POS Operations

POS Operations

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POS Operation - Objectives and Exercises

Objectives

At the end of this session, you will be able to:

• Log on to the Retail POS
• Carry out simple transactions, including scanning products and taking payment
• Use Rich Product Search to look for products and add them to the basket
• Carry out transactions that include discounts, promotions and other modifications
• Carry out Returns and Voids
• Perform simple cash management functions, such as floats and spot checks

Practical Exercises

• POS transaction functions exercise
• POS Cash Management exercise

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POS Operations - Topics

• POS User Interface
• POS Functions - Sales (Standard Scan & Pay, Rich Product Sales, Payment), Discounts and Overrides, Returns and Voids, Cash Management, Reporting

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POS Operations - Exercise 1: POS Transactions Functions

1. Connect to your Virtual Machine
2. Start the POS (Double click the Enactor Thin POS icon)
3. Log in to the POS using your POS User user and password
4. See the sheet provided. This provides a set of transactions to enter
5. Once you have completed the transactions, please try the Cash Management functions on the sheet

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Product Sales

1. Simple Product Sales

Log on

Qty	Selling Code	Product	Value
1 of	26234652	Sports Leggings	33.00
1 of	26234980	Griffon T Shirt	85.00
1 of	26237279	Ruffle Sleeve Dress	75.00

Total: 193.00

Pay with Cash. Change.

Make a note of the transaction ID for this transaction - you will need it later.

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2. Quantity Sales

Quantity Sales button is under Sales.

Log on

Qty	Selling Code	Product	Value
3 of	26236702	Oxford Brogues	705.00
2 of	26237358	Pinafore Dress	880.00
10 of	26238472	Giroux Jacket	8,750.00

Total: 10,335.00

Pay with Cash. Change.

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3. Sale with Age Verification

Log on

Qty	Selling Code	Product	Value
1 of	24357457	Penknife	37.99

Confirm Age Prompt (18).

Qty	Selling Code	Product	Value
2 of	26250580	Monster Runners	1,160.00

Total: 1,197.99

Pay with Cash. Change.

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4. Sale with Data Capture and Option

Log on

Qty	Selling Code	Product	Value
1 of	24357468	iPad 32GB	399.00

Enter Required Data - Make up a serial number (at least 5 digits).

Select a Warranty (Value will be zero if you select 12M) - 50.00.

Enter Name & Address.

Total: 449.00

Pay with Cash. Change.

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5. Gift Card Sale

Gift Card functions are under the Sales menu.

Log on

Qty	Selling Code	Product	Value
1 of		Issue Gift Card 200 (use the Gift Card for your user)	200.00
1 of	26251437	Quilted Medium Bag	270.00

Total: 470.00

Pay with Cash. Change.

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6. Gift Card Payment

Log on

Qty	Selling Code	Product	Value
1 of	26249803	Logo Cap	60.00
1 of	26250207	Floral Town Loafers	535.00

Total: 595.00

Pay 200.00 with Gift Card (use the gift card for your user).

Pay the remaining balance with cash.

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7. Modifications

Select an item (by clicking/tapping) to make a modification to it.

Log on

Qty	Selling Code	Product	Value
1 of	26249964	Heeled Ankle Boots	780.00
1 of	26249742	Hamilton Zp Ch93	170.00

Price Override the first item down to 600.00.

Apply an Item Discount to the second item of 10%.

Total: 950.00

Pay with Cash.

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8. Promotion

Log on

Qty	Selling Code	Product	Value
1 of	26237996	Sleeve Sweatshirt	100.00
2 of	26250331	The Top Hoodie	270.00

Confirm Promotion has fired: 3 for 2 Boys' Sweatshirts - (100.00).

Total: 270.00

Pay with Cash.

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Returns

Returns functions are on the main menu.

9. Return with Receipt

Log on

Return transaction 1 above. Select the first two items to be returned:

Qty	Selling Code	Product	Value
1 of	26234652	Sports Leggings	33.00
1 of	26234980	Griffon T Shirt	85.00

Choose the Not Wanted (10 Days) Reason code.

Enter Name & Address.

Total: (118.00)

Refund to Cash.

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10. Return without Receipt

Log on

Qty	Selling Code	Product	Value
-1 of	26236100	Neck Bodycon Dress	(204.00)
-2 of	26236173	Belted Shorts	(92.00)

Use the Manager's Discretion Reason code for both items.

Total: (296.00)

Refund to Credit Note.

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Cash Management

Cash Management Functions are under Manager - Terminal Cash Management.

11. Spot Check

Log On

1. Execute a spot check (Manager - Terminal Cash Management - Spot Check)
2. Estimate the Cash Value
3. Enter the value against any denomination(s)
4. Complete and check the discrepancy

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12. Cash Up and Closing Float

Log on

1. Execute a Cash up and Closing Float (Manager - Terminal Cash Management - Cash Up and Closing Float)
2. Enter a Closing Float Value of 100.00
3. Estimate the Takings Value (using the spot check figure from exercise 11 above)
4. Complete and check any discrepancy

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Further Reading

For additional information and further reading on POS Operations, please see the following guides:

Document	Description
How To Navigate POS Getting Started	POS user credentials, privilege matrix and menu structure
How To Navigate POS Sign On	Signing on and off the POS
How To Navigate POS Sales	Processing sales transactions
How To Navigate POS Returns	Processing returns
How To Navigate POS Discounts, Voids & Promotions	Discounts, voids and promotional pricing
How To Navigate POS Store, Recall & Receipts	Store operations, transaction recall and receipts
How To Navigate POS Tenders	Payment tender types and processing
How To Navigate POS Vouchers, Credit Notes & Gift Cards	Vouchers, credit notes and gift card transactions
How To Navigate POS Customers & Loyalty	Customer management and loyalty programmes
How To Navigate POS Employee Sales & Reports	Employee sales tracking and reporting
How To Navigate POS Cash Management & Admin	Cash management and administrative functions