work

Cash Register Express (CRE) - General Cashiering



Sharing buttons:

first things first let's go ahead and

clock into the system you can see that

there's a this is the screen that's

going to be it's basically the login

screen this is what's going to greet you

when you turn on the system so you can

actually access the manager functions

from here as well and type in your

password and cache your ID or just the

clock in like we were discussing there's

that little clock down there and we're

going to put in our password and our ID

and you can access the keyboard here as

well I apologize that I didn't do that

just now but definitely we're going to

clock-in clock-in successful and we're

done

so that's one way to clock in okay let's

actually do this now logging into the

system okay we're greeted with this home

screen again so let's this is another

space to go ahead and clock in we're in

the cashier screen and you also can

press the number 1 here or the letter C

to actually arrive at this so we're

going to put in this again and we can

clock out clock out successful so going

to close down and it's going to go back

to this screen so that's how you clock

in and out now let's apply a discount to

the invoice let's grab something that we

already have an inventory this is going

to be my prop for the day all right and

you see that the diet cola came up and

that's the item that we have in

inventory now let's apply a discount to

this invoice so we're going to go to

options invoice properties discount and

we're going to give it a 10% discount

and you see that the discount was

applied 10% and now we all we have to do

to be able to redeem that discount is

pay for it

we'll say Jack exact change to save

paper we're not going to print a receipt

cash drawer pops cash goes in into the

drawer and that's how you do a discount

now let's process a return we're going

to use the same exact order that we just

used and you see there's a barcode right

here on the bottom okay now all you have

to do is and now you can look it up now

I just want to give you an idea that

there is an invoice number here and you

can look it up by invoice number it is

going to be so much faster though to

look it up by receipt but we know that

some people lose their receipts and that

just depends on your basic business

model about what you'll accept

so the invoice number down here is also

printed but let's go ahead and populate

the the invoice here up on the screen

and we can actually return the items

pull back the invoice or display the

invoice and let's actually just return

the item and they see there's going to

be a bunch of items here that we can

actually choose an individual item to

take a return on and since there was

only one item on this one let's go ahead

and click that we'll select that item

and you can see that we're going to

process a return here and here's all the

negative values so let's just close that

out and we're going to pay cash since

they paid with cash and yes we do want

to receipt for this individual give them

the receipt and that's how you process a

return

let's look at how to actually do a no

sale and just pop the drawer now the

thing about it is you do have an

individual login okay and that is per

PCI compliance that if you're going to

process credit cards within the system

that you do need to have an individual

login so that's just a reminder but

since we are individually logged in here

we actually have report tracking that

can tell you when a no sale has occurred

or a void has occurred or anything of

the like

so let's actually process a no sale you

know make some change for somebody and

see how that happens okay so we're going

to do we have our home screen I'm going

to go to options open cash drawer drawer

pops we're going to make our change and

we're going to close the drawer exit and

we're going to a great part of this

software is being able to put items on

hold and to recall them

so let's actually put a couple of things

on hold I want to show you a couple

features but basically this feature is

used when let's say you have a line of

people and you have the next person that

comes up has a handful of items they

ring them all up and you realize wow

they forgot their wallet so you want to

put it on hold

let them go grab their wallet bring in

some more people let that other person

come back and pay for the item so let's

run through that okay

we're going to use our prop so we're

going to ring in a couple of these let's

add a couple in here and let's just add

something else alright so we've rung in

all the items oh wow I forgot my wallet

so what we're going to do is we're going

to place that item on hold now we can

give it an ID and say sir what's your

name his name is Jim so we're actually

going to put that on hold we can go

through and start ringing in another

item and you see the invoice is

populating for another item we can go

ahead and pay that person's going to pay

with cash let's not take a receipt this

time okay that person's through the line

the line of people is done and now what

we can do is we can press this button

fetch on hold and you can also press

ctrl H but look at all this room that we

have here if you have two or three

things happen like that and there's a

variety other uses that you can just be

creative and use this but they need to

be closed out by the end of the day but

you can see that right here we have

those on hold so if somebody's going to

pick something up later in the day you

can put that on hold for as long as you

need but it does need to be closed out

by the end of the day so let's select

that right there and you see as envoy's

here

we're going to go ahead and pay he's

going to pay with cash and no we're not

going to have a receipt so now you can

see in a change do is going to show and

all these other things are going to

happen to give you the ability to put

items on hold in a very convenient way

let's talk about items search ability

okay I'm going to show you the search

feature but first I actually want to

show you how to just do a price check

okay so grab our prop go to options and

you can see right here in the dead

center we have price check so let's go

ahead and scan this item and you see

right here price check $2.13 very easy

okay

now let's actually search for this item

we can actually this is this is a screen

that you're going to see quite a lot

okay so you can look for modifiers you

can look for choice items kits rentals

to all of these different things that

we're going to discuss and we can also

look by Department so I know what

department this is in so we can look by

that Department let's do that and you

can see right here okay diet cola right

there so let's go ahead and select that

and we'll pull that up so it's very easy

to search those items the other thing

that we can do and let's go ahead and

void this out so we can see it let's go

ahead and scan the barcode and you can

do a quick price check that way you just

have to point out that specific item so

it's very easy to search for items and

again you can always just search that

way but sometimes you're not going to

have either maybe you have a broken

barcode or you have something that's

going to hinder you from being able to

do that so I just wanted you to see that

there's a variety of ways to search for

items

let's take just a minute and talk about

taking payments okay so what we're going

to do is we're actually going to add a

quick item to the invoice and let's go

ahead and pay it now we can actually

clear this number and input anything

that we want fifty dollars as you can

see these are right here as well in this

next even amount the next dollar amount

up is going to be right there so then

you can pay with cash now let's talk

about external credit card right there

this actually means that if you have

external credit card here that means

you're going to pay with a credit card

but you're actually going to take

payment or swipe the card on an external

terminal now this is going to feel like

you're doing double entry what really

because you are this side in the POS

is for reporting this is actually taking

payment on the external terminal but you

can actually process internally but then

we actually get into more of a PCI

compliance expansion because we're

actually going to be on a computer

processing payment we really need to

protect that cardholder data so you're

going to have to do with this this

external machine and have other

processes within your business but the

other thing that we want to talk about

is that we need to have a firewall we

need to have other specific security

settings like antivirus and things like

that to actually arrive at a place of

PCI compliance within the computer now

this software is PCI compliant and it

doesn't store credit credit card data

etc but what I want you to know is the

fact that we need to be very cognizant

of PCI compliance we also can take

checks we're going to get two gift cards

in just a second but I wanted you to see

this is where you're going to take

payment on a gift card now on account

and layaway those are two specific

things that I'd like to discuss these

are relationships between customers and

and your business that have very

distinctive differences if you're going

to pay something on account you know you

have to create the customer and we'll

show you how to do that in customer

maintenance and activate their account

now paying on account means they're

going to give you a deposit or just

basically take the item today and pay

for it later they're not going to pay

for all of it at this point they're

going to pay for it later

layaway is very different they're

actually going to stake a claim on the

item and it's going to stay held so

basically you can't release the item to

the customer using the layaway function

it won't deplete it from inventory won't

actually process that payment so you can

see the distinct differences

on account they're going to take it

today layaway they're going to take it

in another time so those are going to be

payment processing options that we can

take now deposits etc we can force

deposits on those different kinds of

things but I just wanted to give you a

quick explanation of those then we have

debit here and that pretty much covers

the the tender screen so let's actually

go and look at payment processing so

we're going to cancel out of here we're

going to actually avoid this invoice and

then let's go to options we're going to

go to setup and then we're going to go

to setup screen and then we're going to

go to payment processing now you see all

of these individual items right here we

have credit debit and these are all of

the processors that are going to be able

to be used within the credit debit

function right here

these all have gateways so you see

Express manual right here Express manual

is when you're going to use an

individual terminal okay an external

terminal now let's talk about manual

manual means that you actually if you

have this setting for credit debit you

have to actually manually input all of

that information into the system then

you have all of these gateways right

here that have already been built

conveniently by PC America into the cash

register Express sense system that you

have Chase Paymentech code card first

data and they're always putting new

people in here but these are the big

boys that are playing in the game right

now Mercury payments is a big one and

you can see that we have PC charge right

here now anytime you click on one of

those gateways it's going to have all of

the parameters right here that are going

to give you the indication of what the

setup information is going to require so

what you have to ask your credit card

processor is give me a parameter sheet a

setup sheet that's the language to tell

them and say okay I need that sheet and

when they give it to you you can put it

all in here now we will do this for you

as well because it is a little bit

difficult and requirements for testing

and things like that but definitely you

can do it on your own and all you have

to do is fill in the blanks with the

merchant ID the terminal ID and all

these different things and you can see

that it's going to fit right in here and

then we also have these other options

here now browse these because you can

actually do pre authorizations and

credit cards if you're actually going to

you know somebody's going to stay for a

while let's say you're a bar and you

actually want to use this software you

know you can pre authorize a credit card

etc so I wanted you to see all these

different different things like here

like batch size and all that and then

let's go over to

check and you can see that this is the

payment processor for actual actually

processing checks electronically and

these are the guys that are going to be

able to do that and then we have EBT EBT

is electronic bank transfer okay and

these are the processors that are going

to be able to do that and you see a few

of them in here that are going to be

able to do that then we have a gift card

program okay all of these guys are going

to have specific gift card programs and

one tip I'd like to give you is about

mercury now mercury payment systems they

don't charge pretty much anything of

what the other people are going to

charge you to process gift cards so it's

actually a pretty huge benefit to use

them and then we have customer loyalty

and again mercury payments is the is

going to be the only company that is

going to be be able to give you that

benefit so you see that they're the only

ones that actually have an onboard

customer loyalty program so wanted you

to see that now there's a lot of other

stuff within the set up screen and we'll

actually get to that as we cover other

specific portions of the software but

that is taking payments