Reseller Certification

 The following is the script to be used for completing the Reseller Certification. Once you are ready for certification (required training and webinars have been completed), please contact retailcloud at support@retailcloudcoud. We will provide you with the domain information which you will build your merchant domain on. Using this domain, complete the set up/boarding as per the attached script including a download of a device with the retailcloud application (either desktop or tablet - select whichever will be your expected initial hardware emphasis). 

Once you have completed the self directed certification, notify support@retailcloud.com and we will review the certification and notify you via email of your status. 

Your Demo account:

System admin:

SA Password:

Domain Name:
Domain #:

# of licenses:

CAS URL:  demo.retailcloud.com

Please complete the following:

Set up the back end:

• Setting up Hierarchy
• Create Employee (role of Financial)
• Create Venue
• Create Store
• Create Warehouse
• Create POS and Create Register
• Setting up Inventory Classifications
• Create a Department
• Create a Category
• Create a SubCategory
• Setting up Attributes
• Create Style
• Create Color
• Create Size
• Create Brand
• Create Season
• Create Size Brick
• Setting up Tax and vendor
• Create a simple tax
• Create a vendor
• Setting up Master Inventory Items
• Create a store item
• Create a service item
• Create a package and items into Package
• Create a Gift Card (Use Prepaid as the item type)
• Setting up Discounts
• Create a simple discount
• Create a multi item discount
• Setting up Coupons
• Create a coupon
• Setting up Payment Gateways
• Set up Payment Gateway (Paygistix)
• Setting up ShopLocal
• Set up ShopLocal

• Inventory Transactions
  • Receiving Merchandise
    • Receive inventory for item(s) created into warehouse
  • Transferring Merchandise (Multi Store or warehouse)
    • Transfer inventory from warehouse to store1
    • Initiate and commit
  • Create a Purchase Order (through approval/send) – then receive the inventory
• Barcode Label Printing
  • Create a barcode label (attach pdf)

• Setting up Backup and Email Options
• Set up Quick Pick, Speed Keys & Bank Management Options
• Add Customer Group and CRM Builder
• Add Predictive features
  • Recommended Items
  • Predictive Reordering
• Add ID Verification & No Discount Flags
• Create a Price Book & Fee
• Customization
  • Dashboard
  • Attributes
  • Reporting dates
  • Currency, Logo & Application Types

Familiarity with the reports available including the following (save the pdf for 3 reports – which have data)

• Inventory Reports
• Inventory Balances
• Bestseller Lists
• Inventory Transaction Reports
• Inventory Write-offs and Adjustments
• Receiving Journal
• Merchandise Transfers
• Merchandise Receipts
• Sales Reports
• Real Time Sales
• Periodic Sales
• Sales Analysis Reports
• Sales Summary
• Sales Tax Settlement
• Discount Sales Analysis
• Coupon Sales
• Refund Transaction Reporting

Add a promotional message to sales receipts

Enable Go Green digital receipts

Add an email alert

Create a variable priced item

Create a variable percent discount

Enable layaway/Prepaid

Add a disclaimer to a sub category

Part 2 The POS

Download a POS

Clock in/out

Sell a variable priced item

Add a customer

Email a receipt

Put an item on Layaway

Do a sales transaction with a multi item discount

Receive inventory

Add a new item

You have a broken item, take it out of inventory

Run a Z Report

Run a ZZ Report