Signing up to Retailer Roam

Signing up to Retailer Roam

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, tablet or smartphone.  

NotesMake sure you have updated Retailer to the latest version before following the below instructions. See Installing Retailer Updates

To sign up for Roam please follow the following steps:
  1. Go to www.towersystems.com.au and sign in using your username and password. 
  2. Click on Billing.
  3. Scroll down the list and click on the button to Sign up for Roam.
  4. Choose your Plan from the list and complete the checkout. 
  5. Contact Tower Support to activate your account
Once your roam plan is active, you will see the Retailer Roam icon as shown below after logging into the Tower Website.



Recommended Hardware for Roam

Roam can be used on Mobile Phones (Android or iOS), Tablets/iPads and Laptops.
For Android phones and tablets, Retailer Roam can only be used with Chromium based browsers like Microsoft Edge or Google Chrome (not Firefox or Samsung Internet).
For iOS iPhones and iPads, Retailer Roam can be used with Safari or Google Chrome.

Barcode Scanning in Roam

You can search for products in Roam by Barcode or by Description. If you intend to mostly scan products, we recommend using a barcode scanner.
If you are using a laptop or tablet with a USB port, we recommend a USB barcode scanner
If you are using a mobile device without a USB port like a tablet, IPad, or mobile phone, we recommend a Bluetooth Socket Scanner

Setup Product Criteria in Retailer

  1. From the Main Screen of Retailer, click Tasks -> Weblink Full Sync
  2. Wait 10 minutes.
  3. From the Main Screen of Retailer, click Stock Maintenance -> Group Management.
  4. Down the left hand side, click Roam 23. (If you previous used Roam V1, you will also have an option called Roam. Do not use this. Use Roam 23)
  5. In this screen, you can define which Stock Items you wish to sync to Roam. This can be done per stock item, by Department, Category, Supplier or Stock Items with a particular Stock Tag
    1. Click the Add button to add a Criteria line. Click Add again to add multiple criteria lines.
    2. Click and Drag the criteria boxes (Webstore, Department, Category, Supplier, Tag) into the line to add.
    3. Drag multiple criteria into the same line to combine requirements. ie Only Products with Department = Toys and Supplier = Lego
    4. Drag criteria into different lines to setup multiple criteria. Stock Items that match either criteria will be uploaded to Roam. ie. Products with Department = Toys or Department = Gifts
    5. A simple way to include all stock items is to setup 2x criteria lines, one with Webstore=Yes and one with Webstore=No. Increasing the number of products syncing to Roam increases the time for syncs to process
    6. Generally it is recommended to use a Department or a Tag to sync Stock Items to Roam
  6. Once you have added the required criteria, click Save and then Close. Retailer will then begin a sync to Roam. Depending on the criteria setup, this can take some time

Setup Staff in Retailer

Staff are automatically exported from Retailer to Roam. If you have not setup Staff in Retailer, see HERE

Customers

Customers will automatically export from Retailer to Roam. Customers must have an email address in Retailer to export to Roam

Payment Methods

Roam can be setup with either Integrated Eftpos payment methods or Non Integrated payment methods (Manual Eftpos or Direct Deposit)
See HERE for steps to setup Integrated Eftpos with Roam.

Create Payment Method

To create a new Payment Method in Roam:
  1. From your Roam POS screen click on the hamburger menu button ☰ in the top left corner.
  2. Down left hand side, click Settings
  3. Under Terminals, click your current Terminal
  4. Click your Current Terminal to Configure Terminal Settings
  5. Click 'Available Payment Methods'
  6. Click 'New Payment Method' in the top right corner to add a Payment Method.
  7. Click 'Select Payment Type'. Choose from the available payment types
  8. Enter a Name for the Payment Method
  9. Click 'Select Retailer Pay Type' and select the corresponding Payment Method from Retailer
  10. Click 'Save Payment Method'
  11. In the list of available Payment Methods, click the new payment method to enable it for your Roam Terminal. Click 'Update Payment Methods'

Getting Started with Roam

Retailer Roam has 2x Sections:
Roam Dashboard - The Admin section, used for setting up Staff and Receipts
Roam Point of Sale - Where Sales, Quotes, Invoices, Stocktakes, Stock Orders, Invoice Arrivals are performed

We have a Knowledge Base section dedicated to Retailer Roam
We also have a Onboarding Video section dedicated to Retailer Roam

Initial Roam Configuration

Below are some initial settings you may wish to set in Roam:
  1. Add a Logo to your Roam Receipts. See HERE
  2. Add ABN and Phone Number to your Roam Receipts. See HERE
  3. Configure Automatic Receipt Printing for Roam. See HERE
  4. Setup Multi Factor Authentication
  5. Setup Staff Accounts
  6. Setup Integrated Eftpos

Guide to Roam Point of Sale

The Roam Point of Sale is where all sales are processed in Roam. See HERE for a guide on using the Roam Point of Sale

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