Role:POS Operations/Procedures/Selling
After logging into the cash register, you will be greeted with the sales interface.
You'll notice, that some items are displayed with the same background tile color: That means, that those products are grouped together - in our example you can make out the first group (red) being mate-based softdrinks sold by the bottle, the second group (blue) crates of bottles, the third group (green) hot drinks and the last group (red again) varied softdrinks.
Tapping on one of the product tiles will add the product to the current receipt, displayed on the right of the screen. To sell a product multiple times, tap the product button repeatedly.
Should you have added a product in error, just click the little x next to it on the receipt to remove it.
To empty the whole receipt (if a customer changed their mind and walked away or if restarting from scratch is just easier), press the red x button in the receipts headline.
Payment via Prepaid Voucher
While pretixPOS calls them "Gift Cards", we are using the term "prepaid voucher". It's those little papers or plastic cards with a QR-code on them, that people can get in exchange for cash if they do not want to pay by credit or debit card.
If a customer has a prepaid voucher, you will need to tap on the "Gift card" button on the bottom left of the screen and scan the vouchers barcode. A screen will tell you the remaining balance and offer you to use the prepaid voucher. The appropriate amount will be added to the receipt.
Should the amount on a single prepaid voucher not be sufficient to cover the purchase, more prepaid vouchers/giftcards can be scanned the same way.
An outstanding balance may also be paid by card.
However it is important, that any prepaid voucher is scanned after all items for sale have been selected. Only once all desired prepaid vouchers/giftcards have been accounted for, a card payment transaction may be started.
Payment via Debit/Credit card
To initiate a card payment, tap on the green Pay button and then the card symbol that pops up. Underneath the card, a line of text will keep you updated about the current state of the transaction.
Should you need to abort the transaction, you can use the back button on the bottom of the screen or press the red Abort-Button on the PIN-terminal.
Successful transaction
A successful transaction is indicated by the green arrow on top of the receipt view and a big Next Customer button. Depending on the model of cash register you're working on, the LED strip around the device might also illuminate.
You can now start a new sale by either taping on Next Customer or directly selecting a new product from the list.
Unsuccessful transaction
For a variety of reasons, a transaction might be unsuccessful. This is generally shown by an error message explaining what happened and - depending on the model of cash register you're working on - a red LED ring around the screen.
Some errors are easy to resolve: If the transaction did not succeed because the payment card did not have sufficient funds, you can restart the payment process and ask the customer to use a different card.
Should the recording of the transaction have failed and a positive balance being displayed on the bottom of the receipt, try pushing the transaction through by tapping on the Pay button again. Only if this fails, ask a team lead or supervisor to have a look and possibly to fill a trouble ticket.
Special Use Case: Discount Voucher
Select participants might be issued with discount vouchers that allow them to purchase specific items at a discount or for free. They will present you with a voucher with a QR-code that is specifically identified as a Voucher. Tap the Voucher button on the bottom left of the screen and scan the code. You will now see the items at their special price and can add them to the cart.
Once done, press the red x next to the voucher code to return to regular operation and either sell more items or cash them out as normal.
