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Tasks for POS/checkout training (self-study)
Tasks for POS/checkout training (self-study)

This post shows various business cases for POS/cash register training for self-study.

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

In order to practise the POS/cash register training in self-study, we have noted down a few business cases here. The tasks can be printed out with the key combination [CTRL-P].

Important: Always carry out the tasks in pairs. One person carries out the task, the other checks it. Afterwards, change persons and carry out all tasks again.

The document can be printed out or the QR codes can be scanned via screen.

Task 1: Receipt with discount

  1. Enter three items with scan of QR code

  2. Click on a posting [>] with discount e.g. 10% booking

  3. Search and select [Customer]

  4. Click on [Cash] to complete the transaction


Task 2: Sell receipt with gift card/voucher to customer

  1. Open receipt with [Options] , [Gift card] with Fr. 100.-.

  2. Search for customer with [Add customer] and accept with [>], if customer does not exist --> open new customer with [+].

  3. Close receipt with [Cash].
    ​

Task 3: Post receipt with customer returns and with credit note

  1. Search for customer with [Add customer] and accept with [>].

  2. Take over posting from customer history [Take over item].

  3. Find item with [search] and accept with [+]

  4. Edit posting with [>] and mark [As return]

  5. Post credit note with [Options]

  6. Open gift voucher

  7. Close receipt

Task 4: Enter receipt with manual posting and pay with voucher

  1. Enter text (collect number) and amount with [Options]

  2. Search customer (select customer from upper receipt), under [Vouchers] transfer the amount of the voucher to the receipt.

  3. Close receipt

Task 5: Delete preregistered receipt

  1. Go to receipts and click [Remove]

Task 6: Delete wrongly entered posting, discount on all postings, voucher is paid with two payment methods

  1. Enter one item with scan of QR code

  2. Enter two items with the same QR code and go to last transaction and [Delete Item]

  3. Go to [Options], [Total discount], [Distribute in %]

  4. Enter discount text if necessary and enter percentage e.g. 10 for 10%

  5. Click [Save].

  6. Go to [Checkout]

  7. Select [Card] and enter partial amount

  8. Select [Cash] for the remaining amount

  9. Enter any cash received

  10. [Finalise receipt].
    ​

Task 7: Post expenses or deduction

  1. Go [Back] to Transaction Overview

  2. Click on [Cash book] , [New entry], select the checkbox [Skimming] or the checkbox [Expenses]

  3. Enter the amount

  4. Enter a comment if necessary

  5. [Save]
    ​

Task 8: Carry out shift closing

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

  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] and optionally, comments on the day can be entered.

  7. Shift closing [confirm and close count]

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

Task 9: Submit a question to online help or support chat

  1. [back] to transaction overview

    • Option 1: Click on [online hep] , enter term [search for help] e.g. "voucher".

    • Option 2: Click on [support chat], click on [send us a message] and write question to support.

Task 10: Special Cases

  1. Change user (in the team account)

  2. Redemption of old vouchers (created before system start)

  3. Adjust customer data, adjust addresses

  4. Find selections and return individual items

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