Prism Users Guide - Chapter 2. Basics
2.2 Navigation
This topic has information about the menus in different areas of RP Prism.
2.2.1 Prism Menu
2.2.2 Prism Main Areas
2.2.3 Point of Sale Menu Buttons
2.2.4 Store Operations Menu Buttons
2.2.1 Prism Menu
The Prism Menu provides access to the main areas of Prism. To display the Prism Menu, click the Retail Pro button in the lower-right corner of the screen.
Note: The current logged-in user is displayed in the upper-right corner of the menu.
2.2.2 Prism Main Areas
Prism has four main areas: POS, Store Operations, Administration Console and Tech Toolkit.
| Area | Description |
|---|---|
| POS | This area provides access to point-of-sale activities including creating transactions, managing customers, and running reports (X-Out and Z-Out). When a user first logs in to Prism the POS main screen is displayed. Across the top of the screen are buttons for sub-areas in POS: POS, Customers and X/Z-Out |
| Store Operations | This area provides access to a variety of features that are normally considered "Backoffice" activity. This includes: Managing inventory, Receiving, Transfers, Employee Management, Auto Tools |
| Administration Console | This area is for configuring Prism via preference settings. The Prism preferences enable users to customize the workflow and user interface. This area is also where users configure settings for replicating data between locations (e.g., for sending transactions from a store to headquarters). |
| Tech Toolkit | The Prism Tech Toolkit provides a central portal for administrators to carry out various system tasks. The toolkit is web-based so users can access the toolkit via the same web browser they use to launch and run Prism. Tech Toolkit requires a separate log-in by the user. |
2.2.3 Point of Sale Menu Buttons
| Point of Sale Menu Button | Description |
|---|---|
| Start a new transaction. | |
| Search for a previous transaction. | |
| Access a list of transactions that were put on hold or that were not completed for whatever reason. | |
| Pop the cash drawer. (this button is only enabled if a cash drawer is attached and configured) | |
| Change the currently assigned till and/or drawer. | |
| Create a new disbursement (cash drop, paid in, paid out, or misc drawer opening). | |
| Search for a previous disbursement. | |
| Create a new check-in record to record the start of an employee's work hours. | |
| Create a new check-out record to record the end of an employee's work hours. | |
| Access the Time Clock manager to review or edit check in/check out record. | |
| Access the Prism Promotions module. (this button is only enabled if Promotions are enabled in preferences) |
Customers
| Customers Menu Button | Description |
|---|---|
| Add a new customer. | |
| Search for an existing customer. | |
| View and search for loyalty program info. |
X/Z-Out
| X/Z-Out Menu Button | Description |
|---|---|
| Run X-Out Reports for a snapshot of sales for a specified sales period. X-Out reports are temporary documents and not saved to the database. | |
| Run Z-Out Reports for a report on the day's transaction activity. | |
| Look up a previously run Z-Out report for review, printing or emailing. |
2.2.4 Store Operations Menu Buttons
| Store Operations Menu Button | Description |
|---|---|
| Search inventory to find a specific item or group of items. You can select a specific item from the returned results and view/edit item/style details. | |
| Start a new physical inventory for the current logged-in user's store, or edit an existing PI. | |
| Add, edit and view vendor records. | |
| Add, edit and view department records | |
| Start a new cost adjustment memo. | |
| Start a new price adjustment memo. | |
| Start a new quantity adjustment memo. | |
| Access a screen for searching memos to find a specific memo. | |
| Access Price Manager to adjust item prices up or down. |
Purchasing
| Purchasing Menu Button | Description |
|---|---|
| Starts a new purchase order for the current logged-in user's store. | |
| Look up a previously saved purchase order. | |
| Purchase Orders that were started but not completed (e.g. because the user closed the browser unexpectedly) are placed into Pending Purchase Orders. You can search the list for a specific PO. |
Receiving
| Receiving Menu Button | Description |
|---|---|
| Starts a new voucher for the current logged-in user's store. | |
| Look up a previously updated voucher. | |
| Vouchers that were started but not completed (e.g. because the user closed the browser unexpectedly) are placed into Pending Vouchers. You can search the list for a specific voucher. | |
| Create a new ASN. This is an alternative to generating an ASN from a PO. You can create a new ASN from scratch and optionally reference a PO. | |
| Search for an existing ASN. | |
| ASNs that that were started but not completed (e.g. because the user closed the browser unexpectedly) are placed into Pending ASNs. You can search the list for a specific ASN. | |
| Access Batch Receiving to quickly receive the merchandise on multiple ASN Vouchers without checking the items received. Any or all shipping packages can be batch received. | |
| Access Vendor Invoices. A vendor invoice has the final numbers for a shipment. Based on the vendor invoice values, vouchers may have to be edited. Note: This button is disabled unless Vendor Invoice feature is enabled in preferences. |
Transfers
| Transfers Menu Button | Description |
|---|---|
| Starts a new transfer slip for the current logged-in user's store. | |
| Look up a previously updated slip. | |
| Slips that were started but not completed (e.g. because the user closed the browser unexpectedly) are placed into Pending Slips. You can search the list for a specific slip. | |
| Start a new transfer order for the current logged-in user's store. | |
| Look up a previously saved or held transfer order. |
Employees
| Employees Menu Button | Description |
|---|---|
| Access Employee Management area. (Note: The only area currently available for Employee Management is Change Password) | |
| Work with group records, including allowing/denying specific group permissions. |
Auto Tools
| Auto Tools Menu Button | Description |
|---|---|
| Access Auto Min/Max | |
| Access Auto Purchasing | |
| Access Auto Transfers |