AFTER HOURS EMERGENCY POS SUPPORT ext 126 Press 4 when prompted

Transcription

1 AFTER HOURS EMERGENCY POS SUPPORT ext 126 Press 4 when prompted TEC REGISTER POS Operations Manual A complete guide to the operations of the point-of-sale (POS) unit. Calendar Club of Canada Page 1

2 Table of Contents TEC REGISTER... 1 Table of Contents... 2 Signing into the InfoPOS Unit... 1 Signing Out of the InfoPOS Unit... 1 Making a credit sale... 2 Making a cash sale... 2 Making a Debit Sale... 3 Split Tender (Paying using two payment methods)... 4 Refunds... 5 Tax Exempt... 8 Manager Discounts... 9 US Dollar Exchange Manual Barcode Entry Price Override Void Item No Sale (opening the cash drawer) PLU (Price) not found InterStore Transfer Holding prior unpaid merchandise Retrieving prior Unpaid Purchase Tickets Customer Lookup How to Retrieve a Touchscreen Keypad Reports Uploading Sales from Tech Register Calendar Club of Canada Page 2

3 Signing into the InfoPOS Unit Click the sign on button Click on a clerk id or select Store Clerk 1 if clerk ID s have not been assigned and then click ok. Enter the password on the screen keypad, and then click ok Signing Out of the InfoPOS Unit Click the sign out button Click on the clerk id# currently signing out Enter your password Calendar Club of Canada Page 1

4 Making a credit sale Scan the product to be sold Click the pay button Click on the appropriate credit card Click OK if the customer is charging the full amount to the card. Process the card through the payment tech credit debit unit Click anywhere on the change window to finish the transaction Making a cash sale Scan the product to be sold Click the pay button Click on the cash key Enter the amount tendered Provide customer with correct change as indicated Click anywhere on the change window to finish the transaction Calendar Club of Canada Page 2

5 Making a Debit Sale Scan the product to be sold Click the pay button Click the debit button Click OK to accept the transaction amount as shown Process the card through the payment tech credit debit unit Click anywhere on the change window to finish the transaction Calendar Club of Canada Page 3

6 Split Tender (Paying using two payment methods) The following steps document a transaction where the customer is paying using two or more payment methods. i.e. cash and credit Scan the product to be sold Click the pay button Click on the appropriate credit card Enter the amount tendered Click on the ok button Click on the pay button Click on the second appropriate tender for the second payment type Enter the amount to be tendered or click OK to accept the full remaining balance Process the card through the payment tech credit debit unit Enter the amount tendered Click on the ok button Click anywhere on the change window to finish the transaction Calendar Club of Canada Page 4

7 Refunds Refunding to credit Refunds are performed by first clicking the refund button, and then proceeding through the transaction as usual. At the end of the transaction, the change window will display a value in brackets () indicating the amount to be refunded to the customer. Follow the steps below to complete a refund transaction. Click the refund button Scan the products as usual. The amount on the ticket will show in brackets ($9.98) indicating the amount is going to be refunded instead of collected. Click the pay button Click the on the appropriate credit card button Process the card through the payment tech credit debit unit Enter the amount tendered Click the ok button Click anywhere on the change window to finish the transaction Calendar Club of Canada Page 5

8 Refunding a cash sale Click the refund button Scan the products as usual. The amount on the ticket will show in brackets ($9.98) indicating the amount is going to be refunded instead of collected Click the pay button Click the cash key button Click OK on the amount to pay window Click the ok button Return the change amount indicated to the customer Click anywhere on the change window to finish the transaction Calendar Club of Canada Page 6

9 Refunding a Debit Sale Click the refund button Scan the products as usual. The amount on the ticket will show in brackets ($9.99) indicating the amount is going to be refunded instead of collected Click the pay button Click the debit button Process the card through the payment tech credit/debit unit Enter the amount tendered Click the ok button Click anywhere on the change window to finish the transaction Calendar Club of Canada Page 7

10 Tax Exempt Scan the product to be sold Click the tax exempt key Click the pay button Choose the option key for tender It is vitally important that your staff use the correct number from this card. Always use the Registry No. at the bottom, right corner. Covered by the word CONFIEDNTIAL in this sample. Enter the amount tendered Click the ok button Click anywhere on the change window to finish the transaction Calendar Club of Canada Page 8

11 Manager Discounts Manager Discounts Percentage off an Item This function allows for discounts to be applied to specific items on the ticket Scan the product to be sold Click the manager discount button Click the % off item button Click the appropriate discount % button Click the add to ticket button Continue the transaction as normal to its completion Calendar Club of Canada Page 9

12 Manager Discounts Percentage off Ticket This function discounts everything that is not already discounted on the current ticket. Items that have had specific discounts already applied will not be affected by the new discount. Scan the product to be sold Click the manager discount button Click the % off ticket button Click the appropriate discount % button Click the add to ticket button Continue the transaction as normal to its completion Calendar Club of Canada Page 10

13 Manager Discounts Percentage of Full Ticket This function discounts everything including previously discounted items. The discount % selected will further discount items already on sale. Scan the product(s) to be sold Click the manager discount button Choose the % Off Full Ticket button Select the discount amount off purchase button Click the add to ticket button Continue the transaction as normal to its completion Calendar Club of Canada Page 11

14 US Dollar Exchange Scan the product to be sold Click the pay button Choose the option for tender button Click the currency button to change into US Funds Once the Canadian dollar button has been clicked the rate will have been changed to reflect the amount due in U.S. dollars Click the ok button Click anywhere on the change window to finish the transaction Calendar Club of Canada Page 12

15 Manual Barcode Entry Use this function when the scanner cannot read the barcode on the product. This will allow you to enter the products UPC number to determine the price. Click the Manual Barcode entry Enter the UPC number of the product being sold in the PLU entry window the UPC will be 12 or 13 digits Click ok Select quantity of items being purchased Select add to ticket Click pay button Choose the option for tender button Calendar Club of Canada Page 13

16 Finish the transaction as usual. Calendar Club of Canada Page 14

17 Price Override This function gives you the ability to manually input the price of an item, if when scanned the price displayed is incorrect. Scan product being purchased Click on the item on the ticket that you wish to change. Click on the override price button Enter price using number keypad on the screen Click ok Click pay and finish transaction as usual Void Item This function is used once a ticket has begun to remove an item from the ticket. Highlight the item(s) to be voided on the current ticket Click the void button to remove the item(s) Calendar Club of Canada Page 15

18 No Sale (opening the cash drawer) This function is used to open the cash drawer Click the No Sale Button PLU (Price) not found When a product is scanned and the register cannot find the barcode, the price must be entered manually. Scan the product Click the keypad box Enter the price of the product Click the scroll down arrow to filter and choose what department the item belongs in. If you are unsure or none of the categories apply choose calendars Click ok Click pay button to finish the transaction Calendar Club of Canada Page 16

19 InterStore Transfer This function is used when transferring product from one store location to another. Click on the Stock Transfer Mode button Enter the store number you are transferring items too Click ok Scan the items you are transferring. Use the edit item function to enter multiple quantities. Click the finish button to end the process Holding prior unpaid merchandise This function allows for a ticket to be placed on hold. The next customer can then be served and the original ticket retrieved. Use this function when a customer wants to add an item to a ticket but needs to leave the cash desk to retrieve the item Scan items to be purchased Click hold button at any time during the transaction. This transaction will be saved and can be retrieved at any point for the customer to purchase Calendar Club of Canada Page 17

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21 Retrieving prior Unpaid Purchase Tickets Click the retrieve button to retrieve the unpaid purchase tickets Select which ticket is to be retrieved. Click the (+) button to view details. Click ok Click pay then carry on to finalize the transaction Customer Lookup Adding new customer information to the customer lookup Click the customer lookup button Enter the phone number for the customer Click search If the customer s phone number is not in the system, Click the add new button to enter details Enter all the information in the following fields Calendar Club of Canada Page 19

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23 How to Retrieve a Touchscreen Keypad For a touch screen keypad click the following key Looking up a previous customer in the customer lookup You can search a previous customer by entering the phone number, name or address. Click on the customer lookup button For a keyboard please select the following button for the entry you wish to search for Click search Double click on the entry match Click attach to ticket to attach this customer to the ticket Click view/edit details if required Calendar Club of Canada Page 21

24 Reports Printing a Reports Click the reports button Click a report from the following options Click start date from the drop down arrow Click end date from the drop down arrow Click the print or preview buttons Calendar Club of Canada Page 22

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26 Sales report preview Hourly Report Calendar Club of Canada Page 24

27 Cashier Report Print a receipt This function is used to print a receipt Click the print receipt button Uploading Sales from Tech Register The way to upload the sales from the new POS touch screen unit is as follows: 1. Before logging out of the POS system at the end of the day, click the Wrench in the top left hand corner of the screen. 2. Select Upload Journal File this will upload the sales data to the home office. 3. If there are problems uploading, please contact POS support. 4. Once completed, select the Wrench and choose Shutdown INFOPos to exit the program. Calendar Club of Canada Page 25