Personal tools

Difference between revisions of "10 POS"

From TrueERP wiki

Jump to: navigation, search
 
Line 35: Line 35:
 
</menu>  
 
</menu>  
  
== Overview ==
+
== Overview ==
  
 +
Point Of Sale Training
  
+
<br>
Point Of Sale Training
+
  
 +
Company:___________________________ Signed:____________________________
  
 +
Name:___________________ Position:______________ Date: _____________
  
Company:___________________________      Signed:____________________________
+
Trainee to complete: Please tick
  
Name:___________________    Position:______________     Date: _____________
+
1. [ ] Access POS - List the different ways to access POS?
  
Trainee to complete:  Please tick
+
2. [ ] Default Access - How do you set the user to load POS at logon?
  
1.   [   ] Access POS
+
3. [ ] Look of POS - Do you understand the 3 main screens within 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
+
4. [ ] Product Status - How do you show the status of a product once selected?  
Do you understand the 3 main screens within POS?
+
  
4.   [   ] Product Status
+
5. [ ] Store Quantities - How do you show the quantity of a product once selected?  
How do you show the status of a product once selected?
+
  
5.   [   ] Store Quantities
+
6. [ ] Preferences - Do you know how to access the preferences that control POS?  
How do you show the quantity of a product once selected?
+
  
6.   [   ] Preferences
+
7. [ ] Grouping Products - What do you use to group products for easy selection?  
Do you know how to access the preferences that control POS?
+
  
7.   [   ] Grouping Products
+
8. [ ] Creating Keypads - Can you create a keypad with a group of products assigned to that keypad?  
What do you use to group products for easy selection?
+
  
8.   [   ] Creating Keypads
+
9. [ ] Multi-Site Keypads - Why do we give different sites, different keypads?  
Can you create a keypad with a group of products assigned to that keypad?
+
  
9.   [   ] Multi-Site Keypads
+
10. [ ] Different Tills - Why do we give different sites, different tills?  
Why do we give different sites, different keypads?
+
  
10. [   ] Different Tills
+
11. [ ] Tracking CRM - Where do you find the option to collect Postcode or Source from customers?  
Why do we give different sites, different tills?
+
  
11. [   ] Tracking CRM
+
12. [ ] Create Button - Do understand the difference between assigning a product to a button and a function to a button?  
Where do you find the option to collect Postcode or Source from customers?
+
  
12. [   ] Create Button
+
13. [ ] Product Shortcut - How do you assign a product to a Button?  
Do understand the difference between assigning a product to a button and a function to a button?
+
  
13. [   ] Product Shortcut
+
14. [ ] Create Function - How do you assign a Function to a button?  
How do you assign a product to a Button?
+
  
14. [   ] Create Function
+
15. [ ] Function Hints - Do you understand how to get the hints for a function to display?  
How do you assign a Function to a button?
+
  
15. [   ] Function Hints
+
16. [ ] Reset Buttons - How do you reset a Button to the Default option (Preset Not Used)?  
Do you understand how to get the hints for a function to display?
+
  
16. [   ] Reset Buttons
+
17. [ ] Tills - Why do we have different tills?  
How do you reset a Button to the Default option (Preset Not Used)?
+
  
17. [   ] Tills
+
18. [ ] Assigning the Tills - What benefit would assigning a Till to a specific computer give?  
Why do we have different tills?
+
  
18. [   ] Assigning the Tills
+
19. [ ] Receipt Printout - Where do you alter what prints on the receipt for the till?  
What benefit would assigning a Till to a specific computer give?
+
  
19. [   ] Receipt Printout
+
20. [ ] Departments - How do you assign a Till to a specified Department?  
Where do you alter what prints on the receipt for the till?
+
  
20. [   ] Departments
+
21. [ ] Print Spooler - What is the Print Spooler functionality?  
How do you assign a Till to a specified Department?
+
  
21. [   ] Print Spooler
+
22. [ ] Default Printer - Where do you define a default printer?  
What is the Print Spooler functionality?
+
  
22. [   ] Default Printer
+
23. [ ] Product Selection - List the different methods you can use to load a Product into POS?  
Where do you define a default printer?
+
  
23. [   ] Product Selection
+
24. [ ] Remove Products - How do you remove selected product from an in-complete transaction?  
List the different methods you can use to load a Product into POS?
+
  
24. [   ] Remove Products
+
25. [ ] Discounts - What are some of the ways to apply discounts in POS?  
How do you remove selected product from an in-complete transaction?
+
  
25. [   ] Discounts
+
26. [ ] Create Appointments -&nbsp; How do you create an appointment from within POS?  
What are some of the ways to apply discounts in POS?
+
  
26. [   ] Create Appointments
+
27. [ ] Product Status - How do you check on the quantity and status of a product?  
How do you create an appointment from within POS?
+
  
27. [   ] Product Status
+
28. [ ] Viewing Transactions - How do you look at the history of sales made through POS?  
How do you check on the quantity and status of a product?
+
  
28. [  ] Viewing Transactions
+
<br> Notes: Are there any aspects in this area that more training would be useful?  
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?
+
 
+
_____________________________________________
+
_____________________________________________
+
_____________________________________________
+
_____________________________________________
+
_____________________________________________
+
_____________________________________________
+
_____________________________________________
+
_____________________________________________
+

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?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________