Cashier | Mastersoft docs

Daily Operation > POS > Cashier

Cashier

Introduction to Cashier

System Login

Enter valid User ID & Password, then press [OK]
Default User ID: ‘SA”; No password needed, then press [OK] to enter the system

Cashier Operation Interface

The Cashier interface was shown after login, it could be divided into two parts according to different functions

Process for issuing a new invoice

Product code, price and discount could be input to the white blank of the keyboard on the lower right side of Cashier. Accept Chinese, English characters and numbers

After scanning the product barcode (If fail to scan, input the product number with keyboard), information of product will be displayed, including promotion, product code, description, quantity, unit price, discount, price and amount. Click [M] to view product set information, click [...] to view cost secret code and taken quantity

Salesman (F1)

Search for salesman information with code or name, or click the [Magnifier] to view all salesmen

Member (F2)

To select member, click the [Magnifier] to search and select the target member for viewing and revising. Member will be updated in sync with the revision here. If delivery requested, select the [Need Delivery] box and choose the delivery date and install date

Promotion Activities

To check current promotion activities in this interface, click [...] which is next to Promo. Type and Gift Type to display the included products/gifts

Inventory

Input product code, barcode or click the [Magnifier] to search for target product, and view the stock in warehouses

Stock Booking

Method 1:

Enter “Stock Booking”, input the corresponding document number, click search, and change the Take Qty of the target product to one. Click [Save] after finishing

Method 2:

1. Enter [Invoice Search (F3)] to search the invoice

2. Click the target product, click [Take Qty] after input [1] in the keyboard, save the invoice after finishing

If the customer with more than 1 untaken product in a same item, need to input the total amount of the item in the keyboard when the customer to get the untaken products. For example, a customer bought the A product for 8 pieces in total and 4 pieces have been taken, press [Take Qty] after input [8] in the keyboard when he get the untaken products

Invoice Search (F3)

Input invoice number or click the [Magnifier] to search for issued invoice and to view the detail information

Invoice List

Search for invoice record with document number, name, document date or telephone, or click the [Magnifier] to view all issued invoice

Cash Withdrawal

Input the withdrawal amount in this interface when withdrawing cash from the cashier

Note: The withdrawal amount should not be higher than the closing amount. Otherwise, the opening amount will be negative

Add Cash

Input the amount in this interface when adding cash to the cashier

Deposit

Input the first/second deposit amount in this interface

Day End

To input the closing amount for settlement in the day end interface

To view the day’s payment analysis report by clicking [Payment Analysis]

Note: No invoice issuing, voiding or product returning could be processed after day end

Others

Click the corresponding button to enter the POS interface for operation or inquiry

The function of buttons are listed below:

[VIP]: Functions and operation method are same as Member

[Internal Purchase Requisition]: Functions and operation method are same as Internal Purchase Requisition

[Stock Take]: Functions and operation method are same as Stock – Stock Take

[Void]: To void invoice. The user needs to input the user ID again for confirmation

[Internal Transfer-In]: Functions and operation method same as Internal Product Transfer (Stock In)

[Stock Booking Report]: To view stock booking situation with the paid invoice

[Return]: To return the product

[Internal Transfer-Out]: Functions and operation method same as Internal Product Transfer (Stock Out)

[O/S Cashier Invoice Report]: To view the stock booking of the issued invoice

[Receive P.O.]: Functions and operation method same as Purchase – Goods Receive Note

[Setting]: To select and set the default printer, Cashier number and language etc.

[Mas-Account 10]: Enter to Master System (Back-End)

[Exit]: To exit the system

Stock Booking Report

To view the sales and goods receivable amount

Return

Input invoice number or click the [Magnifier] to search for invoice. Double click the returned product, and click [OK] to save

O/S Cashier Invoice Report

To view the stock booking of the issued invoice

Setting

To set the default shop, cashier number, printer and language etc. when logging in the system

Steps：

Click [Magnifier] to choose the shop location (Information of shop needed to be set in [Master > EPOS > Shop])
To choose the default language
Set the display port, drawer port, cashier number and default printer
Click [Save] after finishing

Payment (F6)

Cashier system supports multiple payment methods, which at most 2 payment ways could be selected for each invoice

1. General Payments

2. Coupon

For more payment method, please set in Cashier (Back-end)

Steps:

[System Setting > EPOS Parameter > Pay Type Setting] (For further steps, please refer to Pay Type Setting)

New (F4)

Click this button to empty the interface for issuing a new invoice

Hold

Click [Hold] to hold a current invoice and click [HKD (Retrieve)] to retrieve that invoice

Different hotkeys on the keyboard could also be used for the corresponding operation, which is listed below:

[F1] – Salesman：To input the salesman’s information

[F2] – Member：To input member’s information

[F3] – Invoice Search：To view invoice record

[F4] – New：To create a new invoice

[F6] – Payment：To enter payment interface and process payment

[F9] – Save：To save the invoice in the payment interface

[F10] – Save & Print：To save and print the invoice in the payment interface

[F11] – Save & New：To save the invoice in the payment interface and issue a new invoice