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How To Navigate POS Employee Sales & Reports

Introduction​

This guide is part of the POS Functionality series, which documents the standard behaviour of the Enactor Point of Sale (POS) in Standard Configuration (SC) for Version 2.7.747.RC2.

The Enactor POS provides a range of functions for managing employee sales, modifying basket items, running reports and practising transactions in training mode. These functions are accessible from the Sales and Management menus on the POS.

The purpose of this guide is to demonstrate the steps to perform the following functions on the Enactor POS:

  • Employee - applying an employee discount by entering the employee number to access the employee's details and add them to the basket
  • Employee Spend - applying an employee spend discount subject to the employee's available balance, with the balance updated at the end of the transaction
  • Employee Grade - applying an employee grade-based discount subject to the employee's available balance, with the discounted value deducted from the account
  • Employee Grade by MMG - applying a grade-based employee discount to MMG items only
  • Modifier Menu - modifying a selected basket item by applying a discount, voiding, changing quantity, viewing product details or applying a price override
  • Display Reports - selecting and running POS reports on screen, including Tender Totals, User Sales, Department Sales, Hourly Sales, Trading Exceptions and Trading Summaries
  • Print Reports - printing selected POS reports automatically as a receipt
  • Store Web Reports - accessing and running store-level web reports
  • Toggle Training Mode - turning training mode on or off so that transactions can be practised without affecting stock or tender levels
info

This guide covers the POS as experienced by the operator at the till. It does not cover Estate Manager configuration. All screens shown are POS terminal screens.

Overview​

This guide covers the following sections:

  1. Employee - Applying a discount to all items in the basket based on the employee's details, by entering the employee number to identify the employee and add their details to the basket.
  2. Employee Spend - Applying an employee discount percentage subject to the employee's available spend balance, with the employee's account balance updated at the end of the transaction by subtracting the total basket value.
  3. Employee Grade - Applying an employee discount percentage subject to the employee's available balance and grade, with the employee's account balance updated by subtracting the total discounted value at the end of the transaction.
  4. Employee Grade by MMG - Applying an employee grade-based discount to MMG items only, with the employee's account balance updated by subtracting the total discounted value.
  5. Modifier Menu - Modifying a selected basket item using contextual options including item discount, item void, quantity change, product details and price override.
  6. Display Reports - Selecting and running POS reports on screen for a chosen period and, optionally, a specific team or user, with results viewable on screen and printable.
  7. Print Reports - Printing selected POS reports automatically as a receipt by selecting the report type and period.
  8. Store Web Reports - Accessing and running store-level web reports from within the POS Reports menu.
  9. Toggle Training Mode - Toggling training mode on or off to allow operators to practise transactions without affecting actual stock or financial data.

19. Employee Sales​

Operators can apply special discounts for employees by using employee sale reasons:

  • Employee
  • Employee Spend
  • Employee Grade
  • Employee Grade by MMG

Path: Enactor POS > Sale > Sales > More > Employee

The following employee sale reasons are available in Standard Configuration:

Reason IDReason NameDescriptionEmployee ID | Employee Account IDEmployee GradeEmployee Account Type
ES-UK-02Employee FixedApplies a fixed discount to all items in the basket (default is 20%).- | ---
ES-UK-03EmployeeApplies a discount to all items in the basket. Discount percentage is based on employee details (default is 20%). Requires employee details.0030 | ---
ES-UK-04Employee SpendApplies a discount percentage at premium or regular rate to all items in the basket. Discount percentage rate is based on employee account balance. Requires employee account details. The employee account balance is updated by subtracting the total value of the basket.0040 | 0040-Discount Spend
ES-UK-05Employee GradeApplies a discount percentage at premium or regular rate to all items in the basket. Discount percentage rate is based on employee account balance and employee grade. Requires employee account details. The employee account balance is updated by subtracting the total discounted value.0050 | 0050EG-UK-50Grade Discount Balance
ES-UK-06Employee Grade SpendApplies a discount percentage at premium or regular rate to all items in the basket. Discount percentage rate is based on employee account balance and employee grade. Requires employee account details. The employee account balance is updated by subtracting the total value of the basket.0060 | 0060EG-UK-60Grade Discount Spend
ES-UK-07Employee Grade by MMGApplies a discount percentage at premium or regular rate to all MMG items in the basket. Discount percentage rate is based on employee account balance and employee grade. Requires employee account details. The employee account balance is updated by subtracting the total discounted value.0070 | 0070EG-UK-70Grade Discount Balance
ES-UK-08Employee Grade Spend by MMGApplies a discount percentage at premium or regular rate to all MMG items in the basket. Discount percentage rate is based on employee account balance and employee grade. Requires employee account details. The employee account balance is updated by subtracting the total value of the basket.0080 | 0080EG-UK-80Grade Discount Spend
ES-UK-09Employee - Balance TrackedApplies a discount percentage at premium or regular rate to all items in the basket. Discount percentage rate is based on employee account balance. Requires employee account details. The employee account balance is updated by subtracting the total discounted value.0032 | 0032-Discount Balance

Enactor POS Employee Sales submenu showing the available employee sale reason options including Employee, Employee Spend, Employee Grade and Employee Grade by MMG.

Employee Sales - Employee Sales Submenu - the Employee Sales submenu provides access to the employee sale reason options.

19.1 Employee​

The Employee reason prompts the operator to swipe or enter the employee number to access the employee's details.

Once the employee number is entered, the employee's details are shown on screen and the operator is asked to confirm.

After the confirmation, the employee's details are added to the basket.

Path: Employee Sales > Employee

Employee Procedure​

  1. From the Sale screen, select Sales from the function menu, then select More, then Employee.
  2. Select Employee from the employee sale reasons. The POS displays the employee number entry screen.
  3. Swipe or enter the employee number. The POS retrieves the employee's details.
  4. The POS displays the employee's details on screen. Confirm the details to proceed.
  5. The employee's details are added to the basket. The basket updates to reflect the employee discount applied to all items.

Enactor POS employee number entry screen prompting the operator to swipe or enter the employee number to identify the employee.

Employee - Employee Number Entry - swipe or enter the employee number to access the employee's details.

Enactor POS employee details confirmation screen showing the employee's details retrieved from the system for the operator to confirm.

Employee - Employee Details Confirmation - the employee's details are displayed. Confirm to add the employee details to the basket.

Enactor POS basket screen showing the employee discount has been applied to items following successful employee identification.

Employee - Basket with Employee Discount - the employee discount is applied to items in the basket after the employee details are confirmed.

Enactor POS basket screen showing the Employee Transaction banner and the employee discount details applied to the transaction.

Employee - Employee Transaction Banner - the Employee Transaction banner confirms the employee discount is active for the transaction.

Enactor POS Employee Sale receipt showing the employee's discount details for the completed transaction.

Employee - Employee Sale Receipt - the Employee Sale receipt shows the employee's discount details for the completed transaction.

This completes the Employee procedure.

19.2 Employee Spend​

The Employee Spend reason applies a discount percentage, subject to the employee's available balance, to each item in the transaction.

At the end of the transaction, the employee's spend allowance is updated by subtracting the total value of the basket.

The operator is prompted to swipe or enter the employee number to access the employee's details and confirm their identity.

Once confirmed, the basket displays an "Employee Transaction" banner and shows the employee's discount details.

As products are added to the basket, the employee discount is automatically applied.

After the transaction is completed, an "Employee Sale" receipt is printed which contains information about the employee's opening balance, purchase discount, and closing balance.

Path: Employee Sales > Employee Spend

Employee Spend Procedure​

  1. From the Sale screen, select Sales from the function menu, then select More, then Employee.
  2. Select Employee Spend from the employee sale reasons. The POS displays the employee number entry screen.
  3. Swipe or enter the employee number. The POS retrieves the employee's account details.
  4. The POS displays the employee's details on screen. Confirm the details to proceed.
  5. The basket displays an "Employee Transaction" banner and shows the employee's discount details. Add items to the basket; the employee discount is automatically applied to each item.
  6. Complete the transaction. The POS prints an "Employee Sale" receipt showing the opening balance, purchase discount and closing balance.

Enactor POS employee number entry screen prompting the operator to swipe or enter the employee number to access the employee's spend account details.

Employee Spend - Employee Number Entry - swipe or enter the employee number to access the employee's spend account details.

Enactor POS employee details confirmation screen showing the employee's account details including the available spend balance for the operator to confirm.

Employee Spend - Employee Details Confirmation - the employee's account details are displayed. Confirm to proceed.

Enactor POS basket screen with Employee Transaction banner showing the employee spend discount automatically applied to items in the basket.

Employee Spend - Basket with Employee Spend Discount - the Employee Transaction banner is displayed and the spend discount is automatically applied to items.

Enactor POS basket screen showing the completed employee spend transaction with the discount applied to all items ready for payment.

Employee Spend - Completed Basket - the employee spend discount is applied to all items in the basket.

Enactor POS Employee Sale receipt for the Employee Spend transaction showing the opening balance, purchase discount and closing balance.

Employee Spend - Employee Sale Receipt - the Employee Sale receipt shows the opening balance, purchase discount and closing balance.

This completes the Employee Spend procedure.

19.3 Employee Grade​

The Employee Grade reason applies a discount percentage, subject to the employee's available balance and employee grade, to each item in the transaction.

At the end of the transaction, the employee's discount allowance is updated by subtracting the total discounted value.

The operator is prompted to swipe or enter the employee number to access the employee's details and confirm their identity.

Once confirmed, the basket displays an "Employee Transaction" banner and shows the employee's discount details.

As products are added to the basket, the employee discount is automatically applied.

After the transaction is completed, an "Employee Sale" receipt is printed which contains information about the employee's opening balance, purchase discount, and closing balance.

Path: Employee Sales > Employee Grade

Employee Grade Procedure​

  1. From the Sale screen, select Sales from the function menu, then select More, then Employee.
  2. Select Employee Grade from the employee sale reasons. The POS displays the employee number entry screen.
  3. Swipe or enter the employee number. The POS retrieves the employee's account and grade details.
  4. The POS displays the employee's details on screen. Confirm the details to proceed.
  5. The basket displays an "Employee Transaction" banner and shows the employee's discount details. Add items to the basket; the employee grade discount is automatically applied to each item.
  6. Complete the transaction. The POS updates the employee's account balance by subtracting the total discounted value and prints an "Employee Sale" receipt.

Enactor POS employee number entry screen prompting the operator to swipe or enter the employee number to access the employee's grade account details.

Employee Grade - Employee Number Entry - swipe or enter the employee number to access the employee's grade account details.

Enactor POS employee details confirmation screen showing the employee's account and grade details for the operator to confirm.

Employee Grade - Employee Details Confirmation - the employee's account and grade details are displayed. Confirm to proceed.

Enactor POS basket screen with Employee Transaction banner showing the employee grade discount automatically applied to items in the basket.

Employee Grade - Basket with Employee Grade Discount - the Employee Transaction banner is displayed and the grade discount is automatically applied to items.

Enactor POS basket screen showing the completed employee grade transaction with the grade discount applied to all items ready for payment.

Employee Grade - Completed Basket - the employee grade discount is applied to all items in the basket.

Enactor POS Employee Sale receipt for the Employee Grade transaction showing the opening balance, purchase discount and closing balance.

Employee Grade - Employee Sale Receipt - the Employee Sale receipt shows the opening balance, purchase discount and closing balance.

This completes the Employee Grade procedure.

19.4 Employee Grade by MMG​

The Employee Grade by MMG function applies a discount percentage, subject to the employee's available balance and employee grade, to each MMG item in the transaction.

At the end of the transaction, the employee's discount allowance is updated by subtracting the total discounted value.

The operator is prompted to swipe or enter the employee number to access the employee's details and confirm their identity.

Once confirmed, the basket displays an "Employee Transaction" banner and shows the employee's discount details.

As MMG products are added to the basket, the employee discount is automatically applied.

Path: Employee Sales > Employee Grade by MMG

Employee Grade by MMG Procedure​

  1. From the Sale screen, select Sales from the function menu, then select More, then Employee.
  2. Select Employee Grade by MMG from the employee sale reasons. The POS displays the employee number entry screen.
  3. Swipe or enter the employee number. The POS retrieves the employee's account and grade details.
  4. The POS displays the employee's details on screen. Confirm the details to proceed.
  5. The basket displays an "Employee Transaction" banner. Add MMG items to the basket; the employee grade discount is automatically applied to eligible MMG items.
  6. Complete the transaction. The POS updates the employee's account balance by subtracting the total discounted value.

Enactor POS employee number entry screen prompting the operator to swipe or enter the employee number to access the employee's grade account details for the Employee Grade by MMG reason.

Employee Grade by MMG - Employee Number Entry - swipe or enter the employee number to access the employee's grade account details.

Enactor POS employee details confirmation screen showing the employee's account and grade details for the Employee Grade by MMG reason for the operator to confirm.

Employee Grade by MMG - Employee Details Confirmation - the employee's account and grade details are displayed. Confirm to proceed.

Enactor POS basket screen with Employee Transaction banner showing the employee grade discount automatically applied to MMG items in the basket.

Employee Grade by MMG - Basket with MMG Discount - the Employee Transaction banner is displayed and the grade discount is applied to eligible MMG items.

Enactor POS basket screen showing the completed Employee Grade by MMG transaction with the discount applied to eligible MMG items ready for payment.

Employee Grade by MMG - Completed Basket - the employee grade discount is applied to eligible MMG items in the basket.

Enactor POS Employee Sale receipt for the Employee Grade by MMG transaction showing the employee's discount details for the completed transaction.

Employee Grade by MMG - Employee Sale Receipt - the Employee Sale receipt shows the employee's discount details for the completed transaction.

This completes the Employee Grade by MMG procedure.

20. Modifier Menu​

The modifier menu allows the operator to modify a selected product in the basket by:

  • Applying an item discount
  • Voiding the item
  • Changing the item quantity
  • Checking the product's details
  • Applying a price override
note

For detailed procedures covering each of these functions, refer to the relevant sections of this series: Item Discount (guide 05 - Discounts, Voids and Promotions, section 8.1), Item Void (guide 05 - section 9.1), Quantity Sell Item (guide 03 - Sales, section 6.4), and Price Override (guide 05 - section 8.3).

Path: [select an item in the basket]

Enactor POS modifier menu displayed after selecting an item in the basket, showing options including Item Discount, Item Void, Quantity Change, Product Details and Price Override.

Modifier Menu - Modifier Menu Options - select an item in the basket to display the modifier menu with options to discount, void, change quantity, view details or override the price.

This completes the Modifier Menu procedure.

21. Reports​

Path: Enactor POS > Sale > Management > Reports

Enactor POS Reports menu showing the available report options including Display Reports, Print Reports and Web Reports.

Reports - Reports Menu - the Reports menu provides access to Display Reports, Print Reports and Web Reports.

21.1 POS Reports​

POS reports are detailed collections of sales data which can be viewed or printed on demand.

This data can be used to identify trends in the business, such as peak seasons or busiest days of the week.

The sales data in a POS report can help business owners make better-informed decisions, such as when to buy inventory, when to increase staffing levels, and which products are selling fastest.

21.1.1 Display Reports​

The Display Reports function enables operators to select and run reports.

This function prompts the operator to select the report they want to run and the period for which they want the report to be generated.

Depending on the type of report, the operator can also choose to run the report for a specific team or user.

Once the report is generated, it is viewable on screen for the operator to review or print.

Path: Reports > Display Reports

The following report types are available:

Report TypeDescription
Tender TotalsProvides information about tender usage.
User SalesProvides information about the transactions made by a specific user.
Department Sales - AdvancedProvides detailed information about each department's sales.
Department Sales - SimpleProvides information about each department's sales.
Hourly SalesProvides information about hourly sales.
Trading ExceptionsProvides an overview of sales that are exceptions to normal sales.
Trading SummariesProvides a high-level breakdown of all sales.
Display Reports Procedure​
  1. From the Sale screen, select Management from the function menu, then select Reports, then Display Reports.
  2. The POS displays the report selection screen. Select the report type you want to run.
  3. The POS prompts you to select the period for the report. Select the required period.
  4. Depending on the report type, the POS may prompt you to select a specific team or user. Make the required selection.
  5. The POS generates and displays the report on screen.
  6. Review the report. Press OK to dismiss, or select Print to print a copy of the report.

Enactor POS Display Reports screen showing the report type selection list including Tender Totals, User Sales, Department Sales, Hourly Sales, Trading Exceptions and Trading Summaries.

Display Reports - Report Type Selection - select the report type from the available list.

Enactor POS Display Reports period selection screen prompting the operator to select the reporting period for the chosen report type.

Display Reports - Period Selection - select the period for which the report is to be generated.

Enactor POS Display Reports results screen showing the generated report data on screen for the operator to review.

Display Reports - Report Results - the generated report is displayed on screen. Press OK to dismiss or select Print to print a copy.

Enactor POS Display Reports detailed report view showing the full report data for the selected report type and period.

Display Reports - Detailed Report View - the detailed report data is displayed for the selected report type and period.

This completes the Display Reports procedure.

21.1.2 Print Reports​

The Print Reports function enables operators to print selected reports.

This function prompts the operator to select the report they want to run and the period for which they want the report to be generated.

Once confirmed, the report will automatically be printed in the form of a receipt.

note

Refer to Display Reports for more details about this function and the types of reports available.

Path: Reports > Print Reports

  1. From the Sale screen, select Management from the function menu, then select Reports, then Print Reports.
  2. The POS displays the report selection screen. Select the report type you want to print.
  3. The POS prompts you to select the period for the report. Select the required period.
  4. The POS automatically prints the report as a receipt.

Enactor POS Print Reports screen showing the report type selection list for the operator to choose which report to print.

Print Reports - Report Type Selection - select the report type to print. The report will be printed automatically as a receipt.

This completes the Print Reports procedure.

21.2 Store Web Reports​

The Web Reports function enables operators to select and run store reports.

Store Web Reports are store-level reports accessed via the POS. For more details about the available store web reports, refer to the Store Web Reports addendum.

Path: Reports > Web Reports

Store Web Reports Procedure​
  1. From the Sale screen, select Management from the function menu, then select Reports, then Web Reports.
  2. The POS displays the Store Web Reports screen. Select the report you want to run.
  3. The POS generates and displays the selected store web report.

Enactor POS Store Web Reports screen showing the available web report options for the operator to select and run.

Store Web Reports - Web Reports Screen - select a store web report to run from the available options.

This completes the Store Web Reports procedure.

22. Training Mode​

Training Mode enables operators to carry out transactions without adjusting item stocks or tender levels.

This function is useful for training purposes as it allows operators to practise using the POS system without affecting the actual inventory or financial data.

It provides a convenient way for operators to learn and become familiar with the POS system in a safe and controlled environment.

Path: Enactor POS > Sale > Management > Toggle Training Mode

22.1 Toggle Training Mode​

The Toggle Training Mode function enables operators to turn on training mode.

Once activated, a "Training Mode" label is displayed on screen to indicate that the POS system is in training mode.

Path: Management > Toggle Training Mode

Toggle Training Mode Procedure​

  1. From the Sale screen, select Management from the function menu, then select Toggle Training Mode.
  2. The POS activates training mode. A "Training Mode" label is displayed on screen to confirm that the POS is in training mode.
  3. Carry out the required training transactions. All transactions performed in training mode do not affect actual stock or tender levels.
  4. To exit training mode, select Management from the function menu, then select Toggle Training Mode again. The "Training Mode" label is removed and the POS returns to normal operation.

Enactor POS Sale screen showing the Toggle Training Mode option in the Management menu for the operator to activate training mode.

Toggle Training Mode - Management Menu - select Toggle Training Mode from the Management menu to activate or deactivate training mode.

Enactor POS Sale screen in training mode showing the Training Mode label displayed on screen to indicate that the POS is in training mode.

Toggle Training Mode - Training Mode Active - the Training Mode label is displayed on screen confirming that training mode is active.

This completes the Toggle Training Mode procedure.