Basic Functions for Cashiers
Basic Functions For Cashiers – General Cashiering - Time Clock & Cashier In/Out: There are several ways to clock in and out of the system. At the login screen, tap on the “Clock” that is located in the lower right corner of the screen. You will then be prompted to enter your password and ID and then tap on the appropriate button, “Clock In”, “Clock Out”, “Leave For Break”, or “Back From Break”. Another way is at the main screen, click on “Options” and then click on the green “Cashier” button and then the blue “Clock In/Out” button. You will then see the screen to enter your password and ID.
Using Discounts: To apply a discount to an invoice, scan or enter in an item, which will populate on the screen in the invoice section. Go to “Options”, “Invoice Properties” and then “Discounts”. You will then enter in the percentage of discount and the discount will be applied to the invoice.
Processing Returns: To process a return, you are able to look up the invoice number which is on the original receipt given to the customer. Also on the original receipt is a barcode and when you scan the barcode, you will be asked “What would you like to do with this invoice”? Click on the appropriate button, “Return Item”, “Pull Back Invoice”, or “Display Invoice”. When you click on “Return Item”, all of the items on that particular invoice will come up on the screen. You will be asked which item you would like to return, tap on the item, and click “Select”. All of the negative values will show on the screen and you will then close out that sale, pay out the return, and you will be prompted to print or not print a receipt.
No Sales: Because everyone has an individual login, there is actually report tracking that can tell you when a No Sale or Void has occurred and the login associated with it. To open the cash drawer, click on “Options” on the main screen and then “Open Cash Drawer”. The drawer will then pop open.
Placing Items On Hold: This feature of the software allows you to ring in items for a customer and if they realize they forgot their wallet, you are able to place the items on hold and let that customer go and retrieve their wallet and you are able to ring in other sales. To do this, when you have rung in the items, click the “Hold” button and you will be prompted to enter an ID or give it a name. When you need to retrieve the “Hold” sale, click on “Fetch On Hold” button or Ctrl+H, A screen will come up with a list of “Hold” sales. Select the sale you wish to close out and the invoice will come up on the screen. Close out the sale as you would normally do.
Price Checking & Searches: To do a price check, click on “Options” on the main screen and then click “Price Check”, scan the item, and a box will come up on the screen and give you the name of the item and the price. To search for an item, on the “Options” screen, click on “Search”. The search screen comes up and you are able to search choice items, modifiers, etc. You can also search by department by clicking the drop-down box “Department” at the bottom of the search screen if you know the department your particular item is in, and select the appropriate department. All items in that particular department will then populate on the screen. Locate your item, click on it, and then “Select”. This item will then populate on your invoice.
Taking Payment: When you are ready to take payment on a particular sale, click on the “Pay” button and the tender screen will come up. Then you are able to take a cash payment by clicking on “Cash”, check payment “Check”, “Gift Card”, etc. You also have the ability to set up customers for an “Account” and take sales and apply them to those accounts. There is also the ability to do layaway. To setup payment options, on your main screen, click on “Options”, “Setup” and then “Setup Screen”. Click on the “Payment Processing” tab at the top of the screen. On the left side of the screen you will see a window with payment options and when “Credit/Debit” is highlighted you are able to click on the drop-down box to the right of it and you are able to select all of the processors/ gateways that you will be able to use for the Credit/Debit function. When you click on one of the processors, a screen will come up with the information for that particular processor. You will need to get a parameter sheet or setup sheet from your credit card processor to enter some of the required information. You also have the capability to pre-authorize a credit card with this software. Each of the processes you click on, you will be able to see the processors that you are able to use for that particular process, i.e. checks, EBT.
Gift Cards: Gift cards can be a huge part of your business and this system has the ability to do this natively. When your order your pack of gift cards to sell, make sure that they each have unique values encoded on them each time you order sets of them. To create a gift card in the system, Ctrl+G will bring up a “Create Gift Card” box and instruct you to swipe the gift card. Enter the gift card amount and click “OK”.
Making a Gift Card Sale: To use a gift card at the time of a sale, ring in the sale and then swipe the gift card. When the receipt prints, it will show the balance of the gift card after the sale.
Reloading a Card: When an existing gift card has been depleted, you are able to reload that card. To do this, Ctrl+G and you the “Create Gift Card” screen comes up. Swipe the card and enter the amount to be loaded onto the card.
Check Gift Card Balance: To check the balance of a gift card for a customer, click on “Options”, “Cashier”, and “Check Gift Card Balance”. Swipe the card and the remaining balance will show on the screen.