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
 +
 
 +
 
 +
 
 +
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?
 +
 
 +
_____________________________________________
 +
_____________________________________________
 +
_____________________________________________
 +
_____________________________________________
 +
_____________________________________________
 +
_____________________________________________
 +
_____________________________________________
 +
_____________________________________________

Revision as of 17:46, 28 June 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?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________