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Training 3: POS app (cash register) procedure, application, business cases
Training 3: POS app (cash register) procedure, application, business cases

This article explains the POS app in 8 steps.

Urs Goldener avatar
Written by Urs Goldener
Updated over a week ago

Cash register app explained in 8 steps

--> Link to print version (The 8 steps explained in detail)

  1. Login to POS app

  2. Select cash register shift and open shift

  3. Create new transaction (new receipt)

  4. Close receipt "to checkout"

  5. Cashbook for expenses and cash withdrawals

  6. Cancel receipt

  7. Close Shift, daily statement

  8. Log in and log out and support chat (help)

1. Login to POS app

Preliminary work: the local devices are already configured (see instructions )

  1. Access: https://pos.subsidia.ch

  2. at the question: "do you want to save password" save password if necessary

    (The login and password will be saved on the device!)

  3. For information: when this link appears at the top of the window, click on the "Update" button.

2. Select cash register shift and open shift

  1. Select payment method: "cash" (notes in pieces, coins as amount)

    Hint: the total amount from the previous day can be entered at "0.05"

  2. Select payment method: "Terminal"

    • with terminal integration: daily closing is carried out automatically

    • without terminal integration: the daily closing must be manually and enter the total amount according to the settlement strip.

  3. Select payment method: "Invoice" and save without entry for amount.

  4. Continue to check

    1. In case of errors: click on ">" to display the receipts to be settled for the corresponding payment type

    2. With "back", any incorrect vouchers can be corrected.

    3. Note field: remarks on differences can be made here.

  5. Continue to close: remarks on the day can be entered here.

  6. Shift opening "confirm and finish count"

    • Shift closing can also be done several times per day

3. New transaction (create new receipt)

Link for sample labels with QR for scanning

  1. Open new receipt, park and delete pre-entered receipt

    • Create new receipt by clicking on "new transaction"

    • Click on "<" (top left) to park the receipt with entries.

    • Important: all pre-entered receipts (yellow buttons) must be completed or deleted before the end of the shift!

    • With "Remove" (top right), the whole receipt can be deleted, if e.g. whole receipt is wrong

  2. Scan QR code

    • Here the QR code can be scanned directly

    • or click "Scan QR Code" to activate the scan app (Hint: In some cases, the scan app must be "Access to camera enabled" for the first scan)

  3. Search article

    • With "Search" an article can be found and taken over by entering the supplier article number.

    • Hint: after each entry, the suggestions are displayed at the bottom.

  4. Options: Voucher/gift card, total discount, collection number

    Click on "Options" to carry out the following options:

    • "Gift Card" open new gift card/voucher

    • "Total discount" book discount over entire receipt

    • "Collective number" can be booked manually without QR code

  5. Delete discount on booking or delete booking

    • Click on ">" "right behind the booking" you can add or delete a discount on this booking. You can also delete the entire booking, for example, if there is a duplicate QR scan.

    • After mutation you can return to the receipt with "<".

  6. Search, edit, delete or enter a new customer

    • Add customer to receipt

      • Click on [+] to add a new customer

      • Important: the customer must sign the customer application because of the DSVGO data protection regulation, so that you can use his address for advertising purposes. For example the customer card has 10 years retention obligation.

    • Edit customer

      • In the customer dialogue, the customer can be mutated by clicking on "Details".

    • Delete customer

      • deleted completely with "x".

  7. Delete entire receipt

    • Click on "Remove" (top right) to delete the entire receipt, e.g. if the entire receipt is incorrect.

4. Close receipt "to checkout" (bottom right)

  1. Close receipt

    • Click on "to Checkout" (bottom right)

  2. Payment with gift card/voucher

    • Click on "gift card/voucher" and scan the QR code of the voucher.

    • Enter the voucher number in the search field with "+".

  3. Payment with terminal (integrated and not integrated)

    • Terminal integrated: Click "Terminal"

      • If necessary, change amount for partial payment amount.

      • Click on "debit total", --> payment is sent to the terminal.

      • Customer inserts card and enters PIN.

      • When the customer can pull out the card again, click on "Exit and start new transaction"

    • Terminal not integrated: Click "Terminal"

      • Change amount for partial payment amount if necessary

      • Click on "Charge total", -->Enter amount on terminal

      • Customer inserts card and enters PIN.

      • When the customer can pull out the card again, click on "Exit and start new transaction"

  4. Payment with cash or receipt with total amount CHF 0.00

    • Click on "Cash" --> Enter amount received and click on "Debit amount"

    • Important: If the voucher amount is CHF 0.00, the voucher must also be completed with cash.

  5. Send receipt via email and close receipt

    • Option send voucher via email to customer, click on "Send receipt via email" and enter the customer's email address.

    • Click on the button "end and start new transaction".

    • Important: Printer icon must be "green".

      • If printer icon is "red" --> the printer is "offline".

      • Procedure: Please switch off the printer and when all LEDs on the printer are no longer light up, switch the printer on again.

      • Printer icon must change to "green"

      • If this does not work, please close the browser and reopen the POS app.

5. Delete/cancel receipt, selection return, single return

Case 1: Customer took a selection yesterday and is returning it today.

  1. Cancel receipt "without copy" --> customer's selection comes back complete

  2. Search for receipt in tab "all transactions", if necessary search for receipt with the "magnifying glass" button (top right).

  3. Click on "Receipt"

  4. Click on "Reversal"

  5. Click on "Yes, cancel" and confirm cancellation

  6. Click on "Do not create copy"

  7. a counter receipt with reversed sign is created and the old receipt is marked as "cancelled".

Conclusion: with the cancellation, the transaction did not take place, goods are back in stock.

Case 2: Customer took a selection yesterday and is returning some of it today and taking new items with him.

  1. Cancel receipt "with copy" -> the customer's selection is only partially returned.

  2. Search for receipt in tab "all transaction", if necessary, search for a receipt with the "magnifying glass button" (top right).

  3. Click on [Receipt]

  4. Click on [Reversal]

  5. Click on [Yes, cancel] Confirm cancellation

  6. Click on [Create copy]

  7. a counter receipt with reversed sign is created and the old receipt is marked as [cancelled].

  8. A new voucher is opened with all bookings including discounts and customer.

  9. The new voucher can now be edited

Conclusion: in the newly created voucher everything can be changed or deleted by clicking on [Remove] (top right).

Case 3: Customer bought goods yesterday with EC (card) and returns them today and wants money back on card.

Single return of a paid item

  1. Create a new receipt

  2. Scan article, process article with [>] and [mark as return] or transfer item from customer history directly [as return

  3. You have two Options

    1. Option 1: Create gift card/voucher with the same amount

    2. Option 2: Customer wants to have money paid back in cash or on the EC card

      • integrated terminal: credit note is automatically sent to device

      • Non-integrated terminal: [Credit] must be selected at the terminal

      • Customer must insert card, enter PIN

6 . Cash book for expenses, cash withdrawals, deposits,
open cash drawer

  1. Click on [<] (top left) in daily overview

  2. Click on Tab: [Cash book] (bottom centre)

  3. Click on [Add entry] (top centre)

Skimming/cash withdrawal

  1. Activate category: [Withdrawal], enter amount and possible remark

  2. Click on [Save] to output the receipt

Cash deposit (e.g. cash stock)

  1. Activate category: [Deposit], enter amount and possible remark.

  2. Click on [Save] to output the receipt.

Expenses paid in cash

  1. Activate category: [Expenses], enter amount and, if applicable, remark for what.

  2. Click on [Save] to print the receipt.

  3. Attach original receipt to printout for VAT accounting

Open cash drawer

  1. Activate category: [Open drawer].

  2. Click on [Save] a control receipt is issued and cash drawer opens

7. Close shift, daily accounting

  1. Go to transaction overview and check that all receipts have been closed (green tick ✔ )

  2. Select payment type: [cash] (notes in pieces, coins as amount)

  3. Select payment type: [terminal]

    • with terminal integration: daily closing is carried out automatically

    • without terminal integration: the day-end closing must be manually and enter the total amount according to the settlement strip.

  4. Select payment type: [Invoice] and save without entry for amount.

  5. Continue to check

    • In case of errors: click on [>] to display the receipts to be settled for the corresponding payment type

    • With [back], any incorrect vouchers can be corrected.

    • Note field: remarks on differences can be made here.

  6. Click [continue to close] allows comments on the day to be entered.

  7. Shift opening [confirm and close count]

Hint: Shift closing can also be done several times per day!

8. Log in and log out, change shift and support chat (help)

Log in

  • Press Button [Menu] (top left)

Support chat

  1. Press Button [Support Chat] Start Online Chat

  2. Click on [Send a message] and you can enter your question. We will answer your question as soon as possible.

Log out and change shift

  • Press Button [Logout] to log in with another user.

Business cases for practice

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