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== Overview  ==
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Point Of Sale Training
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<br>
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Company:___________________________ Signed:____________________________
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Name:___________________ Position:______________ Date: _____________
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 +
Trainee to complete: Please tick
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1. [ ] Access POS - List the different ways to access POS?
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 +
2. [ ] Default Access - How do you set the user to load POS at logon?
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 +
3. [ ] Look of POS - Do you understand the 3 main screens within POS?
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 +
4. [ ] Product Status - How do you show the status of a product once selected?
 +
 +
5. [ ] Store Quantities - How do you show the quantity of a product once selected?
 +
 +
6. [ ] Preferences - Do you know how to access the preferences that control POS?
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7. [ ] Grouping Products - What do you use to group products for easy selection?
 +
 +
8. [ ] Creating Keypads - Can you create a keypad with a group of products assigned to that keypad?
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 +
9. [ ] Multi-Site Keypads - Why do we give different sites, different keypads?
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 +
10. [ ] Different Tills - Why do we give different sites, different tills?
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11. [ ] Tracking CRM - Where do you find the option to collect Postcode or Source from customers?
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12. [ ] Create Button - Do understand the difference between assigning a product to a button and a function to a button?
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13. [ ] Product Shortcut - How do you assign a product to a Button?
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14. [ ] Create Function - How do you assign a Function to a button?
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15. [ ] Function Hints - Do you understand how to get the hints for a function to display?
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16. [ ] Reset Buttons - How do you reset a Button to the Default option (Preset Not Used)?
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17. [ ] Tills - Why do we have different tills?
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18. [ ] Assigning the Tills - What benefit would assigning a Till to a specific computer give?
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19. [ ] Receipt Printout - Where do you alter what prints on the receipt for the till?
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20. [ ] Departments - How do you assign a Till to a specified Department?
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 +
21. [ ] Print Spooler - What is the Print Spooler functionality?
 +
 +
22. [ ] Default Printer - Where do you define a default printer?
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23. [ ] Product Selection - List the different methods you can use to load a Product into POS?
 +
 +
24. [ ] Remove Products - How do you remove selected product from an in-complete transaction?
 +
 +
25. [ ] Discounts - What are some of the ways to apply discounts in POS?
 +
 +
26. [ ] Create Appointments -&nbsp; How do you create an appointment from within POS?
 +
 +
27. [ ] Product Status - How do you check on the quantity and status of a product?
 +
 +
28. [ ] Viewing Transactions - How do you look at the history of sales made through POS?
 +
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<br> Notes: Are there any aspects in this area that more training would be useful?
 +
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_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

Latest revision as of 11:26, 9 September 2011

Overview

Point Of Sale Training


Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Access POS - List the different ways to access POS?

2. [ ] Default Access - How do you set the user to load POS at logon?

3. [ ] Look of POS - Do you understand the 3 main screens within POS?

4. [ ] Product Status - How do you show the status of a product once selected?

5. [ ] Store Quantities - How do you show the quantity of a product once selected?

6. [ ] Preferences - Do you know how to access the preferences that control POS?

7. [ ] Grouping Products - What do you use to group products for easy selection?

8. [ ] Creating Keypads - Can you create a keypad with a group of products assigned to that keypad?

9. [ ] Multi-Site Keypads - Why do we give different sites, different keypads?

10. [ ] Different Tills - Why do we give different sites, different tills?

11. [ ] Tracking CRM - Where do you find the option to collect Postcode or Source from customers?

12. [ ] Create Button - Do understand the difference between assigning a product to a button and a function to a button?

13. [ ] Product Shortcut - How do you assign a product to a Button?

14. [ ] Create Function - How do you assign a Function to a button?

15. [ ] Function Hints - Do you understand how to get the hints for a function to display?

16. [ ] Reset Buttons - How do you reset a Button to the Default option (Preset Not Used)?

17. [ ] Tills - Why do we have different tills?

18. [ ] Assigning the Tills - What benefit would assigning a Till to a specific computer give?

19. [ ] Receipt Printout - Where do you alter what prints on the receipt for the till?

20. [ ] Departments - How do you assign a Till to a specified Department?

21. [ ] Print Spooler - What is the Print Spooler functionality?

22. [ ] Default Printer - Where do you define a default printer?

23. [ ] Product Selection - List the different methods you can use to load a Product into POS?

24. [ ] Remove Products - How do you remove selected product from an in-complete transaction?

25. [ ] Discounts - What are some of the ways to apply discounts in POS?

26. [ ] Create Appointments -  How do you create an appointment from within POS?

27. [ ] Product Status - How do you check on the quantity and status of a product?

28. [ ] Viewing Transactions - How do you look at the history of sales made through POS?


Notes: Are there any aspects in this area that more training would be useful?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

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