SO Till Manual POS Store ops Store Operations
Contents
1. LFA Help F2 Lookup F3 Calculator F4 Joumal F5 Open Close F6 Calendar F Set Customer F8 No Sale F10 Drawer F11 Recall F12 Tender Layaway notice appears in the top left hand corner of the till screen FRED 32 WE KNOW PHARMACY e Press DEPOSIT hotkey to add more details to the lay by e Enter the deposit amount in the Override Deposit window For instance if they gave you 5 00 cash see figure below Layaway Information General Details Reference number 124 Comment FR EDRICEKSON LAYBY Order Details Expiration Date Arr 102009 M Override deposit 5 o Order history Date Cashier Comment Deposit VIEW Cancel Help The Override Deposit Window when creating a new Lay B e Press Enter e Tender the sale as per regular procedure see page 3 for assistance The lay by has been completed and a lay by voucher is printed FRED 33 WE KNOW PHARMACY How To Make A Lay By Payment Pickup Payment e Log on using your cashier ID number e Press the RECALL hotkey on the keyboard e Select Recall a layaway then press Enter W Store Operations POS OI Sales John Discount TATIE oti 1 2ff 1042009 3 31 10 PM FRED Bill To Fred Fredrickson Layby 20 Trenerry Crescent Abbotsford S067 Ho Charge Account 1 6 31 Jul 2009 Rev 0 item Lookup Code Description GED p Recall transaction from on hold Recall tran2. The return symbol appears when the till is in return mode Description Quantity Price Extended Tax Rep amarte 300673436637 PANADOL SUPPOS 250MG 20 a 20 95 20 95 O Scripts 0085 Panadol CH z 10 00 10 00 i Order a Pad oll Select a Customer al The Till in Return mode e Scan the items to be returned e Tender the sale as per regular procedure see page 3 for assistance FRED 24 WE KNOW PHARMACY Option 3 Peform an Exchange Sale amp Return in a single transaction e Log on and Scan items to be sold e Press the RETURN ITEM hotkey on the keyboard e Scan the items to be returned Store Operations POS Sales Main POS U Discount 0 00 ori 4 14 03 2008 4 10 30 PH Fred Health Pty Ltd tem Lookup Code Description Quantity Price Extended Tex Rep avertere 9300673435637 PANADOL SUPPOS 250MG 20 1 20 95 420 95 OI Scripts eo 0085 Panadol CH 10 00 10 00 749218 CHEM OMWNCOLD SORE CREAM 5G 1 12 99 12 99 Order ps An example of a return sale and purchase occurring within the one sales e Tender the sale as per regular procedure see page 3 for assistance This will result in either a refund or payment of the difference NOTE Once the sale is processed the return mode will automatically turn itself off so as to not affect the next transaction FRED 25 WE KNOW PHARMACY How To Setup A Short Term Credit Account For A Customer At T
3. How Do Open The Till Without Putting A Sale Through e Logon using your cashier ID number e Press the NO SALE hotkey or F8 on the register to open the till draw e Press the LOG ON hotkey to secure the screen before walking away NOTE All No Sales that are performed at the till are logged and recorded for security How To Record A Comment On A Receipt For An Item When an item is sold on the screen a comment can be added to appear on the customer receipt by pressing the ADD COMMENT hotkey or Ctrl F10 on the keyboard if multiple items make sure you are underneath the item you wish to record a comment against PANALGESIC CAP SOOMG 24 Comment Please follow directions carefully ltem Comment Example NOTE Transaction comments are different to item comments Transaction comments are not designed to print on account statements they are an administrative functionality used by account staff How To Exit The Till Program e Log on using your cashier ID number e Press the EXIT hotkey on the register FRED 30 WE KNOW PHARMACY 2 HANDLING CUSTOMER LAY BY How To Create A Customer Lay By e Log on using your cashier ID number NOTE Account customers are treated different to Lay by customers Therefore if the customer already exists as an account customer the same details can be used for the Lay by account without adding the customer details again press the SELECT CUSTOMER hotkey on the keyboard to check if t
4. FRED OFFICE FRED POS A Microsoft Dynamics Retail Management System TILL USER MANUAL FRED HELP 1300 731 888 FRED OFFICE ERED RE PHARMACY www fred com au FRED HELP 1300 731 888 Local Call Cost Nelo fred com au 8 30am 9 00pm EST Monday Friday 8 30am 5 00pm EST saturday Sunday Public Holidays Fred Health Pty Ltd 20 Trenerry Crescent Abbotsford Victoria 3067 T 03 9418 1800 Sales 1800 888 828 F 1300 730 888 www fred com au A Fred IT Group Company Copyright Fred Health Pty Ltd This Manual may not be reproduced in any form without express written permission from Fred Health Pty Ltd CONTENTS PAGE INUOdUCHON TO Tine DIE S 2 Tis GENER al Selno ALTRE TRS nav aeersatsentnaaece dado ueeinautersssaouenstavdesacuts 3 How To Process A Basic OTC Sale iii 3 The Key And Its Purpose At The Register 6 How To Split Payments At The Till 7 Manually Selling An Item At The Till is 8 Procedures For Quickly Selling Items Manually At The Register That Won t Scan 9 How To Make A Temporary Price Override Re 11 How To Remove A Single Item ies iawarertamarssninenddenianddssvinietineddeastueussaiientaudiiuninacticetsiatenaiaddentannts 12 How To Cancel The Entire Sale sise 12 How To Reprint A Receipt That Was Just Printed 12 How To Reprint A Receipt For A Previous Sale Us 13 How To Place A Transaction On Hold ssaedccsininanaicniedcassmranexineindactxadsuaiientausanamineec
5. it Enable cashier account for this user account ashier Logon i iRpotcte user account login details Cashier User Name Max 9 chars Cashier Password max 12 chars Cashier Options OK Cancel Apply Setting Cashier Logon details e Click Roles and Permissions tab e Click Cashier User Account Fred Add permissions to this user by selecting one c 45 you select roles From the list you can see tF _ the user at the bottom of the screen Roles this user belongs to Select one or more Administrators Pharmacists Inventory Click Cashier role from the Roles and Permissions tab e Click OK FRED 47 WE KNOW PHARMACY 6 RUNNING AN END OF DAY Z REPORT AT THE TILL Listed below are a couple of options on how to run the End of Day procedure at the till You only need to select ONE of these options and then follow the same instructions daily Option 1 Not Entering Open Amounts At the end of trading Log on using your cashier log in Press the NO SALE hotkey to open the Till Draw Log on using your cashier log in Press the END OF DAY hotkey on the keyboard Highlight the Z reading option and press Enter A message will appear Opening Amounts have not been entered Would you like to close this batch anyway Yes No Answer Yes to go ahead with the Z report The report will print on the receipt printer Remove the takings from the till and
6. Leave all machines running it is a lot better for the machines temperature is kept consistent to be left running over night rather than shutting down and having to start them up from scratch each morning If you choose to shut down the machines it is important that the following machines are left running to ensure the backup works Store Operations Server machine Fred Dispense main Server machine NOTE Fred Installer is the best person to consult with on how to perform a shutdown at the end of the day should you have any queries FRED 5 WE KNOW PHARMACY 10 FAQS ABOUT THE TILL What happens if a script is edited in Fred Dispense Whilst dispensing if a script is dispensed and then needs to be edited before the customer has picked up the Items the items will be changed across to the POS If the Items were picked up amp then the customer returned the prescription this adjustment would not be done on the POS You need to edit the prescription in Fred Dispense This will re send the prescription along with the item to be returned What is the correct way to scan a product at the till Hold the product about 30cm away from the scanner and then in a straight line move the product toward the scanner until the item is scanned on to the screen If it fails to scan the first time try it again Why do some prescription items transfer with the format 999999 Prescription When dispensing a blank item in Fred Dispense or a drug
7. O Scripts 00h Fanagdol CH The lightning bolt indicates a change in price has occurred The bold indicates a O PP pei 4 Customer aff Lightning Bolt indicates a discount applied to one of the items scanned NOTE You can scan any other items that don t attract a discount after completing this step e Tender the sale as per regular procedure see page 3 for assistance FRED 17 WE KNOW PHARMACY How To Discount The Entire Sale e Logon and Scan the products e Ensure the cursor is directly below the last scanned item see below Store Operations POS Sales Main POS U Discount 0 00 jor a 3 14 03 2008 3 12 58 PM Fred Health Pty Ltd tem Lookup Code Description Quantity Price Extended Tex Rep l qe 9300673435637 PANADOL SUPPOS 250MG 20 1 20 95 70 95 O Scripts 0085 Panadal CH 1 10 00 10 00 rt Settle no see amp Select a Customer Er sm wa so Cursor Box shown directly below all items listed ready to discount the entire sale FRED 1 WE KNOW PHARMACY e Press the DISCOUNT SALE hotkey This automatically defaults to the Perform discounts on all items option in the discount window see below Set Discount Price Level Discount Pnce Level Acton All Items Discount Select desired action Select discount Discount percentage from current price Discount dollar amount from current price Set discount method for transa
8. not scan and does not exist in the items database it can be quickly sold using one of the MISC hotkeys on the keyboard This of course is not an ideal way of selling regular stock items because it will make stock control for these items impossible as well as reducing effectiveness of reports Whenever a situation like this arises it is important that the sale is finished as quickly as possible as well as followed up with POS Manager to ensure the product is added to the system for future sales FRED 1 WE KNOW PHARMACY How To Make A Temporary Price Override e Place the cursor over the Price field This can be done by clicking with the mouse or highlighting the product and then pressing the TAB key until the cursor is selected on the price field W Store Operations POS Mel Sales John Discount 0 00 ET 3 30 10 2009 10 16 00 AM 1 6 31 Jul 2009 Rev 0 fem Lookup Code Description Quant Price Extended Tax Rep 123 ECZEMA CREAM 100G 1 7 00 r 00 369627 PANADOL CAF 1 5 YEARS 200hML 1 4 63 963 O New Layby Customer af Settle EFTPOS la F1 Help F2 Lookup F3 Calculator F4 Journal FE Open Close FE Calendar iw FF Set Customer FE Mo Sale F10 Drawer F11 Recall Fle Tender The cursor highlighted on the Price for a Temporary price override e Type over the existing price and press Enter until you reach the next free line This will also put a red lightning bolt beside the
9. price 12 00 which indicates this price has been modified for this sale only e Tender the sale as per regular procedure see page 3 for assistance FRED 1 WE KNOW PHARMACY How To Remove A Single Item Option 1 e Ensure the cursor is directly below the item to be cancelled e Press the VOID ITEM hotkey on the keyboard to remove the item Option 2 e Ensure the cursor is on the itemlookupcode field of the item you wish to remove e Press the spacebar on the keyboard to clear the item How To Cancel The Entire Sale e Press the VOID SALE hotkey on the keyboard NOTE Depending on your receipt settings a docket will be printed with description Transaction Aborted How To Reprint A Receipt That Was Just Printed e Log on using your cashier ID number e Press the REPRINT RECEIPT hotkey The last receipt on that till is reprinted FRED 12 WE KNOW PHARMACY How To Reprint A Receipt For A Previous Sale e Log on using your cashier ID number e Press the F4 Journal function key on the keyboard to display the Journal viewer see figure below e Click the Batch option to show the current date NOTE If the transaction occurred on another day select the date it occurred between e Press the Page up and Page down keys on the keyboard to scroll through all receipts The Home and End keys can also be used at the till to take you to the start and end of the list NOTE If at the Till doing this press the NUMLOCK key
10. that is not matched to an item in Fred Office it will treat this item as unknown so the item does not have all information at the till What do I do if want to discount a prescription in Fred Dispense If a private prescription is subject to a discount the price needs to be adjusted in the Fred Dispense program Where do I order my till paper from Store Operations till paper can be ordered through Fred Shop via www fred com au To find out more about our product range or prices contact Fred on 1800 888 828 or email sales fredhealth com au What if have further questions From any screen within Fred Office or the Store Operations POS till you can push F1 to access the program help If you still require further assistance please contact Fred Help on 1300 73 1888 FRED 52 WE KNOW PHARMACY Fred Office Till User Guide Revision Date 30 October 2009 FRED 53 WE KNOW PHARMACY
11. 00 E Ez 27 10 2009 4 18 02 PM FRED Bill To Fred Fredrickson Layby 20 Trenerry Crescent Abbotsford 3067 Ho Charge Account 1 6 31 Jul 2009 Rev 0 oe Adc Deposit err ae e a Waiting FREDRICKSON 10 00 0 00 10 00 eri 0 2004 123 ET tem Lookup Code Description R T O Frice Extended Tax ali syne ele 123 ECZEMA CREAM 100G CREAM 100G o 7 00 0 00 a TT SMIBS FASTENER 2 BABY 16 95 0 00 PET 20 Change On Layaway Quantity to Zero e Press Enter twice e Select the Pick Up entire lay away option and press Enter e Enter the Deposit to keep dollar value and press Enter Deposit To Keep x Deposit amount to keep Deposit To Keep NOTE If you wish to return the full dollar value to the customer enter Zero 0 00 at this screen e Tender the sale as per regular procedure see page 3 for assistance FRED 37 WE KNOW PHARMACY 3 SELLING PRESCRIPTIONS AT THE TILL Processing a prescription sale is the same as processing a basic OTC sale the only difference is an extra step because there is a direct link between the Fred Dispense dispensing program and the Till program It is therefore important that all prescription items processed at the register are processed using the Waiting Waiting script Hotkey Cd or Waiting Scripts Button recorded for reordering purposes Please note older keyboards may have the eo to ensure sales are Guild script key instea
12. 000 a AIRE ABBOTSFORD La NALOXONE MINIJET HCL 5ML 501574 Wed 16Jan 31 30 1 000 a A TEST CONCESSION 1 17 60 20 TRENNERY CRES ABBOTSFORD 4 4 Select Cancel Selecting the items to be purchased NOTE The Item s that are not picked up remain in the list until the customer returns to pick them up or until the script are cancelled in Fred Dispense FRED a WE KNOW PHARMACY How To Sell Prescriptions For More Than One Customer Simultaneously e Log on using your cashier ID number e Press the Waiting Scripts hotkey e Type the first 3 or 4 letters of their surname e Highlight one of the family members name e Press the spacebar to highlight their name and their scripts e Highlight the other family member name and press the space bar to also highlight their scripts e Press Enter and then Enter again to sell the selected items to the till selling screen Fred Dispense Scripts All F11 lt Space gt Clear F12 New Search Patients F4 Search F5 ip 4 scripts selected for 38 50 FREDRICKSON JANE FREDRICKSON FRED al Patient Count Price Script No Date Disp FREDRICKSON FRED 3 25 45 HOLDTITE PWD 40G 404060 Tue 27 Oct 23 00 1 000 eee RME i LIPITOR TAB 80MG 30 404050 Tue 27 Oct 6 30 1 000 FREDRICKSON JANE 1 15 50 LIPITOR TAB 20MG 30 404058 Tue 27 Oct 6 30 1 000 20 TRENERRY ALTONA NORTH The Prescriptions window showing multiple Patient Scripts selected e Te
13. 08 2008 10 34 58 4M BAWDEN 27 08 2008 10 38 21 AM JOHNSTON 09 3 19 58 Fredrickson FREDRICKSON LAYBY Select Customer FRED 39 WE KNOW PHARMACY e Press Enter once again e Select Pick Up entire lay away option and press Enter te Store Operations POS Of x Layaway John Discount 0 00 TG EE 3 27 10 2009 3 46 17 PM FRED Bill To e Fred Fredrickson Layby 20 Trenerry Crescent Abbotsford 3067 No Charge Account 1 6 31 Jul 2009 Rev 0 ner zZ Deposit me Waiting fe FREDRICKSON 1 Save Change Item Lookup Code Description Pick up entire layaway i 123 ECZEMA CR 25907 SNIBS FAST PKT20 Select a Customer af New a Account L New Layby Customer of Oo F1 Help F2 Lookup F3 Calculator F4 Journal F5 Open Close F6 Calendar a F7 Set Customer F8 No Sale F10 Drawer F11 Recall F12 Tender Select Pick up entire layaway e Tender the sale as per regular procedure see page 3 for assistance FRED 36 WE KNOW PHARMACY How To Cancel A Lay By e Log on using your cashier ID number e Press the RECALL hotkey or F11 key on the keyboard e Select Recall a layaway then press Enter e Select customer and press Enter e Change the On Layaway quantities to zero refer to figure below 2 Store Operations POS OI Layaway Jon Discount 0
14. 3 for assistance FRED 1 WE KNOW PHARMACY How To Discount A Single Item e Logon and Scan the products e Ensure the cursor is below the item look up code of the item you wish to discount e Press the DISCOUNT ITEM hotkey This will automatically default to the Perform discount on current item option in the discount window see below Set Discount Price Level Discount Price Level Action Current ter Discount Select desired action Select item discount Discount percentage from current price Discount percentage from retail price C Markup from cost Set discount method for transaction Set price level for transaction Perform discount on all items C Set profit margin f Perform discount on current item Discount dollar amount from current price Set percentage of discount off retail Percent 0 00 Cancel Help The Set Discount Price Level Window with Discount Item defaults e Type the discount percentage to be applied in the Percent field and then press Enter three times to continue e The red lightning bolt beside the item indicates that there has been a price change for that item only see figure over page FRED 16 WE KNOW PHARMACY Sales Main FOS U Savings 2 09 Discount OL OT ET E 1 14 03 2008 3 24 40 PH Fred Health Pty Ltd tem Lookup Code Description Quenty Price Emended Tax Rep gere 9500673435637 PANADOL SUPPOS 250MG 20 516 06 519 96
15. Highlight the option Recall a Work Order and press Enter e Highlight the Work Order to be recalled and press Enter to continue Work Orders Lookup Order H x 9 entries 755 Order Date Reference Customer Comment 0 0 OOOO mae 410 2002 3 17 16 PM clean marelene or 2012 2002 1 59 04 PM MARY PHIM 903 1 01 2003 3 35 27 PM timothy schragg 908 4 03 2003 12 04 11 PM ME MINN 1040 15 04 2003 5 04 26 PM EATRIB 1041 16 04 2003 4 41 09 PM VALE TINE 1045 29 04 2003 12 04 04 PM LILLIAN DRAGOJEY IC 1051 AOS 2003 3 07 30 Pe fay hickford 1055 0542003 2 00 25 PM Ccampangna Cancel The Work Order window e Highlight the option to Pickup entire work order press Enter to continue e Tender the sale as per regular procedure see page 3 for assistance FRED WE KNOW PHARMACY 28 How To Do A Cash Out As Part Of A Sale Purchase e Logon using your cashier ID number e Sell the items to the screen e Press the CASH hotkey on the keyboard e Enter the cash out amount as a negative amount and then press Enter For instance if it was a fifty dollar cash out it would be entered as 50 00 e Arrow down to the EFTPOS tender type and press to finish the sale Tender information Cash 560 00 EFTPOS Credit Card Creque By Account Total Due Total Tendered Balance D lt Note the total Ealculator GK Cancel Help amount due Tendering Cash Out with Sale FRED 29 WE KNOW PHARMACY
16. Register That Won t Scan Option 1 The product is in the system but won t scan Press the PRODUCT SEARCH hotkey on the keyboard to list the Item database Search for the product in the Look for the phrase field select the All option to give you more flexibility when searching for the items see below Sales i Main POS U eur 0 00 ET z2 3 14 03 2008 3 15 43 PM NOTE FRED Ite Look for the phrase Fred Health Pty Ltd Search results 32 EE a P me il CH PANADOL ELMIRA 1 5 200ML2 a 0 95 r Skin Ce PANADOL SUPPOS 125MG 20 5 00 4 Analge PANADOL TAB 500M6 100 12 20 9 Analge PANADOL CAPLETS SOOMG 45 9 50 0 Analge PANADOL ELISIR 200ML 12 55 E Analges PANADOL SINUS CAPLTS 24 10 99 0 Coughs PANADOL TAB SOOMG 50 6 99 0 Analges PANADOL CH ELISER 1 54 R 11 145 02 3 Analges PANADOL TAB SOOMG 24 3 55 o Analges E 4 PANADOL RAPID 10S 0 00 n win Searching for a product manually at the till Highlight the product to select it and press Enter to sell it to the screen Tender the sale as per regular procedure see page 3 for assistance Speak to your POS Manager on how to handle future sales of the same nature at your pharmacy For instance is it an item that needs to be added to the system Or is it an item that should be sold by a department key at the register WE KNOW PHARMACY Option 2 The product isn t in the system When selling an item that does
17. Selected Payment received Total Credit 0 00 0 00 P Apply local credit Balance 0 00 0 00 Open account receryables Orig Date_ Due Date ID Reference Amount Balance Duel Payment Pay _ tem Lookup Code Payment received plus applied credit 0 00 Pay Hone Pay all mount applied to account receivables 0 00 Over Under payment amount 0 00 Uk Cancel Help 6 60 00 40 00 50 0 Payment on Account window e Press Tab to move to the Payment received Field Enter the amount to be paid e Press Tab to move to the OK button and then press Enter e Tender the sale as per regular procedure see page 3 for assistance NOTE The details in the tender window by account field may auto populate based on how the system was set up FRED a WE KNOW PHARMACY How To Check For Account Balances At The Till e Log on using your cashier ID number e Press either the FIND CUSTOMER hotkey on the keyboard or click on the Select a Customer button on the till screen e Search for the customer account highlight their name and press Enter e The account balance is displayed in the top left hand corner of the screen gt Store Operations POS i Sales Main POS U Discount 0 00 T1 14 03 2008 4 21 48 PM Fred Health Pty Ltd tem Lookup Code Description Quantity Price Extended Tax Rep 4 rm are Scripts Button C O U TR EE Sele
18. The List If They Were Wrongly Selected And The Sale Is Completed The sale cannot be returned into the script list unless resent from Fred Dispense However the item must be returned into stock if it has been sold at the till e Log on using your cashier ID e Press the RETURN ITEM hotkey on the keyboard e Scan the items to be returned e Tender the sale as per regular procedure see page 3 for assistance FRED 40 WE KNOW PHARMACY How To Sell Prescription Items That Are Only Partially Picked Up e Log on using your cashier number e Press the Waiting Scripts hotkey Da e Type the first 3 or 4 letters of their surname and highlight their name e To look at the prescription items to be purchased click the symbol using the mouse or use the left and right directional arrow keys to expand and collapse the items e Highlight the prescription items they are purchasing e Press the spacebar to put a tick beside that item e Spacebar any other items they are purchasing refer to figure 36 e Press Enter and then Enter again to sell the items to the till selling screen e Tender the sale as per regular procedure see page 3 for assistance All F11 B E D E F G H K L M Clear F12 N 0 Q R T U Ww x T zZ Patients F4 Scripts F2 3 scripts selected for 60 62 AMAYS TEARS al Patient Count Price Script No Date Disp AMAYS TEARS 3 96 65 a LOSEC TAB 20MG 30 BLISTER 501573 Wed 16Jan 34 05 1
19. ct a Customer ap The Till Select a Customer Button There are two ways to clear the customer e Press the VOID SALE hotkey on the keyboard e Press the CLEAR CUSTOMER hotkey on the keyboard and then secure the screen by pressing the LOG ON hotkey FRED 45 WE KNOW PHARMACY 5 ADDING NEW CASHIERS e Log into Fred Office e Go to Contacts then Users and click New e Enter the Logon Details This refers to the logon details to Fred Office however as you fill this area the Cashier Details replicates this information User Account Fred Logon Details User Name Fa s SS Password Confirm Password User Details Remarks First Name fo Last Name Phone Email Cashier Details _ SatScan Details jt Enable cashier account For this user account Cashier Logon jv Replicate user account login details Cashier User Name Fred max 9 chats Cashier Password E mar 12 chars Cashier Options OK Cancel Apply Enter the Logon Details to the User Card e Enter the User Details User Details Remarks First Mame Fred Last Name Fredrickson Phone 1300 73 1888 Email help tred com a Enter User Details FRED 46 WE KNOW PHARMACY e Remove the tick beside Replicate user account login details e Enter the Casher User Name and Cashier Password which can be blank to be used at the POS till j IES SatScan Details
20. ction Set price level for transaction f Perform discount on all items Set sub total amount Perform discount on curent item Set the percentage to discount from the sub total Percent E Cancel Help The Set Discount Price Level Window with Discount Sale defaults e Type the discount percentage to be applied in the Percent field and then press Enter twice to continue e The red lightning bolt beside the items indicates that there has been a price change for all items the discount applies to any future items added to the same sale NOTE To reverse the discount on the entire sale press DISCOUNT SALE hotkey on the keyboard and select the No Discount option press Enter to continue FRED i WE KNOW PHARMACY How To Discount The Retail Price By Dollar Value e Logon and Scan the products e Ensure the cursor is directly below the last scanned item e Press the DISCOUNT SALE hotkey e Select the option discount dollar amount from current price Set Discount Price Level Discount Price Level Action All tems Discount Select desired action Select discount Discount percentage from current price f Discount dollar amount from current price Set sub total amount Set discount method for transaction Set price level for transaction 0 Perform discount on all items Fertorm discount on current item Set the currency amount to discount from the sub total Amount fso og Cancel H
21. d of those displayed above How To Sell Prescription Item At The Till o Log on using your cashier ID number e Press the Waiting Scripts hotkey e A list of customer s names are listed that are waiting to collect their prescriptions as shown below All F11 Clear F12 No scripts selected D r a aa to Scripts F2 po Dua ScriptNo Date Disp Price Qy Patient Count Price A AMAY S TEARS 3 96 65 123 STREET ABBOTSFORD A BUCKHURST DAN ti 122 01 1 FRED ST ABBOTSFORD Lal TEST CONCESSION 1 17 60 20 TRENNERY CRES ABBOTSFORD List of Customer Names Type at least the first 3 letters of the customer s name to filter out all other names listed in the list or using the mouse click the first letter of their surname FRED 38 WE KNOW PHARMACY Highlight their name using the directional arrow keys and press Enter to Sell the items to the till screen as shown below 2 Store Operations POS Mel Sales John Discount 0 00 ET 4 arr 1072009 4 30 24 PM 1 6 31 Jul 2009 Rev 0 tem Lookup Code Description Guantity Price Extended Tax Rep 4 serum 5632366 LIPITOR TAB 20MG 30 14 6 30 6 30 CI ares e Script Mo 404065 Select a a j Customer aff An example of a prescription item sold to the till screen lf the customer is purchasing other items scan the items to add to the sale Tender the sale as per reg
22. ee ee ne Gens tea D 40 How To Put The Customer Back Into The List If They Were Wrongly Selected And The Sale Is OS see nee etes ed eee ne eee ne eee AEE T 40 How To Sell Prescription Items That Are Only Partially Picked Up ceeccccceeeeeeeeeeeeeees 41 How To Sell Prescriptions For More Than One Customer Simultaneously 42 4 Customer Accounts at the RS ns mat sen eus ee 43 How To Sell Products To An Account At The Till 43 How To Make An Account Payment At The Till 44 How To Check For Account Balances At The Till 45 5 Adding New CaSIlerS icscsisiccscccicsiccesassdsicccessesevecetasesssiwotaisesvancssssentawcostcaenaetuescsusntenccacsuneesuscdenss 46 6 Running An End Of Day Z Report At The Till cccccssessseeeseeessseeeseeensseesseoenseeesseoenseees 48 7 Make Sense Of The Z ROD OU ee tro 50 9 How To Shutdown The Computers At The End Of The Day sans 51 10 FAOS FO OUT Te TRS a date era es et 52 FRED WE KNOW PHARMACY INTRODUCTION TO THE TILL To the User Congratulations on the purchase of Fred Office This user guide is your guide to operating the till software The till is a hands on program so it is recommended that you are in front of the screen when reading this manual although it is not compulsory It begins with basic selling and then gradually introduces you to other commonly performed functions at the till We recommend that this guide be introduced to all
23. elp selecting Discount dollar amount from current price e Type the dollar amount the sale is to be reduced by and then press Enter to continue e Tender the sale as per regular procedure see page 3 for assistance FRED 20 WE KNOW PHARMACY How To Temporarily Change The GST Status Of An Item e Logon and Scan the products e Place the cursor over the Tax field This can be done by clicking with the mouse or highlighting the product and then pressing the TAB key until the cursor is selected on the Tax field e Press F2 on the keyboard e Use the arrow keys to highlight the GST status required as shown below and press Enter to continue Select Item Tax i xX Ho GST GST Free none Cancel Select Item Tax Window e Tender the sale as per regular procedure see page 3 for assistance NOTE Changing the Tax status for an item in this manner is only a change valid for the sale being made not a permanent tax change A permanent Tax status change can only be made via the Item Stockcard in Fred Office FRED 2 WE KNOW PHARMACY How To Perform Returns Option 1 Return with Receipt Recommended e Log on using your cashier ID number e Press the RECALL hotkey on the keyboard e Select Recall a transaction or return and press Enter Recall a back order Recall a layaway Recall a quote Recall a work order Cancel Select Recall a transaction for return e Select the date range the transact
24. he Till A Work Order can be used to set up a short term credit for a customer but it is not a permanent account Creating the short term credit using the Work Order function e Log on using your cashier ID number e Scan the items to be purchased on credit e Press WORK ORDER hotkey on the keyboard Store Operations POS Work Order Main POS U Discount 0 00 EEE 14 03 2008 4 13 02 PM Fred Health Pty Ltd This sale is converted into a work order Add l Deposit 0 00 0 00 20 95 16 03 00 Item Lookup Code en gn ne Dice Bended Tok Rep 9300673435637 PANADOL SUPPOS 250MG 1 942095 20 T 20 ee Select a Customer L de Creating a Work Order FRED 26 WE KNOW PHARMACY e Press DEPOSIT hotkey to display the Details screen see below Work Order Information E x General Details Reference number Comment Order Details Due Date r 01 2004 W Override deposit 2 00 Order history Date Cashier Comment Depostt Work Order information window e Type the customer s name in the Comment field e lf the customer is paying for some of the goods enter the amount they are paying in the Override Deposit field e Tender the sale as per regular procedure see page 3 for assistance FRED 27 WE KNOW PHARMACY How To Retrieve A Short Term Credit For A Customer At The Till e Log on using your cashier ID number e Press the RECALL hotkey or F11 key on the keyboard e
25. hey exist before adding their details in again e Press the NEW CUSTOMER hotkey on the keyboard e Ensure Layby Customer is selected e Enter the customer details via the Name Address and Contacts tabs New Layby customer Mame Address Contacts nter the customers Name Account Number OOo 1 Title Mr hdr Mrs hiss Ms First name Fred Last name Fredrickson Charge Account Layby customers don t require further details to be entered Create Create and Select Cancel Creating a Lay by customer FRED s WE KNOW PHARMACY e Once details have been entered click Create and Select Proceed with the sale once customer details appear in the top left hand corner of the Till screen e Scan the items to be put on Lay by e Press LAYBY hotkey on the keyboard to activate the lay by A Store Operations POS Eel x Layaway Jom Discount 0 00 oti E 3 27 10 2009 3 12 45 PM FRED Bill To e Fred Fredrickson Layby 20 Trenerry Crescent Abbotsford 3067 No Charge Account 1 6 31 Jul 2009 Rev 0 pamen Deposit pa Deposit pasa pis Date Reference Waiting 0 00 2 40 23 95 27 10 2009 Scripts e tem Lookup Code Description PEEL On Price Extended Tax ali eyawey ECZEMA CREAM 100G 7 00 7 00 M SNIBS FASTENER 2 BABY 16 95 16 95 PKT20 Select a Customer ob New Account New Layby Customer NT
26. icntstustenianetiartnues 14 How To Retrieve A Sale That Has Been Placed On Hold ccccceeescceeceeeeeeeeeeaeeeeeeeesaeeeeeees 15 How To Discount A Single Item cccceccceesseeeeeceeeeeecaeeeeeseeeeeesaaeeeseaeeesseeeesseaseeeseeeeeesseeeeens 16 How To Discount The Entire Sale se 18 How To Discount The Retail Price By Dollar Value VV 20 How To Temporarily Change The GST Status Of An Item ccccceceeceseseeeeeeeeeeeaeesseeeeeees 21 How To Perform Returns iii 22 How To Setup A Short Term Credit Account For A Customer At The Till 26 How To Retrieve A Short Term Credit For Customer At The Till 28 How To Do A Cash Out As Part Of A Sale Purchase cccccccccseeeceeeeceeeeceeeeseeeeeeeesaeeesaees 29 How Do Open The Till Without Putting A Sale Through 30 How To Record A Comment On A Receipt For An Item 30 FOW OUST TNS I PO OO nan ee nee nan cie ae retenu 30 2 Handling Customer EAN na een sn mnnn 31 How To Create A Customer Lay By ire 31 How To Make A Lay By Payment Pickup 34 HOW To Cancel A Lay By cs scacacsecattedezncbcucssaasedencssacdennadendqeesoacsectuasegeesrveadeeeadesd Gh versasecaiasedendsxeanes 37 3 Selling Prescriptions At The Till sicissecciesicecacveisssas dasesicesecesasnnexensnsevsnetedaessscesnweasesewdsasaseneescsedexts 38 How To Sell A Prescription Item At The Till 38 How To Put The Customer Back Into The List If They Were Wrongly Selected And The Sale Is IOUS hace ee ee e
27. ion occurred between or Enter if today s date e Type or Scan the transaction number found on the receipt then press Enter Transactions amsaiction tH 2 entries 15991 Transaction Date Customer Total 15580 30102009 11 34 31 AM 30102009 11 36 21 AM Cancel Find Transaction Window FRED 22 WE KNOW PHARMACY NOTE The entire sale is displayed on screen marked in red to indicate they are being returned as shown below e x tA Store Operations POS Sales Jo Discount 0 00 la oti E 3 30 10 2009 10 16 00 AM 1 6 31 Jul 2009 Rev 0 Waiting PANADOL C amp F 1 5 YEARS 200ML 1 9 63 9 63 0O Scripts PANADOL CH C F E DOSE DR 20ML 4 26 4 28 O Select a a Customer off i Y New Account i New Layby Customer af Settle Ft Hep F2 Lookup F3 Calculator F4 Joumal F5 Open Close F6 Calendar F7 Set Customer F8 No Sale F10 Drawer F11 Recall F12 Tender Returning Items from Receipt e Remove any items not being returned from the transaction e Tender the sale as per regular procedure see page 3 for assistance FRED 23 WE KNOW PHARMACY Option 2 Return Individual Item e Log on using your cashier ID number e Press the RETURN ITEM hotkey on the keyboard i mE 3 14 03 2008 4 08 06 PM Store Operations POS Sales Main POS U Discount TANTEA N Fred Health Pty Ltd
28. nder the sale as per regular procedure see page 3 for assistance FRED 42 WE KNOW PHARMACY 4 CUSTOMER ACCOUNTS AT THE TILL How To Sell Products To An Account At The Till e Log on using your cashier ID number e Press the FIND CUSTOMER hotkey on the keyboard Alternatively you can also click the Select a Customer button with your mouse e Search for the customer account highlight their name and then press Enter e Scan the items as you would in a normal sale e Press the ACCOUNT hotkey on the keyboard and then press on the keyboard NOTE The ACCOUNT hotkey will place the cursor directly into this Tender field x Tender Information Cash Credit ard eFTPOS By Account chegue Total Due Total Tendered Balance Caleulator IK Cancel Help The total Tender window The sale has been completed and depending on your receipt format settings 1 or 2 dockets will be printed FRED 3 WE KNOW PHARMACY How To Make An Account Payment At The Till e Log on using your cashier ID number e Press either the FIND CUSTOMER hotkey on the keyboard or click on the Select a Customer option on the till screen e Highlight the customer name and then press Enter e Press the ACCT P MENT hotkey to load the payment window Sales Main POS U Discount 0 00 ori 1 14 03 2008 4 24 43 PM Fred Health Pty Ltd Receive Payment E x Account number Total owed Selected customer l al 0 00 Mo Customer
29. pe the amount in Cash e Arrow down to the Cheque tender type and press to complete the sale Tender Tender information Description Cash 3 90 EFTPOS Credit Card Cheque By Account The Tender Screen with Partial Cash and Patial Cheque Sale Tendering a Part Cash and Part Account sale NOTE This should NOT be completed in a single transaction as it will create confusion with statements Instead complete a total Account Sale and then log back in and complete an Account Payment for the Cash amount given FRED WE KNOW PHARMACY Manually Selling An Item At The Till There are a number of reasons why products don t scan at the register The product exists in the system but the barcode has recently changed and hasn t been added to the system The product does not exist in the system and needs to be added The product is not meant to be scanned it is sold using a department key As a general guide products that are supplied by your general wholesaler are products that should be sold by scanning them Products that are not supplied by your general wholesaler and are purchased direct can also be added to the database manually using AppCAT Selling policies should be set up for staff to ensure selling consistency when items don t scan NOTE All staff should be trained to sell items correctly to ensure stock on hand is kept accurate FRED WE KNOW PHARMACY Procedures For Quickly Selling Items Manually At The
30. put this with your z reading printout Press Enter on the confirmation and then press the LOG ON hotkey or F9 to secure the Till screen before walking away NOTE Leave the daily float in the till FRED 48 WE KNOW PHARMACY Option 2 Entering Open Amounts First thing in the morning Log on using your cashier log in Press the END OF DAY hotkey on the keyboard Highlight the Enter opening amounts option and press Enter Enter the opening float amount Press Enter when this has been entered At the end of trading Log on using your cashier log in Press the END OF DAY hotkey on the keyboard Highlight the Enter closing amounts option and press Enter Count all the money in the till Press the END OF DAY hotkey on the keyboard Highlight the Z reading option and press Enter The report will print on the receipt printer Remove the takings from the till and put this with your z reading printout Press Enter on the confirmation and then press the LOG ON hotkey or F9 to secure the Till screen before walking away NOTE Leave the daily float in the till FRED 49 WE KNOW PHARMACY 7 MAKE SENSE OF THE Z REPORT The image below outlines the most important figures on the Z report Please note the F1 Fred Office Integrated Help includes where to find the same on the Batch Entry and Sales Banking Summary report 23 04 2009 1 Batch Number Z report start end date and time Amount entered before Total Sale
31. r instance f the customer is paying by cash press the CASH hotkey on the keyboard If they are paying by cheque press the CHEQUE hotkey Alternatively click the TENDER button to display the Fast Tender screen FRED WE KNOW PHARMACY I8 Store Operations POS Be x Sales John Discount 0 00 oti E 3 30 10 2003 10 16 00 4M 1 6 31 Jul 2009 Rev 0 Exact Cash 5 Cash 10 Cash e Scripts Select a Customer eff On EFTPOS 20 Cash 50 Cash ai New a On Account 100 Cash ee New Layby z i a F1 Help F2 Lookup F3 Calculator F4 Journal F5 Open Close FE Calendar F7 Set Customer F8 No Sale F10 Drawer F11 Recall F12 Tender The Fast Tender Screen available when TENDER button clicked NOTE If the customer is giving you a different amount than the options displayed on the Fast Tender Screen click Other to be taken to the Total Tender screen where you can manually type the amount Tender information Cash EFTPOS Credit Card Cheque By Account Total Due Total Tendered Change OK Cancel Help The Tender Screen or Total Tendered Window e To finish the sale if paying by cash type the dollar amount the customer is paying followed by Enter on the keyboard If they are paying by any other tender type simply press the button on the keyboard to total the sale as no change is given with any of these other tenders The sale ha
32. s inc Account i i Opening Total 00 opening ie Float one Pe Sales Closed Laybys Returns 0 00 i Tax 22 38 Total Tax paid on slaes Shipping 0 00 Total Layby deposits ad his aan and payments Paid on Layaway 0 00 i ESE Paidto Ac 10 30 Total Account Payments Work Orders 5 r Total Sales taking into account above variables Money taken out of ie 1957 46 51924 80 22 36 10 30 till ie Petty Cash Paid Out 0 00 Total of completed Laybys rare si Closed ian inc previous payments Paid on Accourt 61 70 Total Sold onto Accounts Deposit Redeem e 0 00 Closing Total relevant only if till opening amounts are used Closing Total 0 00 Potato 70 Total of variables Paid Out to Closing Total Related to Opening Total 9160578 a I Short Closing Total a Total amount tendered Total Tendered 2 347 06 before change etc Total Change 389 60 ke ar for Discounts 7 64 Total of discounts given goods Cost of Goods 2 850 46 Commiasinn 2 217 83 Gov recovery amount Number of customers Customer Count 86 No Sales 0 Number of times lt NO SALE gt used Aborted Trans 0 Number of times lt VOID SALE gt used Tax Collected GST 22 36 GST FREE 0 00 NO GST 0 00 Cash 0 00 open CrediCard amp F TP 0 00 open Cheque 0 00 open Plus P oints Redee 0 00 open EFT Manual ONL 0 00 open Cash 905 65 shit Integrated EFTPOS CreditCardiEFTP 990 11 shit relevant figures Cheque 0 00 shit Plu
33. s Points Redee 0 00 shit Non Integrated EFTPOS EFT Manual ONL 0 00 iain relevant figure Cash 0 00 close CrediCard amp FTP 0 00 close Cheque 0 00 close Plus Points Redee 0 00 close EFT Manual ONL 0 00 close Cash 905 65 short CrediC ard amp F TP 990 11 short Cheque 0 00 even Plus Points Redee 0 00 even NOTE FRED WE KNOW PHARMACY After this the Z report displays Department and Hourly breakdowns 50 9 HOW TO SHUTDOWN THE COMPUTERS AT THE END OF THE DAY At the end of each day it is important that the correct procedures are carried out to ensure that the machines are kept at their optimum performance levels and that the backup works correctly Store Operations is installed with two different types of backup which are scheduled to run automatically 1 A data folder backup copied from one machine to another using a program called Ecopy 2 Backup to a removable media For instance a compact disc or DVD Having more than one backup increases the chance of data recovery should something go wrong and backup data needed To ensure the backup is successful ensure the following at the end of each day 1 Exit all programs on all machines to the main windows desktop Check that there are no programs opened on the windows task bar 2 Turn all printers off on all machines Fred Dispense and Store Operations 3 Turn the monitors screens off on all machines Fred Dispense and Store Operations 4
34. s been processed A receipt is printed and the cash draw opens FRED WE KNOW PHARMACY The Key And Its Purpose At The Register The key has two functions at the register 1 It is used at the Tender screen to complete a sale Press the key at the amount tendered screen to finish the sale in one keystroke for Credit Card EFTPOS Cheque and or Account sales NOTE Itis recommended to NOT use the key when tendering a Cash sale In this instance you should type the exact money the customer gives you 2 Selling multiple quantities of the same product For instance a customer is purchasing 5 packets of Purex toilet paper Pressing the key after scanning it for the first time 4 times will display the 5 Purex toilet paper to the screen FRED WE KNOW PHARMACY How To Split Payments At The Till It is common when serving a customer that they request to pay for their goods with different tender types For instance part cash and part credit card Outlined below are some examples on how to handle different types of split payments Tendering a Part Cash and Part Credit card sale e Atthe Tender Screen type the amount in Cash e Arrow down to the Credit EFTPOS tender type and press to complete the sale Tender information Cash 3 90 EFTPOS Credit Card Cneque By Account The Tender Screen with Partial Cash and Patial Credit Card Sale Tendering a Part Cash and Part Cheque e Atthe Tender Screen ty
35. saction for return Void a transaction Recall a work order Account New Layby Cancel Customer a Select Recall a layaway e Highlight the customer name and then press Enter to continue e Press PAYMENT hotkey to bring up the lay by payment window e Type the payment amount refer to the figure and then press Enter Layaway Payment 2 x Enter Amount 5 00 Cancel Making a Lay by payment e Type the Tendered amount amp press Enter e Tender the sale as per regular procedure see page 3 for assistance FRED 24 WE KNOW PHARMACY Pickup e Log on using your cashier ID number e Press the RECALL hotkey or F11 key on the keyboard e Select Recall a layaway then press Enter amp Store Operations POS Of x Sales John Discount 0 00 oti E 1 27 10 2009 4 13 46 PM FRED 1 6 31 Jul 2009 Rev 0 tem Lookup Code Description x Rep a Waiting Scripts Recall a transaction from on hold Recall a transaction for return Void a transaction Select a Customer off q New Account gff New Layby a Customer j r Recall a work order Cancel Select Recall a layaway e Select customer and press Enter W Store Operations POS x Sales John Discount 0 00 oti E 1 27 10 2009 4 15 01 PM Lookup Layaway 4enties MRAM tem Lookup Ci E Oooo Date 1 27 08 2008 10 29 50 4M DOBSON 27
36. staff operating the till to ensure that it is being used correctly POS Software amp Develooment Team FRED WE KNOW PHARMACY 1 GENERAL SELLING AT THE TILL There are three parts to processing any sale at the register Logging On Selling the items to the screen Tendering the money Listed below are the procedures for processing a basic sale at the register Processing variations to the basic sale are covered later in the manual How To Process A Basic OTC Sale e Log on using your cashier ID number Microsoft Dynamics Rus Password Microsoft 2007 Microsott Corporation All rights reserved This program is protected by 0 5 and mtemational copyright laws Version 2 0 The Log on Screen FRED WE KNOW PHARMACY e Scan the items to be purchased W Store Operations POS Ol Sales John Discount 0 00 or 1 3 30 10 2009 10 76 00 AM 1 6 31 Jul 2009 Rev 0 tem Lookup Code Description Ouen Price Extended Tex Rep D qu a04be PANADOL CAF 1 5 YEARS 200ML 1 9 63 963 O 632653 PANADOL CH CAF EDOSE DR 0ML 1 4 28 428 O TT Select a Customer ob N New Account aF New Layby Customer ah Settle EFTPOS NE F1 Help Fe Lookup F3 Calculator F4 Journal FS Open Close FE Calendar Fr Set Customer Fe No Sale F10 Drawer F11 Recall F12 Tender Scanning the items to the screen e Select the method of payment for the purchase Fo
37. to enable the number pad on the keyboard Casheer NUGOD Date 6 01 2004 Tme 10 50 37 AM Customer This displays the receipt number page you are viewing The Journal Viewer Window e Ensure the receipt is displayed on the screen left click the Print option and answer YES to the question Do you wish to print this docket FRED 1 WE KNOW PHARMACY How To Place A Transaction On Hold e Logon and Scan the products e Press the HOLD hotkey or Ctrl F12 on the keyboard e Type the customer name in the description box refer to figure 10 Hold Transaction E x Comment Entering a Customer name for a transaction on hold e Press Enter to finish e Press the LOG ON hotkey or F9 to secure the till selling screen The sale has been placed on hold FRED WE KNOW PHARMACY How To Retrieve A Sale That Has Been Placed On Hold e Log on using your cashier ID number e Press the RECALL hotkey on the keyboard e Select the option to recall transaction placed on hold e Highlight the customer name from the list and press Enter to select them Transactions On Hold EE x Lookup Transaction 2 entries Transaction Date Customer Comment OO OO i 60172004 11 16 01 AM mr jones E 601 2004 11 16 36 AM ror smith Cancel The List of Sales that have been placed on hold e Press Enter to continue with the sale e ltems are sold to the screen e Tender the sale as per regular procedure see page
38. ular procedure see page 3 for assistance The sale has been processed and a docket should be printed NOTE If a script was previously sold through the POS and then is edited in Fred Dispense a red return item may appear when the script is selected as shown below If this occurs sell both items together to ensure your stock figures are updated and the sale difference is able to be quickly calculated W Store Operations POS Sel Sales John Discount 0 00 ET 3 2164102009 4 31 50 PM 1 6 31 Jul 2009 Rev 0 fen esk Cose Dern Oum Pres Entre Tex Pep J PP waiting EE LIFITOR TAB SOMG 30 6 30 b 7 L_scripts e Script No 404058 563366 LIFITOR TAB ZOMG 30 1 6 30 6 30 O Select a Script No 404056 a tania Script edited after sale script to be returned and new script to be sold displa FRED 39 WE KNOW PHARMACY How To Put The Customer Back Into The List If They Were Wrongly Selected And The Sale Is Not Completed e Whilst the cursor is directly below the item to be removed press the VOID ITEM hotkey or while the cursor is on the item press the Spacebar on the keyboard e Press the Waiting Scripts hotkey Ca to search for the right customer highlight their name and then press Enter to continue NOTE The previously voided name in the list of prescriptions will reappear again when the Guild key is selected even though the items were voided How To Put The Customer Back Into
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