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 |
Non- | 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 |
Pay Out | Method of documenting money going out of the till, but not as the |
Post Void | Canceling a transaction that has already been completed. |
| Allows the cashier to enter a SKU and swipe a gift card to activate a |
Prepaid Gift | Allows the cashier to determine the amount available on a prepaid |
Prepaid Gift | Allows a cashier to deactivate a prepaid gift card so it can no longer |
Print Receipt | The printing of a receipt for an earlier transaction. |
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- |
Release Offline | Allows a cashier to process campus debit card transactions that were |
Reprint Last | Print the receipt for the immediately preceding transaction. |
Sale | The act of selling; specifically: the transfer of ownership of and title |
Secure Terminal | Allows a cashier to secure the register that he is logged into. This |
Suspend / | To Suspend is an option at the register that allows you to suspend a |
Tax Exempt | Situation where the purchaser meets the criteria laid out by the |
| governmental body with jurisdiction over sales taxes in the store's | |
Tax Shift | Changing the expected tax rate to an alternate tax rate, that is already | |
Total | After scanning all items in the sale, Total brings the transaction to the | |
Transaction | Code to specify a specific transaction discount. | |
Transaction Edit | Method for modifying a part of the transaction. | |
Transaction | Allows you to view transactions that have been rung at the register(s). | |
Transaction Tax | Changing the expected tax rate to an alternate tax rate, that is already | |
Verify Price | To allow you to confirm the price of an item without adding that item | |
Working Key | Needs to be issued before Bank Debit Card transactions are run in |
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