POS Training Checklist
How to
● Open the launcher
● Start Solutions DGR
● Login to Solutions DGR
● Assign a register (Seclev 70)
● If cashier is assigned, no one else can access drawer
● Screen layout
● Categories are blue buttons and Items are yellow buttons
● Switch buttons
● More menu
● Security menu
● How to complete a sales transaction
● Scanning items
● If barcode is not scanning but number is legible, the cashier can type in the barcode number and this will still count as scanning item
● Important to always scan barcodes to get accurate sell through reporting
● Adding items manually
● Select color
● Manager override
● If items don't have barcode, what is store's process? Take it to back to get a new barcode
● Applying promotions to a transaction
● Color of the week (COTW) -Sunday 50% sale all items
● Senior D/C -Wed 30% all items
● Military D/C- Wed 30% all items
● Employee D/C -daily 30% all items
● Enter item of each color and display regular price for all colors except color of the week - see discounted price
● If applicable - enter other promotion, i.e. senior. Note that all line items eligible for the discount will update with a discounted price. Note that the COTW discounted item will not get the additional discount (discounted amount does not change)
● Changing Qty (Seclev 50 b/c items that are not barcoded)
● Requires manager override because we want to make sure that the barcodes are being scanned to get accurate sell through reporting
● Changing Price (SecLev 70)
● Removing line items (set to 10 line item removal per shift)
● Select line item to remove
● Scan to remove the item
● Round Up prompt after choosing “Pay Now”
● If yes, the round up item is added to the sale automatically
● If you accidentally choose yes but it was supposed to be no, click “close” on the payment screen and the item is automatically removed
● Tendering a sale
● Cash
● Credit cards
● Recording split payments
● Cash & Credit card
● Two credit cards
● Store Credit & Gift Card
● Voucher & Gift Card
● Reprint a receipt
● By scanning
● By lookup
● Suspend transaction (SecLev 70) (expires after 1 hr if payment not received)
● Unsuspend transaction (SecLev 50)
● Register times out (inactive screen) 180 seconds
● Register times out (active screen) 180 seconds
● How to complete a return/exchange
● Voiding a transaction before it is complete (SecLev 70)
● Returning a transaction after it has been tendered out (SecLev 70)
● With receipt
● Return single item
● Scanning items being returned
● Return ALL
● Without receipt
● Return to store credit or gift card
● Customers
● Customer lookup for loyalty, tax exempt or discounts
● Editing current customer information
● Cash drops with/without prompt (SecLev 70) 3 passes; after $250.00 in sales
● Gift Cards
● Purchase
● Redeem
● Check balance
● Redeem store credits
● How to lock a register
● Auto lock after specific time period of inactivity (3 minutes)
● How Search for a Product
● Process Found money
● Process Cash Donations
● Open drawer for no sale i.e. change needed (SecLev 70)
● Requires both manager and cashier
Balance Drawer
● Two-step process (SecLev 70)
● Requires both manager and cashier
● If cashier not available, manager can balance the drawer.
● Begin at register
● Finish in office
● Blind close
End of Day (SecLev 70)
● Record EOD
● Record EOD comments
● View closing reports
● Additional data entry recorded
Password: (no special characters needed)
● UpperCase
● LowerCase
● Number
● Minimum 7 characters in length
● Expires after 90 days
● 7-day notification
● 5 different passwords before you can reuse the 1st one