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In Parameters, the modules of Registers, Cashiers, Transaction Types, Taxes, Tenders, Non Merchandise, Pay In/Pay Out, General Parameters, Purge Parameters, Discounts, Groups, Receipt Templates, Cash Count Groups, and Sequence Series are available.

Registers


The registers should already be set up by the time you start using the WinPRISM POS system, but in the event you need to add a register, right-click in the bottom section of the screen and select Add Item, or just tap the insert key on your keyboard to bring up the following screen.

Fill in the Register Name, using the format of "Reg #" using the actual register number in place of the pound sign. Click on the down arrowhead in the Register Type field and select Handheld, POS, or Remote. Put a 0 (zero) in the Terminal ID field (all registers use the same terminal ID), and click on the Add button at the bottom of the window.





Once you have clicked on Add, you will be able to fill in the rest of the fields. In Register Description, fill in the description of the register, using the same format that was used for the registers that have already been defined. If you have defined groups for your registers, select the appropriate group for this register.
In the Receipt Template field, make the choices that were selected in defining your existing registers, and then click on the Update button on the bottom of the window.
In the event you are defining this register for future use, and do not want it active at this time, uncheck the Active box.

Cashiers

Note; Before setting up a user as a cashier, the user must already be defined in User Security in the Security section of the Inventory Control tab. Once the user has been set up there, and added to either a management account or a cashier account, you can set them up in POS Cashiers.

With the POS Cashiers window open, click on the yellow plus symbol or F4 key

Select the location.
Click on the ellipsis to get a select list, and select a cashier.
After being returned to the Add Cashier box, click on the
Add Cashier button.
That will return you to the POS Cashiers box where you can define a security level for that cashier. For further information on security levels, see the table in transaction types.
When you are returned to the POS Cashiers window, right-click and select Add Registers, highlight the registers this cashier will be allowed to use, and click the Add Registers button.

Transaction Types


There are over 50 transaction types currently defined in the WinPRISM POS system, and most stores will only use a handful of those. In the event you feel it is necessary to add a new transaction type we have not provided, please contact WinPRISM Support and provide us with adequate documentation to fully
outline what you desire at your store and we will assist you.



In the transaction types currently defined, you are most likely to need to make adjustments to the fields in the bottom section of the window represented above.
FieldExplanation

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No Sale

Allows the cashier to open the cash drawer when no transaction has
been performed at the register. There are times you may want to open the drawer to retrieve checks, credit card receipts or make change.

Non-
Merchandise

Method of documenting things you sell, but are not in your inventory.

Pay In

Method of documenting money coming in to the till, but not as the
result of a sale.

Pay Out

Method of documenting money going out of the till, but not as the
result of a refund.

Post Void

Canceling a transaction that has already been completed.
Note: Must be performed in the same business day.


Prepaid Gift
Card Activate

Allows the cashier to enter a SKU and swipe a gift card to activate a
fixed dollar amount on the card. Please do not use yet as it has not be thoroughly tested.

Prepaid Gift
Card Balance
Inquiry

Allows the cashier to determine the amount available on a prepaid
gift card. Please do not use yet as it has not be thoroughly tested.

Prepaid Gift
Card
Deactivation

Allows a cashier to deactivate a prepaid gift card so it can no longer
be used. Please do not use yet as it has not be thoroughly tested.

Print Receipt

The printing of a receipt for an earlier transaction.
Note: Will need the receipt number.

Refunds

Used to document the return of merchandise from a customer.

Register Reports

A report to list the totals for tenders taken and merchandise, non-
merchandise, buyback, pay in/pay out transactions, taxes and discounts. All information on this report pertains only to the individual register.

Release Offline
Transactions

Allows a cashier to process campus debit card transactions that were
honored but were not processed at the time of the transaction because of problems communicating with the campus debit card computer.

Reprint Last
Receipt

Print the receipt for the immediately preceding transaction.

Sale

The act of selling; specifically: the transfer of ownership of and title
to merchandise from one person to another for a price.

Secure Terminal

Allows a cashier to secure the register that he is logged into. This
prevents anyone else from performing transactions at that register without entering the password of the logged-in cashier or the Manager Password. A cashier may want to secure the terminal while checking a price in another part of the store or while on break.

Suspend /
Retrieve

To Suspend is an option at the register that allows you to suspend a
transaction in progress. Suspended transactions can later be retrieved and completed. To Retrieve is an option at the register that allows
you to retrieve suspended transactions that have not been purged from the system.

Tax Exempt

Situation where the purchaser meets the criteria laid out by the



 

governmental body with jurisdiction over sales taxes in the store's
area, as not having to pay sales tax.

Tax Shift
Profiles

Changing the expected tax rate to an alternate tax rate, that is already
set up in the system.

Total

After scanning all items in the sale, Total brings the transaction to the
tendering phase.

Transaction
Discount Code

Code to specify a specific transaction discount.

Transaction Edit

Method for modifying a part of the transaction.

Transaction
Inquiry

Allows you to view transactions that have been rung at the register(s).

Transaction Tax
Shift

Changing the expected tax rate to an alternate tax rate, that is already
set up in the system, for the entire transaction.

Verify Price

To allow you to confirm the price of an item without adding that item
to the current transaction.

Working Key
Initialization

Needs to be issued before Bank Debit Card transactions are run in
Tender Retail.

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