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Accessing the Tool
To access the POS,
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POS Main Button Functionality
Top Row
1) Office - POS Retail Manual 17825797 - Allows you to look up an item that has not been set up on the POS screen layout.
2) Office - POS Retail Manual 17825797 - User can delete an item from the order.
3) Delete Ticket - Will delete current ticket.
4) Office - POS Retail Manual 17825797 - User can change the QTY on an item (including making quantity negative for a credit).
5)Office 17825797 - POS Retail Manual - Gives users the ability to discount an item. Requires security rights.
6) Office - POS Retail Manual 17825797 - Give users the ability to comp an item. Requires security rights.
7) Office - POS Retail Manual 17825797 - Gives the ability to open another ticket without exiting the POS before completing the first ticket. You can move back and forth to all open tickets from the POS screen.
8) Office - POS Retail Manual 17825797 - Used if the member to be billed needs to change for any reason.
9) Office - POS Retail Manual 17825797 - Will prompt for an amount to override and increase the price of the item.
10) Quick Cash - One step process to close the ticket to Cash.
11) Quick Charge - One step process to close the ticket to Cash.
12) Office - POS Retail Manual 17825797 - Take users to a settlement screen with more closing options.
Bottom Row
13) Office - POS Retail Manual 17825797 - Will exit the POS screen back to the main screen.
14) Office - POS Retail Manual 17825797 - Gives users the ability to reduce the price without using a discount.
15) Office - POS Retail Manual 17825797 - Ability to create a duplicate ticket from another displayed ticket. This is useful if several members are to be charged the exact items.
16) Multi Off - Used in conjunction with Remove Item, Discount Item, and Comp Item; when (ON) users can select multiple Items.
17) Office - POS Retail Manual 17825797 - Used if more than one ticket is required on a transaction and to edit separate tickets.
18) Office - POS Retail Manual 17825797 - This button will turn Green to alert the server if the member has a promo coupon available to redeem.
19)Office 17825797 - POS Retail Manual - Prints the pay receipt ticket for signature prior to closing the ticket.
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Note: If you have more than one item to delete follow the Multi-Select (On) instructions.
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Note: If you have more than one item to delete follow the Multi-Select (On) instructions.
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2) Highlight all the items by touching or clicking the Item. Select one of the functions below and follow their respective instructions (These are the only functions that can be used in combination with Multi (On)).
a) Office - POS Retail Manual 17825797
b) Office - POS Retail Manual 17825797
c) Office - POS Retail Manual 17825797
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Coupon Lookup
The Coupon Lookup works in conjunction with Member Marketing and Item Price Scheduling.
Please see our Coupons manual for more information on their setup.
1) Place the order, and click on Coupon Lookup.
2) The screen will display all available coupons for redemption. Touch or click the one you want.
Note: If the member does not have any active coupons the button will be grayed out.
If a coupon has been applied to an item and you wish to remove the discount, click or touch the Remove Coupon button.
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Print Ticket
Print Ticket is used when you want to print a receipt before closing a ticket. This will print out the Pay Ticket when selected. Most often used to acquire a signature prior to closing the ticket.
1) In POS ordering screen, select Print Ticket to print out the Pay Ticket.
2) Select Exit when finished.
Notes:
Use Print Ticket to give the customer information on the charges and to get a signature before closing the ticket.
The Pay Receipt can be modified to display discounts, service charge, additional tip, and taxes in a few different formats.
You also have the option to have messages, minimum balances, store credit balances, and other information included on the pay receipt.
See Office - POS Retail Manual17825797 as an alternative to Printing directly.
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From and To Dates - enter the start and end date to narrow down the search.
Enable Multi Select more than one ticket to print.
Show Dependents - if selected, the system will display all family member tickets. If unselected, only the tickets rung under the member selected will show.
Area name will be the name of the Area you have the ticket open.
The tickets listed will be tickets that were closed in that Area only.
To see tickets closed from a different Area, select the Area button, select the applicable Area.
It is important to remember that if you do not see an Area listed, then the member has NO closed tickets in that Area.
Member Name and Number is displayed at top right corner; you can click on the name to search a different member. When you hit cancel it will take you back to the ordering screen and the original member will still be displayed.
View Ticket - ticket detail can be viewed on the right middle of the screen; highlight the item to view ticket details and select View Ticket.
Print Settle Receipt and Print Pay Receipt; you can reprint a ticket from history at any time.
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- Select Print Ticket from the Close Ticket screen.
- The Print Preview - Pay Ticket prompt will display. Please see below for available options:
a) Email - Emails a copy of the ticket to the member. Member must have valid email address on file to function properly.
b) Print & Email - Prints the ticket and emails the member a copy of the ticket.
c) Print - Prints the ticket.
- Select Print Ticket from the Close Ticket screen.
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2) The Print Preview - Settle Ticket prompt will display. Same options as Print Preview - Pay Ticket are available.
Returning an Item
To return an Item,
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3) Most clients place buttons on their POS home screen for the two rain check items. This is optional as you can use the Office - POS Retail Manual17825797 Feature to look them up when necessary.
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1) Open a ticket for the customer as you would normally, select the Issue Rain Check button (or look up the Issue Rain Check item using the Office - POS Retail Manual17825797 feature), the Issue Rain Check Window will display as shown in the image below.
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1) The user will open a ticket for the customer as usual, click the Redeem Rain Check button (or look up the Redeem Rain Check Item using the Office - POS Retail Manual17825797 feature). The Redeem Rain Check window will open and any rain checks that have been issued will display as shown below. Select the Rain Check being redeemed and then click OK.
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4) Clock Out - explained in the Clocking-Out for Breaks section of this document.
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3) End of Shift Options will populate.
a) All instances of clocking in and out during the shift will display.
b) Print Timesheets
c) Print End of Shift Report
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