POS: Getting Touch Screen POS Ready

Overview

1. Touch Screen POS
2. Employee Profile
3. Accounting
4. Transaction Types
5. How to Set Up Tills
6. New Till
7. How to Set Associate Tills
8. How to Associate Tills with a Computer
9. Cashier Dashboard
10. Closing Cash

 

 

Touch Screen POS

Go to: Accounting/Sales heading - Touch Screen POS (Point of Sale).

This section will give you information to set up cash register tills for use by your employees.

You must have the following sections set up before you can set the till.

Employee Profile

These sections must be set for an employee using a till.

1. Go to the employee’s “Profile” tab. A location must been selected.

2. Go to the employees “Location” tab and ensure the location for the employee has a check mark under the “Cash Register” title.

3. Go to the “Preferences” tab. Under the “Display” section, change the “Dashboard” to “Cashier” then select “Save”.

Accounting

You must have this section set up to be able to assign a till to an employee.

1. Go to the “Accounting” tab.

2. From the “Cash” section select “Cash Out List”.

3. Select the “Start Cash” link located in the top right corner of the page.

Transaction Type

This field appears on the till. If you want to use it you must set up the transaction types you are using for example “Returns”. The items you create will appear in a drop-down menu when the till page opens.

1.To set up Transaction types go to Settings/System Settings heading – Transaction Type.

2. Select the “New Transaction Type” link located in the top right corner of the page.

Now you're ready to set up Tills.

How to set up Tills

1. Go to: Settings/System Settings heading – Tills.

2. Hover over the til you’re working with and select “Associate Till”. Note: A till remains associated during a session. Once you log out it is no longer associated.

New Till

You can also open a new till by selecting the “New Till” link located in the top right corner of the page.

Now the till will open and be ready for business.

1. Go to: Accounting/Sales heading - Touch Screen POS.

2. When you select this option a register/till screen will open.

The till page will remain open until you change the dashboard view back to the schedule.

• Remember to "Close Out Cash" when you are finished using it.

• Click the "Close out Cash" button.

• Select "Close".

Video - How to set associate Tills

To view a video click this link. http://youtu.be/BLIxq60EpV8

The following sections must be set up before you can associate a till with an employee and computer.

1. Modules: Go to the Settings tab. Then go to the Modules tab. Scroll down to Touch Screen POS, select Yes and Save.

2. Locations: From below the View heading fill in Locations.

3. Customers tab: Customers must be set up in your system.

4. Transaction types: From below the System Settings heading click the the Settings tab.

5. Employee Groups: The group an employee is assigned to must have the dashboard override field set to Yes.

6. Employee Profile: Locations must be assigned and have the Cash Register check box in the region selected.

7. Inventory: There must be inventory for each product including a location.

NOTE: Cash Rounding: If you require rounding ensure you select the Cash Rounding field to YES. Go to the Settings tab, from below the System Settings heading select Tils.

How to associate a till with a computer

Tills are associated with a computer. A user can move around from computer to computer and re-associate themselves with a till using different computer. You cannot be logged into 1 till using 2 computers.

1. Go the Settings tab.

2. From below the System Settings heading select the Till link.

3. From this page you can create new tills or select from one already created.

4. Cash Rounding: If you require rounding to the nearest nickel select Yes.

5. To Associate your computer with a Till to begin using the POS system hover over the name of the till and select Associate Till.

6. A check mark will appear to the right of the Till item selected.

Cashier Dashboard & How to get started

1. Go to the Home page.

2. You will now see the Start Cash, Close Out Cash and Touch Screen POS buttons.

3. To get started click the Start Cash button.

4. Select the Location and Till.

5. Complete any other fields you require and select Open Cash.

Closing Cash

When you have finished using a til you will Close the Cash off.

1. Click the Close Cash button.

2. Fill in the details of the page.

3. Close Cash.

Now you can go to the Settings then Til options and Associate another til.