Retailer Roam V2
RoamV2 - Ordering Stock
A Dedicated Stock Ordering feature is coming soon to Roam. Currently you can create a Partial Stocktake in Roam and import this as an Order to Retailer Accessing Stock Management From your Roam POS screen click on the hamburger menu button ☰ in the ...
RoamV2 - Sales History
The Sales History shows previous sales performed on Roam. Access Sales History From your Roam POS screen click on the hamburger menu button ☰ in the top left corner. In the menu sidebar, click Sales History Use the Search box at the top of the Sales ...
RoamV2 - Reports
Sales performed in Roam will sync to Retailer. Once the sales have imported to Retailer, they will included on Retailer Reports. Itemise Instore/External Source Report Option The Following Retailer Reports can be run to show only Roam Sales or to ...
RoamV2 - End of Shift
End of Shift on Roam allows you to track Cash Takings while using Roam. End of Shift is optional in Roam. Sales will still import to Retailer without performing an End of Shift. Access End of Shift From your Roam POS screen click on the hamburger ...
RoamV2 - Point of Sale
Guide to the Roam Point of Sale Customising the Point of Sale Screen Click the Actions button and click Edit Layout If the Edit Layout option is missing, check that POS Layout Editing has not been disabled in POS Layout Settings In the Layout Edit ...
RoamV2 - Setup Accounts for Staff Access
Staff Members can be setup with their own Username and Password to login to Roam Setup Staff Account Login to the Roam Dashboard Down left hand side, click Settings Down left hand side, click Staff Choose a Staff Member synced from Retailer or click ...
RoamV2 - Setup Multi Factor Authentication
You can require a Two-Factor Authentication (MFA) code be entered when logging into the Owner's Roam Account. This can help prevent unauthorised access. The code can be sent to a nominated email or mobile phone number. Staff Members should login to ...
RoamV2 - Setup Integrated Eftpos
Create Payment Method If there isn't already a Eftpos Payment Type, you will need to add it Login to the Roam Dashboard Down left hand side, click Settings Down left hand side, click Payment Methods Click Add Payment Method Enter a Name for the ...
RoamV2 - Stocktake
Stocktakes in Roam will not account for sales during the stocktake process until they are imported into Retailer. If you are doing a large stocktake, it is better to break it up into smaller chunks and import the files into Retailer as you go. You do ...
Setting Up Roam V2 - Dashboard
Accessing Dashboard When you first login to Roam, the Dashboard page will open. If you need to switch back to the Dashboard from the Roam POS Screen, follow the below steps From your Roam POS screen click on the hamburger menu button in the top left ...
Setting Up Roam V2 - Point Of Sale
Accessing POS Log into Roam and access the dashboard. Click on Point of Sale Pick your location Pick your name or the name of the staff you want to record sales under Then choose the Terminal that you wish to use. You have now accessed the Roam Point ...
Using Roam to capture photos and images for stock items
In Retailer Roam, we have added the ability to quickly take a photo of a stock item, remove the background (if you want), then have the images automatically uploaded and attached to the stock item in Retailer. This makes the process of gathering ...
Roam Version 2 - Setup for Stock Image Capture
In Retailer Roam, we have added the ability to quickly take a photo of a stock item, remove the background (if you want), then have the images automatically uploaded and attached to the stock item in Retailer. This makes the process of gathering ...
Signing up to Retailer Roam Version 2
We have officially released Roam Version 2. This version differs from the previous version in that it is a web only application and not based on an App from the app store meaning there is nothing to install and you can access it from anywhere, a PC, ...
Pairing an Element Bluetooth Scanner for Roam
The pairing steps shown below will only work with Element brand Scanners (Element P303). Setup Element scanner First, switch on the scanner by pressing the scanner button for 3 seconds. A light should indicate that it is on. Then, scan this QR code ...
Pairing a Bluetooth Socket Scanner for Roam
The programming barcodes shown below will only work with Socket Mobile brand Scanners. Set up your Socket Mobile scanner for iPad You can skip this step if using the socket scanner on an Android device 1. To turn the scanner on, press and hold the ...