Transcript
Home Storage Center POS User's Guide
Contents
Chapter 1 About Microsoft Dynamics AX for Retail POS
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Using Microsoft Dynamics AX for Retail POS .................... 5 Keeping Microsoft Dynamics AX for Retail POS Secure ........ 6 Obtaining an Operator ID and Password ...................................... 6 Changing a Password ............................................................ 7 Handling Credit/Debit Card Information ..................................... 7 Keeping the POS Terminal and Card Reader Secure ........................ 8
Chapter 2 About Start of Day
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Logging On .......................................................... 9 Opening a New Shift ............................................... 9 Declaring a Starting Amount ....................................10
Chapter 3 About Customer Sales Transactions
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Ringing a Customer Sale .........................................11 Printing a Duplicate Receipt ....................................16 Managing the Cash Drawer .......................................16
Chapter 4 About Correcting a Tendered Sale
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Correcting a Tendered Customer Sale .........................17
Chapter 5 About Customer Returns
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Ringing a Customer Return w/ Receipt ........................21 Ringing a Customer Return w/o a Receipt .....................24
Chapter 6 About Item Information
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Performing an Item/Price Check ................................25 Performing an Inventory Lookup ................................25
Chapter 7 About End of Day
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Printing an X Report ..............................................27 Performing a Tender Declaration ...............................27 Closing the Shift ..................................................30
Chapter 8 About Register Modes
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Working with the Register Offline ..............................31 Performing a Non-Drawer Operation ...........................32 Using Training Mode ..............................................32
Chapter 9 About Computer Hardware Maintenance
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Maintaining the EPSON® Receipt Printer ......................33
Chapter 10 About Troubleshooting
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Operating During a Power Failure ..............................37
Chapter 11 Additional Resources
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Forms ...............................................................39
Index
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About Microsoft Dynamics AX for Retail POS
Chapter 1
The Microsoft Dynamics AX for Retail POS is used to record sales to customers in home storage centers, canneries, and selected processing plants. Retail POS also is used to manage returns, if any. This user guide contains instructions on the use of the system. For policies and procedures, please refer to the operating guide for your operation. Your field manager will be able to help you access this guide. Note: To download and print a copy of this guide, click here http://fhnl.ldschurch.org/AX2012/welfare/forms/Home%20Storage%20Center%2 0POS%20User's%20Guide.pdf. Please refer back to the electronic version of the guide frequently since it is updated as needed. The guide was last updated 12/21/2015.
Using Microsoft Dynamics AX for Retail POS Microsoft Dynamics AX for Retail POS is the point of sale system used by home storage centers, canneries, and processing plants to record sales to retail customers. Retail POS has a touch screen to make it easy to use. At the start of each day, you will need to log on using your operator ID and password. The first time you log on each day, you will be prompted to open a shift. Once you have opened a shift, the Home screen will be displayed.
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The left-hand side of the Home screen displays:
Transaction details
Number of line items
Number of items
Subtotal of transaction
Tax
Total amount of transaction
Amounts tendered
Balance due
The right-hand side of the Home screen displays:
Product category buttons
Transaction buttons
Management functions button
Log off button
"Search or enter a quantity" input box
Numeric keypad
Tender buttons
To select a function, simply touch the button, line, or input box. Where a number needs to be entered, you can either use the numeric keypad on the screen or the keyboard. Any text is entered using the keyboard.
Keeping Microsoft Dynamics AX for Retail POS Secure An operator ID and password are required to use Microsoft Dynamics AX for Retail POS. You should keep your password secure since it gives you access to the cash register to ring sales and returns. If you forget your password, you will need to call the Global Service Center. When logged on to Retail POS, you can change your password if desired.
Obtaining an Operator ID and Password An operator ID and password are required to log on to Microsoft Dynamics AX for Retail POS. To obtain an operator ID and password:
About Microsoft Dynamics AX for Retail POS 7 Keeping Microsoft Dynamics AX for Retail POS Secure
Contact your field manager for training on the use of Retail POS and the proper handling of credit/debit card information.
Upon completion of your training, prepare and submit the Training Certification and Operator ID and Password Request form to your field manager.
Upon receipt of the request form, your field manager will follow up with the Welfare Operations Support team to provide you with an operator ID and temporary password.
Note: The first time you log on to Retail POS you will be asked to change your password. Passwords are eight characters long and must include at least one number.
Changing a Password You may change your password at any time. 1. 2. 3. 4.
On the Home menu, touch Manager Functions Touch Change Password Enter your old password in the Old password field Enter a new password in the New password field
Note: The password must be eight characters long and contain at least one numeric character. 5. Reenter the new password in the Confirm the new password field 6. Touch OK
Handling Credit/Debit Card Information It is essential that credit card information be handled securely. the guidelines provided below:
Carefully follow
Do not write down credit/debit card numbers
Do not store credit/debit card numbers in Church computers
Do not receive or sent credit/debit card numbers via mail, e-mail, fax, text message, instant message, etc.
Do not leave the credit/debit card swipe terminal unattended during business hours
Keep the room where the credit/debit card swipe terminal is located locked after business hours
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Immediately report any potential breach of card holder data or a stolen or missing credit/debit card swipe terminal to your field manager or the Global Service Center (801-240-4357)
Keeping the POS Terminal and Card Reader Secure You should be aware of attempted tampering or replacement of your POS terminal or card reader.
Verify the identity of any third-party persons claiming to be repair or maintenance personnel, prior to granting them access to modify or troubleshoot the POS terminal or card reader.
Do not install, replace, or return the POS terminal or card reader without verification
Be aware of suspicious behavior around the POS terminal and card reader (for example, attempts by unknown persons to unplug or open devices).
Report suspicious behavior and indications of device tampering or substitution to your field manager.
About Start of Day
Chapter 2
At the beginning of each day, you will need to log on to the cash register, open a new shift, and declare a starting amount (also called float). Once you have completed these three steps, you are ready to ring sales.
Logging On You will need to log on at the beginning of each day. You will be logged out if the cash register is not used for a few minutes. If this occurs, simply log on again. 1. On the logon screen, touch/type your operator ID in the Operator ID field and touch Enter
Contact your field manager if you need an operator ID
2. Touch/type your password in the Password field and touch Enter
Contact the Global Service Center if you have forgotten your password
Opening a New Shift At the beginning of each day, you will be prompted to open a new shift after you log on. 1. In the Logon dialog box, touch Open a new shift
The Home screen will display
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Note: If you are not prompted to open a new shift, the shift from the prior day was not closed. To proceed, first you will need to close the shift from the prior day.
Declaring a Starting Amount After opening a new shift, you should declare the starting amount of cash (also called float) placed in the cash drawer. If you forget to declare a starting amount, you will be prompted to do so before closing the shift at the end of the day. 1. On the main menu, touch Manager Functions 2. Touch Declare Starting Amount
The cash drawer will open
The declare starting amount dialog box will open
Note: You can touch Cancel if you want to return to the Home screen without declaring a starting amount. Microsoft Dynamics AX for Retail will record that this action was canceled. 3. Enter the starting amount in the Amount field using either the numeric keypad on the screen or the keyboard 4. Place the starting amount in the cash drawer 5. Touch OK
A Starting Amount Receipt will print on the receipt printer
Place the receipt in cash drawer for end of day documentation
Important: Once the starting amount has been declared, there is no way to reduce the amount if an error was made. The error will need to be explained on the daily deposit summary sent to your field manager. 6. Close the cash drawer Note: If you declare a starting amount a second time, the amount entered will be added to original amount declared. For example, if you declared a starting amount of $100 and then declared a starting amount of $150, the total starting amount would be $250 - the sum of the two declared amounts.
About Customer Sales Transactions
Chapter 3
Microsoft Dynamics AX for Retail POS should be used to ring up all sales and return transactions. Retail POS should have a button on a product grid for each inventory item that you sell. For non-inventory items (e.g., canneries occasionally sell empty buckets), you should use the Misc button on the Other Items product grid. In ringing up a sale, you typically would select the appropriate product grid (Pre-Pack Items, Bulk Items, Customer-Pack Items, or Other Items), enter the quantity of an item being sold, and then touch the button associated with the item being sold. You repeat this process adding items to the transaction until all items have been entered. The final step is to tender the transaction. This step involves selecting the tender type(s) (Cash, Check, "MC, VS, DISC", and AMEX) from the buttons found at the bottom of the screen, and enter the amount being tendered. The final step is to place the tender amount in the cash drawer. In the case of credit cards, you would place the store copy of the credit/debit slip in the cash drawer. If you select Check, you will be asked to frank the check. This involves inserting the check into the Retail POS printer so that the check endorsement information can be printed on it.
Ringing a Customer Sale These instructions explain how to add items to a transaction and tender the sale.
12 | Adding an Item to a Transaction
1. On the main menu, touch the product category (e.g., Pre-Pack Items) 2. Touch or type the quantity 3. Touch an item Adjust Item Quantity on Register:
1. Touch the line that you want to adjust
The line will highlight blue
2. Touch Enter Quantity
The Enter the quantity window will display
3. Touch/type the quantity in the Enter the quantity field 4. Touch OK
The line quantity will update
Note: The line quantity cannot be adjusted to zero. To remove a line from the transaction, the line will need to be voided. Void a Line on Register
1. In the transaction field, touch the line you want to remove
The line will highlight blue
2. Touch Void Line
The item will display crossed-out in the transaction field and will be removed from the customer’s transaction
Voiding a Customer Sale on Register
Note:You can void an entire transaction, not just a line item. This function is only available for a transaction that has not been tendered. You cannot void a transaction after it has been tendered. 1. On the Home menu touch Void Transaction
A message Do you want to void the transaction? will display
2. Touch Yes
The transaction field will clear
3. The transaction has been voided and you can continue to ring new transactions Tendering a Cash Sale
1. When all items have been added, touch Cash
About Customer Sales Transactions 13 Ringing a Customer Sale
The Total Amount Due dialog box will display
2. Touch/type the cash amount tendered by the customer in the Enter the amount field Note: If the full amount of the transaction is in cash, you can touch the first button in the Payment amount box. 3. Touch OK
The Change – Cash dialog box will display
The cash drawer will open
4. 5. 6.
Place the tendered cash in the cash drawer emove the Change amount from the cash drawer Touch OK
The receipt will print
7. Give the change and the Cash Register receipt to customer 8. Close the cash drawer Tendering a Personal Check Sale
1. When all items have been added, touch Check
The Total Amount Due dialog box will display
2. Type/touch the check amount in the Enter amount field Note: If the full amount of the transaction is in check, you can touch the first button in the Payment amount box. 3. In the Check Number dialog box, enter the check number 4. Touch OK
The receipt will print
The Bank Franking dialog box will display
5. Place the check face down into the receipt printer 6. Touch Ready
A message Printing in progress… will display
When franking is finished a message Remove the tender or slip from the printer will display
7. Remove the check from the receipt printer 8. Touch OK 9. Place the check in the cash drawer through the slot on the front of the drawer
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10.
Give the Cash Register receipt to the customer
Tendering a Card Sale
When all items have been added, perform the sale on the card terminal Credit Cards transactions: (includes debit cards rang up as credit)
1. Swipe the card with the magnetic strip down and to the left and then return the card to the customer
If the card is declined or the card swipe is not working, ask the customer to provide another form of payment
2. Enter the amount using the number keys -verify that the amount entered matches the total on the cash register 3. Select the Green arrow button 4. Select Transaction type: Touch Credit on the screen 5. The merchant copy will automatically print, have the customer sign the merchant copy of the credit card receipt and follow step #4 below on Finishing The Sales on the Cash Register 6. Print Customer Receipt? Touch Yes on the screen 7. Select the Red X button to clear 8. Follow the instructions for Finishing the sale on the Cash Register Credit Card w/Chip:
1. Insert the Credit Card with a Chip face up into the chip reader, which is located in the front of the credit card machine
2. 3. 4. 5.
6.
If you swipe a credit card with a chip you will see a message that says: “Insert Card or Tap Card” then Touch Continue and follow this step
Leave the credit card in the machine until after step #6 below
If the card is declined or the machine cannot read the card for some reason, ask the customer to provide another form of payment
Enter the amount using the number keys-verify that the amount entered matches the total on the cash register Select the Green Arrow button Select Transaction Type: Touch Credit on the screen The merchant copy will automatically print, have the customer sign the merchant copy and follow step #4 below on Finishing The Sales on the Cash Register Signature on Receipt OK?
Verify the signature on the credit card matches the signature on the receipt
7. Remove the Credit Card from the machine and return the card to the customer
About Customer Sales Transactions 15 Ringing a Customer Sale
8. Print customer Receipt? Touch Yes on the screen 9. Select the Red X button to clear 10. Follow the instructions for Finishing the sale on the Cash Register Debit Card Transactions using a pin code:
1. Swipe the card with the magnetic strip down and to the left and then return the card to the customer
If the transaction is declined or the card swipe is not working, ask the customer to provide another form of payment and repeat step 1
2. Enter the amount using the number keys -verify that the amount entered matches the total on the cash register 3. Select the Green Left Arrow button 4. Select Transaction type: Touch Debit on the screen 5. Have customer enter their pin number 6. The merchant copy will automatically print and follow step #4 below on Finishing The Sales on the Cash Register Note: on Debit transaction No signature is required 7. Print Customer Receipt? Touch Yes on the screen 8. Select the Red X button to clear 9. Follow the instructions for Finishing the sale on the Cash Register Finishing the sale on the Cash Register:
1. On cash register, touch either MC, VS, DISC or AMEX
The Total Amount Due dialog box will display
2. Type/touch the card amount from the merchant copy of the credit card receipt in the Enter amount field Note: If the full amount of the transaction is on the selected card, you can touch the first button in the Payment amount box. 3. Touch OK
The Cash Register receipt will print
4. Place the merchant copy of the credit card receipt in the cash drawer through the slot on the front of the drawer 5. Give the Cash Register receipt and the customer's copy of the credit card receipt to the customer Tendering a Split Payment Sale
1. When all items have been added, touch the tender type
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The Total Amount Due dialog box will open
2. Touch/type the tender amount in the Enter the amount field and follow the instructions for the selected tender outlined above 3. Touch OK 4. Repeat steps 1, 2, and 3 until the full amount has been tendered 5. The Cash Register receipt will print 6. Place the tendered cash, the franked check, and/or the merchant copy of the credit card receipt in the cash drawer 7. Give the Cash Register receipt to the customer 8. Close the cash drawer if open
Printing a Duplicate Receipt A duplicate receipt can be printed if needed. 1. On the Home menu, touch Manager Functions 2. Touch Show Journal
The Show journal screen will display
3. Touch the transaction you want to reprint
The transaction will highlight blue
4. Touch Receipt
A Print Preview window will open
5. Touch Print
A duplicate receipt will print
Managing the Cash Drawer Open the Cash Drawer (No Sale)
1. On the main operating screen, touch No Sale 2. Touch a reason for opening the cash drawer
The cash drawer will open
Note: Microsoft Dynamics AX for Retail records the frequency and reason for opening the cash drawer when not required for a transaction.
About Correcting a Tendered Sale
Chapter 4
It is possible to correct a tendered transaction on the register and/or credit card terminal. A correction of a customer sale that has not been tendered on the register can be done through a void (See Ringing a Customer Sale). Corrections if card terminal batch is open can be done through a void (See Ringing a Customer Sale- Voiding Credit or Debit before batch is Closed on Credit Card Terminal). If the purchase was from a prior card terminal batch or register shift, request a refund check for Cash, Check or Pin Debit transactions. Credit transactions are refunded on the same card used on original purchase, if card is presented for refund (See Correcting a Card Terminal Transaction below). If the card is not available contact Field Manager.
Correcting a Tendered Customer Sale It is possible to correct a tendered transaction on the register and/or credit card terminal. A correction of a customer sale that has not been tendered on the register can be done through a void (See Ringing a Customer Sale). If the purchase was from a prior card terminal batch or register shift, request a refund check for Cash, Check or Pin Debit transactions. Credit transactions are refunded on the same card used on original purchase, if card is presented for refund (See Correcting a Card Terminal Transaction below). If the card is not available contact Field Manager.
18 | Correcting a Tendered Customer Sale on Register:
1. On the Home menu, touch Manager Functions 2. Touch Show Journal
The Show journal screen will display
3. Touch the transaction you want to return
The transaction will highlight blue
4. Touch Return transaction
A Returnable Items window will open
5. Touch Select all to correct all items. 6. Touch Return items
The Reason for Return window will display
7. Touch the return reason Register Error
The reason will highlight blue
Note: The quantity of an item being corrected can be adjusted if needed. To adjust the item quantity, touch the line that you want to adjust, touch Enter Quantity, touch/type the quantity in the Enter the quantity field, and then touch OK. 8. Repeat steps 6 and 7 for each line being corrected Note: The corrected items show in the transaction field in italics as a negative quantities at the current price with the reason for the return noted below each line 9. Select the tender type(s) that was used on original transaction and enter the amount from the receipt, if the original transaction register shift is still open. Note: If the original transaction register shift is closed, select Refund Check if original transaction was for cash, check and pin debit transactions. Note: For a card terminal refund first perform the refund on the card terminal (See Correcting a Card Terminal Transaction below) to ensure the refund gets authorized, and then go to step #10. Note: For all credit transactions on cash register, select either MC, VS, DISC or AMEX, as applicable, on original transaction 10.
Touch the first button in the Payment amount box
About Correcting a Tendered Sale 19 Correcting a Tendered Customer Sale
Note: In the case of a check, enter Check Number at the prompt and when Bank Franking prompt appears select cancel. Note: Two copies of the transaction receipt will print. Sign the store copy of the return receipt and then have a second operator sign the receipt in place of customer signature. The store copy of the return receipt should be submitted to your field manager as part of your daily close procedure. 11.
Place both copies of the transaction receipt in the cash drawer through the slot on the front of the drawer 12. If required ring up the transaction correctly in the register (See Ringing a Customer Sale) Correcting a Card Terminal Transaction:
Corrections if card terminal batch is open can be done through a void. A refund may be done to correct an input error that was only on the card terminal, which means there may not be any correction required on the cash register. If the customer is not present with the card, contact your field manager. Voiding Credit or Debit Card before batch is Closed on Credit Card Terminal:
Note Void can only take place as long as the batch has not been closed. If the correction required was from a prior batch then follow the refund instructions listed below. 1. 2. 3. 4.
Touch Credit/Debit on the screen Touch the more arrow on the screen Touch Void Trans on the screen Enter the invoice number using the key pad and Select the Green Arrow button
Note: Invoice number is located on the original credit card receipt 5. Touch Void on the screen 6. Touch Yes on the screen 7. Tear off voided receipt and attach to original receipt and place in the cash drawer through the slot on the front of the cash register drawer 8. Select the Red X button to clear 9. Enter the card swipe or chip terminal correction required correctly (see “Ringing a Customer Sale”) Refund on Credit Cards: (including debit cards rang up as credit)
Note: Refund on Credit Cards are performed if batch is already closed.
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1. Touch Credit/Debit on the screen 2. Touch Refund on the screen 3. Enter Refund Password using the number key Note: Refund Passwords are given to Field Manager and they will provide to the password Steward at each facility 4. Select Green Arrow button 5. Enter the amount using the number keys 6. Swipe Credit Card with the magnetic strip down and to the left and then return the card to the customer Note: If you are returning on a Chip Credit Card, then insert the Credit Card with a Chip face up into the chip reader, which is located in the front of the credit card machine 7. Select Correction required type: Touch Credit 8. Customer Code: No entry needed just touch the Green Arrow button 9. The merchant copy will automatically print, have the customer sign the merchant copy and place in the cash drawer through the slot on the front of the drawer 10. Print Customer Receipt? Touch Yes 11. Touch the Red X button to clear 12. Enter the card swipe or chip terminal correction required correctly (See “Ringing a Customer Sale”) Correcting a Card Terminal Sale if the card terminal batch is open
About Customer Returns
Chapter 5
Customers may return items purchased from a home storage center. The preference is to have a receipt to handle a return. However, a return can be handled without a receipt if necessary. Returned items that were packaged by the customer will need to be issued to spoilage and damage. Your field manager can help you with this.
Ringing a Customer Return w/ Receipt Customer must present Cash Register Receipt for all tender types, and card terminal receipt for all card transactions. If the purchase was from a prior card terminal batch or register shift, request a refund check for Cash, Check or Pin Debit transactions. Credit transactions are refunded on the same card used on original purchase, if card is presented for refund (See Correcting a Card Terminal Transaction below). If the card is not available or the card terminal receipt is not available, contact Field Manager. Note: You can only use this procedure if the transaction being returned was originally tendered at your store. Ringing a Customer Return w/ a Receipt on the Register
1. On the Home menu, touch Manager Functions 2. Touch Show Journal
The Show journal screen will display
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3. Touch the transaction you want to return by matching the original receipt number
The transaction will highlight blue
4. Touch Return transaction
A Returnable Items window will open
5. Touch the line(s) you want to return 6. Touch Return items
The Reason for Return window will display
7. Touch the return reason
The reason will highlight blue
Note: The quantity of an item being returned can be adjusted if needed. To adjust the item quantity, touch the line that you want to adjust, touch Enter Quantity, touch/type the quantity in the Enter the quantity field, and then touch OK. 8. Repeat steps 6 and 7 for each line being returned
The returned items show in the transaction field in italics as a negative quantities at the current price with the reason for the return noted below each line
9. Touch Tender Type Note: If the original transaction was from the current register shift, you can return the original tender rather than request a refund check. To do this, select the tender type and enter the amount from the receipt. In the case of a check, after completing the transaction, touch No Sale to open the cash drawer, retrieve the check, and return it to the customer. A pin debit transaction will have to be refunded through a refund check. If the original was a credit transaction (See Correcting a Card Terminal Transaction below). If the card terminal refund is authorized then continue with step #10 below on the register. If the card terminal refund fails then contact your Field Manager. 10.
Touch the first button in the Payment amount box
Note: For Refund Checks follow steps #11-13 below, for all others skip to step #14 11. 12. 13.
Enter the customer name, then touch OK Enter the customer street address, then touch OK Enter the customer city, state, and zip code, then touch OK
Two copies of the transaction receipt will print
About Customer Returns 23 Ringing a Customer Return w/ Receipt
14.
Have the customer sign the store's copy of the transaction receipt and then sign it yourself 15. Place the store's copy of the transaction receipt in the cash drawer through the slot on the front of the drawer 16. Give the transaction receipt to the customer Correcting a Card Terminal Transaction:
A refund may be done to correct an input error that was only on the card terminal, which means there may not be any correction required on the cash register. If the customer is not present with the card, contact your field manager. Refund on Credit Cards: (including debit cards rang up as credit) 1. Touch Credit/Debit on the screen 2. Touch Refund on the screen 3. Enter Refund Password using the number key Note: Refund Passwords are given to Field Manager and they will provide to the password Steward at each facility 4. Select Green Arrow button 5. Enter the amount using the number keys 6. Swipe Credit Card with the magnetic strip down and to the left and then return the card to the customer Note: If you are returning on a Chip Credit Card, then insert the Credit Card with a Chip face up into the chip reader, which is located in the front of the credit card machine 7. Select Correction required type: Touch Credit 8. Customer Code: No entry needed just touch the Green Arrow Button 9. The merchant copy will automatically print, have the customer sign the merchant copy and attach to original Cash Register Receipt and Original Card Terminal Receipt an place in the cash drawer through the slot on the front of the drawer 10. Print Customer Receipt? Touch Yes 11. Touch the Red X button to clear 12. Enter the card swipe or chip terminal correction required correctly (See “Ringing a Customer Sale”)
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Ringing a Customer Return w/o a Receipt If a receipt is not available, you will need to request a refund check. item returned, you will be asked to provide a reason. 1. 2. 3. 4.
For each
On the main menu, touch the product category (e.g., Pre-Pack Items) Touch Return Item w/o Receipt Touch or type the quantity Touch an item
The Reason for Return window will display
5. Touch the reason for the return
The reason will highlight blue
The item is displayed in the transaction field as a negative at the current price
6. Repeat steps 1 through 5 for item being returned 7. Touch Refund Check 8. Touch the first button in the Payment amount box 9. Enter the customer name, then touch OK 10. Enter the customer street address, then touch OK 11. Enter the customer city, state, and zip code, then touch OK 12.
Two copies of the transaction receipt will print
Have the customer sign the store's copy of the transaction receipt and then sign it yourself 13. Place the store's copy of the transaction receipt in the cash drawer through the slot on the front of the drawer 14. Give the transaction receipt to the customer
About Item Information
Chapter 6
Item information includes item number, item name, price, and available inventory. Microsoft Dynamics AX for Retail POS provides you with a tool to look up this information based on item number or item name.
Performing an Item/Price Check These instructions explain how to search for a specific item, review its price, and add it to a transaction. 1. From any menu, type a portion of an item number or, item name in the Search or enter quantity field
The Search screen will display items matching the search criteria
2. (Optional) On the Search screen touch Show price
The Price column will display
3. (Optional) Touch the item to highlight it, then touch Select to add it to a transaction OR 4. Touch Cancel to close the Search screen
Performing an Inventory Lookup These instructions explain how to lookup inventory at stores within your company.
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1. From any menu, type a portion of an item number or item name in the Search or enter quantity field
The Search screen will display items matching the search criteria
2. Touch an item to highlight it, then touch Product details
The Product Detail screen with display
3. Touch Inventory lookup
The inventory at your store is displayed in the upper right hand corner of the screen
The inventory at other stores in your company are shown in the grid on the left hand side of the screen
4. When finished, touch Close, then touch Cancel, and then touch Cancel again
About End of Day
Chapter 7
At the end of day, you will need to print an X report, declare the tender received, resolve any discrepancies in the tender recorded by Microsoft AX for Retail POS and your tender declaration, and then close the shift.
Printing an X Report The first step of the end of day process is to print an X report. This report summarizes all of the activities during the day. In addition to reporting sales and returns, it provides you totals by tender type. These totals are compared to the amounts you enter when you declare tender received. 1. On the Home menu touch Manager Functions
The Manager Functions menu will display
2. Touch Print X
A message Calculating the shift will display
A message Printing in progress will display
The X report will print on the receipt printer
Performing a Tender Declaration At the end of the day, you will need to declare the amount of tender received by tender type. This information is compared with what Microsoft Dynamics AX for
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Retail POS has recorded. Any amounts over or short by tender type should be resolved before closing the shift. If the tender declaration is incorrect, you will need to inform the field manager the source of the difference. Possible errors include giving back the wrong change or specifying the wrong card type. Settlement-Close on Card Reader:
1. Touch Credit/Debit on the screen 2. Touch Close on the screen 3. Card Reader will automatically print the Credit Card totals Report, and Credit card type totals Report 4. Print an X report from the POS Cash register and verify the totals match with the Credit Card Total Report
If totals do not match work out any problems before moving onto step #5
5. Totals Correct? Touch Yes 6. Batch Close complete and card reader will automatically print the Credit Details report. 7. Touch Red X button to clear Note:Three reports will print - the Credit Card Totals, Credit Card Type Totals, and Credit Details.
If reprint is needed on the three reports: Credit Card Totals, Credit Card Type Totals and Credit Details:
Touch Credit/Debit on the screen
Touch More Arrow on the screen
Touch Print Reports on the screen
Touch the Report you want to reprint:
Touch Net Totals on the screen for Credit Card Totals Report
Touch Card Totals on the screen for Credit Card Type Totals Report
Touch Credit Details on the screen for Credit Details Report
8. On the Home menu touch Manager Functions
The Manager Functions menu will display
9. Touch Perform tender declaration 10.
A message Are you sure you want to perform a tender declaration? will display Touch Yes
The cash drawer will open
The Tender declaration screen will display
About End of Day 29 Performing a Tender Declaration
11.
On the Cash line, touch Count
12.
Touch a denomination to highlight it
13.
The line will highlight blue Touch Quantity on the highlighted line
14.
The Enter USD Denominations screen (for United States) or the Enter CAD Denominations screen (for Canada) will display
The Number of counted units screen will display
Touch/type the number of counted units for the highlighted denomination, then touch OK
15.
The amount of the highlighted denomination will update and be added to the total at the bottom of the screen. Repeat steps 6 to 8 for all coin and cash in the till
16.
The total amount will display at the bottom of the screen On the Check Bank Franked line, touch USD 0.00
17.
The Enter amount window will display Enter the total amount for the checks that was tendered during the shift
Note: You may want to use an adding machine to total all of the checks. 18.
On the MC, VS, DISC line, touch USD 0.00
The Enter amount window will display
19.
Enter the total amount for MasterCard, Visa, and Discover that was tendered during the shift 20. On the AMEX line, touch USD 0.00 21.
The Enter amount window will display Enter the total amount for AMEX that was tendered during the shift
Note: The total of each tender type is found on the Credit Card Type Totals report printed by the card reader. 22.
When all cash, check, and card amounts have been entered touch OK
23.
A message Are you sure that you want to write these amounts to the database? will display Touch Yes
A tender declaration receipt will print
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24. 25.
Close the cash drawer Print an X report after the tender declaration to determine if you have any overs or shorts by tender type.
Note: If you made an error in the tender amounts declared, simply repeat the steps outlined above and enter the correct amounts. The amounts entered are not added from one declaration to the next. Any overs or shorts that remain should be explained on the daily deposit summary. Please visit with your field manager if there are questions.
Closing the Shift After you have printed the X report, declared your tender, and reconciled all tender types, you can close the shift. 1. Touch Close shift
A message Do you want to close the shift? will display
2. Touch Yes
A message Calculating the shift will display
A Z report will print
The cash drawer will open
3. Remove the tender from the cash drawer Note: With tender removed from the cash drawer, prepare the daily deposit summary. See your operations guide for instructions. 4. Leave the cash drawer open
About Register Modes
Chapter 8
Microsoft Dynamics AX for Retail POS has four operating modes: online, offline, non-drawer operation, and training mode. All Retail POS functions are available in the online mode. In the offline mode, you can still ring up sales but some Retail POS functions are not available. In the non-drawer operation mode, you are restricted to Retail POS functions that do not require access to the cash drawer. In training mode, you have access to key Retail POS functions for training purposes. In this mode, no transactions are recorded and all receipts indicate training mode.
Working with the Register Offline When the register is offline, because the system is temporarily down, you can perform only basic functions, such as sales and returns. Microsoft Dynamics for Retail displays the connection status in the status bar at the bottom the screen. When your connection with the store database is lost, Microsoft Dynamics for Retail automatically switches to the offline mode. When the connection is reestablished, the Microsoft Dynamics for Retail automatically connects to it. You should contact the Global Service Center if your register is offline.
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Performing a Non-Drawer Operation Non-drawer operations are register operations that do not open the cash drawer and do affect a shift. You can log on to Microsoft Dynamics AX for Retail POS without starting a shift. In non-drawer mode, you can access email, use Microsoft Office applications, access help and operations guides, do a price check, or reprint a receipt. 1. Log on to Retail POS 2. Click Perform non-drawer operations 3. When you are finished, from the Home screen, touch Log Off.
Using Training Mode You can use training mode to practice using Microsoft Dynamics AX for Retail POS without affecting transactions or other information in the database. The sales that you ring up in training mode are not kept, the cash drawer does not open, and transactions are not processed. Enter Training Mode
1. On the Logon screen, touch the arrow next to the red Close (X) button, and then select Activate training
Training will display at the bottom of the Logon screen
2. Log in using your operator ID and password 3. Practice using Retail POS Exit training mode
1. On the Home screen, touch Log Off 2. Touch the arrow next to the red Close (X) button, and then select Deactivate training
Training will no longer display at the bottom of the Logon screen
About Computer Hardware Maintenance
Chapter 9
You will be expected to perform simple maintenance and troubleshooting on all hardware associated with the Microsoft Dynamics AX for Retail POS system.
Maintaining the EPSON® Receipt Printer These instructions will explain how to change the receipt tape, ribbon cartridge, and endorsement ribbon cartridge. Replacing the Receipt Printer Tape
1. To prevent data loss, make sure that the printer is not receiving data. 2. Open the paper roll cover by lifting up the two tabs on the paper roll cover and then pushing the cover back. 3. Remove the used paper roll core if there is one.
4. Insert the paper roll as shown.
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5.
Be sure to note the correct direction that the paper should come off the roll.
6. Pull out a small amount of paper, as shown. Then close the cover and tear off the extra paper by pulling it toward the front of the printer. NOTE Do not use paper rolls that have the paper glued or taped to the core because they might cause a paper jam. To prevent paper jams, make sure that nothing obstructs paper coming out of the paper exit, and do not pull the paper out of the printer. Replacing the Check Endorsement Ribbon
1. Turn off the power to the printer - see the power switch in the photo below. 2. Check that the power indicator light is off - see the power indicator light in the photo below.
About Computer Hardware Maintenance 35 Maintaining the EPSON® Receipt Printer
3. Pull up the tab on the left side of the printer to open the printer cover and access the check endorsement ribbon.
4. Follow the instructions identified on the printer by arrows in the photo below.
5. Close the lid and turn power back on for printer. Verify that the power light is green and no other lights on the printer are on.
About Troubleshooting
Chapter 10
There are a number of resources available to help should you encounter problems using Microsoft Dynamics AX for Retail POS.
Welfare Retail help documentation (this on-line document)
Your field management office
The Global Service Center (GSC) at 801-240-4357
When you call the Global Service Center, you will be asked to provide your unit id. Your field manager can give this number to you if needed. As you describe the problem, let the team member know that you are a Welfare Services operation using Microsoft Dynamics AX for Retail POS. Depending on the nature of the problem, it may be necessary for the GSC to forward your call to the Church's Retail Operations Support team. The GSC will help you through this process. The Calling the Global Service Center for POS Support form has been prepared to assist you in communicating the support that is needed (see "Forms").
Operating During a Power Failure If the building power should fail, the cash register and the credit card reader will continue to run for about 20 minutes using the battery backup in the uninterruptible power supply (UPS). You should complete any transactions in process and, if checking out a small group, complete the check out of the group. When this is completed, you should log out and wait for the power to be restored. Do not close the shift.
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When power is restored, the register should restart automatically. If power is restored before the battery backup runs out, you can simply log back in and continue with your shift.
Additional Resources
Chapter 11
This section contains additional information to help you manage the Dynamics AX for Retail POS system.
Forms The following is a list of commonly used forms by Dynamics AX for Retail POS. Contact your field manager if you need copies of any of the forms. (If you are using the online version of the user's guide, you can download a copy of a form by clicking on its name.)
Calling the Global Service Center for POS Support http://fhnl.ldschurch.org/AX2012/welfare/forms/Calling%20the%20Global%2 0Service%20Center%20for%20POS%20Support.pdf
Daily Deposit Summary (xlsx) http://fhnl.ldschurch.org/AX2012/welfare/forms/daily%20deposit%20summar y.xlsx
Daily Deposit Summary (pdf) http://fhnl.ldschurch.org/AX2012/welfare/forms/daily%20deposit%20summar y.pdf
Training Certification and Operator ID and Password Request http://fhnl.ldschurch.org/AX2012/welfare/forms/Training%20Certification%2 0and%20Operator%20ID%20and%20Password%20Request.pdf
Index
A
D
About Computer Hardware Maintenance • 33
Declaring a Starting Amount • 10
About Correcting a Tendered Sale • 17
F Forms • 39
About Customer Returns • 21
H
About Customer Sales Transactions • 11
Handling Credit/Debit Card Information • 7
About End of Day • 27
K
About Item Information • 25
Keeping Microsoft Dynamics AX for Retail POS Secure • 6
About Microsoft Dynamics AX for Retail POS • 5 About Register Modes • 31 About Start of Day • 9 About Troubleshooting • 37 Additional Resources • 39 C Changing a Password • 7 Closing the Shift • 30 Correcting a Tendered Customer Sale • 17
Keeping the POS Terminal and Card Reader Secure • 8 L Logging On • 9 M Maintaining the EPSON® Receipt Printer • 33 Managing the Cash Drawer • 16
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O Obtaining an Operator ID and Password • 6 Opening a New Shift • 9 Operating During a Power Failure • 37 P Performing a Non-Drawer Operation • 32 Performing a Tender Declaration • 27 Performing an Inventory Lookup • 25 Performing an Item/Price Check • 25 Printing a Duplicate Receipt • 16 Printing an X Report • 27 R Ringing a Customer Return w/ Receipt • 21 Ringing a Customer Return w/o a Receipt • 24 Ringing a Customer Sale • 11 U Using Microsoft Dynamics AX for Retail POS • 5 Using Training Mode • 32 W Working with the Register Offline • 31
