Home Storage Center POS User`s Guide

Home Storage Center POS User`s Guide
Home Storage Center POS
User's Guide
Contents
Chapter 1 About Microsoft Dynamics AX for Retail POS
5
Using Microsoft Dynamics AX for Retail POS .................... 5
Keeping Microsoft Dynamics AX for Retail POS Secure ........ 6
Obtaining an Operator ID and Password ...................................... 6
Changing a Password ............................................................ 7
Handling Credit/Debit Card Information ..................................... 7
Keeping the POS Terminal and Card Reader Secure ........................ 8
Chapter 2 About Start of Day
9
Logging On .......................................................... 9
Opening a New Shift ............................................... 9
Declaring a Starting Amount ....................................10
Chapter 3 About Customer Sales Transactions
11
Ringing a Customer Sale .........................................11
Printing a Duplicate Receipt ....................................16
Managing the Cash Drawer .......................................16
Chapter 4 About Correcting a Tendered Sale
17
Correcting a Tendered Customer Sale .........................17
Chapter 5 About Customer Returns
21
Ringing a Customer Return w/ Receipt ........................21
Ringing a Customer Return w/o a Receipt .....................24
Chapter 6 About Item Information
25
Performing an Item/Price Check ................................25
Performing an Inventory Lookup ................................25
Chapter 7 About End of Day
27
Printing an X Report ..............................................27
Performing a Tender Declaration ...............................27
Closing the Shift ..................................................30
Chapter 8 About Register Modes
31
Working with the Register Offline ..............................31
Performing a Non-Drawer Operation ...........................32
Using Training Mode ..............................................32
Chapter 9 About Computer Hardware Maintenance
33
Maintaining the EPSON® Receipt Printer ......................33
Chapter 10 About Troubleshooting
37
Operating During a Power Failure ..............................37
Chapter 11 Additional Resources
39
Forms ...............................................................39
Index
41
About Microsoft
Dynamics AX for Retail
POS
Chapter 1
The Microsoft Dynamics AX for Retail POS is used to record sales to customers in
home storage centers, canneries, and selected processing plants. Retail POS
also is used to manage returns, if any.
This user guide contains instructions on the use of the system. For policies and
procedures, please refer to the operating guide for your operation. Your field
manager will be able to help you access this guide.
Note: To download and print a copy of this guide, click here
http://fhnl.ldschurch.org/AX2012/welfare/forms/Home%20Storage%20Center%2
0POS%20User's%20Guide.pdf. Please refer back to the electronic version of the
guide frequently since it is updated as needed. The guide was last updated
12/21/2015.
Using Microsoft Dynamics AX for Retail POS
Microsoft Dynamics AX for Retail POS is the point of sale system used by home
storage centers, canneries, and processing plants to record sales to retail
customers. Retail POS has a touch screen to make it easy to use. At the start
of each day, you will need to log on using your operator ID and password. The
first time you log on each day, you will be prompted to open a shift. Once you
have opened a shift, the Home screen will be displayed.
6|
The left-hand side of the Home screen displays:

Transaction details

Number of line items

Number of items

Subtotal of transaction

Tax

Total amount of transaction

Amounts tendered

Balance due
The right-hand side of the Home screen displays:

Product category buttons

Transaction buttons

Management functions button

Log off button

"Search or enter a quantity" input box

Numeric keypad

Tender buttons
To select a function, simply touch the button, line, or input box. Where a
number needs to be entered, you can either use the numeric keypad on the
screen or the keyboard. Any text is entered using the keyboard.
Keeping Microsoft Dynamics AX for Retail POS
Secure
An operator ID and password are required to use Microsoft Dynamics AX for
Retail POS. You should keep your password secure since it gives you access to
the cash register to ring sales and returns. If you forget your password, you will
need to call the Global Service Center. When logged on to Retail POS, you can
change your password if desired.
Obtaining an Operator ID and Password
An operator ID and password are required to log on to Microsoft Dynamics AX
for Retail POS. To obtain an operator ID and password:
About Microsoft Dynamics AX for Retail POS 7
Keeping Microsoft Dynamics AX for Retail POS Secure

Contact your field manager for training on the use of Retail POS and the
proper handling of credit/debit card information.

Upon completion of your training, prepare and submit the Training
Certification and Operator ID and Password Request form to your field
manager.

Upon receipt of the request form, your field manager will follow up with the
Welfare Operations Support team to provide you with an operator ID and
temporary password.
Note: The first time you log on to Retail POS you will be asked to change your
password. Passwords are eight characters long and must include at least one
number.
Changing a Password
You may change your password at any time.
1.
2.
3.
4.
On the Home menu, touch Manager Functions
Touch Change Password
Enter your old password in the Old password field
Enter a new password in the New password field
Note: The password must be eight characters long and contain at least one
numeric character.
5. Reenter the new password in the Confirm the new password field
6. Touch OK
Handling Credit/Debit Card Information
It is essential that credit card information be handled securely.
the guidelines provided below:
Carefully follow

Do not write down credit/debit card numbers

Do not store credit/debit card numbers in Church computers

Do not receive or sent credit/debit card numbers via mail, e-mail, fax, text
message, instant message, etc.

Do not leave the credit/debit card swipe terminal unattended during
business hours

Keep the room where the credit/debit card swipe terminal is located locked
after business hours
8|

Immediately report any potential breach of card holder data or a stolen or
missing credit/debit card swipe terminal to your field manager or the Global
Service Center (801-240-4357)
Keeping the POS Terminal and Card Reader Secure
You should be aware of attempted tampering or replacement of your POS
terminal or card reader.

Verify the identity of any third-party persons claiming to be repair or
maintenance personnel, prior to granting them access to modify or
troubleshoot the POS terminal or card reader.

Do not install, replace, or return the POS terminal or card reader without
verification

Be aware of suspicious behavior around the POS terminal and card reader
(for example, attempts by unknown persons to unplug or open devices).

Report suspicious behavior and indications of device tampering or
substitution to your field manager.
About Start of Day
Chapter 2
At the beginning of each day, you will need to log on to the cash register, open a
new shift, and declare a starting amount (also called float). Once you have
completed these three steps, you are ready to ring sales.
Logging On
You will need to log on at the beginning of each day. You will be logged out if
the cash register is not used for a few minutes. If this occurs, simply log on
again.
1. On the logon screen, touch/type your operator ID in the Operator ID field
and touch Enter

Contact your field manager if you need an operator ID
2. Touch/type your password in the Password field and touch Enter

Contact the Global Service Center if you have forgotten your password
Opening a New Shift
At the beginning of each day, you will be prompted to open a new shift after you
log on.
1. In the Logon dialog box, touch Open a new shift

The Home screen will display
10 |
Note: If you are not prompted to open a new shift, the shift from the prior day
was not closed. To proceed, first you will need to close the shift from the prior
day.
Declaring a Starting Amount
After opening a new shift, you should declare the starting amount of cash (also
called float) placed in the cash drawer. If you forget to declare a starting
amount, you will be prompted to do so before closing the shift at the end of the
day.
1. On the main menu, touch Manager Functions
2. Touch Declare Starting Amount

The cash drawer will open

The declare starting amount dialog box will open
Note: You can touch Cancel if you want to return to the Home screen without
declaring a starting amount. Microsoft Dynamics AX for Retail will record that
this action was canceled.
3. Enter the starting amount in the Amount field using either the numeric
keypad on the screen or the keyboard
4. Place the starting amount in the cash drawer
5. Touch OK

A Starting Amount Receipt will print on the receipt printer

Place the receipt in cash drawer for end of day documentation
Important: Once the starting amount has been declared, there is no way to
reduce the amount if an error was made. The error will need to be explained
on the daily deposit summary sent to your field manager.
6. Close the cash drawer
Note: If you declare a starting amount a second time, the amount entered will
be added to original amount declared. For example, if you declared a starting
amount of $100 and then declared a starting amount of $150, the total starting
amount would be $250 - the sum of the two declared amounts.
About Customer Sales
Transactions
Chapter 3
Microsoft Dynamics AX for Retail POS should be used to ring up all sales and
return transactions. Retail POS should have a button on a product grid for each
inventory item that you sell. For non-inventory items (e.g., canneries
occasionally sell empty buckets), you should use the Misc button on the Other
Items product grid.
In ringing up a sale, you typically would select the appropriate product grid
(Pre-Pack Items, Bulk Items, Customer-Pack Items, or Other Items), enter
the quantity of an item being sold, and then touch the button associated with
the item being sold. You repeat this process adding items to the transaction
until all items have been entered. The final step is to tender the transaction.
This step involves selecting the tender type(s) (Cash, Check, "MC, VS, DISC",
and AMEX) from the buttons found at the bottom of the screen, and enter the
amount being tendered. The final step is to place the tender amount in the
cash drawer. In the case of credit cards, you would place the store copy of the
credit/debit slip in the cash drawer. If you select Check, you will be asked to
frank the check. This involves inserting the check into the Retail POS printer so
that the check endorsement information can be printed on it.
Ringing a Customer Sale
These instructions explain how to add items to a transaction and tender the sale.
12 |
Adding an Item to a Transaction
1. On the main menu, touch the product category (e.g., Pre-Pack Items)
2. Touch or type the quantity
3. Touch an item
Adjust Item Quantity on Register:
1. Touch the line that you want to adjust

The line will highlight blue
2. Touch Enter Quantity

The Enter the quantity window will display
3. Touch/type the quantity in the Enter the quantity field
4. Touch OK

The line quantity will update
Note: The line quantity cannot be adjusted to zero. To remove a line from the
transaction, the line will need to be voided.
Void a Line on Register
1. In the transaction field, touch the line you want to remove

The line will highlight blue
2. Touch Void Line

The item will display crossed-out in the transaction field and will be
removed from the customer’s transaction
Voiding a Customer Sale on Register
Note:You can void an entire transaction, not just a line item. This function is only
available for a transaction that has not been tendered. You cannot void a
transaction after it has been tendered.
1. On the Home menu touch Void Transaction

A message Do you want to void the transaction? will display
2. Touch Yes

The transaction field will clear
3. The transaction has been voided and you can continue to ring new
transactions
Tendering a Cash Sale
1. When all items have been added, touch Cash
About Customer Sales Transactions 13
Ringing a Customer Sale

The Total Amount Due dialog box will display
2. Touch/type the cash amount tendered by the customer in the Enter the
amount field
Note: If the full amount of the transaction is in cash, you can touch the first
button in the Payment amount box.
3. Touch OK

The Change – Cash dialog box will display

The cash drawer will open
4.
5.
6.
Place the tendered cash in the cash drawer
emove the Change amount from the cash drawer
Touch OK

The receipt will print
7. Give the change and the Cash Register receipt to customer
8. Close the cash drawer
Tendering a Personal Check Sale
1. When all items have been added, touch Check

The Total Amount Due dialog box will display
2. Type/touch the check amount in the Enter amount field
Note: If the full amount of the transaction is in check, you can touch the first
button in the Payment amount box.
3. In the Check Number dialog box, enter the check number
4. Touch OK

The receipt will print

The Bank Franking dialog box will display
5. Place the check face down into the receipt printer
6. Touch Ready

A message Printing in progress… will display

When franking is finished a message Remove the tender or slip from the
printer will display
7. Remove the check from the receipt printer
8. Touch OK
9. Place the check in the cash drawer through the slot on the front of the
drawer
14 |
10.
Give the Cash Register receipt to the customer
Tendering a Card Sale
When all items have been added, perform the sale on the card terminal
Credit Cards transactions: (includes debit cards rang up as credit)
1. Swipe the card with the magnetic strip down and to the left and then return
the card to the customer

If the card is declined or the card swipe is not working, ask the customer
to provide another form of payment
2. Enter the amount using the number keys -verify that the amount entered
matches the total on the cash register
3. Select the Green arrow button
4. Select Transaction type: Touch Credit on the screen
5. The merchant copy will automatically print, have the customer sign the
merchant copy of the credit card receipt and follow step #4 below on
Finishing The Sales on the Cash Register
6. Print Customer Receipt? Touch Yes on the screen
7. Select the Red X button to clear
8. Follow the instructions for Finishing the sale on the Cash Register
Credit Card w/Chip:
1. Insert the Credit Card with a Chip face up into the chip reader, which is
located in the front of the credit card machine
2.
3.
4.
5.
6.

If you swipe a credit card with a chip you will see a message that says:
“Insert Card or Tap Card” then Touch Continue and follow this step

Leave the credit card in the machine until after step #6 below

If the card is declined or the machine cannot read the card for some
reason, ask the customer to provide another form of payment
Enter the amount using the number keys-verify that the amount entered
matches the total on the cash register
Select the Green Arrow button
Select Transaction Type: Touch Credit on the screen
The merchant copy will automatically print, have the customer sign the
merchant copy and follow step #4 below on Finishing The Sales on the Cash
Register
Signature on Receipt OK?

Verify the signature on the credit card matches the signature on the
receipt
7. Remove the Credit Card from the machine and return the card to the
customer
About Customer Sales Transactions 15
Ringing a Customer Sale
8. Print customer Receipt? Touch Yes on the screen
9. Select the Red X button to clear
10.
Follow the instructions for Finishing the sale on the Cash Register
Debit Card Transactions using a pin code:
1. Swipe the card with the magnetic strip down and to the left and then return
the card to the customer

If the transaction is declined or the card swipe is not working, ask the
customer to provide another form of payment and repeat step 1
2. Enter the amount using the number keys -verify that the amount entered
matches the total on the cash register
3. Select the Green Left Arrow button
4. Select Transaction type: Touch Debit on the screen
5. Have customer enter their pin number
6. The merchant copy will automatically print and follow step #4 below on
Finishing The Sales on the Cash Register
Note: on Debit transaction No signature is required
7. Print Customer Receipt? Touch Yes on the screen
8. Select the Red X button to clear
9. Follow the instructions for Finishing the sale on the Cash Register
Finishing the sale on the Cash Register:
1. On cash register, touch either MC, VS, DISC or AMEX

The Total Amount Due dialog box will display
2. Type/touch the card amount from the merchant copy of the credit card
receipt in the Enter amount field
Note: If the full amount of the transaction is on the selected card, you can touch
the first button in the Payment amount box.
3. Touch OK

The Cash Register receipt will print
4. Place the merchant copy of the credit card receipt in the cash drawer
through the slot on the front of the drawer
5. Give the Cash Register receipt and the customer's copy of the credit card
receipt to the customer
Tendering a Split Payment Sale
1. When all items have been added, touch the tender type
16 |

The Total Amount Due dialog box will open
2. Touch/type the tender amount in the Enter the amount field and follow the
instructions for the selected tender outlined above
3. Touch OK
4. Repeat steps 1, 2, and 3 until the full amount has been tendered
5. The Cash Register receipt will print
6. Place the tendered cash, the franked check, and/or the merchant copy of the
credit card receipt in the cash drawer
7. Give the Cash Register receipt to the customer
8. Close the cash drawer if open
Printing a Duplicate Receipt
A duplicate receipt can be printed if needed.
1. On the Home menu, touch Manager Functions
2. Touch Show Journal

The Show journal screen will display
3. Touch the transaction you want to reprint

The transaction will highlight blue
4. Touch Receipt

A Print Preview window will open
5. Touch Print

A duplicate receipt will print
Managing the Cash Drawer
Open the Cash Drawer (No Sale)
1. On the main operating screen, touch No Sale
2. Touch a reason for opening the cash drawer

The cash drawer will open
Note: Microsoft Dynamics AX for Retail records the frequency and reason for
opening the cash drawer when not required for a transaction.
About Correcting a
Tendered Sale
Chapter 4
It is possible to correct a tendered transaction on the register and/or credit
card terminal. A correction of a customer sale that has not been tendered on the
register can be done through a void (See Ringing a Customer Sale). Corrections if
card terminal batch is open can be done through a void (See Ringing a Customer
Sale- Voiding Credit or Debit before batch is Closed on Credit Card Terminal).
If the purchase was from a prior card terminal batch or register shift, request a
refund check for Cash, Check or Pin Debit transactions. Credit transactions are
refunded on the same card used on original purchase, if card is presented for
refund (See Correcting a Card Terminal Transaction below). If the card is not
available contact Field Manager.
Correcting a Tendered Customer Sale
It is possible to correct a tendered transaction on the register and/or credit
card terminal. A correction of a customer sale that has not been tendered on the
register can be done through a void (See Ringing a Customer Sale).
If the purchase was from a prior card terminal batch or register shift, request a
refund check for Cash, Check or Pin Debit transactions. Credit transactions are
refunded on the same card used on original purchase, if card is presented for
refund (See Correcting a Card Terminal Transaction below). If the card is not
available contact Field Manager.
18 |
Correcting a Tendered Customer Sale on Register:
1. On the Home menu, touch Manager Functions
2. Touch Show Journal

The Show journal screen will display
3. Touch the transaction you want to return

The transaction will highlight blue
4. Touch Return transaction

A Returnable Items window will open
5. Touch Select all to correct all items.
6. Touch Return items

The Reason for Return window will display
7. Touch the return reason Register Error

The reason will highlight blue
Note: The quantity of an item being corrected can be adjusted if needed. To
adjust the item quantity, touch the line that you want to adjust, touch Enter
Quantity, touch/type the quantity in the Enter the quantity field, and then touch
OK.
8. Repeat steps 6 and 7 for each line being corrected
Note: The corrected items show in the transaction field in italics as a negative
quantities at the current price with the reason for the return noted below each
line
9. Select the tender type(s) that was used on original transaction and enter the
amount from the receipt, if the original transaction register shift is still open.
Note: If the original transaction register shift is closed, select Refund Check if
original transaction was for cash, check and pin debit transactions.
Note: For a card terminal refund first perform the refund on the card terminal
(See Correcting a Card Terminal Transaction below) to ensure the refund gets
authorized, and then go to step #10.
Note: For all credit transactions on cash register, select either MC, VS, DISC or
AMEX, as applicable, on original transaction
10.
Touch the first button in the Payment amount box
About Correcting a Tendered Sale 19
Correcting a Tendered Customer Sale
Note: In the case of a check, enter Check Number at the prompt and when Bank
Franking prompt appears select cancel.
Note: Two copies of the transaction receipt will print. Sign the store copy of the
return receipt and then have a second operator sign the receipt in place of
customer signature. The store copy of the return receipt should be submitted to
your field manager as part of your daily close procedure.
11.
Place both copies of the transaction receipt in the cash drawer through
the slot on the front of the drawer
12.
If required ring up the transaction correctly in the register (See Ringing a
Customer Sale)
Correcting a Card Terminal Transaction:
Corrections if card terminal batch is open can be done through a void. A refund
may be done to correct an input error that was only on the card terminal, which
means there may not be any correction required on the cash register. If the
customer is not present with the card, contact your field manager.
Voiding Credit or Debit Card before batch is Closed on Credit Card Terminal:
Note Void can only take place as long as the batch has not been closed. If the
correction required was from a prior batch then follow the refund instructions
listed below.
1.
2.
3.
4.
Touch Credit/Debit on the screen
Touch the more arrow on the screen
Touch Void Trans on the screen
Enter the invoice number using the key pad and Select the Green Arrow
button
Note: Invoice number is located on the original credit card receipt
5. Touch Void on the screen
6. Touch Yes on the screen
7. Tear off voided receipt and attach to original receipt and place in the cash
drawer through the slot on the front of the cash register drawer
8. Select the Red X button to clear
9. Enter the card swipe or chip terminal correction required correctly (see
“Ringing a Customer Sale”)
Refund on Credit Cards: (including debit cards rang up as credit)
Note: Refund on Credit Cards are performed if batch is already closed.
20 |
1. Touch Credit/Debit on the screen
2. Touch Refund on the screen
3. Enter Refund Password using the number key
Note: Refund Passwords are given to Field Manager and they will provide to the
password Steward at each facility
4. Select Green Arrow button
5. Enter the amount using the number keys
6. Swipe Credit Card with the magnetic strip down and to the left and then
return the card to the customer
Note: If you are returning on a Chip Credit Card, then insert the Credit Card with
a Chip face up into the chip reader, which is located in the front of the credit
card machine
7. Select Correction required type: Touch Credit
8. Customer Code: No entry needed just touch the Green Arrow button
9. The merchant copy will automatically print, have the customer sign the
merchant copy and place in the cash drawer through the slot on the front of
the drawer
10.
Print Customer Receipt? Touch Yes
11.
Touch the Red X button to clear
12.
Enter the card swipe or chip terminal correction required correctly (See
“Ringing a Customer Sale”)
Correcting a Card Terminal Sale if the card terminal batch is open
About Customer
Returns
Chapter 5
Customers may return items purchased from a home storage center. The
preference is to have a receipt to handle a return. However, a return can be
handled without a receipt if necessary. Returned items that were packaged by
the customer will need to be issued to spoilage and damage. Your field
manager can help you with this.
Ringing a Customer Return w/ Receipt
Customer must present Cash Register Receipt for all tender types, and card
terminal receipt for all card transactions. If the purchase was from a prior card
terminal batch or register shift, request a refund check for Cash, Check or Pin
Debit transactions. Credit transactions are refunded on the same card used on
original purchase, if card is presented for refund (See Correcting a Card Terminal
Transaction below). If the card is not available or the card terminal receipt is not
available, contact Field Manager.
Note: You can only use this procedure if the transaction being returned was
originally tendered at your store.
Ringing a Customer Return w/ a Receipt on the Register
1. On the Home menu, touch Manager Functions
2. Touch Show Journal

The Show journal screen will display
22 |
3. Touch the transaction you want to return by matching the original receipt
number

The transaction will highlight blue
4. Touch Return transaction

A Returnable Items window will open
5. Touch the line(s) you want to return
6. Touch Return items

The Reason for Return window will display
7. Touch the return reason

The reason will highlight blue
Note: The quantity of an item being returned can be adjusted if needed. To
adjust the item quantity, touch the line that you want to adjust, touch Enter
Quantity, touch/type the quantity in the Enter the quantity field, and then touch
OK.
8. Repeat steps 6 and 7 for each line being returned

The returned items show in the transaction field in italics as a negative
quantities at the current price with the reason for the return noted below
each line
9. Touch Tender Type
Note: If the original transaction was from the current register shift, you can
return the original tender rather than request a refund check. To do this, select
the tender type and enter the amount from the receipt. In the case of a check,
after completing the transaction, touch No Sale to open the cash drawer,
retrieve the check, and return it to the customer. A pin debit transaction will
have to be refunded through a refund check. If the original was a credit
transaction (See Correcting a Card Terminal Transaction below). If the card
terminal refund is authorized then continue with step #10 below on the register.
If the card terminal refund fails then contact your Field Manager.
10.
Touch the first button in the Payment amount box
Note: For Refund Checks follow steps #11-13 below, for all others skip to step
#14
11.
12.
13.
Enter the customer name, then touch OK
Enter the customer street address, then touch OK
Enter the customer city, state, and zip code, then touch OK

Two copies of the transaction receipt will print
About Customer Returns 23
Ringing a Customer Return w/ Receipt
14.
Have the customer sign the store's copy of the transaction receipt and
then sign it yourself
15.
Place the store's copy of the transaction receipt in the cash drawer
through the slot on the front of the drawer
16.
Give the transaction receipt to the customer
Correcting a Card Terminal Transaction:
A refund may be done to correct an input error that was only on the card
terminal, which means there may not be any correction required on the cash
register. If the customer is not present with the card, contact your field manager.
Refund on Credit Cards: (including debit cards rang up as credit)
1. Touch Credit/Debit on the screen
2. Touch Refund on the screen
3. Enter Refund Password using the number key
Note: Refund Passwords are given to Field Manager and they will provide to the
password Steward at each facility
4. Select Green Arrow button
5. Enter the amount using the number keys
6. Swipe Credit Card with the magnetic strip down and to the left and then
return the card to the customer
Note: If you are returning on a Chip Credit Card, then insert the Credit Card with
a Chip face up into the chip reader, which is located in the front of the credit
card machine
7. Select Correction required type: Touch Credit
8. Customer Code: No entry needed just touch the Green Arrow Button
9. The merchant copy will automatically print, have the customer sign the
merchant copy and attach to original Cash Register Receipt and Original Card
Terminal Receipt an place in the cash drawer through the slot on the front of
the drawer
10.
Print Customer Receipt? Touch Yes
11.
Touch the Red X button to clear
12.
Enter the card swipe or chip terminal correction required correctly (See
“Ringing a Customer Sale”)
24 |
Ringing a Customer Return w/o a Receipt
If a receipt is not available, you will need to request a refund check.
item returned, you will be asked to provide a reason.
1.
2.
3.
4.
For each
On the main menu, touch the product category (e.g., Pre-Pack Items)
Touch Return Item w/o Receipt
Touch or type the quantity
Touch an item

The Reason for Return window will display
5. Touch the reason for the return

The reason will highlight blue

The item is displayed in the transaction field as a negative at the current
price
6. Repeat steps 1 through 5 for item being returned
7. Touch Refund Check
8. Touch the first button in the Payment amount box
9. Enter the customer name, then touch OK
10.
Enter the customer street address, then touch OK
11.
Enter the customer city, state, and zip code, then touch OK

12.
Two copies of the transaction receipt will print
Have the customer sign the store's copy of the transaction receipt and
then sign it yourself
13.
Place the store's copy of the transaction receipt in the cash drawer
through the slot on the front of the drawer
14.
Give the transaction receipt to the customer
About Item Information
Chapter 6
Item information includes item number, item name, price, and available
inventory. Microsoft Dynamics AX for Retail POS provides you with a tool to
look up this information based on item number or item name.
Performing an Item/Price Check
These instructions explain how to search for a specific item, review its price, and
add it to a transaction.
1. From any menu, type a portion of an item number or, item name in the
Search or enter quantity field

The Search screen will display items matching the search criteria
2. (Optional) On the Search screen touch Show price

The Price column will display
3. (Optional) Touch the item to highlight it, then touch Select to add it to a
transaction OR
4. Touch Cancel to close the Search screen
Performing an Inventory Lookup
These instructions explain how to lookup inventory at stores within your
company.
26 |
1. From any menu, type a portion of an item number or item name in the
Search or enter quantity field

The Search screen will display items matching the search criteria
2. Touch an item to highlight it, then touch Product details

The Product Detail screen with display
3. Touch Inventory lookup

The inventory at your store is displayed in the upper right hand corner of
the screen

The inventory at other stores in your company are shown in the grid on
the left hand side of the screen
4. When finished, touch Close, then touch Cancel, and then touch Cancel
again
About End of Day
Chapter 7
At the end of day, you will need to print an X report, declare the tender received,
resolve any discrepancies in the tender recorded by Microsoft AX for Retail POS
and your tender declaration, and then close the shift.
Printing an X Report
The first step of the end of day process is to print an X report. This report
summarizes all of the activities during the day. In addition to reporting sales
and returns, it provides you totals by tender type. These totals are compared
to the amounts you enter when you declare tender received.
1. On the Home menu touch Manager Functions

The Manager Functions menu will display
2. Touch Print X

A message Calculating the shift will display

A message Printing in progress will display

The X report will print on the receipt printer
Performing a Tender Declaration
At the end of the day, you will need to declare the amount of tender received by
tender type. This information is compared with what Microsoft Dynamics AX for
28 |
Retail POS has recorded. Any amounts over or short by tender type should be
resolved before closing the shift. If the tender declaration is incorrect, you will
need to inform the field manager the source of the difference. Possible errors
include giving back the wrong change or specifying the wrong card type.
Settlement-Close on Card Reader:
1. Touch Credit/Debit on the screen
2. Touch Close on the screen
3. Card Reader will automatically print the Credit Card totals Report, and Credit
card type totals Report
4. Print an X report from the POS Cash register and verify the totals match with
the Credit Card Total Report

If totals do not match work out any problems before moving onto step #5
5. Totals Correct? Touch Yes
6. Batch Close complete and card reader will automatically print the Credit
Details report.
7. Touch Red X button to clear
Note:Three reports will print - the Credit Card Totals, Credit Card Type Totals,
and Credit Details.

If reprint is needed on the three reports: Credit Card Totals, Credit Card
Type Totals and Credit Details:

Touch Credit/Debit on the screen

Touch More Arrow on the screen

Touch Print Reports on the screen

Touch the Report you want to reprint:

Touch Net Totals on the screen for Credit Card Totals Report

Touch Card Totals on the screen for Credit Card Type Totals Report

Touch Credit Details on the screen for Credit Details Report
8. On the Home menu touch Manager Functions

The Manager Functions menu will display
9. Touch Perform tender declaration

10.
A message Are you sure you want to perform a tender declaration? will
display
Touch Yes

The cash drawer will open

The Tender declaration screen will display
About End of Day 29
Performing a Tender Declaration
11.
On the Cash line, touch Count

12.
Touch a denomination to highlight it

13.
The line will highlight blue
Touch Quantity on the highlighted line

14.
The Enter USD Denominations screen (for United States) or the Enter
CAD Denominations screen (for Canada) will display
The Number of counted units screen will display
Touch/type the number of counted units for the highlighted
denomination, then touch OK

15.
The amount of the highlighted denomination will update and be added to
the total at the bottom of the screen.
Repeat steps 6 to 8 for all coin and cash in the till

16.
The total amount will display at the bottom of the screen
On the Check Bank Franked line, touch USD 0.00

17.
The Enter amount window will display
Enter the total amount for the checks that was tendered during the shift
Note: You may want to use an adding machine to total all of the checks.
18.
On the MC, VS, DISC line, touch USD 0.00

The Enter amount window will display
19.
Enter the total amount for MasterCard, Visa, and Discover that was
tendered during the shift
20.
On the AMEX line, touch USD 0.00

21.
The Enter amount window will display
Enter the total amount for AMEX that was tendered during the shift
Note: The total of each tender type is found on the Credit Card Type Totals
report printed by the card reader.
22.
When all cash, check, and card amounts have been entered touch OK

23.
A message Are you sure that you want to write these amounts to the
database? will display
Touch Yes

A tender declaration receipt will print
30 |
24.
25.
Close the cash drawer
Print an X report after the tender declaration to determine if you have
any overs or shorts by tender type.
Note: If you made an error in the tender amounts declared, simply repeat the
steps outlined above and enter the correct amounts. The amounts entered are
not added from one declaration to the next. Any overs or shorts that remain
should be explained on the daily deposit summary. Please visit with your field
manager if there are questions.
Closing the Shift
After you have printed the X report, declared your tender, and reconciled all
tender types, you can close the shift.
1. Touch Close shift

A message Do you want to close the shift? will display
2. Touch Yes

A message Calculating the shift will display

A Z report will print

The cash drawer will open
3. Remove the tender from the cash drawer
Note: With tender removed from the cash drawer, prepare the daily deposit
summary. See your operations guide for instructions.
4. Leave the cash drawer open
About Register Modes
Chapter 8
Microsoft Dynamics AX for Retail POS has four operating modes: online, offline,
non-drawer operation, and training mode. All Retail POS functions are
available in the online mode. In the offline mode, you can still ring up sales but
some Retail POS functions are not available. In the non-drawer operation
mode, you are restricted to Retail POS functions that do not require access to
the cash drawer. In training mode, you have access to key Retail POS functions
for training purposes. In this mode, no transactions are recorded and all
receipts indicate training mode.
Working with the Register Offline
When the register is offline, because the system is temporarily down, you can
perform only basic functions, such as sales and returns.
Microsoft Dynamics for Retail displays the connection status in the status bar at
the bottom the screen.
When your connection with the store database is lost, Microsoft Dynamics for
Retail automatically switches to the offline mode. When the connection is
reestablished, the Microsoft Dynamics for Retail automatically connects to it.
You should contact the Global Service Center if your register is offline.
32 |
Performing a Non-Drawer Operation
Non-drawer operations are register operations that do not open the cash drawer
and do affect a shift. You can log on to Microsoft Dynamics AX for Retail POS
without starting a shift. In non-drawer mode, you can access email, use
Microsoft Office applications, access help and operations guides, do a price
check, or reprint a receipt.
1. Log on to Retail POS
2. Click Perform non-drawer operations
3. When you are finished, from the Home screen, touch Log Off.
Using Training Mode
You can use training mode to practice using Microsoft Dynamics AX for Retail
POS without affecting transactions or other information in the database. The
sales that you ring up in training mode are not kept, the cash drawer does not
open, and transactions are not processed.
Enter Training Mode
1. On the Logon screen, touch the arrow next to the red Close (X) button, and
then select Activate training

Training will display at the bottom of the Logon screen
2. Log in using your operator ID and password
3. Practice using Retail POS
Exit training mode
1. On the Home screen, touch Log Off
2. Touch the arrow next to the red Close (X) button, and then select Deactivate
training

Training will no longer display at the bottom of the Logon screen
About Computer
Hardware Maintenance
Chapter 9
You will be expected to perform simple maintenance and troubleshooting on all
hardware associated with the Microsoft Dynamics AX for Retail POS system.
Maintaining the EPSON® Receipt Printer
These instructions will explain how to change the receipt tape, ribbon cartridge,
and endorsement ribbon cartridge.
Replacing the Receipt Printer Tape
1. To prevent data loss, make sure that the printer is not receiving data.
2. Open the paper roll cover by lifting up the two tabs on the paper roll cover
and then pushing the cover back.
3. Remove the used paper roll core if there is one.
4. Insert the paper roll as shown.
34 |
5.
Be sure to note the correct direction that the paper should come off the
roll.
6. Pull out a small amount of paper, as shown. Then close the cover and tear off
the extra paper by pulling it toward the front of the printer.
NOTE Do not use paper rolls that have the paper glued or taped to the core
because they might cause a paper jam.
To prevent paper jams, make sure that nothing obstructs paper coming out of
the paper exit, and do not pull the paper out of the printer.
Replacing the Check Endorsement Ribbon
1. Turn off the power to the printer - see the power switch in the photo below.
2. Check that the power indicator light is off - see the power indicator light in
the photo below.
About Computer Hardware Maintenance 35
Maintaining the EPSON® Receipt Printer
3. Pull up the tab on the left side of the printer to open the printer cover and
access the check endorsement ribbon.
4. Follow the instructions identified on the printer by arrows in the photo
below.
5. Close the lid and turn power back on for printer. Verify that the power light is
green and no other lights on the printer are on.
About Troubleshooting
Chapter 10
There are a number of resources available to help should you encounter
problems using Microsoft Dynamics AX for Retail POS.

Welfare Retail help documentation (this on-line document)

Your field management office

The Global Service Center (GSC) at 801-240-4357
When you call the Global Service Center, you will be asked to provide your unit
id. Your field manager can give this number to you if needed. As you describe
the problem, let the team member know that you are a Welfare Services
operation using Microsoft Dynamics AX for Retail POS. Depending on the
nature of the problem, it may be necessary for the GSC to forward your call to
the Church's Retail Operations Support team. The GSC will help you through
this process.
The Calling the Global Service Center for POS Support form has been prepared to
assist you in communicating the support that is needed (see "Forms").
Operating During a Power Failure
If the building power should fail, the cash register and the credit card reader will
continue to run for about 20 minutes using the battery backup in the
uninterruptible power supply (UPS). You should complete any transactions in
process and, if checking out a small group, complete the check out of the group.
When this is completed, you should log out and wait for the power to be
restored. Do not close the shift.
38 |
When power is restored, the register should restart automatically. If power is
restored before the battery backup runs out, you can simply log back in and
continue with your shift.
Additional Resources
Chapter 11
This section contains additional information to help you manage the Dynamics
AX for Retail POS system.
Forms
The following is a list of commonly used forms by Dynamics AX for Retail POS.
Contact your field manager if you need copies of any of the forms. (If you are
using the online version of the user's guide, you can download a copy of a form
by clicking on its name.)

Calling the Global Service Center for POS Support
http://fhnl.ldschurch.org/AX2012/welfare/forms/Calling%20the%20Global%2
0Service%20Center%20for%20POS%20Support.pdf

Daily Deposit Summary (xlsx)
http://fhnl.ldschurch.org/AX2012/welfare/forms/daily%20deposit%20summar
y.xlsx

Daily Deposit Summary (pdf)
http://fhnl.ldschurch.org/AX2012/welfare/forms/daily%20deposit%20summar
y.pdf

Training Certification and Operator ID and Password Request
http://fhnl.ldschurch.org/AX2012/welfare/forms/Training%20Certification%2
0and%20Operator%20ID%20and%20Password%20Request.pdf
Index
A
D
About Computer Hardware
Maintenance • 33
Declaring a Starting Amount
• 10
About Correcting a Tendered
Sale • 17
F
Forms • 39
About Customer Returns • 21
H
About Customer Sales
Transactions • 11
Handling Credit/Debit Card
Information • 7
About End of Day • 27
K
About Item Information • 25
Keeping Microsoft Dynamics
AX for Retail POS Secure •
6
About Microsoft Dynamics
AX for Retail POS • 5
About Register Modes • 31
About Start of Day • 9
About Troubleshooting • 37
Additional Resources • 39
C
Changing a Password • 7
Closing the Shift • 30
Correcting a Tendered
Customer Sale • 17
Keeping the POS Terminal
and Card Reader Secure • 8
L
Logging On • 9
M
Maintaining the EPSON®
Receipt Printer • 33
Managing the Cash Drawer •
16
42 |
O
Obtaining an Operator ID and
Password • 6
Opening a New Shift • 9
Operating During a Power
Failure • 37
P
Performing a Non-Drawer
Operation • 32
Performing a Tender
Declaration • 27
Performing an Inventory
Lookup • 25
Performing an Item/Price
Check • 25
Printing a Duplicate Receipt •
16
Printing an X Report • 27
R
Ringing a Customer Return
w/ Receipt • 21
Ringing a Customer Return
w/o a Receipt • 24
Ringing a Customer Sale • 11
U
Using Microsoft Dynamics AX
for Retail POS • 5
Using Training Mode • 32
W
Working with the Register
Offline • 31
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement