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
Enter three items with scan of QR code
Click on a posting [>] with discount e.g. 10% booking
Search and select [Customer]
Click on [Cash] to complete the transaction
Task 2: Sell receipt with gift card/voucher to customer
Open receipt with [Options] , [Gift card] with Fr. 100.-.
Search for customer with [Add customer] and accept with [>], if customer does not exist --> open new customer with [+].
Close receipt with [Cash].
Task 3: Post receipt with customer returns and with credit note
Search for customer with [Add customer] and accept with [>].
Take over posting from customer history [Take over item].
Find item with [search] and accept with [+]
Edit posting with [>] and mark [As return]
Post credit note with [Options]
Open gift voucher
Close receipt
Task 4: Enter receipt with manual posting and pay with voucher
Enter text (collect number) and amount with [Options]
Search customer (select customer from upper receipt), under [Vouchers] transfer the amount of the voucher to the receipt.
Close receipt
Task 5: Delete preregistered receipt
Go to receipts and click [Remove]
Task 6: Delete wrongly entered posting, discount on all postings, voucher is paid with two payment methods
Enter one item with scan of QR code
Enter two items with the same QR code and go to last transaction and [Delete Item]
Go to [Options], [Total discount], [Distribute in %]
Enter discount text if necessary and enter percentage e.g. 10 for 10%
Click [Save].
Go to [Checkout]
Select [Card] and enter partial amount
Select [Cash] for the remaining amount
Enter any cash received
[Finalise receipt].
Task 7: Post expenses or deduction
Go [Back] to Transaction Overview
Click on [Cash book] , [New entry], select the checkbox [Skimming] or the checkbox [Expenses]
Enter the amount
Enter a comment if necessary
[Save]
Task 8: Carry out shift closing
Go to transaction overview and check that all receipts have been closed (green tick ✔ )
Select payment type: [cash] (notes in pieces, coins as amount)
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.
Select payment type: [Invoice] and save without entry for amount.
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.
Click [continue to close] and optionally, comments on the day can be entered.
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
[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
Change user (in the team account)
Redemption of old vouchers (created before system start)
Adjust customer data, adjust addresses
Find selections and return individual items