTE: Be aware that the total number of payment installments cannot exceed the maximum set by your store. If, for example, your store’s maximum number of layaway installments is 12, and the current layaway has 3 installments paid, you may not set the number of remaining payments higher than 9.
After updating the number of “Remaining Installments”, the balance and price of payments will recalculate and change accordingly.
Close Layaway
If your Layaway order is still open, you may close it manually whenever you wish. Simply scroll down to the “Reason” section of the invoice page, write out an explanation for the closure, e.g. “Customer completed layaway in-store.” then click “Complete Order” to finalize it.
NOTE: After a Layaway order is closed, it will not accept additional payments, and it will cease to send out reminder emails to the customer of the Layaway.
PLEASE NOTE: If a refund needs to be issued, it is the responsibility of the retailer to issue it through the payment gateway. It is NOT done through the website.
If a customer contacts a retailer claiming that they cannot log in to their layaway, or that they are logged into their account but their layaway is not there, the most likely cause is that the customer has created multiple user accounts and is simply logging in to the wrong account.
To confirm multiple accounts:
Go to POS > Settings > Consumer to load a list of customer user accounts. Search for the customer's name or email address. You should see a list of all of that customer's accounts along with the last login date.
To confirm account for lay-a-way:
Go to POS > Sales > All Sales and find the layaway in question. Open the layaway details. Directly below the layaway number is the Username and User ID associated with the layaway. If you check the username on the layaway against all of the user accounts for the customer, most likely the account associated with the layaway is not the account that has been logged into most recently. This indicates that the customer is logging into another account.
To reset password:
In the layaway details, click on the Reset Password link. This will send an email to the customer with both the Username and Password for the customer.
Through the Renaissance Dashboard, it’s easy to create or manage a purchase order from your POS system to your vendor, and back.
Bring a purchase order to completion and your inventory will automatically update to reflect this.
Create an Individual Special Purchase Order: Option I
On your left-side navbar, begin by navigating to POS > Sales > All Sales.
You’ll now be on the View Sales” page, where you’ll see a list of all your past sales. Utilizing the search bars, you can search for any past sale by invoice #, phone number, first name, last name or email.
When you’ve found the sale from which you wish to generate a purchase order, click on the “Create PO” icon under “Action Name.” A pop-up window entitled “Create Purchase Order” will appear, allowing you to specify:
If you’d like to save your changes, but don’t want to issue a purchase order yet, click “Save.” To issue this purchase order directly to your manufacturer, click on “Issue.”
Create an Individual Special Purchase Order: Option II
Alternatively, you can create a purchase order for yourself—without an existing sales order—by returning to your left-side navbar and navigating to POS > Sales > Purchase Orders.
On any tab, click “+ Create PO” above the magnifying icon. Your page will reload, bringing you to the “Create PO” page.
Here you can manually add products to a brand new purchase order, searching for them by their name, SKU, category, brand and PO type. By default, the results displayed on this page will be “Standard”. Clicking on the “PO Types” pulldown menu, you may filter your results to “Auto Fill Minimum Stock” or “Auto Fill Sold”—allowing you to create one large PO instead of dozens of individual ones to resupply your stock.
Whether viewing “Standard”, “Auto Fill Minimum Stock” or “Auto Fill Sold”, click “Add to PO” under the “Actions” column to add each of your searched or filtered SKUs to a new purchase order. As you add SKUs to this purchase order, you’ll see them listed above by their name, SKU and quantity. If you wish to delete any SKUS from the new purchase order, click “Remove” under “Action.”[1]
After you’ve finished adding all your product SKUs to this new purchase order, click “Create PO” to launch the “Create Purchase Order” pop-up window, as explained in “Create a Purchase Order: Option I.”
Saved Purchased Orders
On your left-side navbar, navigate to POS > Sales > Purchase Orders.
Now on the “Saved Purchase Orders” page, you’ll see all your saved purchase orders. To help you locate a specific purchase order, you may search by invoice # or filter them by brand.
By clicking on the notepad icon under “Action Name” or the “Click to Edit” under “Stage”, you can save or issue the purchase order. A pop-up window will appear, just like the pop-up window that appears when you “Create an Individual Special Purchase Order.”
NOTE: Clicking on the “Download” or “Print” icons will convert this “View Details” window into a PDF or printable document, respectively.
If you’d like to save your changes, but don’t want to issue a purchase order yet, click “Save.” To issue this purchase order directly to your vendor, click on “Issue.”
Issued Purchase Orders
Still on POS > Sales > Purchase Orders, click the “Issued” tab to see all your issued purchase orders that have been directed to vendors.
To help you locate a specific issued purchase order, you may search by invoice # or filter them by brand.
By clicking on the notepad icon under “Action Name” or the “Click to Edit” under “Stage”, you’ll launch a pop-up window called “View Detail.” If the vendor has emailed you and acknowledged this issued purchase order, click on “Acknowledge PO.” If your customer has canceled their order or you yourself wish to cancel this purchase order, click on “Send Canceled PO” to direct a cancellation notice to your vendor.
NOTE: Clicking on the “Download” or “Print” icons will convert this “View Details” window into a PDF or printable document, respectively.
Acknowledged Purchase Orders
Continuing from POS > Sales > Purchase Orders, click the “Acknowledged” tab to see all your acknowledged purchase orders.
To help you locate a specific acknowledged purchase order, you may search by invoice # or filter them by brand.
By clicking on the notepad icon under “Action Name” or the “Click to Edit” under “Stage”, you’ll launch a pop-up window called “View Detail.” Here you see your acknowledged purchase order at a glance. Should you need to update the shipping status of a SKU for this given PO, click on “Add Inventory” an additional pop-up window will appear. Under the “Ordered” column of each SKU in this window, select “SNIP”, “IP”, “OW”, or “Received”, as well as a quantity, then click on “Go”.
Marking a SKU as “SNIP”, “IP” or “OW” will place clickable icons under the respective columns of this pop-up window. Whenever you need to update the status of this acknowledged purchase order and adjust a SKU from “SNIP” to “IP, e.g. click on the icon “Move to In Production” under the “SNIP” column.
After you’ve finished updating the inventory of an acknowledged purchase order, click “Submit” to return to the main “View Detail” window. If you wish to cancel this PO, click “Send Canceled PO” or simply click anywhere outside of “View Detail” to get back to the main tab.
NOTE: Clicking on the “Download” or “Print” icons will convert this “View Details” window into a PDF or printable document, respectively. [2]
Received Purchase Orders
Still on POS > Sales > Purchase Orders, click the “Received Orders” tab to see all received purchase orders.
To help you locate a specific received purchase order, you may search by invoice # or filter them by brand.
By clicking on the notepad icon under “Action Name” or the “Click to Edit” under “Stage”, you’ll launch a pop-up window called “View Detail.” In this window, you can review any instructions as well as the quantity, prices and request dates for this received purchase order.
NOTE: Clicking on the “Download” or “Print” icons will convert this “View Details” window into a PDF or printable document, respectively.
Direct Shipped
Still on POS > Sales > Purchase Orders, click the “Direct Shipped” tab to all see all purchase orders being directly shipped to your customers by a participating drop-ship manufacturer (such as Ashley Express).
To help you locate a specific direct shipped purchase order, you may search by invoice # or filter them by brand.
Stay tuned for future updates to this feature!
Cancelled Purchase Orders
Still on POS > Sales > Purchase Orders, click the “Cancelled” tab to see each purchase order that has been canceled by you or your vendor.
To help you locate a specific direct shipped purchase order, you may search by invoice # or filter them by brand.
By clicking on the notepad icon under “Action Name” or the “Click to Edit” under “Stage”, you’ll launch a pop-up window called “View Detail.” In this window, you can review any instructions as well as the quantity, prices and request dates for this cancelled purchase order.
NOTE: Clicking on the “Download” or “Print” icons will convert this “View Details” window into a PDF or printable document, respectively.
Please follow the following steps to onboard a a new customer:
How to Access Collected Consumer Information on Websites:
By logging into your Renaissance POS system, you can control logistics shipping for your store, from trucks, to drivers, calendars, and scheduled deliveries.
Adding New Delivery Trucks
Beginning on your left-side nav bar, navigate to POS > Sales > Logistic Shipping. Once on the “Logistic Shipping” page, click the “Delivery Trucks” tab.
Within this tab, you can see an entry for every delivery truck recognized by your POS system. If you wish to add a new delivery truck, click on “Add New” to launch a pop-up window entitled “Create/Edit Truck”.
When adding a new delivery truck, you may specify:
To save your changes, click on “Confirm”.
NOTE: You may change any details related to a delivery truck by clicking “Edit” next to that given entry.
Updating Availability of Delivery Trucks
Still on the “Delivery Trucks” tab of POS > Sales > Logistic Shipping, you can click on “Close Delivery Date” to control when a truck is available day-to-day throughout the month.
Clicking on the aforementioned link will launch a pop-up calendar window entitled “Close Truck Delivery Date”. The calendar days marked “Open” and “Closed” indicate when a delivery truck will be available You may click on any of these statuses to switch them from “Closed” to “Open” and vice versa.
Adding Truck Drivers as Users to Your POS
On your left-side nav bar, navigate to POS > Settings > Admins.
Once on the “Store Administrators” page, click on “Add Store Administrators+”; a new page will load. Here, click on “Select User Group” and highlight “Truck Drivers” from the pull-down menu; then fill in the remaining fields below from “Username” down to “Password”. In the final field, “Truck”, click “Select Truck” and use the pull-down menu to assign a delivery truck to the driver in question.
To save your changes, click on “Submit”.[1]
NOTE: After you supply your truck driver with their “Username” and “Password”, they can log into the POS at the same “/storeadmin.php” url used by your admins. As Truck Drivers in your POS system, their left-side nav bar will be confined to a user Dashboard and “Logistic”—from where they can view and access assigned Delivery Manifests.
Scheduling Logistics and Deliveries
On your left-side nav bar, navigate to POS > Sales > Logistic Shipping.
With the “Open Orders” tab active, you can view, filter and search all your store’s Open Orders by their “Invoice #”, “Phone Number”, “First Name”, “Last Name”, and “Email”. and the details surrounding them, including the “Shipping Action” and “Shipping Status” of each Open Order.
To schedule a delivery for an (applicable) Open Order, click on “Schedule Delivery” below the “Shipping Action” column. A pop-up window will appear, prompting you to set a “Begin Date Time Window”, “End Date Time Window”, assign a “Truck” from a pulldown menu and specify the “Shipping Status” of the Open Order in question.
When ready, click on “Submit” to confirm your changes.
On the “Logistic Shippings” tab you should see your Open Order now marked as “Scheduled” (formerly “Schedule Delivery”) under “Shipping Action” .
Scheduling Partial Deliveries
If an order contains multiple products or items, you may schedule separate deliveries for them, however you wish. On POS > Sales > Logistic Shipping, click “Schedule Delivery” for such a case.
The “View Detail” pop-up window for this order will appear. Under “Item #”, check mark the item or items you wish to deliver separately, then indicate the start and end of the delivery window, as well as the truck in question. Click “Submit” to confirm your change.
Back on the POS > Sales > Logistic Shipping page, under the “Shipping Action” column, you will now see a courier id associated with this partial delivery.
NOTE: A unique delivery order will be generated for each partial order. Creating a partial delivery order will also lock previous delivered orders.
Accessing the Shipping Calendar
Still on POS > Sales > Logistic Shipping, select the “Shipping Calendar” tab at the top of the page.
Here you can view your monthly shipping calendar, month to month. An icon of a truck, with the truck’s POS designation, will be visible on days when shipping is scheduled. On past days, you will see a bar graph and chart indicating how many deliveries, returns and pick ups you had that day of the month.
After you click on a truck’s icon (differentiated by colored icons, and POS ids), a pop-up window will appear. On this truck’s “Delivery Manifest”, you can upload images (e.g. printed documents or photos of the physical shipment) by clicking “Photo(s)” and the camera icon. Click “Choose File” in the “Photo” pop-up window to browse your computer for any pertinent images. Back in the “Delivery Manifest”, you may update the “Arrival”, “Finished” and “Departure” time for this delivery by clicking “SUBMIT”.
If a “Delivery Manifest” is now open, you will see it marked as green and “Open” in the pop-up window. Closed “Delivery Manifests” will be marked red and “Closed”. Clicking on either status will open or close it, accordingly.
NOTE: A store owner can override any time recorded in a “Delivery Manifest”.[2]
When you’ve finished updating the “Delivery Manifest” for this truck, click anywhere outside of the pop-up window to return to the “Shipping Calendar”.
Viewing Completed Orders
Still in POS > Sales > Logistic Shipping, select the “Completed Orders” tab to search all your completed orders by “Invoice #”, “Phone Number”, “First Name”, “Last Name”, “Email”, and “Shipping Status”. In the table below, you may also sort through these by “Id”, “Date/time”, as well as “Total Amount” and “Shipping Action”. Your data, as displayed, may also be copied or exported into Excel, CSV, PDF or a printed document.
Using your Renaissance Dashboard, you can generate and print PDF hang tags for your physical store, synced with your POS system.
Building Your Hang Tag Store Logo
Beginning on your left-side nav bar, navigate to POS > Hang Tag Generator.
Now on the the “Hang Tag Generator” page, click “Store Logo+”. You will be brought to the “Hang Tag Store Logo” page, where you’ll then click “Add New+”. When your screen reloads, you will see the following options:
Click “Submit” to confirm your changes, or cancel to return to the “Hang Tag Store Logo” page. Once back on said page, click “Back to Hang Tag”.
Uploading a Brand Logo for Hang Tags
On the “Hang Tag Generator” page again, click on the “Brand Logo” tab.
Now click on “Add New Logo+”. When your page reloads, you will see the following options:
Click “Submit” to confirm your changes.
Searching and Adding Products for Hang Tags
On the “Hang Tag Generator” page, click on the “Search” tab. Here you can search for all the products in your POS system by their “Name”, “SKU”, “Category” and “Brand”.
NOTE: Selecting “Sku Main all” will show all products with the name or SKU# entered.
After clicking on the magnifying glass icon, your results below will refresh. Checking off the box next to each product and clicking “Add New Products” will reload your page and bring you to the “Added” tab of the “Hang Tag Generator” page.
NOTE: Some hang tag template will have options to showcase more than one product. In these cases, more than one product may be selected at a time.
Within the “Added” tab, you’ll see the following options:
Below these fields, check off each of the products you would like to include in this newly generated hang tag.
NOTE: Clicking “EDIT” will give you the option to add or remove other products from said product’s collection.
When you’re ready, click on “Generate Hang Tag”. When your page reloads, you will now be on the “Generated” tab of the “Hang Tag Generator” page.
Viewing and Downloading Your Generated Hang Tags
Within the “Generated” tab, you can search for all hang tags ever generated by choosing a date range and template type.
Once a date range and template has been selected, the table below will automatically fill with generated hang tags, sorted by “Name”, “SKU”, “Category” and “Brand”.
You may preview any of these hang tags by clicking the “Preview” icon under the “PDF” column. You may also click “Download PDF” to save them to your computer where they can then be opened and printed.
We’ve provided an example of how one of your generated hang tags might appear:
As customers apply for credit applications and financing, and you continue to sell inventory, your POS system will be collecting data that you can later generate and export from the Renaissance Dashboard.
Generating a Report from Credit Applications
On your left-side navbar, navigate to POS > Reports > Credit App.
Here on the “Credit Application” page, you can search for customers’ credit applications by date, first name, last name, address, city, state, zip, phone number, email, as well as date of birth, and SSN.
By using the “records” pulldown menu, you can adjust the number of credit applications visible on this page, changing it from 10 to 25, 50, 100 or all.
To generate and export a report of all visible credit applications, click on “Excel”, “CSV” or “PDF.”
NOTE: Under the “Action” column, click “view” to view the credit app from within your browser.
Generating a Report from Financing
On your left-side navbar, navigate to POS > Reports > Financing
Here on the “Financing” page, you can search for financing applications by name of applicant, co-applicant status, date of birth, and date of application.
By using the “records” pulldown menu, you can adjust the number of financing applications visible on this page, changing it from 10 to 25, 50, 100 or all.
To generate and export a report of all visible financing applications, click on “Excel”, “CSV” or “PDF.”
Generating a Report from Full Credit Applications
On your left-side navbar, navigate to POS > Reports > Full Credit Applications
Here on the “Full Credit Application” page, you can search customers’ full credit applications by the date range in which they were submitted.
By using the “records” pulldown menu, you can adjust the number of long credit applications visible on this page, changing it from 10 to 25, 50, 100 or all.
To generate and export a report of all visible long credit applications, click on “Excel”, “CSV” or “PDF.”
NOTE: You can click the “Manage Form Fields” button on this page to enable or disable different fields in the full credit application that customers see.
Generating a Report from the Gift Registry
On your left-side navbar, navigate to POS > Reports > Gift Registry
Here on the “Gift Registry” page, you can search customers’ gift registries by the date on which they were submitted, as well as the “Consumer Name”, “Consumer Email”, “Gift Registry Name” and “Gift Registry Total Product Value”.
By using the “records” pulldown menu, you can adjust the number of gift registries visible on this page, changing it from 10 to 25, 50, 100 or all.
To generate and export a report of all visible gift registries, click on “Excel”, “CSV” or “PDF.”
Generating a Report from Product Availability Requests
On your left-side navbar, navigate to POS > Reports > Product Availability.
Here on the “Product Availability” page, you can search for product availability requests made by customers by the date range in which they were submitted.
By using the “records” pulldown menu, you can adjust the number of product availability requests visible on this page, changing it from 10 to 25, 50, 100 or all.
To generate and export a report of all visible product availability requests, click on “Excel”, “CSV” or “PDF.”
Generating a Report from Sales
On your left-side navbar, navigate to POS > Reports > Sales Report.
Here on the “Sales Report” page, you have multiple options to search and sort for individual products sold in your stores, including “Brand”, “Category”, “Product Name”, “SKU”, “Sales Person”, “Sales Source”, date, and “Store Location”.
After you perform a search, by clicking the yellow magnifying glass icon, your results will display in the table below. You may sort these results by “Name”, “SKU”, “Category”, “Brand”, “Base Price” “Retail Price”, and “Sold QTY”.
By toggling the “records” pulldown menu, you can adjust the number of product sales visible on this page, changing it from 10 to 25, 50, 100 or all.
Under the “Actions” column of each product, click “View Orders” to open a pop-up window with a list of all associated sales. To generate and export a sales report for this individual report, click on “Excel”, “CSV” or “PDF.”
