Home Screen
- Mary Volkmer (Unlicensed)
After you have logged on, the Home Screen displays.66
The Home Screen has six general areas. For details on each area go to the page listed after each area.
Menu Buttons
Transaction Detail
Transaction Buttons
Detail Frame
Transaction Icons
Status Bar
Menu Buttons– 1
In the upper right corner 5 buttons display: Sales, Tools, Manager, Minimize, and Logout.
Whichever button is currently selected will have white font and outline with blue background:
Sales
Default selection upon logging in. Sales is where the majority of activity will occur. From transactions to customer look up.
Tools
There are 4 sub screens under Tools: Tasks, Reports, Sync, and Hardware. The rights associated with your login will determine what you see when selecting Tools.
Tasks options may include No Sale, Register or Unregister Device, Version, Test Scale, Upload Logs, Training Mode, and MSR Tester. Reports options may include Cashier Totals and Register Totals. Sync may include Upload Transactions, Sync Inventory, and Check for Updates. Hardware options may include Cash Drawer 1, Cash Drawer 2, Line Display, MSR, Printer, Scale, and Scanner.
On a daily basis you will only need to access the Tools Button for No Sale, to open the cash drawer, or for printing either the Cashier Totals or Register Totals Reports.
Other options, under the tools button, are only be used at the direction of POS Support who will assist you when you have questions about these processes.
Manager
Select Manager when a needing a Manager Override. The Manager Override dialog box displays for the entering the appropriate credentials.
Minimize
Select Minimize to minimize the application to the Task bar.
Logout
If you want to log out only so another cashier may log in, select Logout.
Transaction Details – 2
As the transaction proceeds, items display in the Transaction Details listing Item Description, Qty, and Price. The Discounts, Subtotal, and Tax display in the lower portion of the Transaction Details.
Several buttons in the lower portion of the Transaction Details area help with the transaction: Delete, Minus, Plus, and Pay.
Delete
When you want to delete a single line from the transaction. Select the item and then select Delete.
Minus and Plus
To increase or decrease the Qty, select the appropriate sign. The Qty will not go below 1.
Pay
Shows the current total of the transaction. Select this button to move to selecting a tender and completing the transaction. For more details on completing various transactions, see the PrismPOS Transaction Reference Guide.
Transaction Buttons – 3
Transaction buttons impact the transaction in various ways. The action is always taken on the current transaction. Until a transaction begins the buttons are grayed out.
Details
Enter Tax Exempt information or enter Sale Note. The information saves as part of the transaction and prints on the receipt.
To view these notes later:
Access PrismCore Admin > POS > Maintenance > POS Transaction Inquiry.
Search for the Receipt Number.
Locate the Note column.
Click the yellow cell.
Review the notes entered.
Transaction Discount
Displays available transaction discounts. Select the discount from the buttons. If there is more than one page of discounts use the Next button to locate the discount you want to apply. If you move to the next page the Prev(ious) button displays in the top left corner, allowing you to move back a page.
Once the discount is applied, it displays in the Transaction Detail with the Subtotal and Tax.
Suspend Transaction
Select this option to suspend the transaction. Suspending a transaction allows you to re-access it at a later time for completion.
Cancel Transaction
If you need to cancel the entire transaction, select Cancel and Yes. The entire transaction will be cancelled.
Details Frame – 4
Defaults to the Quick Menu. From here scan any item or select from the Quick Menu to begin the transaction. Depending on the Transaction icon selected, as well as where you are at in the transaction will determine what displays in the Details Frame. See Transaction Icons for more information about what displays for the different selections.
When a line in the transaction detail is selected details about the line will display in the Details Frame.
From this Details Frame you may select one of the 6 buttons, as well as enter a different Quantity directly into that field.
Quantity
Enter in the quantity to be sold of the item selected. Default quantity is 1.
Details
Displays Item Details about the item selected.
Edit (Price)
Select this button to enter or remove Price Overrides. When you apply a Price Override you may also indicate if the item should be part of further discounts through Item Discounts or Transaction Discounts with the Apply Discounts option.
Edit (Discount)
Use this option to apply a discount to selected item, only. The Item Discounts dialog box displays. Select the item discount from the buttons. If there is more than one page of item discounts use the Next button to locate the discount you want to apply. If you move to the next page the Prev(ious) button displays in the top left corner, allowing you to move back a page.
Once the discount is applied, displays in the Transaction Detail with the Subtotal and Tax, even though it is only for that item. The discount selected will display in the discount line of the Details Frame.
Edit (Taxes)
Selecting this option allows manual changes to the default tax on the item currently selected in Transaction Details.
Refund Item
Selecting this option, changes the Quantity, on the item currently selected, to a negative. At this point using the plus sign in Transaction Detail will increase the negative quantity. The minus sign will decrease the negative quantity but not allow it to go positive. To change the refund back to a sale, select Refund Item again or manually change the quantity in the Quantity field in the Details Frame.
Edit Notes
Enter notes specific to the item you want to display on the receipt. The notes will display on the screen, saves as part of the transaction, and prints on the receipt.
Transaction Icons – 5
Selecting different transaction icons changes what displays in the Details Frame. Upon logging in Quick Menu is selected by default. The selected icon has a white bar the displaying below the icon.
Quick Menu
Selected by default upon accessing the program. Various processes/items are available to add to the transaction from the Quick Menu, such as Non-Merchandise, Pay Ins, Pay Outs, Quick SKUs, Gift Cards, and Made to Order. For more details on using the various Quick Menu options see PrismPOS Transaction Reference Guide.
Items
Allows you to search for items with a variety of methods. This is helpful if the item you need to add to the transaction does not have a barcode to scan.
Once you locate the item, select the item by double-clicking or highlighting and selecting Add to transaction.
The Items Search area consists of eight areas:
Items field, in which you type the data to search by.
Search Type field, which provides different field types to search on.
The Search button to initiate the search.
The display area where the items are listed. No more than 100 results will display.
Number of results.
Left and right arrows, to page through results.
Page you are on and total number of pages in the results.
Add to Transaction button.
Customers
Locate or add a new customer by selecting the Customers icon. Certain transactions require a customer. For example, AR and rental transactions.
The Customers Search area consists of eight areas:
Customers field, in which you type the data to search by.
Search Type field, which provides different field types to search on.
The Search button to initiate the search.
The display area where the customers are listed.
Number of results.
Left and right arrows, to page through results.
Page you are on and total number of pages in the results.
New Customer, Show Details, Add to Transaction buttons.
Receipts
Locate receipts for reprinting, printing gift receipts, or resuming suspended transactions.
The Receipts Search area consists of nine areas:
Receipts field, in which you type the data to search by.
Search Type field, which provides different field types to search on.
Location field, which works in conjunction with Search Type.
The Search button to initiate the search.
The display area where the receipts are listed.
Number of results.
Left and right arrows, to page through results.
Page you are on and total number of pages in the results.
Depending on type of receipt: Show Receipt or Resume button displays.
Transaction Buttons in Reciept Mode
After selectting Show Receipt (non suspended transaction) the Transaction Buttons that display change.
Print Reciept
Selecting automatically reprints the currently selected receipt.
Print Gift Receipt
Selecting automatically prints a gift receipt.
Email Receipt
Selecting prompts for email to be entered. If a customer is attached to the transaction and an email is on file for that customer, that email is displayed by default and may be changed.
Refund All
Selecting this refunds all items on the receipt
Refund Selected
This button is grayed out until an item box is checked in the transaction detail. Use this button to refund only selected items from the receipt.
Suspended Receipt Search Buttons
Same as regular buttons except Resume.
Resume (Suspended Transaction)
Selecting Resume, displays the transaction in its original form, before Suspend, allowing you to take next steps, such as cancelling, completing, or re-suspending.
Balance
Select and search by Customer, Gift Card, or Tender to display the balance.
Selecting Tender requires further selection of the type of tender.
Status Bar – 6
The Status Bar displays at the bottom.
The left side displays the current User, Register, and if a transaction is in progress, Receipt.
The right side displays the current Version for the register client.
Additionally if the register is in Offline Mode or a Manager Override is active, that information also displays in the status bar.
Updated 05/10/2020
© 2020 PrismRBS, LLC All rights reserved.