FasTrax POS Employee Home Utility Guide

FasTrax POS Employee Home Utility Guide
FasTrax POS
Employee
Home Utility
Guide
POS & Home Utility Overview
Logging On
Accessing the POS Interface
Cashier Tools
Performing a Transaction
CASH | CHECK
CREDIT CARD
GIFT CARD
HOUSE ACCOUNT
INDEX
Additional Transaction Functions
Cashier Tools | Walkthrough
VOID ITEMS
CANCEL SALE
SUSPEND/RESUME SALE
ITEM RETURN
NO SALE
PAY IN/PAY OUT
SAFE DROP
STARTING TILL
Gift Cards
Register X and Z
Shift Reconciliation
POS Button Editor
ITEM SELL BUTTON
OPEN DEPARTMENT BUTTON
SAVING AND LOADING PANELS
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Overview of POS & Home Utility
The POS utility is the central interface hub for your employees and store operations.
Far beyond a simple point of sale interface, this utility also serves as the center of communications and responsibilities
for your employees and managers.
Access to pricebook, inventory, label printing, receiving, reorders, reconciliations, and reports are permission based
actions available to employees or managers. This centralized desktop eliminates the need for multiple programs while
offering a myriad of clean and intuitive work spaces.
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open POS – choose to open point of sale interface
actions – access point for pricebook, inventory, print labels, receiving, reorder, reconciliation, reports,
management, and settings
log off – exit home workspace and return to log in options
Time Clock – employee interface to clock in/out and review time clock details
Current To Do List – access point for employee “To Do List”
Messages - access point for intercompany messaging
POS Guide | Overview of POS & Home Utility
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Logging On
1. Choose the POS desktop icon.
2. This will open the “point of sale | LOGIN”
interface window.
Choose the “use keypad” icon.
This guide will illustrate the “use keypad” method of
logging in.
use fingerprint - can be used with appropriately
outfitted biometric hardware
use card – cards programmed with the employee
number as a mag stripe or barcode can be used when
chosen
3. This will open the “login | KEYPAD” window.
Enter the appropriate Employee ID and
Password then choose the “login” button.
“cancel” will return to the login options.
Your hardware keyboard can be used as well as the on
screen buttons for data entry.
4. This will open the employee home screen.
To manage time clock entry, choose the clock
in/out button from the “Time Clock” section.
Button text will display the applicable action.
“view details” will display time entries for the
last 7, 14, or 30 days.
To log off, simply choose the “log off” icon.
This will exit and return to the LOGIN screen.
POS Guide | Logging On
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Accessing the POS (point of sale) Interface
1. After logging in, choose the “open POS” icon
from the employee home interface.
2. This will open the POS.
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Please note POS buttons and
panels are customizable.
Button functions, text, colors,
and locations can be changed
for your particular usage via
the “POS Button Editor” utility
found in the Settings section
of your actions module.
current logged on cashier
quick access and alert for current messages
quick access and alert for “to do” list
carton equivalent in current transaction from
items scanned
choose loyalty customers for transaction
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PRESTIGE – THE GRIFFIN’S
$8.00
exit POS – exits the POS utility
virtual receipt window – click arrow to expand
item and transaction information window
keypad – hardware keyboard can be used as
well as on screen keypad
subtotal button – link to transaction subtotal
screen
POS Guide | Accessing the POS Interface
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Cashier Tools
Within the POS there are buttons that perform functions other than item and department links.
These cashier functions and tools aid your cashier in proper handling of transactions and items as well as offer quick
links to expanded operational views. Click here for walkthroughs.
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SAFE DROP – Choose to enter the amount and
description for money drops.
PAY IN – Choose to enter the amount and
description for adding monies into register outside
of normal sales transactions.
PAY OUT – Choose to enter amount and
description for taking monies out of register
outside of normal sales transactions.
ITEM RETURN – When chosen, register is in
“Return” mode. Used when accepting item returns.
When “Return” mode is active, the barcode
located at the bottom of POS receipts can be
scanned for retrieval of previous sales information.
CASHIER TOOLS – This quick link button will take
you to a panel dedicated to cashier functions.
Buttons for Register X and Z reports are also
located in this section.
PRINT RECEIPT – Opens a list of the last 30 days of
receipts for reprint. A “print gift” option is available
to print a receipt without monetary values.
SUSPEND SALE – Place an active sale in a
suspended state for later resumption. Suspended
sales can be named for easier identification. There
is no quantity or time limit for suspended sales.
RESUME SALE – Choose from a list of previously
suspended sales for resumption.
VOID ITEMS – When items are entered, choose
this to pick items to systematically remove from
current transaction.
CANCEL SALE – Clears entered items as well as
setting POS back to standby status.
NO SALE – Attempts to open drawer and clears
status of POS regardless of items entered.
REGISTER X – Runs a receipt report of sales and
register data for current shift.
REGISTER Z – Closes shift and runs report of sales
and register data for current shift.
Please note POS buttons and panels are customizable
by button function, location, text, and color via the
“POS BUTTON EDITOR” utility in the Settings module of
actions.
Function button availability is permission based.
POS Guide | Cashier Functions and Tools
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Performing a Transaction
Performing a transaction via FasTraxPOS is a very quick and intuitive process.
Items can be entered a number of ways; scanning a barcode, manually keying in a UPC, assigning an item UPC to
POS button, searching via the “FIND ITEM” function, or selling a dollar amount via an open department.
These transactions can then be tendered via the “SUB TOTAL” button or set aside for later action via “SUSPEND
SALE”.
Items on transactions can be individually removed via the “VOID ITEMS” button or the sale completely removed by
using the “CANCEL SALE” button.
Once the correct item and quantities are entered, choosing the “SUB TOTAL” button will access the subtotal screen
for choosing available tender options.
The subtotal screen applies tax to the sale; however, sales can be edited after choosing “SUB TOTAL” by simply
pressing “RETURN TO MAIN”.
Entering an Item
There are a few different ways to enter an item for a transaction - barcode scanner, manual entry, programmed
button, or “FIND ITEM” button.
Barcode scanner
Via your configured barcode scanner, scan the
barcode label of the applicable item(s).
Manual Entry
Enter the UPC of the applicable item(s) via the
onscreen number pad or hardware keyboard, then
press the “PLU” button.
Unless recognized as a “UPC Alias”, the POS will auto
expand entries if necessary.
Programmed Button – Option 1
Buttons can be assigned to a specific item(s) via the
“POS BUTTON EDITOR”.
Simply pressing an item programmed button will add
the applicable item to a sale.
Please note programmed
buttons containing multiple
items are available via the
“POS BUTTON EDITOR” utility.
Option 2 will demonstrate
multiple item button usage.
POS Guide | Performing a Transaction
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Programmed Button – Option 2
Buttons can be assigned for multiple item(s) via the
“POS BUTTON EDITOR”.
Simply pressing an item button programmed with
multiple items will open a “CHOOSE ITEM” window
listing the assigned items.
From this list, choose the applicable item.
This method is preferable to designated panels of multiple
buttons due to its space saving nature while offering a
clean, centralized spot for items.
Find Item
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Press “FIND ITEM” located within the onscreen
number pad.
This will open the “FIND ITEM” window.
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From the “search by” drop down, choose how you
intend to look up your item; Description, UPC, or
Vendor Part number.
This example will use “Description”.
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In the “for” field, enter the applicable search data
then press the “find” button.
This will list all items matching your search criteria.
From the listed items, click or press the applicable
item(s) then enter the quantity you wish to add to
this transaction.
Press the “ok” button when you are ready to
proceed.
qty to sell will default to “1”.
If more are required, simply choose the field and enter your
intended amount.
Choose “cancel” to exit this window without applying changes.
POS Guide | Performing a Transaction
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Once an item has been entered, data about the current product can be viewed in the information window.
items count – accruing quantity of items currently on transaction
balance due – accruing balance, with tax, of current transaction
virtual receipt – virtual representation of transaction receipt
virtual receipt expansion – will open a window displaying a complete list of items on current transaction
current item detail – last item entered name and price
Tendering a Sale
After item entry is complete, proceed to the SubTotal screen for transaction tendering.
1. Press the “SUB TOTAL” button
2. This will open the SUBTOTAL screen.
To return to the item entry screen, simply press
“RETURN TO MAIN”.
POS Guide | Performing a Transaction
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SUBTOTAL
Screen
From the SUBTOTAL screen, you have a number of tender choices depending on your particular tender configurations.
Quick Cash – These buttons are
preprogrammed for exact cash amounts; $1,
5$, 10$, etc. When pressed, they will reduce
the “balance due” by their indicated amount.
Onscreen Keypad – Use this (and/or hardware
keyboard) to enter tender amounts in lieu of
Quick Cash buttons.
CASH – If no amount is entered via the
onscreen keypad, pressing this option will
tender the sale for the exact amount.
CHECK - Pressing this option will prompt you
to enter check number, driver’s license
number, and account number.
CREDIT CARD – If processing credit cards
externally, this button can be programmed to
input card type for reporting purposes.
If you are processing via Mercury, simply
choose this button and follow the on screen
prompts for completion.
GIFT CARD – If you are utilizing FasTrax’s
closed loop gift card system, choose this
tender button and follow the onscreen
prompts.
HOUSE CHARGE – If a house account is being
used to “charge” a purchase, first choose the
applicable account using a “HOUSE LOOKUP”
button. This button can be added to the POS
screen via the “POS BUTTON EDITOR” utility.
After the correct account is chosen and
associated to the transaction, choose the
“HOUSE CHARGE” tender button to apply
charges.
HOUSE PAYMENT – Used to apply payments
to house accounts.
TAX EXEMPT – Choose to remove tax from
current transaction.
RETURN TO MAIN – Choose to return to main
POS screen for transaction editing.
POS Guide | Performing a Transaction
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Quick Cash Tender Buttons
Choosing these buttons will systematically reduce the
balance due by the values indicated.
These can be used in addition to other tender types if
splitting tenders is required.
“Splitting Tenders” is a way to tender a transaction using
multiple payment types.
An example of this would be paying half a balance with cash
then using a credit card for the remainder
CASH
Simply choosing the CASH button will tender the sale
for the exact balance due as cash.
Alternatively, you can use the number pad to
systematically enter the amount of cash provided by
your customer then press the CASH button.
This will tender the sale for the amount you entered
while opening the cash drawer and providing
feedback for “change due” if applicable.
CHECK
If you accept checks, choosing this will open the
“CHECK INFORMATION” window.
Enter the appropriate check number, driver’s license
number, and account number.
This process does not electronically verify check validity.
This only provides a method to record and accept check
tender for transaction completion.
POS Guide | Performing a Transaction
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CREDIT CARD
Credit cards can be handled differently depending on your processing configuration.
In the following examples, we will first demonstrate accepting credit cards via integrated MERCURY processing.
The second example will be for recording credit card purchases when utilizing external processing terminals not
directly integrated with FasTraxPOS.
Integrated Credit Processing
1. From the SubTotal screen choose the “CREDIT
CARD” button.
2. This will open the first cashier prompt window
– “have customer swipe card”.
Instruct your customer to swipe their credit
card via the external Mercury provided swipe
device.
The customer facing card swipe will display prompts and
directions for your customers.
Customers have the ability to cancel transactions via the
card swipe.
3. If the swipe is successful, the next window will
prompt you to instruct your customer to sign
the device.
Customers will also see a prompt on the
device providing instruction for signature.
This will only prompt if you have chosen to “Capture
Signature” in the settings portion of the actions module.
Configurations not using this setting will move on to the
accepted/denied portion of transaction.
POS Guide | Performing a Transaction
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4. Once signed, you will be presented with the
digital signature and options to accept
signature, manual signature, and try again.
accept signature – completes transaction
manual signature – prints a credit slip with line for
a traditional written signature
try again – prompts to reattempt signature
“cancel request” button
If the “cancel request” button is pressed during the
credit card process, you will receive a window with
alternate options.
return to subtotal – returns to subtotal screen to
allow for alternate tender choice
try again – will prompt to reattempt card swipe
manual entry – opens window for manual card
information entry
Invalid Signature
If the customer’s electronic signature is not
recognized or is deemed incorrect, you will receive
a window with alternate options.
manual signature – proceeds with the transaction
by printing a traditional written signature request
try again – will prompt for a reattempt of digital
signature
POS Guide | Performing a Transaction
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External Card Processing (Non-FasTrax Integration)
1. From the SubTotal screen choose the “CREDIT
CARD” button.
2. This will open the multiple credit card type
options window.
3. Choose the applicable card type you wish to
associate to this sale.
This process does not electronically verify credit card validity.
Credit card validity is dependent on your external processing
device and processor.
This only provides a way to record and accept the tender for
transaction completion.
Onscreen Number Pad | CC Partial Pay
1. To split payment for credit transactions, utilize
the onscreen number pad.
Enter the intended amount of the partial
payment then choose the “CREDIT CARD”
button.
2. Depending on your particular credit
processing configuration (Mercury or external
processing), follow the previous steps for
transaction completion.
Notice on split tendered/partial payment receipts each
tender and its amount are listed for reference.
This reflects how the information will be written and reported
for your procedural and reviewing policies.
POS Guide | Performing a Transaction
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GIFT CARD
Through FasTrax’s closed loop gift card system you can sell, manage, and accept your own custom gift cards.
When configured gift cards will function and report the same as your other tenders.
1. From the subtotal screen, choose the “GIFT CARD” button.
Split tender/partial payments available with “GIFT CARD” tender.
Follow the steps outlined earlier in this guide.
2. The “GIFT CARD ENTRY” window will open.
From here, you can manually enter the gift card number, scan the gift card barcode (if applicable), or swipe
the gift card.
Onscreen keyboard can be
enabled/disabled via the “Settings”
section in actions.
Forcing a card swipe or scan is
preferable to manual entry to ensure
card security.
Gift Card transaction receipts will print
showing remaining card balance.
POS Guide | Performing a Transaction
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House Account Charge
House Accounts allow you to manage large purchase customers or resellers while passing both “cost+” and fixed
level discounts on all or specified departments.
Any tender can be used to ring a House Account; however, if you allow for store credit, a dedicated House Charge
tender must be used.
1. Choose the “HOUSE LOOKUP” button.
This button can be added to the POS screen via the “POS
BUTTON EDITOR” located in the settings sections of the
actions module.
2. From the “search by” drop down, choose how you
intend to look up your account; Company Name,
First Name, or Last Name.
This example will use “First Name”.
3. In the “for” field, enter the applicable search data
then press the “find” button.
This will list all accounts matching your search
criteria.
Choose the applicable listed account and press the
“ok” button when you are ready to proceed.
Exit HOUSE ACCOUNT status by choosing the “CLEAR”
button with no items entered to an active sale.
4. Scan and/or enter items intended for this purchase
and choose the “SUB TOTAL” button when
complete.
5. Choose the “HOUSE CHARGE” button located on
the SUB TOTAL screen.
Charges using “HOUSE CHARGE” for house purchases
immediately apply to the “balance” of accounts.
House Charges report as a dedicated tender on reports.
POS Guide | Performing a Transaction
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Additional Transaction Functions
Ringing multiples of an item
1. Using the onscreen number pad, enter the
numerical quantity you wish to add of an item.
2. Choose the “X” button.
3. Enter the applicable item via the processes
discussed earlier in this guide.
Percentage/Dollar Discounts
1. Enter item
2. Choose the applicable discount button.
Discount buttons can be created via the “POS BUTTON EDITOR” utility.
Discounts are designed to be applied to each item are entered.
Open Department Sales
1. Using the onscreen number pad, enter the dollar
amount you wish to sell to a department.
2. Choose the applicable configured single or
multiple department buttons.
Tax Exempt
1. Choose the “TAX EXEMPT” button.
2. Enter item(s)
3. Complete sale
Price Check
1. Choose the “PRICE CHECK” button.
2. Enter item
Department buttons can
be created via the “POS
BUTTON EDITOR” utility.
Exit TAX EXEMPT status by
choosing the “CLEAR”
button with no items
entered to an active sale.
Items can be added to a
sale by choosing the “add
to sale” option in the
PRICE CHECK window.
POS Guide | Additional Transaction Functions
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Cashier Tools | Walkthrough
Previously mentioned in this guide are tools designed to assist cashiers with functions other than entering items.
Additional functions are required for the accurate handling of item removals, returns, and moneys.
Some of the following actions are reportable to the “negative cashier” report and are tagged appropriately below.
VOID ITEMS
1. To remove unwanted or inadvertent item entries
from a current sale, choose the “VOID ITEMS”
button.
2. Choose/highlight the applicable item(s) from item
list and choose the “void” button.
You will be returned to the POS screen for
transaction completion.
VOID ITEMS is a permissions based action. Check this ability
only for applicable cashiers.
Each item void is recorded and viewable via X, Z, and
Negative Cashier report, by cashier.
CANCEL SALE
1. To clear or cancel an unwanted sale, choose the
“CANCEL SALE” button.
This will remove all entered items as well as clear
the current POS status to default.
CANCEL SALE is a permissions based action. Check this
ability only for applicable cashiers.
Each cancelled sale is recorded and viewable via X, Z, and
Negative Cashier report, by cashier.
POS Guide | Cashier Tools Walkthrough
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SUSPEND SALE
1. To suspend a sale for later resumption, choose the
“SUSPEND SALE” button after adding applicable
items to the transaction.
2. For ease of recall, enter a name or description of
the suspended sale in the “SUSPEND SALE”
window.
3. Choose the “ok” button.
There is no limit to the time or amount of sales allowed for
suspensions.
Suspended sales work well for lounge environments with
growing customer orders.
RESUME SALE
1. To resume a previously suspended sale, choose
the “RESUME SALE” button.
2. This will open the “RESUME SALE” list window.
Choose the applicable sale from the “Suspended”
list.
3. Choose the “resume” button when you are ready
to continue.
4. Continue your transaction as normal; add or
remove items and tender the transactio
Notice the “Details” section of the “RESUME SALE” window
displays all the items currently assigned to the sale.
Resumed sales can be edited and re-suspended if
necessary.
POS Guide | Cashier Tools Walkthrough
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ITEM RETURN
Item returns can be performed by either choosing the “ITEM RETURN” button then entering items or by scanning the
barcode located on the bottom of previous sales receipts.
ITEM RETURN | Button
1. Choose the “ITEM RETURN” button.
2. This will change the POS status to prompt for
either an item entry or scan a previsouly sold
reciept.
3. Using the steps preivously mentioned for entering
items, add the applicable item for return.
Notice that items appear as negative amounts when entered
in return mode.
When manually entering items, “ITEM RETURN” must be
chosen prior to every item being returned.
4. Press “SUB TOTAL” when you are ready to
continue and tender the return.
5. Choose the appropriate tender for return.
ITEM RETURN | Receipt Barcode
1. After pressing the “ITEM RETURN” button, scan the
barcode located on the bottom of the original
transaction receipt.
2. This will open the “ITEMS TO RETURN” window.
Items from the original sale will be listed.
3. Highlight the item(s) you wish to return then
choose the “return” button.
4. When returned to the main POS screen, complete
the return transaction following the steps listed
above.
POS Guide | Cashier Tools Walkthrough
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NO SALE
1. To open your cash drawer without completing a
transaction, the “NO SALE” button can be used.
Cash drawer will not open if a sale is currently in
progress.
NO SALE is a permissions based action. Check this ability
only for applicable cashiers.
Each NO SALE is recorded and viewable via X, Z, and
Negative Cashier report, by cashier.
PAY IN
1. To perform a cash pay in, choose the “PAY IN”
button.
2. From the “PAY IN” window, enter the amount of
cash you are receiving and a reference note for
the instance.
Choose the “ok” button when complete.
PAY IN is a permissions based action. Check this ability only
for applicable cashiers.
Each PAY IN is recorded and viewable via X, Z, and Negative
Cashier report, by cashier.
PAY OUT
1. To perform a cash pay out, choose the “PAY OUT”
button.
2. From the “PAY OUT” window, enter the amount of
cash you are removing and a reference note for
the instance.
Choose the “ok” button when complete.
PAY OUT is a permissions based action. Check this ability
only for applicable cashiers.
Each PAY OUT is recorded and viewable via X, Z, and
Negative Cashier report, by cashier.
POS Guide | Cashier Tools Walkthrough
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SAFE DROP
Safe drops can be performed by either choosing the SAFE DROP button or based on auto-prompt configuration via
the Settings section in the actions module.
The auto prompt can be set to direct a cash drop when a designated dollar amount is reached at a designated time
schedule (every 5 minutes, 10 minutes, etc.).
Using the MAX and MIN in drawer amounts will suggest an amount to drop.
SAFE DROP | Via Button
1. To perform a cash safe drop, choose the “SAFE
DROP” button.
2. From the “SAFE DROP” window, enter the amount
of cash you are removing and a reference note for
the instance.
3. Choose the “pop cash drawer” button to open
your till.
Choose the “ok” button when complete.
SAFE DROP is a permissions based action. Check this ability
only for applicable cashiers.
Each SAFE DROP is recorded and viewable via X, Z, and
Negative Cashier report, by cashier.
SAFE DROP | Via Auto Prompt
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When the auto prompt window opens, you can
choose “cancel” or “drop now”.
“drop now” will open the “SAFE DROP” window
with the recommended drop.
Choosing “cancel” will reset the auto prompt timer
(prompt again in 5 minutes, 10 minutes, etc.).
From the “SAFE DROP” window, enter the amount
of cash you are removing with a reference note for
the instance.
Choose the “pop cash drawer” button to open
your till.
Choose the “ok” button when complete.
SAFE DROP auto prompt timer and MIN/MAX in drawer
amounts can be set via the settings section of actions module.
POS Guide | Cashier Tools Walkthrough
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STARTING TILL
“Starting Till” is the amount of cash your drawer/cashier begins the day with.
This cash amount will be excluded from your final drawer drop/deposit upon shift reconciliation.
STARTING TILL cash will be shown on REG X and REG Z reports in the “Cash Drawer Summary” as well as through the
Reconciliation utility.
STARTING TILL
1. To enter a starting till, choose the “STARTING TILL”
button.
2. From the “STARTING TILL” window, enter the starting till cash amount and a reference note for the instance.
3. Choose the “ok” button when complete.
The STARTING TILL amount can be reviewed under the “Cash
Drawer Summary” section of both the REG X and REG Z POS
reports as shown to the right.
The Reconciliation utility will also show reference to this amount
when reconciling/counting the drawer at the end of shift.
STARTING TILL button can be added, edited, and moved via the
“POS BUTTON EDITOR” under the settings section of the actions
module.
POS Guide | Cashier Tools Walkthrough
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Gift Cards
With FasTrax’s closed loop gift card system, you are not only able to sell your custom gift cards, but also track and
accept as purchasing tender.
Whether you are a single store or a 60 store corporate chain, selling and redeeming your proprietary gift cards is
simple and quick!
The steps below will demonstrate how to sell and check gift card balances.
Gift Cards | Sell
1. Using the on screen number pad (or hardware
keyboard) enter the monetary amount you
wish to sell/load onto your gift card.
2. Choose the “SELL GIFT CARD” button.
3. Add any additional items for the transaction (if
applicable) then choose the “SUB TOTAL” button.
4. Finalize and tender the sale like any other item
transaction following the steps above.
Once the sale is complete, you will be prompted to enter the gift
card information.
All tenders can be used for the sell/load of gift cards.
POS Guide | Gift Cards
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5. This will open the “GIFT CARD ENTRY” window.
6. Swipe, scan, or manually enter the number for the
gift card.
For the purpose of this example, we have manually
Manual card entry can be disabled via the Settings section of
the card number.
theentered
actions module.
To help protect your customer’s card security, forcing swipes
or scans is preferable to manual entry.
7. The transaction receipt will print with the gift card
balance.
Gift card charges can be made from any store in your
corporate network.
Gift Cards | Check Balance
1. Choose the “SELL GIFT CARD” button.
2. This will open the “GIFT CARD ENTRY” window.
3. Swipe, scan, or manually enter the number of the
gift card.
For the purpose of this example, we have manually
Manual card entry can be disabled via the Settings section of
entered
the card number.
the
actions module.
To help protect your customers’ card security, forcing swipes
or scans is preferable to manual entry.
4. The “GIFT CARD BALANCE” window will open and
display the available card balance.
Choose the “ok” button to close the window.
Gift card balance can be checked from any store in your
corporate network.
POS Guide | Gift Cards
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Register X and Z
REG X is a cashier function used to view current POS
shift information.
REG Z is a cashier function used to close the current
POS/Cashier shift. The receipt printer report which can
be included in this function includes the same
information displayed via a REG X.
In fact, the only difference between these two tools is
the REG Z closes the shift and resets current data for
the next cashier.
OTP TAX
An example printout of the information displayed by
these two functions can be seen on the right side of
this page. Pertinent login, sales totals, tax totals,
cashier actions, tender details, department details,
department group totals, and cash drawer summary
appear as sections in this report.
If you do not intend for your cashier to see this
information, these can be set to blind.
The cashier Z function can also be enabled/disabled
via employee permissions in the Management utility.
Gift Card
Once a REG Z is complete, the cash drawer will open
and the cashier will receive the following window -
GIFT CARDS
You can reprint the REG Z report via the “reprint”
option if necessary.
Pressing the “ok” button will log the cashier out of the
POS in preparation for either a cashier change or
reconciliation/cash drawer information entry.
POS Guide | Register X and Z
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Shift Reconciliation
Shift Reconciliation is a function for balancing your drawer at the end of a cashier shift once a Register Z is ran.
Shift Reconciliation is located under the “reconciliation” portion of the actions module.
Reconciliations can be set as blind from the “Settings” section of the actions module. A blind reconciliation will only
allow cashiers/managers to enter drawer information without seeing expected totals and possible variances.
Once Shift Reconciliations are completed, they can be reviewed via the “Reconciliation Report” in Director at both
store and corporate interfaces.
Reconciliation Settings
Reconciliations Settings can be edited via the
“Settings” sections of the actions module.
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Shift Recons Are Blind – checking this will hide any
expected totals and possible variances when
entering drawer/tender amounts.
Shift Recons Deposits Are Editable – checking this
will allow deposits totals to be edited despite
entered drawer/tender amounts.
Shift Recon Safe Drops Are Editable – checking
this will allow safe drop amounts to be edited for
drops performed but not processed via the POS.
Shift Recon Force Lottery – checking this will force
a Lottery Recon to be performed with Shift
Reconciliation.
Once settings have been confirmed, choose “Save”.
additional settings are specific for Lottery Recon
Save
point of sale will prompt for an application restart to
apply changes and point of sale will close.
Once you have opened point of sale, choose the
actions module, then the reconciliation section.
Choose “SHIFT RECONCILIATION” to begin.
POS Guide | Shift Reconciliation
25
New Shift Reconciliation
1. From the reconciliation option in the actions
module, choose “Shift Reconciliation”.
2. This will open the Shift Reconciliation window with
available shifts for reconcile.
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Z List – list of unreconciled Zs. Highlight and choose “select” to edit
Z Reconciled – once reconciled, this box will be checked
Lottery Reconciled – if lottery is sold and being reconciled, this box will check
when Lottery Recon associated to its applicable Z is complete
Z Total – once a Z is opened and edited, the total from the Z is populated.
Cashier Total – employee entered drawer information is displayed here
show reconciled shifts – when checked, previously completed reconciliations
will also populate the list for review
recon date – filter to display specific dates from this dropdown
select – when the applicable Z is chosen from the list, choose “select” to open
and edit
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26
3. Once opened, enter totals from register drawer into their applicable field as shown below.
Blind Reconciliation
This is an example of a
blind reconciliation.
Notice there is no
information for reference
to expected entries.
Employees will not see the
difference of their entries
in the cashier details
column versus the register
details column.
Reconciliations can be set
to blind via the settings
portion of the actions
module.
Viewable Reconciliation
This is an example of a
viewable reconciliation.
Notice register details are
rd
visible with a 3 column
to indicate the difference
between the data entered
in the cashier details
column versus the register
details column.
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27
4. After entering drawer totals under the “cashier details” column, enter any additional information you may require
in the following three fields.
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Utilize safe start and end to manually enter the
safe amount at the time of shift begin and
reconciliation.
The weather dropdown allows you to choose
the weather type for the shift currently being
reconciled. This can aid in providing extra
information for analyzing customer traffic.
If credit batching is performed manually or you
have received batching information prior to
reconciliation, this information can be entered
here for shift/drawer association.
The check batch sections function the same as
credit batch sections.
Enter additional notes you find applicable to
the reconciliation being performed.
5. Once your drawer data is completely entered, you
can close, print, or save the recon.
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Choosing close will remove any entered data.
Choosing print requires connection to a
standard computer printer.
Choosing save will apply entered data.
Reconciliation data is not communicated to
corporate unless reconciliation is final is
checked.
Choosing reconciliation is final before saving
will not allow you to return to edit shift
reconciliations.
Reconciliations can be
edited after choosing save
until reconciliation is final
is checked prior to saving.
Remember, previous reconciliations can be recalled by
choosing the show reconciled shifts option from the
reconciliations list window.
Reconciliation information can be viewed via the
Reconciliation Report located in Director under the Reports
module.
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28
POS Button Editor
The POS Button Editor is a utility designed to simplify the process of customizing your POS panels and buttons.
Located in the settings section of the action module, managing your panels and buttons has been centralized with
function descriptions and button preview so you can fully understand what you are building and how it will look
before saving.
With a corporate interface, the POS Button Editor enables you the ability to build and manage your panels and
buttons from a central location while having the satellite stores/terminals download your creation!
1. Access the POS Button Editor via the settings
section of the actions module.
2. Once chosen, the panel selection list will open.
Panels are the groupings of buttons your cashiers will utilize.
To edit an existing panel, highlight then choose the edit button.
To create a new panel, choose the new button.
delete will remove the
highlighted panel and its
buttons.
A confirmation message
will prompt to confirm
panel deletion.
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29
Creating a New Panel
1. From the panel list window, choose new.
2. Enter the name of the new panel.
3. Button Types are the visual appearance of buttons.
This has no effect on function.
Flat is the default style.
4. Copy From Another Panel allows you to create a
new panel based on an existing panel setup.
5. Choose Save when you are ready to proceed.
6. Once saved, the new panel will populate the
previous panel selection list.
Edit a New/Existing Panel
1. From the panel list window, highlight the
applicable panel.
2. Choose the edit button.
delete will remove the highlighted panel and its buttons.
A confirmation message will prompt to confirm panel
deletion.
3. An editable version of the panel will open.
Edit Button – If an existing button is highlighted, will
open the editor section.
If a grey “blank” box is highlighted,, will open the editor
section for a new button.
Move Button – Highlight a button then choose the Move
Button option. Choose the new location on the panel
grid for the highlighted button.
Delete Button – Highlight a button then choose Delete
Button to remove existing buttons.
Save Panel – Will save the current panel setup. If not
chosen after button editing, you will be prompted to
save before closing.
Close – Closes the panel editor.
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4. Choose the location for your new button.
shown in the example to the right as a yellow highlight
5. Choose the Edit Button option.
6. This will open the BUTTON DETAILS window.
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button type – choose the button function
button size – 1, 2, or 4 grey squares in size
caption – text on button
caption size – size of text on button
background – button shape and color
glyph – reference icon on button
Manage Override Required – check for buttons
you wish to require a manager to approve
function.
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register display – after function completion,
remains on current panel or changes to subtotal
go to panel – after function is completed,
changes to entered panel
tender type –choose from available tenders if
this is a tender button
Button Information – description of the
function of the button type
button preview – visual preview of new button
POS Guide | Button Editor
32
7. Enter the applicable details for your new button.
8. Choose the update option when you are ready to
proceed.
The example to the right demonstrates the structure of an
Item Lookup button.
9. Once update is chosen, you will be returned to the
editable panel view with the addition of your new
button.
10. From here you can choose to edit, move, or delete
buttons.
11. Choose Save Panel when you have finished with
button editing
12. You will be returned to the panel selection list after
completion of saving.
From here you can continue editing panels and buttons or
choose the cancel button to return to the actions module to
begin using your new button(s) via the POS!
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33
Creating a Sell Item(s) Button
Buttons like the Sell Item and Open Department allow for single or multiple choice functions.
When these buttons are picked in the POS, they will open a window displaying the available applied options.
Sell Item Button
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Choose the arrow to open the Sell Items and items
selected menus.
From the Sell Item menu, filter by description or
UPC, then check the item(s) you wish this button to
represent.
Choose add
Confirm in the items selected menu the correct
entries, then press save.
Choose update when finished with button setup.
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34
Creating an Open Department(s) Button
Buttons like the Sell Item and Open Department allow for single or multiple choice functions.
When these buttons are picked in the POS, they will open a window displaying the available applied options.
Open Department Button
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Choose the arrow to open the Open Department
menu.
From the Open Department menu, filter by check
the department(s) you wish this button to display.
Confirm in the Select Departments menu the correct
entries
Choose the save button.
Choose update when finished with button setup.
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35
Saving and Loading of Panels with a Corporate Interface
With a corporate setup, you can build panels and buttons from your corporate workstation and save to your
database for loading at the stores.
1. After building your panels and buttons, navigate
to the settings utility via the settings section of the
actions module.
2. From the settings utility, choose the Misc Register Settings.tab.
3. From your corporate interface, choose the Save Panels To DB option.
4. After saving, navigate to the same settings utility at your satellite/store terminal(s) and choose the Load Panels
From DB button to load the saved panels from the corporate database.
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36
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