Training videos

Self-guided walkthrough of Rundoo for new staff. About two hours of video across four trainings (Daily fundamentals, Customers / Products / Vendors, the Admin side, Statements / Inventory / Reporting), plus hardware setup and a go-live checklist. Watch in order, or jump to a section. Each training ends with homework you can try in your own Rundoo training environment. If you're brand new to Rundoo, Welcome to Rundoo is a five-minute overview worth reading first.

Before you start

Training 1 (Daily fundamentals)

For everyone (general staff and management). About 30 minutes. Covers everything a cashier does at POS.

Orienting to the Transactions tab

Watch video

Running a cash, charge, check, or credit-card sale

See Sales for the full walkthrough.

Creating a draft

Creating a will-call

See Drafts, quotes & will-calls for how the four states compare.

Setting a cash float

See Cash drawer.

Performing a return

See Returns.

Accepting and applying bill payments

See Bill payments.

Removing a finance charge

See Finance charges.

Beyond the basics

Three shorter videos that build on the daily fundamentals.

Split payments

Voiding a sale

Adding a credit and creating a write-off

See Customer credits.

Try it yourself

In your training environment:

• Create a test customer for yourself.

• Complete two sales (one cash, one on account).

• Complete a linked return and an unlinked return.

• Close out the cash drawer.

• Take one payment on account.

Extra credit:

• Create a will-call.

• Void a charge-account sale.

• Sign up for the Rundoo Primer.

Training 2. Customers, products, and vendors

For management and general staff. Covers how customer, product, and vendor records are structured and edited.

Customers

The Customers block, and adding a customer

Customer (Transactions and Balance tabs)

Customer (Jobs tab)

See Jobs.

Customer (Relationships and Custom prices)

See Custom prices.

Customer (Settings tab)

See Customers for the full reference.

Products

The Products block, and adding a new product

Products (History and Inventory tabs)

Watch video

Products, Pricing

See Product prices.

Products (Settings)

Generating price labels and bin tags

Building a custom label

See Product labels.

Vendors

The Vendors block, and adding a vendor

See Vendors.

Bulk data changes

Importing customers, products, and vendors in bulk

See Customer imports, Product imports, and Vendor imports.

Beyond the basics

Units of measure (setup)

Units of measure (example)

Watch video

Units of measure (deep dive)

Watch video

See Units of measure.

Special orders

See Special orders.

Further reading: Pricing tiers, Spiffs, and the Rundoo Primer's office hours on spiffs.

Try it yourself

• Print a summary for your test customer.

• Create a job under your test customer.

• Create a custom price for your test customer.

• Add a new product.

Training 3 (Admin side)

For management. Covers Company, Location, and Staff settings; Customer settings; Product settings; Tags; Communications and Security; and shared sign-in.

Company, Location, and Staff settings

Watch video

See Company details, Locations, and Staff.

Customer settings (pricing tiers)

See Pricing tiers.

Product settings

Watch video

See Product settings. Some product topics, Special orders and Units of measure, are covered in Training 2.

Tags

See Tags.

Communications and Security

See Card surcharges, Loyalty points, Return policy, and POS security.

Setting up shared sign-in with PIN

Watch video

See Sign-in.

Beyond the basics

Pricing strategies with product tags

Try it yourself

• Confirm company info (name, website, etc.) and per-location info (name, email, address) is correct.

• Create one rule-based pricing tier and add a rule to it.

• Create a tag and apply it to one customer or product.

• Review and apply your preferences under Communications > General.

Training 4 (Statements, inventory, and reporting)

For bookkeepers and management. Covers monthly statement runs, purchase orders, reports, and inventory counts.

Statements

Statement settings (admin side)

Statement formatting and delivery method

The Type and Invoices toggles set the shape of the statement:

• Type (Open Item): shows payments and total due per invoice. With open-item statements you can also enable a customer-level setting to restrict outstanding invoice PDFs to the statement period.

• Type (Balance Forward): shows the carried balance at the top.

• Invoices (Full Page): a full page per invoice attached to the statement.

• Invoices, Condensed: multiple condensed invoices on a single page.

• Invoices (None): just the statement summary, no attached invoices. The most paper-saving option if you print statements.

You can override these per customer under Customer > [Customer] > Settings > Statements. See Statements for examples of each format.

Manually generating a statement

Automatic statement runs

Purchase orders

New / Draft

Ordered

Received

Vouchered

Freight, shipping fees, and discounts

See Purchase orders.

Reports

Report Builder

Custom reports

The Running Reports Rundoc breaks down each section of the Summary report (worth reading to understand what each number represents).

Inventory counts

Inventory counts, desktop and mobile

See Inventory counts.

Try it yourself

• Review all statement settings.

• Manually generate a statement for one customer.

• Complete one purchase order.

• Complete a cycle inventory count for 2-3 products.

Further reading: Mistints & store-use accounts (for writing off colorant, mistints, and store supplies), Inbox (where customers pay invoices online), and Mobile apps (for inventory counts and order review on mobile).

Vendor integrations

For management. Covers vendor email ordering and price-update / RDC integrations.

Watch video

Vendor-specific setup lives in dedicated Rundocs:

• Benjamin Moore, Rundoo's primary paint integration, with sub-Rundocs for the BM-specific programs below

• Pittsburgh Paints (email ordering for PPG)

• COLORx (color-matching integration)

• Contractor Rewards, Benjamin Moore's loyalty program

• CCP & RSD (Benjamin Moore's contractor and retail-sales pricing programs)

• Pick Up In Store (Benjamin Moore's order-online, pick-up-in-store flow)

• Orgill EDI (automated PO ordering for Orgill stores)

Hardware setup

Full setup walkthroughs live in Hardware setup. The standard Rundoo hardware:

• YubiKey login keys and NFC reader

• Barcode scanners

• Stripe card reader. If a verification code appears mid-setup, share it with your Rundoo Implementation Manager or call Rundoo Support at (650) 334-3205

• Thermal receipt printers

When something isn't behaving, see Card reader troubleshooting or Printer troubleshooting. For internet, computer, and OS requirements, see Browser and OS requirements.

Go-live day checklist

About 30 minutes before your store opens on go-live day, walk through this list with your Rundoo Implementation Manager to confirm everything carried over correctly.

• Transactions (draft transactions) came over.

• Customers, balances and credits, statement settings (finance terms, finance charges, statement type), pricing tiers, tax exemptions.

• Products. Inventory levels (including any negative inventory), Sales YTD, departments / classes / finelines, UPCs.

• Vendors, vendor email addresses for ordering.

• Orders. Draft purchase orders.

• Locations. Company logo (verify it's also updated on the Stripe reader), company info (email, name, Google review link, etc.).

• Integrations. Benjamin Moore programs, EDI integrations, etc., set up where applicable.

Also worth a final check: return policy and statement messaging, credit-card surcharge settings, and admin-level settings.

For the full go-live walkthrough, see Go-live.

Recommended Rundocs

• Sign-in (first-time login).

• Navigation (finding your way around Rundoo).

• Mobile apps (Rundoo POS and CXA on iOS and Android).