LOU Retail POS Quick Reference Guide

Contact LOU Support

The LOU Team is here for you! Questions, comments, curiosities, or concerns? You can always access our LOU Support Page 24/7 365 days a week! The Knowledge Base contains detailed help/how-to articles (with screenshots!) on all the features and many topics related to LOU Web and LOU Retail POS.

lousupport.evosus.com

Our Support Team is available via phone or email:

Call us! 360-735-9510 ext. 2

Email us! support@evosus.com

TSYS Help Center 800-543-5327

The TSYS Help Center can assist you with questions regarding your Merchant Account and the Merchant Portal. (non-LOU questions)

Troubleshooting PAX e-Series

Not Connected to Internet

1. Hardwired Connections

• Check the wires are firmly connected on both ends
• Try accessing a website on another device connected to the same network
  • If that doesn’t work, the internet may be down and you should follow your ISP’s steps to restart the Internet/Network.
• If the internet is working, but not on LOU Retail POS, try restarting the modem/router (but not PAX or LOU Retail POS app) 

2. WiFi Connections

• • Verify the PAX machine is connected to the correct network.
  • Try accessing a website on another device connected to the same network.
    • If that doesn’t work, the Internet may be down and you should follow your ISP’s steps to restart the Internet/Network.
  • If the network is connected and you’re able to access the internet on another device, try restarting the modem/router (but not PAX or LOU Retail POS app)

Transactions on LOU Retail POS will not sync to LOU Web

1. You can try manually syncing Transactions by going to the hamburger menu and selecting Sync / Sync Queued Transactions to LOU Web. This process may take a few minutes.
2. If manually syncing doesn’t work, follow the troubleshooting steps above to confirm internet connection.
3. Contact LOU Support for additional assistance.

CAUTION! Do not attempt to clear cache, close cash drawer, or turn off the PAX machine without direction from LOU Support.

Log In to LOU Retail POS on PAX

Logging In

Before you can log in, you must go to LOU Web and get your LOU Mobile PIN from My Account.

An Admin will also need to add you as a User for LOU Retail POS in Setup / LOU Mobile Apps / POS.

REMEMBER! For security purposes, you must not share logins or PINs. Each user will need to log into LOU Retail POS with their own username and PIN. This helps track who did what, when for auditing and commission/sales purposes and maintains data integrity.

Logins On Multiple Devices

It’s important that you only log into one instance of LOU Retail POS on PAX at a time. Logging in on multiple devices (sharing logins) will cause errors in data.

Configure Cash Drawer (Open/Close)

Open POS Station/Cash Drawer

1. Log with your LOU Mobile PIN.
2. Tap Open Station.
3. Follow the instructions on the screen to enter the amount of currency in the Cash Drawer. User Currency Counter to save time.
4. Tap Open POS Station.

Close POS Station/Cash Drawer

1. Tap Close Station.
2. Follow the instructions on the screen to enter the total amount of currency in the drawer and the amount of currency you are leaving in the drawer for the next session. You can use the Currency Counter if you choose.
3. Tap Close POS Station.

Post Sales Transaction on LOU Retail POS

Begin Sales Transaction

1. Log in with your PIN.
2. Tap the Sale button.
3. Search for the correct Customer (if different from Default Customer).
4. Add SKUs by scanning, or by searching through Quick SKUs or All Inventory.

Accept Payment

1. Once you’ve added all the SKUs to the transaction, tap the green Pay Button.
2. Select Payment Method.
3. Enter the Tendered Amount.
4. Tap the Apply button to apply the payment to the transaction total.
5. Select how you want the receipt delivered.
6. Tap the Accept button to complete the transaction.

Bill Me Later

During a transaction, when selecting a payment method, customers that have been granted the capability to “Bill Me Later” in LOU Web have the option to charge their account up to the credit limit you set.

 

IMPORTANT! Bill Me Later and Payment on Account cannot be part of the same Transaction.

Payment On Account

1. During a Transaction, tap the orange plus icon.
2. Tap “Add Payment on Account.”
3. Enter the amount you want to add.
4. Tap the green check to add to the Transaction

IMPORTANT! Payment on Account and Bill Me Later cannot be part of the same Transaction.

Split Payment

During a Transaction, when taking payment, customers now have the ability to split their total balance across payment methods. For example, they can apply a portion of their balance to their card, and pay the rest in cash, or any other variation of the available payment methods.

To split the balance across payment methods:

1. Tap the first method you want to use.
2. Tap Enter Custom Amount
3. Enter the Amount you want to apply to this payment method.
4. Tap the green check to go back to the payment method screen.
5. Repeat until the entire balance has been accounted for.

Post a Return Transaction on PAX

1. Login with your username/PIN.
2. Tap the Return button.
3. Search for the correct Customer (if different than Default Customer).
4. Add SKUs by scanning, or by searching through Quick SKUs or All Inventory. (SKUs will add to the Transaction with a Red Return icon).
5. Tap the Pay button.
6. Select Payment Method.
7. Enter the Tendered Amount (or choose Exact Amount to apply the full balance).
8. Tap the Apply button to apply the return amount to the selected payment method.
9. Select how you want the receipt delivered.
10. Tap the Accept button to complete the transaction.

This will process a Refund Transaction and return the SKUs to your Inventory.

Place Transaction on Hold

Place on Hold

During a Transaction, tap the hamburger menu in the top left, then tap “Hold” to place the Transaction on Hold.

IMPORTANT! This is not intended to be a long term hold.

Pickup Transaction

1. To pick up a Held Transaction, tap the hamburger menu (top left), then tap “Pickup.”
2. 2. On the Transaction, tap the Pick Up button to load that Transaction.

Void a Transaction

You can void a transaction in progress by tapping the hamburger menu (top left), then tapping “Void.” Voiding can only be done from the Scan Barcodes screen, so if you have already moved to your payment method selection, use the hamburger menu and select “Back to Scan Barcodes.”

 

CAUTION! “Void” cancels the Transaction, so if you want to save it for later, make sure to use “Hold” instead.

Apply a Discount

Apply Discount to a Line Item

1. During a Transaction, tap the pencil icon on the line item you want to discount.
2. Tap the Apply Discount toggle.
3. Tap the percent symbol to do a percentage discount (default is dollar discount).
4. Tap Save to return to the transaction.

Apply Discount to an entire Transaction

1. During a Transaction, tap the orange plus icon.
2. Tap “Add Discount.”
3. Use the Add Discount popup to apply a percentage discount (Note: dollar discounts for an entire transaction need to be done through Trade SKUs).
4. Tap Apply to return to the transaction.

Trade SKUs

In addition to using the Discount button, you can apply a Trade SKU to the Transaction by searching Inventory and selecting the correct SKU.

Create a Customer

1. Click Sale to begin a Sales Transaction.
2. Click Create Customer.
3. Enter Customer information. First and Last Name are required.
4. Click Create

The Customer will be created and selected for this Sales Transaction. To switch Customers, click Search Customers and select a different Customer.

Convert to a LOU Web Order

1. During a Transaction, tap the hamburger menu (top left)
2. Tap Convert to Order
3. Update Department and select the correct order type (sales or work order).
4. Type in any relevant notes.
5. Tap “Create” to send the order to LOU Web.

This will Convert the Transaction to an Order for the selected Customer and Department. All further workflow for this Transaction must be completed on LOU Web.

Find Inventory

Search ALL Inventory

1. Tap the Inventory Tab on the right
2. Tap Search All Inventory
3. Tap into the Search box
4. Enter your keywords

Search Quick SKUs

1. Tap the Inventory Tab on the right
2. Tap into the Search box (right below the Search All Inventory button)
3. Enter your keywords

Once you locate the SKU, you can use the Add button to add the SKU to a Transaction.

Search Inventory from Main Dashboard (outside a transaction)

1. Tap Search Inventory on the Main Dashboard
2. Enter a keyword Search or Scroll SKU list
3. Tap SKU to Select and View SKU information.

You can view SKU Images, Stock Site quantity information, and SKU Details.

Customer Sales History

1. Tap the Customer Tab
2. Tap Search Customers
3. Select the Customer
4. Tap the Purchase History button
5. Tap Add to load a Transaction

 

Select Printer for Windows Devices

1. Go to the hamburger menu
2. Select Settings
3. Click Select Printer
4. Select the Star Printer from the dropdown
5. Click Select
6. Click the back arrow

PAX and Q20 Errors