CHECKMATE POS USER MANUAL
Contents
1. 2 3 4 Press PRICE CHECK button Scan item The Item No Item Description and Price will be displayed You have three choices a Enter product into current sale b Press Cancel NO to exit Price Check Mode c Press PRICE CHECK button to find out Stock on hand and last sale information Go to step 4 Frequent Shopper Frequent shopper is used like any other transaction type but with the added ability to allocate points and redeem gifts from accumulated points Frequent shopper parameters can be setup in Checkmate Back Office 14 Allocate points 1 Anywhere through the sale Press FREQ SHOP button or scan frequent shopper card 2 This will bring up the search for customer screen You can use phone number surname to search Use arrow keys to select customer Press YES Enter To allocate points either press 4 on number pad or Press YES Enter 5 At the end of sale points will be allocated to customer PH Use Current Credit 1 At the end of adding items to sale Press FREQ SHOP button 2 This will bring up the search for customer screen You can use phone number surname to search Use arrow keys to select customer Press YES Enter To use all current credit if require on purchase press 1 on number pad All the points that are current will be used If total payment is covered sale will be complete if not other means will have to be used to finalise amount DON ae Redeem current Credit on Gift 1 At a2. the Logon Logoff buttons can be used a cashier selected and their pin entered manually or you can print off pass cards which are scanned by the scanner to log a user in Its recommended that users are logged off any unattended lanes Log In Screen PEO B AA E POINT OF SALE SYSTEM Waiting For A Cashier to Log In Operator Selection Screen f E e g rmm Pizh msr POINT OF SALE SYSTEM CHECKOUT 2 OPERATOR LOG ON Use Arrow Keys to Select Operator and press YES to Log On Pin Security Hello SAM Please enter your PIN kk kk ENTER Accept entry CANCEL NO Reject entry Main Point of Sale Screen Point Of Sale System 1 282 BETA Description Gy Price Per Mk Dn Disc Tota SUB TOTAL Next Price Next Mark Down 0 00 Next Discount oo Next Quantity Cash Balance 0 00 Scanning Inputting Items There are four ways of inputting items into POS 1 Scanning item using barcode 2 Using the item APN PLU number and then pressing Enter Yes 3 Searching the Inventory database This is explained in the Searching section 4 Pressing fast buttons on POS keyboard Payments There are many payment methods that customers can use as well as the ability to use a combination of payment methods to finalise they bill The methods we will take you through are cash EFTPos cheque voucher charge and frequent shopper credits End of Sal
3. CHECKMATE POS USER MANUAL 1997 Lynx Business Systems Australia All Rights Reserved Unauthorized copying or duplication of the contents of this document in whole or in part is strictly prohibited All registered trademarks are hereby acknowledged Contents Pont Esad A Hae A a 4 o O 4 POSTORES aid ida 4 Se E 6 Lo smg ON OR OA 6 Scannine Inputting MESA id 7 POS sheen es ve aad BAe a he Baa Ooh ae Oa ae 7 O A O A o RS 8 EPT OS ee AAA A E ee Re Pe 8 CA ia 9 VO Uds 10 CHAT ACCO da 10 E a O cd 10 A oe ee ere 10 Discount MONS AAA AA AA a 10 A A sane lade Su atenetinks 11 DISCOS A A A A IA aan 11 DISCO A A A AAA A A A E 11 GIVE AWAY siecisaissseisstasinisctarsidietasdeiacialdedsetiaduiacdesdeudeteadelssaehdelsaiasdota sdsrraciadeioigaiejds 11 Mar Do win Eine E rc 12 Mark Dowm A a a aaa 12 Price Chang it SAA 12 Na a ET 19 eRe E EE E ET E EEEIEE 12 New Price IN OM lite AA A A A EN N 12 OUA sch ee O A 12 Repat Las di A A R GAES 12 Quantity herr cd otis Gest AAA 13 Quantity Next nadas 13 REID E A A A Ra eeu ews 13 IDEI KOS ia a Fe I PNE E TES 13 Reprint Receipt A onsite REEE OAA IA 13 A O a ees 13 Department Scar O 14 A A O A O 14 BEIGE A O A ens 14 O ein n eae tea EE A R Oe Una E tat 14 Allocate OMNES cts races sl dute 15 Use Current rd eo tene 15 Redeem current Credit on id nada aioe ihaedes am oes ata tadavardodioen 15 ds A aa AE RE ee PERO a eR oC RO Pee PEE aor 15 Hold Salsa AA As 15 Recall A RS A RS OR aE Se 15 RETO
4. S os os nee eats 16 RetirVold Sale oa 16 NOU LAA A A A IA EE re 16 Credit Mode iodo AAA ts 16 o A culations tn le T alse agg ET Sos A a EE aT A A ganeea anos 16 DIOS o ae oon ae 17 A O 17 Monitor scale optan dt 17 Monitor scanner output ica it ei 17 MM A a e chased E REE EEE 17 TES e tease R EE 17 ROI TOM OM A A R E s 18 EET mtalii seie std pdas dada 18 EFE Totals en n e ea a O E a AS 18 e 18 Technician FUnctions anei eaen on an ooo 18 Close Polito Sale ia aves oyster E a act cuidas 18 MAME O E e dE A dE Edi betes 18 REA OS 18 Syst m Shutdo Wh pitillo aj is ido 18 Repatr PETRAN databases dot 18 Apel local PEUAUX DB cura ai cs aa eee 18 Apply local PLUSAV siesta cones adele A A dates A RS 18 Store Take UD dd 19 Diagnostics MEM A a A 19 Op n Register A oeacedeaaeenaeeannatae Error Bookmark not defined PIC A dd li 19 Do a E 19 App ndiX rl dra lo sn ida 19 E eS 19 Point of Sale Introduction The Point of Sale component of a Checkmate Liquor Store incorporates multiple user logons multiple payment methods item search features in depth diagnostic functions and user friendly keyboard setup By using the contents page step by step processes and reading the useful hints on easy operation in this manual running your day to day POS will be a breeze POS Architecture The basic point of sale architecture is made of a POS screen POS keyboard cash draw scanner and receipt printer Optionally you can add a customer displ
5. ay additional cash drawers and scale POS Screen POS v2 109L ESN 97380502 Description Qty Price Mk Disc Total SUB TOTAL 0 00 Cash Balance 0 00 Next Price FILE Next Mark Down 0 00 Next Discount 0 00 1 Next Quantity POS Keyboard Left Side LOAN 4 Pack oe woopy COLA LOG LOG ON OFF 50 CASH TENDER 20 CASH TENDER 10 CASH TENDER CASH TENDER MARK DOWN NEXT NEW Ez NEAT NEXT GIVE CREDIT AWAY Mode 4 l 12 Pack i RIBEAR OLD eat uov Wi Le HEY SWAN ener Es MID DE al STUBBY lt STUBBY VB i ev EMU SWAN sock erre EXPORT Ni vo BLOCK WI BLOCK BLOCK UDL MIXED Voorn EE 2 FIND ITEM SEARCH o DEPT SEARCH REPRT RCPT ELEC J NL MOAPIO mcomi O xzamroco lt Start Up POS The start up of POS is depends on how the system was shutdown Ifthe end of day process was done properly all the POS terminals will be in sleep mode and the next morning they will automatically wake up Ifthe end of day wasn t completed and the POS was shutdown the POS will have to be manually turned on in the morning When the log on screen comes up the user must press the YES Enter button and enter the shutdown password to restart POS Logging ON OFF Users can be logged on or off by different methods
6. ber allocated to item Click Using your mouse press the right mouse button once Double Click Using your mouse press the right mouse button twice POS Point of Sale Scan The term used for inputting an item into the POS this can be done by scanning barcode or APN PLU number pad input Select By using the arrow keys on your POS keyboard you can highlight an item Shutdown Means your computer will turn off properly Sleep Mode Means your computer will power down but not turn off Wake Up Means to bring up your computer to working status again 19
7. e Screen Total Tendered 1 23 78 Rounded Sub Total 73 78 CHANGE CasHoUuT 50 00 Cash Payment by cash can be done in a few easy ways fast cash tender keys or amount inputted using number keypad The amount accepted is in accordance with definable rounding rules Press Fast Cash tender keys that represent cash received Or Enter the amount received and press CASH button Or Press CASH button amount will be pre filled then press YES Enter EFTPos The three most used methods are described below Multiple EFTPos card types can be setup at Back Office Purchase only No cash out 1 Press EFTPos button 2 Total amount displayed Press YES Enter 3 Enter nothing Press YES Enter 4 Are the EFT amounts correct Press YES Enter to process or NO Cancel to look at alternative payment methods Select applicable card type Press YES Enter 6 After total payment sale complete Nn Purchase Cash out Cash out on top of sale amount 1 Press EFTPos button 2 Total amount displayed Press YES Enter 3 Enter cash out amount Press YES Enter 4 Are the EFT amounts correct Press YES Enter to process or NO Cancel to look at alternative payment methods 5 Select applicable card type Press YES Enter 6 Give cash out amount to customer 7 Sale complete Give cash out amount to customer Purchase Cash Out Cash out and sale amount combined to equal a dollar amount 1 Enter total amount customer wants to co
8. e given Ph eS Voucher This method finalises a sale against a predefined voucher or coupon type Vouchers can be defined to allow or disallow change to be given All types of vouchers can be set up through Checkmate Back Office 1 Enter voucher value tendered 2 Press VOUCHER button 3 Use arrow keys to select Voucher type Press YES Enter 4 A confirmation screen will come up asking you to confirm that you know that no change is given Press YES Enter 5 After total payment sale complete Charge Account This will let you finalise a sale against a predefined debtors account list This is set up using Checkmate Back Office 1 Press CHARGE button 2 Enter Accounts Telephone number and press YES Enter or type the customers name on the keyboard 3 Select Account and press YES Enter 4 Enter amount to be charged to account Press YES Enter 5 After total payment sale complete Frequent Shopper The frequent shopper can convert the points to cash to pay for their shopping This will be explained in the Frequent Shopper section Discounts There are four discounts that can apply to a sale item A discount will give a percentage discount a markdown will give a dollar discount giveaway will make the item free and promotional items show up as a dollar discount Multiple discount types can be defined at store level All discounts are displayed on the POS screen as markdowns or discounts and at the bottom of the scre
9. en you can see total discount total is calculated by adding discount plus markdown in dollar value Discount Mode This discount mode will put a percentage discount on all future items that are inputted Recommend for supervisor use only 1 Press DISC Mode button 2 Enter Supervisor password and press YES Enter 3 Choose predefined Discount Type Press YES Enter 4 The discount type will apply to ALL FUTURE ITEMS 10 Turning off Discount Mode 1 Discount Mode must be on at this stage 2 Press DISC Mode button 3 Enter Supervisor password and press YES Enter 4 Dialog box should say that Discount Mode is turned off Discount Sale This discount mode will put a percentage discount to all items which have been entered into the sale up to date Scan item s to be discounted Press the DISC SALE button Choose predefined Discount Type Press YES Enter The discount type will apply to ALL EXISTING LINES Br bo Discount Line This discount mode will put a percentage discount to the item that is current 1 Use the arrow keys to select an Item 2 Press the DISC LINE button 3 Choose predefined Discount Type Press YES Enter 4 The discount type will apply to CURRENTLY SELECTED LINE Discount Next This discount mode will put a percentage discount to the next item that is scanned 1 Press the DISC NEXT button 2 Choose predefined Discount Type Press YES Enter 3 The discount type will apply to NEXT ITEM 4 Sca
10. er output When you scan an item it will display the item barcode and barcode type Test receipt printer This function will print a test script of characters through your printer to check if they are any faults in the printer All characters and lines should be printed correctly if not contact your hardware helpdesk Test customer display This function will print on screen a test script of characters through you customer display to check if they are any faults in the screen All characters and Lines should display correctly if not contact your hardware helpdesk I7 Register report This function produces a lane specific register report The two main sections of this report are the lane total finaliser summary and the cashier finaliser summary Ifa cashier has used more than one lane then totals from all lanes used need to be added together in order to balance at cashier level 1 Must be not in middle of sale 2 Press DIAGS button 3 Select date Press YES Enter EFT Initialise This function is only used when point of sale has integrated EFTPos EFT Totals This function is only used when point of sale has integrated EFTPos EFT Settlement This function is only used when point of sale has integrated EFTPos Technician Functions This will bring you to a menu with technician functions Close Point of Sale This will close point of sale and bring you back to the desktop Initialize System This will close poin
11. me out of card 2 Press EFTPos button 3 Cash out automatically worked out Press YES Enter 4 Are the EFT amounts correct Press YES Enter to process or NO Cancel to look at alternative payment methods Select applicable card type Press YES Enter 6 Give cash out amount to customer Nn Cash out Only No Purchase 1 Press the EFTPos button 2 Enter the Cash out amount and Press YES Enter 3 Are the EFT amounts correct Press YES Enter to process or NO Cancel to look at alternative payment methods 4 Select applicable card type Press YES Enter 5 Give cash out amount to customer Cheque Cheque payments can easily be broken down into new customers old customers and customers that want cash out on purchase With new customers the customer must be approved by the supervisor Old Customer cheque 1 Enter amount tendered by cheque Press CHEQUE button 2 Enter cheque account number Press YES Enter 3 After total payment sale complete New Customer cheque 1 Enter amount tendered by cheque Press CHEQUE button At cheque account number screen Press YES Enter Press NO Cancel Enter Supervisor password Press YES Enter After total payment sale complete ge Be Cash with purchase cheque 1 Cheque is over the price of the purchase so cash back will apply Enter amount tendered by cheque Press CHEQUE button Enter supervisor password Press YES Enter Enter cheque account number Press YES Enter Sale complete chang
12. n item Give Away This discount mode will give away the item that is current The Item will appear with no price 1 Use the arrow keys to select an Item Press the GIVE AWAY button Enter Supervisor password and press YES Enter Press YES Enter to confirm Item is displayed as having no price Give Away Mode will turn off automatically DN RE DNS 11 Mark Down Line This discount mode will put a dollar discount to the item that is current 1 Use the arrow keys to select an Item 2 Press the MARK DOWN LINE button 3 Enter the dollar value discount to be given Press YES Enter 4 The markdown will apply to CURRENTLY SELECTED LINE Mark Down Next This discount mode will put a dollar discount to the next item that is scanned 1 Press the MARK DOWN NEXT button 2 Enter the dollar value discount to be given Press YES Enter 3 The mark down will apply to NEXT ITEM 4 Scan item Price Change A price change is not a discount in anyway The price change is used for speed when a product has a wrong price allocated to it and it isn t an appropriate time to go to Back Office and change the price There are two ways of changing the price of sale items New Price Line This will change the price on the current item 1 Use the arrow keys to select an Item 2 Press the NEW PRICE LINE button 3 Enter the new price of item Press YES Enter New Price Next This will change the price on the next item to be scanned 1 Pre
13. ny stage through the sale Press FREQ SHOP button 2 This will bring up the search for customer screen You can use phone number surname to search 3 User arrow keys to select customer Press YES Enter 4 To redeem credit on a gift press 3 Hold Recall Sale This is used for putting a sale on hold so that it can be finalised at a later date Any number of sales can be held concurrently and can be kept held for as long as is required by the store A customer telephone number can optionally be recorded against the held sale for review at the Back Office and when the sale is recalled Hold Sale This function holds a sale to be brought up again at a later stage 1 Put everything that is needed to be into the sale 2 Press HOLD SALE Button 3 Sale is saved to be brought back again Recall Sale This function will recall any sales that have been on hold 1 Press RECALL SALE button 2 Choose what method you will use to bring up sale 15 a Transaction number Press RECALL SALE button again and enter Transaction number b Use arrow keys to select sale from list 3 Press YES Enter 4 Sale is brought back to screen From this you can add more or void or cash off Returns Returns voids and credits are three various ways of returning stock at different stages of a sale Return Void Sale This is used to void a sale which is in progress 1 Through a sale Press RETURN SALE button 2 A dialog screen will appear asking you t
14. o confirm the return sale Press YES Enter to confirm or NO Cancel to cancel Void line This will void an item from a sale which is in progress 1 Select item to void 2 Press VOID LINE button Credit Mode Credit mode returns items back into inventory 1 Press CREDIT Mode button 2 Enter Supervisor password Press ENTER Yes 3 Scan products to be returned The products will come up with a negative price value 4 When finished Press CASH button 5 Products are returned Credit Next This is used for when you want to return an item at the start or part way through a sale 1 Press CREDIT NEXT button 2 Scan item to be credited returned 16 Diagnostics The diagnostics POS functions are mostly to be used by a trained member of staff or a Check Mate technician Most operations in this section are used fix any problems that might occur with POS System Diagnostics Screen SYSTEM DIAGNOSTICS RE ESTABLISH HOST MONITOR SCALE OUTPUT MONITOR SCANNER OUTPUT TEST RECEIPT PRINTER TEST CUSTOMER DISPLAY REGISTER REPORT Comm2000 INITIALISE Comm2000 TOTALS Comm2000 SETTLEMENT Oo FM Pon 0 TECHNICIAN FUNCTIONS CANCEL NO Close system diagnostics Re Establish Host Re establish host looks to see if the network has been re established with the Back Office server and if it is connects to network Monitor scale output This function will display the item weight Monitor scann
15. se the Fast Arrow keys to page up and down and the normal arrow keys to go up and down on the page list Select your receipt 4 Using the arrow keys select a sale 5 Press YES Enter this will reprint the receipt Search Becoming proficient in searching for items is a great skill to have It will make price checking faster and finding items that don t scan easier 13 Department Search This search is used to find a product to scan into a sale It uses the description of the product to do a search l Ze 3 4 Find Press DEPT SEARCH button Start entering the product description using keyboard 2 At any time through step 2 you can use the arrow keys to select your product from the search result list and press YES Enter Product is entered into current sale This search function will help split up your search into different product departments and than search from there The find item list is generated from all items that have a PLU number less than six digits 1 Press FIND ITEM SEARCH button 2 Press the relevant Department button 3 Use the Fast Arrow keys to page up and down and the normal arrow keys to go up and down on the page list 4 Select product and press YES Enter or enter Index or PLU number and press YES Enter 5 Product is entered into current sale Price Check This will bring up information on product description price Item No stock on hand and last sale information 1
16. ss the NEW PRICE NEXT button 2 Enter the new price of item Press YES Enter 3 Scan item Quantity The quantity keys are used for Duplicating an item either by repeating the item or by changing the quantity Repeat Last This will repeat the LAST ITEM 1 Select item 2 Press the REPT LAST button 12 Quantity Line This will change the quantity of the SELECTED ITEM 1 Select item 2 Press the QTY LINE button 3 Enter the quantity and then press YES Enter Quantity Next This will change the quantity of the NEXT ITEM 1 Press the QTY NEXT button 2 Enter the quantity and then press YES Enter 3 Scan item Receipts The two methods that can be used to look at a previous sale receipt they are electronic journal which will bring up the sale onto the screen and reprint receipt which will print of a hard copy Electronic Journal This will bring up all old sale receipts to screen The receipts are in time order 1 Press ELEC JNL button 2 Use the Fast Arrow keys to page up and down and the normal arrow keys to go up and down on the page list Select your receipt 3 Press YES Enter 4 This will bring up the receipt for that sale 5 You can continue to search other receipts by using the arrow keys again or press NO Cancel to close electronic journal Reprint Receipt This feature lets you reprint any of your last sales 1 Make sure you are not in a sale 2 Press the REPRT RCPT button 3 U
17. t of sale and restart computer Repair mirror database System Shutdown This will close point of sale and shutdown computer Repair PFTRAN database Apply local PLUAUX DB Apply local PLU SAV Store Take Up Store Take up is a powerful function allowing the pricing of items on the fly at point of sale There are two methods to store take up 1 Press Diags then 0 then Price Check Scan the item press New Price Line and enter the price for your item 2 Create a Supervisor User at Back office with a Full Name of STORETAKEUP Log on that user will only work with that user all items scanned with no current sell price will prompt you for a price and store the price you enter into the database If you are unsure how to create a User at Back office refer to the User Maintenance section under Controls in your Back office Manual Diagnostics Menu This brings you back to the diagnostics menu Pickup Money can be taken out of the register to pay a contractor or to limit the amount of cash in the register for safety Through this method the amount is recorded and will come up when Back Office does the cashier reconciliation at the end of day 1 Press PICKUP button 2 Enter pickup amount Press YES Enter 3 This will open the cash register No Sale Records a No Sale and opens the cash drawer 1 Press NO SALE button 2 This will open the cash register Appendix Glossary APN PLU number Num
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