Point of Sale FAQ

We've provided answers to some questions that we think are likely to come up. If you need any thing clarified or have other questions, please email the webmasters

This FAQ supplements the "IKEA flatpack" instructions that should be available at the Centre but which can be downloaded here

How do I set up the POS devices for use?

The POS tablet and card reader should be brough out of the office to the reception desk only when a sale is o be made.

  1. The tablet should be set up so that is docked in the charging station which must be connected to power
  2. The card reader should be powered on to check it is working
  3. Check the tablet pairs correctly to the card reader by starting BizSwoop POS and making sure this indicator is green:
    1. If it’s red, touch the power button on the card terminal to wakit it and the device should pair.
    2. After a few seconds it should briefly display yellow and then tuuirn green.  If it does not, consult the section. Fault finding tips
  5. Make sure you have the QR code booklet handy, for scanning miscellaneous items
  6. Ditto the ‘IKEA flat pack’ instructions if you need them
The tablet screen is off - how do I turn it on?

It may just be asleep. Double tapping the screen will wake it. If that doesn’t work, it’s powered off. To turn it on, press and hold the power button for x seconds. If the tablet’s in the dock, it’s the right hand button or the lower one if you’re holding it in portrait mode

The credentials don't work

Eaxh terminal is locked to a particular set of credentials.  Tab1 must be logged into POS with the credentials for Tab1 – you can’t swap them

When I login to the POS station, I get taken to the website, not to the POS screen

The likely cause is a server error.  Call the webmasters for assistance.

Do I have to use the tablet in the dock?

You don’t have to, but during our testing we found that scanning bar codes on products is a lot easier if the tablet is stationary and the product is moved behind the tablet for the tablet camera to read the code, than the other way round.  If you’re finding products by searching then it’s easier to hold the tablet in your hand in portrait mode.

 

If you prefer to hold the tablet, that’s your choice.  But please remember to return it to the dock after you have finished. for recharging

How do I get the scanner to exit from the repeat scanning mode?

Look for this – it may be vertical if the tablet is docked – and tap the arrow

 

How do I handle variable products?

Variable products are a new concept we’re introducing for prducts such as the countywide CDs, where there is a full version and upgrades from previous versions at different  prices.  Previously we have treated each of these as a separate product, with separate inventories but with effect from Berkshire Burials 13th Edition there will only be a single product, to which variable pricing is applied.

 

Do I HAVE to add a customer to an order?

You don’t HAVE to add a customer to an order but there are significant advantages in doing so because the order will be associated with that user account and be part of that user’s order history.  Also, the system will automatically email the order confirmation and receipt to the customer.  You can either:

  1. Choose an exisiting account to assigne to the order (and many of our customers are repeat buyers).
  2. Create a new customer record during the process.
The card reader doesn't work with the tablet

Each vard reader is locked to a particular tablet.  The lockscreen for each tablet indentifes which tablet is which.  You need to use the POS card terminal that is labelled the same as the tablet.

Why is contactless the preferred payment method?

Contactless payment is preferred for two reasons:

  1. Convenience: it’s the simplest and quickest method
  2. Infection control: As the name implies it’s also the most hygienic because the customer does not have to touch the terminal with their hands, which reduces the risk of contact transmission.

All other payment methods require more steps to complete and carry the risk of contact transmission – neither cashier nor cusomer wants to transmit an infection to the other

What sales records do we need to keep?

Need to check this is what the RZ want.

 

  1. If you process an order with a card payment, all the accounting transactions are automated and there is no need to keep any record. 
  2. If, however, you take a cash payment, you will need to print an extra copy of the receipt for cashbox reconciliation purposes.
I forgot to print a receipt. What do I do?

Once an order has been completed there is no way to print am invoice from teh terminal.  So what do you do if you forget?

  1. If you have associated a customer record with the order or have entered the customer’s email addesss during the order entry process, the system will automatially email a receipt to the customer
  2. The Shop Manager or one of the webmasters can print a receipt from the WooCommerce backend

 

How do I pack away the devices

The tablets and card readers should be returned to their designated spot in the back office once a sale has been completed

  1.  The tablets shoud be plugged into the power strip so that they can be charged
  2. The card readers should be connected to the USB chargers
  3. Both devices should be sanitised before being put in their charging positions