PharmaClik POS Till Quick Reference Guide

Transcription

1 Signing on to the Till- Start of Day 1) Type your User Code > Press the key 2) Type your Password > Press the key 3) Click the Till Apps & Parameters icon 4) Double-click the Till function button Editing the Quantity or Price Navigating the Till There are four (4) coloured function s: Green, Red, Yellow and Purple To change function sforward (green -> red -> yellow -> purple) To change function sbackwards (purple -> yellow -> red -> green) Deletes the item that is highlighted in blue from the till screen To select items/highlight items on the POS screen F9- Sign Off (yellow ) Used for cashier shift changes 2) Press Sign Off F9 3) Type your password 4) Press the key Exiting the Till- End of Day 1) Highlight the item 2) Press the key 3) Type the new Qty or type the Unit Price 4) Press the key F8- Training Mode (yellow ) 2) Press Training Mode F8 3) The logo in the top left corner of the till screen should say Training Mode To return to regular sale mode: 2) Press Training Mode F8 1) Press the F12 twice to go to the yellow 2) Press Exit Till F10 3) Press the key 4) From the Star~Plus main menu, click the Security icon 5) Double-click the Log Off function button Last Update: Sept 2015 McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 1

2 F1- Cash (green ) F2- Cheque (green ) F3- Visa (green ) 2) Press Cash F1 on the green 3) Type the value for the amount customer is giving you 4) Press the Enter key 2) Press Cheque F2 on the green 3) Type the Cheque number and customer last name in the reference field 4) Press the Enter key 2) Press Visa F3 on the green 3) Continue to complete the transaction on the debit/credit pin pad 4) Once the credit has been approved, press the Enter key on the keyboard F4- Master Card (green ) 2) Press MasterCard F4 key on the green 3) Continue to complete the transaction on the debit/credit pin pad 4) Once the credit has been approved, press the Enter key on the keyboard F5- Debit (green ) 2) Press Debit/Credit F5 on the green 3) Continue to complete the transaction on the debit/credit pin pad 4) Once the debit has been approved, press the Enter key on the keyboard F9- Department Search (green ) Use for items that will not scan: 1) Press the Dept Search F9 key 2) Use the arrow keys to highlight the proper department and press the Enter key 3) Type the price and press the Enter key OR if you know the code of the department: 1) Type the code i.e. type 03 for Cards and press the Enter key 2) Type the Price and press the Enter key Last Update: Sept 2015 McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 2

3 F6- Charge (green ) F7- ROA (Received On Account) (green ) F8- Other Tender- U.S. Cash (green ) Use to charge to a customer account 2) Press Charge F6 on the green 3) A listing of all available customer accounts will display 4) Type the first three letters of the customer s last name 5) Press the Enter key 6) Use the arrow keys to select the correct customer 7) Press the Enter key 8) Press the Enter key again to complete the transaction 1) Press ROA F7 on the green 2) Type the first three letters of the customer s last name 3) Press Enter 4) Use the arrow keys to highlight the correct customer 5) Press Enter 6) Type the amount 7) Press Enter 8) Select the chosen method of payment 2) Press Other Tender F8 on the green 3) Press US Cash F1 4) Type the amount for the US funds and press the Enter key 5) The change amount displayed will be in Canadian dollars F10- Rx Prescriptions Use for prescriptions that will not scan 1) Press Rx F10 2) Type the prescription/rx number 3) Press Enter 4) Type the price 5) Press Enter Last Update: Sept 2015 McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 3

4 F1- Search Customer Discounts (red ) F5- Item Refund (red ) F6- Transaction Refund (red ) Use when applying a Senior, Employee or other price matrix discount 2) Press F12 key to the red 3) Press F1 Search Cust on the red 4) Type the first three letters of the employee s/customer s last name 5) Highlight the correct employee/customer and press the Enter key 6) The discount message will appear, press the Enter key to continue 7) Complete the transaction as normal 8) You will now see the new price of the item in the extended column of your screen Item Refund F5 will refund the first item scanned, each time the Item Refund F5 button is selected 1) Press the F12 key once to the red 2) Press the Item Refund F5 key on the red 3) Scan the item that is being returned. 4) Select a Refund Reason code and press the Enter key 5) If you are returning more than one item, repeat steps 1, 2, 3 & 4 6) Select the tender to be refunded to the customer i.e. Cash, Debit, Visa, etc 7) Type the customer s phone number, name and address 8) Press the Enter key Trans Refund F6 (Transaction Refund) will refund ALL items scanned into the transaction 1) Press the F12 key once to the red 2) Press the Trans Refund F6 key on the red 3) Scan the item that is being returned 4) Select a Refund Reason code and press the Enter key 5) If you are returning more than one item, repeat steps 3 &4 6) Select the tender to be refunded to the customer i.e. Cash, Debit, Visa, etc 7) Type the customer s phone number, name and address 8) Press the Enter key Last Update: Sept 2015 McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 4

5 F3- Save Trans (red ) F4- Load Trans (red ) F7- Cancel Trans (red ) Use to suspend a transaction 2) Press the F12 key to the red 3) Press the Save Trans F3 key 4) Press the Enter key at the message Are you sure you want to save the transaction? 5) Press the Enter key at the message would you like to print a slip 6) Press the Enter key at the message Save Name is Use to re-load a saved transaction 1) Press the F12 key to the red 2) Highlight the transaction you would like to load and press the Enter key Note: You can also scan the code on the Saved Transaction receipt to load a saved transaction. Use to cancel a transaction that is in process 1) Press the F12 key to the red 2) Press the Cancel Trans F7 key on the red 3) Press the Enter key F1- Reprint Transaction (red ) 2) Press the red Trans Lookup F10 key 3) Press the red Reprint Trans F1 4) Highlight the transaction to reprint 5) Press Enter F3- Reprint Last Transaction (red ) 2) Press the red Trans Lookup F10 key 3) Press the red Reprint Last F3 4) Press Enter F2- Void Transaction (red ) 1) Press the F12 key to the red 2) Press the red Trans Lookup F10 key 3) Press the red Void Trans F2 key 4) Highlight the transaction to be voided 5) Press the Enter key Last Update: Sept 2015 McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 5

6 F1- Paid In (yellow ) F2- Paid Out (yellow ) F3/F4- Toggling Taxes (yellow ) GST/PST/HST/HST 5% Use to add funds to the till drawer for a reason other than a normal sale (i.e. vendor rebate cheque) 2) Press the yellow Paid In F1 key 3) Type the amount of the Paid In transaction 4) Press the Tab key on your keyboard to go to the next field 5) Press the Tab key again to open the list of Paid In reason codes 6) Highlight the reason code and press the Enter key 7) Type a brief description in the Reference field 8) Press the Tab key to move to the HST/GST/PST fields to enter the amount of taxes (if applicable) 9) Press the Enter key when complete 10) Select the Method of Payment 11) Press the Enter key Use to add funds to the till drawer for a reason other than a normal sale (i.e. vendor rebate cheque) 2) Press the yellow Paid out F2 key 3) Type in the total amount (including taxes) for the paid in 4) Press the Tab key on your key board to go to the next field 5) Press the Tab key again to open the list of Paid Out reason codes 6) Highlight the reason code and press the Enter key 7) Type a brief description in the Reference field 8) Press the Tab key to move to the HST/GST/PST fields to enter the amount of taxes (if applicable) 9) Press the Enter key when complete Use to temporarily remove or add taxes to an item 2) Highlight the item you would like to add or remove tax from 3) Press the F12 key twice to the yellow 4) Press the yellow Toggle F3 or Toggle F4 key 5) Press the Enter Key Last Update: Sept 2015 McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 6

7 F5- Price Matrix (yellow ) (yellow ) F6- Open Drawer (yellow ) F7- Printer ON/OFF (yellow ) Can be used to apply discounts to purchases i.e. Senior, Employee, etc. 2) Press F12 twice to the yellow 3) Press the Change Matrix F5 key 4) Highlight the desired matrix code and press the Enter key 1) Press F12 twice to the yellow 2) Press Open Drawer F6 3) Type in the reason why you are opening the drawer in the Reference field 4) Press Enter This function can be used to turn the printer off for the next transaction. 2) Press the yellow Printer ON/OFF F7 key The printer will automatically turn back on once the transaction is complete. F8- Training Mode (yellow ) F9- Sign Off (yellow ) F10-Exit Till (yellow ) 2) Press Training Mode F8 3) The logo in the top left corner of the till screen should say Training Mode To return to regular sale mode: 1) Press F12 twice to the yellow 2) Press Training Mode F8 Used for cashier shift changes 1) Press the F12 key twice to go to the yellow 2) Press Sign Off F9 3) Type your password 4) Press the Enter key 1) Press the F12 twice to go to the yellow 2) Press Exit Till F10 3) Press the Enter key 4) From the Star~Plus main menu, click the Security icon 5) Double-click the Log Off function button Last Update: Sept 2015 McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 7

8 F1- Manufacture Coupon (purple ) 2) Press MNF Coupon F5 3) Enter the value of the coupon 4) Press Enter 5) You will now see the discount amount displayed Note: coupon amount is deducted from the total of the purchase AFTER tax F2- Store Coupon (purple ) 2) Use the arrows on the keyboard to select (highlight) the applicable item that the coupon is for 3) Press Store Coupon F4 on the green 4) Enter the value of the coupon 5) Press Enter 6) You will see the new price of the item in the extended column of your screen Note: coupon amount is deducted from the item, BEFORE tax F3- Item Discount (purple ) 2) Press the F11 key to the purple 3) Press the purple Item Discount F3 key 4) Type the value for the discount in the Percentage field or the Amount field 5) Type the reason for the discount in the Reference field (if desired). The Reference will appear on the customer s receipt and press Enter F4- Sub-total Discount (purple ) 1) Scan Items 2) Press the F11 key to the purple 3) Press the purple Subt Disc F4 key 4) Type the value for the discount in the Percentage field or the Amount field 5) Type the reason for the discount in the Reference field (if desired). The reference will appear on the customer s receipt 6) Press the Enter key F5- Tax Exempt (purple ) Use for first nation customers with Status cards 2) Press the F11 key to the purple 3) Press the Tax Exempt F5 4) Highlight NAT and press the Enter key 5) Type the Reference number 6) Press the Enter key F9- Lotto Redeem (purple ) 1) Press the F11 key to the purple 2) Press the purple Lotto Redeem F9 key 3) Type the Prize Amount 4) Press Enter Last Update: Sept 2015 McKesson Canada, All rights reserved. The Information contained in this document is proprietary to McKesson Canada. 8