PDF Cashier's Guide - First Data

[Pages:589]Cashier's Guide

Microsoft Dynamics ? Point of Sale

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Part No.

Printed in the United States of America.

_________________________________________ Contents

The Basics................................................................................................................ 1

0

1 2H

Working with POS Hardware.............................................................................. 13

1H

1 3H

Performing Sales Transactions ........................................................................... 21

2H

1 4H

Working with Your Register ............................................................................... 37

3H

1 5H

Finding What You Want ...................................................................................... 51

4H

1 6H

Working with Advanced Transactions............................................................... 75

5H

1 7H

Handling Inventory.............................................................................................. 97

6H

1 8H

Handling Customer Information ...................................................................... 109

7H

1 9H

Customizing the POS View Screen ................................................................... 119

8H

2 0H

Printing from POS View .................................................................................... 129

9H

2 1H

Employee Roles, Appendix A............................................................................ 137

1 0H

2 2H

Function Keys and Tasks, Appendix B ............................................................. 145

1 1H

2 3H

Contents iii

Introducing the Cashier's Guide _________________

Things to know...

As a manager or supervisor, do I need to know the information in the Cashier's Guide?

Yes, the Cashier's Guide provides the information that you will need to use POS View. There is little duplication of information with the Manager's Guide.

This guide was designed primarily for cashiers to learn about using POS View of Microsoft Dynamics Point of Sale. With the Cashier's Guide you can quickly learn to:

? Process a transaction using POS View

? Accept various methods of payment, including

credit and debit cards

? Find items, transactions, and customers in the

store database using basic and more advanced search tools

? Use various tools to speed up your work, such as

the currency calculator.

? Process refunds and exchanges

? Issue gift cards

? Receive inventory at the register

? Customize the POS View screen for your register

? Check prices and inventory availability

iv Cashier's Guide

Using the Cashier's Guide ________________________

Things to know...

Other than the Cashier's Guide, should I be familiar with any other information if I am a cashier. While nearly everything that you need to know is most likely in the Cashier's Guide, several other resources may prove helpful:

? Quick Reference Card

? POS View Help (Press F1.)

Is there a way to practice without interfering with store operations? Point of Sale offers a practice mode. It must first be set up in Manager View by someone with an Owner's role permissions.

Use the Cashier's Guide for information about all of the aspects of running your register and making sales transactions. Often there is more than one way to accomplish a task.

A number of cues throughout the book will help you easily find what you are looking for:

? Each chapter begins with its own table of

contents of topics and subtopics.

? Page 2 of every chapter lists additional

information in the "For Information related to this chapter" section. You will find keywords to search for information in POS View Help (Press F1.)

? In the blue sidebar on the left labeled "Things to

know...," you will find general conceptual information along with questions and answers about the topic.

? Topics include highlighted information where

appropriate, either a Tip , a Caution (Important) , or a Note .

v Introducing the Cashier's Guide

vi Cashier's Guide

1

The Basics

In this chapter

Starting and exiting Point of Sale Start and logon to Point of Sale Exit or log off Point of Sale

Switching users introducing the POS View screen Using a keyboard, mouse, or touch screen Switching between Manager and POS Views Changing your password Getting Help Using practice mode

Enter practice mode Exit practice mode

1 The Basics

2 Cashier's Guide

 ................
................

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