WFR Point of Sale System Training Outline

Transcription

1 WFR Pint f Sale System Training Outline Prject Overview Gals Speedy Transactins Increased custmer service T make yur lives easier! Ultimately Paperless in-huse transactins Hardware The functins, charging, strage and care f: Tablet MSR ID Scanner Printer Keybard Stylus Available Screens Hme Purpse f the buttns Clrs: Green buttns are Sale buttns Red buttns are discunts Blue is MISC buttn Transactins Parked When "Park Sale" is pressed Cmpleted Refund a transactin Reprint a CC receipt In Prgress If App crashes while a sale is active, it will g here. Canceled All Sales Cash Drps Recrd a Cash Drp Reminders will pp up when yur cash cllected reaches ver $300. Snze until yu have a mment t make a cash drp. Reprts View/Print X Reprt X Reprt Print Z Reprt & Clse ut the day MUST HAPPEN EVERY NIGHT!! Daily Tasks Clck in/ut

2 Open/Clsing Checklists (cming sn) Inventry Cunts Sync with Server Settings Administratin Items - "We'll handle thse". Prcedures Opening Clck In Opening Checklist Opening Inventry Cunt Nrmal Sell w/ Credit card Walk thrugh prcess. Special buttns that request "Mre Inf": Annual Pass Sale: [Name f seller] - [Annual Pass Number] (S we can prcess bnuses prperly. Annual Pass Disc: [Annual Pass Number used] MISC: Specific reasn yu're using MISC Example: Cmment: [Damage t Quad Sprt] - Descriptin: [Replacement Skin] VIP Cupn: [Type f Cupn] Daily Deal: [Grupn # ] Any ther discunts: [Details f their ffer number, reasn, etc.] Prcessing a Sale with a Cupn r Discunt Select the item the guest wants t rent Add a discunt Cllect Cupn Supply mre inf, if required Different types f Cupns VIP Card 100% ff 1 item Annual Pass 50% ff 1 item Grupn/Daily Deals - $X ff Extra/Free time 0 discunt but nted n receipt (If needed) - Add Extra Time buttn Annual Pass Sale ½ hur free 2 nd Hur Free Additinal Hur Checkut [Cntracts will be dne n the left, when implemented] Select Payment Methd Enter details, as needed Cllect funds and Cupns/Vuchers

3 Cmplete Transactin 2 Receipts print 1 ges with their ID If there s a Cupn/Vucher cllected, staple it t the back f the receipt If there was an Annual Pass sld, staple it t the back f the receipt Fill ut time due back, factring in the extra time Fill ut the # f helmets taken 1 ges t the Guest Fill ut the bttm f the receipt Number f Helmets Time due back Put ur receipt + ID in the Out bin Walk arund the bike as a part f yur nrmal check, assuring it passes visual inspectin Give safety instructins, pinting ut safety highlights f: Hw t use the brake Practice using the brake befre beginning yur ride Where nt t put yur feet, keep yur feet n the pedals at all times Hw t back up, where t put yur feet when backing up Maximum number f peple n each bike Remind them t fllw all psted signs and riding rules f the area Assure minrs all have helmets n Pint ut where the rider can/can t ride Additinal safety instructins fr yur lcatin Suggest back pckets are emptied f wallets, phnes, etc. Send ff guests Upn guest return Lcate their receipt & ID frm the Out bin Cnfirm they didn t g ver their time If they did cllect payment in increments f ¼ hur (15 minutes) [Recall transactin when Cntract Prcessing is included] Refunds Transactins Lcate Guests riginal transactin Select it t pen their details n the lwer sectin Select Refund Transactin Enter Descriptin as t why yu re prcessing a refund Partial Refund Ntes Checkut Select refund methd Prceed thrugh prmpts (Cash, refund cash CC, re-swipe CC t refund it) Cmplete transactin Staple ur cpy f the receipt t the riginal

4 Using the MISC Key True MISC Items: Damages If there s smething yu ften have t use MISC fr, let yur supervisr knw s they can add a buttn. Shift Change Recrd a Cash Drp Print/ X Tape Clsing Checklist Inventry Cunt Put away Prduct Z Reprt & Final Cash Drp Z Reprt gets drpped by itself with the Cupns fr the day End f Day Sync Clck Out Pwer dwn POS Equipment & stre in designated area Receipts frm the day, alng with DRR and any ther paperwrk g in an End f Day Envelpe. Lck up Special Circumstances Accident Fill ut an Accident reprt, per nrmal. Attach the Receipt frm the transactin t the accident reprt. G int the custmers' transactin n the tablet and "Add a nte" entering the highlights f the accident Example: "Custmer fell ff the bike and scraped their knee. They are kay, n damage t the bike. " Backup Plans If the tablet is dwn, manual (paper) Cntracts and Receipts When Tablet is back up, manually enter all Transactins as "Cash" Transactins and attach Receipt t the Manual Receipt + Cntract bundle. If the Credit Card service isn't wrking, manual (paper) credit card slips - see ntes n hw t fill these ut prperly!! Internet ffline Manual Cntracts Have the custmer cmpletely fill ut the cntract. Dunk the ID, and g thrugh the prcess just like yu have internet access, except yu write "Paper" in the Signature & Initial bx, fr the custmer, then press Dne. Once the "Cnnecting t " fails, then press "Bypass waiver" and prceed with payment. Staple the POS receipt t the Manual Cntract. Manual Credit Cards If the MSR r the Internet are nt functining:

5 Staff cmpletely fills ut a Manual Credit Card Slip (per laminated instructins) and has Custmer sign it. Use the Payment Methd f "Cash" in POS Attach the Receipt fr the transactin t the Manual Credit Card slip. Missed Punches If yu frget t punch in r ut fr a day, we wn't knw when yu wrked. Call the ffice and leave a message fr Tara r [email protected] yur name, the date and day f the punch, the prper in/ut time and the prper time yu shuld have punched in tday. Trubleshting If yu run int prblems, check the trubleshting guide in the file bx. It's very detailed and has all cmmn issues cvered. Hint: The first step is always turn it ff, then turn it back n again!