Roles at a glance
What you can open in the app depends on your assigned role.
- Start and close a staff shift
- Ring up sales and take payments
- Look up prices
- Create return requests
- View today’s sales and handover reports
- Approve returns when store settings require approval
- Manage inventory, purchase orders, and stock transfers
- Review sales, collections, and stock reports
- Maintain products, customers, and other master data
- Monitor and close staff shifts
- Manage users, stores, and staff
- Configure store and financial settings
- Access all operational and stock reports
- Oversee multi-store activity when permitted
- Manage tenants and global configuration
- Access every module and report
- Support multi-store and multi-tenant operations
How-to guides
Expand a topic for step-by-step instructions.
Open the app in your browser (or installed desktop/mobile app), sign in with the credentials provided by your administrator, and you will land on the Sales screen.
Steps
- Go to the application home page (login screen).
- Enter your username or email and password.
- Select Login. On success you are taken to Sales (/sales).
- Use the top navigation to move between modules available for your role.
Tips
- If you cannot sign in, confirm your account is active and contact your store administrator or support.
- You do not need a tenant slug on the standard login screen—your account is already linked to your organization.
Cashiers should start a staff shift before selling. Closing a shift records cash, card, voucher, and gift-card totals for handover or end-of-day.
Steps
- From the header, choose Start Shift (or open /staff-shift/start).
- Enter your staff code or scan the staff barcode and record opening cash.
- Process sales during the shift.
- When finished, choose Close Shift.
- Select Handover (pass the till to another staff member) or Close Day.
- Enter counted denominations and confirm amounts before submitting.
Tips
- Logout may be blocked while you still have an open staff shift—close the shift first.
- Managers can review and close shifts from Shift Manage (/shifts).
The Sales screen is the main checkout. Add items by search or barcode, attach a customer if needed, then take payment and print the receipt.
Steps
- Open Sales from the navigation bar.
- Search by product name, item code, or scan a barcode (USB scanner or camera).
- Adjust quantity and line discounts as needed.
- Optionally select or create a customer (walk-in customers are supported).
- Use Hold to park a bill and Recall to bring it back later.
- Select Pay Now and choose Cash, Card, and/or Discount Code / Gift Card.
- Split payments across methods when required, then complete the sale.
- Print or reprint the receipt from the bill confirmation.
Tips
- If the cart has items, the app may ask you to confirm before leaving the Sales screen.
- Cash payments can open the cash drawer automatically when a drawer is configured.
- The POS continues to work offline; transactions sync when the connection returns.
Use Price Check to verify a sell price without creating a bill.
Steps
- Open Price Check from the navigation bar.
- Scan a barcode or search for the product.
- Review the displayed price and product details.
Returns start from an original bill. Depending on store settings, cashiers may create pending requests that managers approve before processing.
Steps
- Open Returns, then Create Return Request.
- Search for the original bill.
- Select the items to return and choose Refund, Replacement, or Exchange.
- Submit the request.
- If approval is required, a Manager or Admin reviews and approves or rejects it.
- After approval, process the return to complete refund or replacement.
Details
- Statuses typically move through Pending → Approved/Rejected → Processed (or Cancelled).
- Use the Returns list to track open and completed requests.
Inventory covers the product catalog and stock operations for purchase, receiving, transfers, and barcode labels.
Details
- Catalog — view and maintain products and stock levels.
- Purchase Orders — create and print supplier orders.
- Purchase Invoices — record goods received against purchases.
- Stock Transfers — move stock between stores and print transfer documents.
- Store Stock — review on-hand quantities by store.
- Barcodes — generate and export barcode labels for products.
- Bulk upload — import product/catalog updates from files when available.
Masters is where administrators maintain reference data used across sales and inventory.
Details
- Users — application login accounts and roles.
- Staff — staff codes used for shifts and attendance.
- Categories and Sub-Categories — product grouping.
- Products — item master including pricing and barcodes.
- Customers — customer profiles for POS and history.
- Currencies — multi-currency setup.
- Stores — store profiles and codes.
- Vendors — supplier records for purchasing.
- Bulk CSV import is available for several master entities.
Open Reports from the header or the reports hub. Filter by date and store when your role allows.
Details
- Sales Report — historical sales performance.
- Supplier Sales — sales analyzed by supplier with stock and pricing context.
- Collections — payment collections summary.
- Handover — shift handover amounts and breakdowns.
- Daily Close — end-of-day closing figures.
- Cart Changes — audit of cart modifications.
- Today’s Sales — cashier-focused view of the current day.
- Stock / Stock Movements / Stock Ledger — inventory position and movement history.
RBM Retail is offline-first. You can continue selling when the network drops; queued work syncs automatically when you are back online.
Details
- Watch the network / sync indicator in the header.
- Avoid force-closing the app mid-sync when possible.
- If a page fails to load while offline, use Offline mode recovery screens when shown.
If you need credentials, training for a specific store process, or technical help, contact support.
Details
- Email: office@rbmresearchcentre.com
- Phone: +91 91760899998
- Website: https://rbmresearchcentre.com