POS/Cashier Training: Difference between revisions

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Introducing the ''Cashier’s Guide''
#REDIRECT [[POS#Cashier Training]]
 
''This guide was designed primarily for cashiers tolearn about using POS View of Solace-Point of Sale. With the Cashier’s Guide you can quickly learn to'':
 
''Cashier Job requirement''
 
''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''
 
''Process gift cards''
 
''Receive inventory at the register''
 
''Check prices and inventory availability''
 
The Basics
 
In this chapter
 
Cashier Job requirement
 
Introduction to customer service sills
 
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
 
Duties of a cashier
 
Day close operations
 
Operating the POS system
 
Role of the Supervisor
 
'''Cashier Job Requirements'''
 
The job requirements vary. However, the basic cashier job requirements are:
 
Prior experience working in a retail environment as a cashier or salesperson
 
Basic knowledge of PC equipment and comfort level using such electronic equipment as cash registers, scanners, and money counters
 
Communication and time management skills
 
Ability to focus on customer satisfaction
 
Detail oriented with basic ability to do calculations or have mathematical skills
 
'''Introduction to customer service sills'''
 
A fully rounded training in customer service will serve your cashiers well, but if you only have time for a few things, these are the customer service skills cashiers need to develop:
 
'''General friendliness''' – General friendliness is essential. Your cashier will need to smile and greet customers if they haven’t previously been working with the customer on the floor.
 
They’ll need to display a positive and upbeat demeanour throughout the interaction to ensure the customer has a remarkable experience.
 
'''Greeting''' – Depending on your store layout, cashiers can be the first people that a customer sees. They need to be equipped to get your customers’ shopping experiences off to a positive start, as well as answer their questions and direct them around the store.
 
'''Cross-selling''' – The cashier will also be the last person to speak to the customer before the sale is officially closed, meaning they have a crucial chance to confirm the customer has found everything they need or to add-on to the sale.
 
Cashiers who haven’t been working with the customer on the floor should ask if a customer has found everything they were looking for. They should also be trained to ask customers if they’re interested in purchasing whatever small cross-sell you keep at the desk (think gift cards or trinkets).
 
'''Handling ''' – At many stores, cashiers are the first stop for returns or concerns, and thus, angry customers. So, you’ll have to be sure they’re prepared with the skills (mainly active listening skills) to diffuse situations and turn your angry customer into a happy one. Be sure to arm your cashiers with “phrases of courtesy.” Renée Evenson, the author of , suggests such phrases as “I apologize” or “Will you?” instead of “You will” can make a big difference in dealing with an angry customer.
 
'''INTRODUCTION TO POS SYSTEM '''
 
A point of sale also called POS is a system that record all the retail transactions. A computerized POS system will comprise most of the time, a computer and peripherals devices for data entry and capture.  To run a POS, the minimum device required is a printer but here is a list of devices currently supported by Solace POS beside standard keyboard, mouse and screen. Solace POS is a real-time system, all sales are directly posted to the ledger and all reports in the accounting system are updated.
 
Till slip Printer
 
Barcode Scanner
 
Biometric Finger Reader
 
Card Reader
 
Poll Display
 
Touch Screen
 
Cash Drawer
 
Dish Weight
 
'''To start and log on to Point of Sale'''
 
{| class="wikitable"
|-
!
! 1. Use the program icon on the desktop . The following background screen will load
|-
|
| 2. With the mouse click or on touch screen press the button LOGIN
|}
 
3. On Logon screen box, type you cashier password.
 
'''To start and log on to Point of Sale'''
 
{| class="wikitable"
|-
!
! Use the button LOGOUT or Use keyboard and pres Ctrl + Shift + F2
|}
 
'''Switching Users'''
 
To switch users you need to log off then log with new user
 
'''Introducing the POS-VIEW Screen'''
 
The main screen is the most user friendly and easy to use. Any Cashier should find his ways on this each POS screen. Read all the notes on the following picture to get acquainted with all features and functionality accessible to the cashier and the supervisor. Solace offers many main screen according to business industry. Here he the screen for take way and fast-food restaurant.
 
'''Duties of a cashier'''
 
A '''Cashier's''' primary role is to assist customers in the in-store check-out process. The Main duties include:
 
Ringing up sales
 
Bagging items
 
Requesting price checks
 
Honouring coupons
 
Collecting payment
 
Giving appropriate change
 
Process merchandise returns and exchanges
 
Offer customers carry-out service at the completion of transactions
 
This duties comes with some responsibilities including:
 
Greet customers entering establishments
 
Maintain clean and orderly checkout areas
 
Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.
 
Answer customers' questions, and provide information on procedures or policies
 
Monitor checkout stations to ensure that they have adequate cash available and that they are staffed appropriately
 
'''Day close operations'''
 
At the '''end''' of each business day, the cashier should '''close''' the register or the till and determine if there is any discrepancies in the '''till'''. This is called Cash up operations and sometimes safe drop.
 
'''Operating the POS system'''
 
Practical exercise
 
'''Role of the Supervisor'''
 
Under general supervision, the '''POS supervisor''' is responsible for processing cash/credit/bank deposit transactions for the store as well as other '''administrative duties'''. They will greet customers; conduct transactions, answer questions and suggestive sell customer service items. The supervisor has elevated security level on POS system and is allowed to do operations the need elevated level that a cashier cannot have. He then called by the cashier to enter an elevated password that will unlock temporary the system security.

Latest revision as of 21:46, 18 September 2026