POS Transaction and related procedures
Embedded Files
When ‘Login’ Screen appears, enter the ‘User ID’
Use the ‘Tab’ key to get the curser in the ‘Password’ box. Enter the Password.
Once these are entered, click the ‘OK’ button.
At the top of the GreeneStep window, choose the ‘Retail’ menu.
Then the ‘Retail’ sub menu, choose ‘Billing’.
The ‘Point of Sale’ screen will appear.
At the upper left under the ‘Customer’ heading, make sure the correct customer is chosen. If the correct customer does not appear in the box, use the drop down arrow to the right of the box to choose the correct customer from.
NOTE: Most sales will fall under the walk-in customer (POS_CUSTOMER) category. If a customer says that they are Tax Exempt, they will need to show a Valid Tax Certificate. A copy of the Tax Certificate should be made for Genteel Reflections records. Once a copy of the tax certificate has been made, choose the ‘POS_CUSTOMER_EXEMPT’) customer option.
Click in the ‘Product Code’ box to make begin scanning. Use the scanning gun to scan the barcode on the item. ( bar code needs to be created prior to scanning or UPC code is to be entered in the master)
NOTE: If the barcode does not scan, use the keyboard to manually enter the product number.
This will bring up the same box in the picture above and once the correct product Number is highlighted, click the ‘Accept’ box.
Enter the correct quantity, if more than 1 is being purchased.
If the quantity is changed, this box will appear. Make sure the correct sale quantity is in the box labeled ‘Attached’ and then click the ‘OK’ button
If the item is to be discounted, use either the ‘Tab’ key or the ‘Arrow’ key to move the curser to the right to the correct discount box. If it is a $ amount discount, enter it in the first box, labeled ‘Discount’. If it is a % discount, enter the correct percentage in the second box, labeled ‘%Discount.
Use the ‘Down Arrow’ key to move to the next product.
Repeat steps 10 - 15 until all products are listed on the invoice.
Once all products have been scanned/entered on the invoice, click the ‘Disk’ icon in the upper left corner of the screen.
Use the drop down arrow to the right of the ‘Sales Rep’ box to choose the correct sales person.
Once the correct Sales Rep is highlight, double click on it.
Then click the ‘OK’ button at the bottom of the box.
When the ‘Payments’ box appears, click the curser in the ‘Pay By’ box, so it is highlighted. Once the ‘Pay By’ box is highlighted, click once on the box to bring up the ‘drop down arrow’ to the right. Click on the ‘drop down arrow’ and highlight the correct payment method and double click on it.
Once the correct payment method has been chosen, follow the steps below for the correct method:
CASH - If the payment type is ‘Cash’ tab, use the mouse to click on the ‘Amount’ box. When the ‘Amount’ box is highlighted, enter the amount of cash that was received. Hit the ‘Tab’ key and the amount of change owed the customer will show in the bottom box marked ‘Change’. If all the information is correct, click the ‘OK’ box at the bottom of the screen. This will open the cash drawer and bring up the request to print the receipt. Put the cash in the drawer and make the correct change. Then click on the ‘Print’ box at the bottom of the page and the receipt will print to the cash register/ counter printer. Give receipt to customer.
CHECKS - If the payment type is ‘Checks-Telecheck’, click on the ‘Amount’ box at the right of the screen and enter the amount of the check. Go to the Eclipse machine. On the screen, touch the tab marked ‘Check’. (If the screen has the Eclipse Logo on it, hit the green ‘Enter’ key to bring up the menu). Once the ‘Check’ tab has been touched, touch the ‘Sale’ tab. Follow the prompts on the screen and enter the requested information. Once the receipt has printed, have the customer sign it. (If the machine has a message on the screen to ‘Keep the Check and Deposit Manually’, the CHECKSFAMILY payment method will need to be selected rather than CHECKS - TELECHECK and the procedures listed below for CHECKSFAMILY will need to be followed.) While the customer is signing the receipt, enter the Telecheck approval number in the ‘Ref.#/Card Number’ box on the computer screen. Once this has been done, click ‘OK’ at the bottom of the screen. When the cash drawer opens, place the signed receipt in the drawer. Then click on the ‘Print’ box at the bottom of the page and the receipt will print to the cash register printer. While the receipt is printing, return to the Eclipse machine and follow the instructions on the screen to void the check. Give receipt and voided check to customer.
NOTE: If the Eclipse machine returns a message that it will not accept the check, the customer will need to pay by a different method or the sale will need to be canceled.
CHECKS - If the payment type is a check from a family member, choose this option. These checks will not go through the Eclipse machine. Enter the check number in the ‘Ref.#/Card Number’ box. Then enter the amount of the check in the ‘Amount’ box and click the ‘OK’ button at the bottom of the screen. When the drawer opens, place the check in the drawer and click on the ‘Print’ box at the bottom of the page and the receipt will print to the cash register printer. Give receipt to customer.
DISCOVER - If the payment type is a Discover card, enter the card number in the ‘Ref.#/Card Number’ box. Then scan the card on the Eclipse machine and follow the prompts on the screen. Once the receipt has printed, have the customer sign it. While the customer is signing the receipt, enter the Credit Card approval number in the “Approval’ box and click ‘OK’ at the bottom of the screen. When the cash drawer opens, place the signed receipt in the drawer. Then click on the ‘Print’ box at the bottom of the page and the receipt will print to the cash register printer. While the receipt is printing, return to the Eclipse machine and print the customer copy of the Credit Card receipt. Staple the Credit Card receipt and the register receipt together and give to customer.
VISA - If the payment type is a Visa card, enter the card number in the ‘Ref.#/Card Number’ box. Then scan the card on the Eclipse machine and follow the prompts on the screen. Once the receipt has printed, have the customer sign it. While the customer is signing the receipt, enter the Credit Card approval number in the “Approval’ box and click ‘OK’ at the bottom of the screen. When the cash drawer opens, place the signed receipt in the drawer. Then click on the ‘Print’ box at the bottom of the page and the receipt \will print to the cash register printer. While the receipt is printing, return to the Eclipse machine and print the customer copy of the Credit Card receipt. Staple the Credit Card receipt and the register receipt together and give to customer.
MASTERCARD - If the payment type is a Mastercard card, enter the card number in the ‘Ref.#/Card Number’ box. Then scan the card on the Eclipse machine and follow the prompts on the screen. Once the receipt has printed, have the customer sign it. While the customer is signing the receipt, enter the Credit Card approval number in the ‘Approval’ box and click ‘OK’ at the bottom of the screen. When the cash drawer opens, place the signed receipt in the drawer. Then click on the ‘Print’ box at the bottom of the page and the receipt will print to the cash register printer. While the receipt is printing, return to the Eclipse machine and print the customer copy of the Credit Card receipt. Staple the Credit Card receipt and the register receipt together and give to customer.
GIFT CERTIFICATE - If the payment type is a Gift Certificate, enter the Gift Certificate number in the ‘Ref.#/Card Number’ box. Have the customer endorse the back side of the Gift Certificate. Write the POS invoice # on the back of the Gift Certificate. Then enter the amount of the gift certificate in the ‘Amount’ box and click ‘OK’. When the drawer opens make the correct change. Then click on the ‘Print’ box at the bottom of the page and the receipt will print to the cash register printer. Give receipt to customer. The Gift Certificate should be matched to the correct photo copy in the file and moved to the ‘Issued & Redeemed’ file.
23.If multiple payment methods are used, once the first payment has been processed according to the above processes, use the ‘Down Arrow’ to get a new payment method box. Repeat steps 21-23 for each payment method.
NOTE: It is VERY important to make sure that the information entered into the ‘Payment Details’ screen is accurate and no mistakes have been made. Once the ‘OK’ tab has been clicked, no changes can be made. For this reason, all information entered into this screen should be double checked prior to clicking the ‘OK’ tab. If an error is made, DO NOT try to correct it. Leave a detailed note for Management explaining the error.
Click the ‘Preview’ button on the lower right corner, to print the customer receipt.
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