User's Guide
The Prism User's Guide includes information needed to perform key tasks in RP Prism. Each chapter focuses on a specific area or set of tasks. Use the links on the side menu to navigate the guide.
| Chapter | Description |
|---|---|
| Chapter 1. Prism Overview | This chapter has a high-level view of the Prism enterprise hierarchy. |
| Chapter 2. Installation and Configuration | This chapter has details about installing and configuring Prism. (Note: Additional details can be found in the Prism Getting Started Guide) |
| Chapter 3. Transactions | This chapter has information about creating transactions, including listing items, entering customers, applying shipping and fees, taking payment and updating/printing the receipt. |
| Chapter 4. Price, Cost and Discounts | This chapter explains how Price, Cost and Discounts are used and tracked |
| Chapter 5. Taxes | This chapter has information about how taxes are configured and applied in Prism. |
| Chapter 6. Tenders | This chapter has details about the individual tender types that can be used as payment in Prism. |
| Chapter 7. Returns | This chapter has information about item returns. |
| Chapter 8. Transaction Details | This chapter has information about the Transaction Details area where users can change transaction-level information. |
| Chapter 9. Item Details | This chapter has information about the Item Details area where users can change item-level information. |
| Chapter 10. Orders | This chapter has details about creating customer orders and layaways. |
| Chapter 11. Customer Management | This chapter has information about working with customer records. |
| Chapter 12. X/Z-Out Reports | This chapter explains how to run X-Out and Z-Out reports to report on sales activity. |
| Chapter 13. Promotions | This chapter has details about creating promotions like BOGOs |
| Chapter 14. Departments | This chapter has information about grouping merchandise by department. |
| Chapter 15. Vendors | This chapter has information about working with vendor records. |
| Chapter 16. Inventory | This chapter has information about adding items and styles to Inventory and working with the list of items. |
| Chapter 17. Adjustments | This chapter has information about using adjustment memos to record changes to the price, cost or quantity of individual items. |
| Chapter 18. Price Manager | This chapter has information about the Price Manager tool, used to record changes to the price, cost or quantity of individual items. |
| Chapter 19. Purchase Orders | This chapter has information about using purchase orders to order merchandise from vendors. |
| Chapter 20. ASN Vouchers (Advanced Shipping Notices) | This chapter has information about using ASNs, which are a type of document that lists the items that are being shipped as a result of a transfer or a purchase order sent to a vendor. |
| Chapter 21. Vouchers | This chapter has information about receiving merchandise into Inventory using vouchers. |
| Chapter 22. Batch Receiving | This chapter explains how to use the Batch Receiving feature to receive items into inventory. |
| Chapter 23. Vendor Invoices | This chapter provides details about working with vendor invoices. Vendor invoices have the actual amount charged by the vendor and you should edit the voucher to mirror the vendor invoice amount. |
| Chapter 24. Transfer Orders | This chapter has information about creating transfer orders to plan the transfer of items from one location to another. |
| Chapter 25. Transfer Slips | This chapter has information about using transfer slips to transfer items out of a store inventory. |
| Chapter 26. Transfer Verification | This chapter explains how to verify transfers and update the document history if discrepancies exist. |
| Chapter 27. Group Management | This chapter has information about working with employee groups and assigning permissions. |
| Chapter 28. Employee Management | This chapter includes details about working with employee records. |
| Chapter 29. Time Clock | This chapter includes information about using Prism's Check In/Check Out feature to record employee work hours. |
| Chapter 30. Serial/Lot Numbers | This chapter has information about working with serial and lot number items. |
| Chapter 31. Centrals | This chapter explains how to configure Prism to use a centrals server that serves as a central point of authority when a user is looking up a customer, doing a return, or using tenders like central gift card and central credit. |
| Chapter 32. Miscellaneous | This chapter contains topics that overlap multiple areas and that don't fit neatly into other chapters (e.g. Send Sale) |
| Appendix A. EFT | This appendix has information about using Prism with Cayan Genius in North America and B+S Card Service in Europe. |
| Appendix B. Hardware | This appendix has information about the different types of POS hardware that you can use with Prism. |
| Appendix C. Error Messages | This appendix has information about common error messages that you may encounter in Prism. |
| Appendix D. Permissions | This appendix has information about common error messages that you may encounter in Prism. |