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Updated on 3/23/2018
Direct link to topic in this publication:
Best Practices Publication
Point of Sale Procedure

POS Transaction and related procedures

Double click on GreeneStep icon.

 1.  When ‘Login’ Screen appears, enter the ‘User ID’.

 2.  Use the ‘Tab’ key to get the cursor in the ‘Password’ box.  Enter the Password.

 3.  Once these are entered, click on ‘Login’.


 4.  At the top of the GreeneStep window, choose the ‘Retail’ menu.

 5.  In the ‘Retail’ submenu, choose ‘Billing’.




8.  The ‘Point of Sale’ screen will appear.  

9.  At the upper left under the ‘Customer’ selection, make sure the correct customer is chosen.  If the correct customer does not appear in the box, use the drop down arrow to the right of the box to choose the correct customer.




NOTE: Most of the sales will fall under the walk-in customer (POS_CUSTOMER) category. If a customer says that they are Tax Exempt, they will need to show a Valid Tax Certificate. A copy of the Tax Certificate should be made for Genteel Reflections records. Once a copy of the tax certificate has been made, choose the ‘POS_CUSTOMER_EXEMPT’) customer option.


10.  Click on the ‘Product Code’ box and begin scanning. Use the scanning gun to scan the barcode on the item. (Bar code needs to be created prior to scanning or UPC code has to be entered in the master).




11.  Make sure the correct product number is highlighted and click on ‘Accept’.

NOTE: If the barcode does not scan, use the keyboard to manually enter the product number.  

This will bring up the same box in the picture above and once the correct Product  Number is highlighted, click on ‘Accept’.



12.  Enter the correct quantity, if more than 1 is being purchased.


13.  If the quantity is changed, this box will appear. Enter the quantity and click on ‘Accept’.



14.  If the item is to be discounted, use either the ‘Tab’ key or the ‘Arrow’ key to move the cursor to the right to the correct discount box. If it is a $ amount discount, enter it in the first box, labeled ‘Discount’. If it is a % discount, enter the correct percentage in the second box, labeled ‘%Discount.



15.  Use the ‘Down Arrow’ key to move to the next product.

16.  Repeat steps 10 - 15 until all products are listed on the invoice.



17.  Once all products have been scanned/entered on the invoice, save the document.




18.  Click on the ‘Sales Rep’ box to choose the correct sales person.

19.  Once the correct Sales Rep is highlighted, double click on it or click on ‘Accept’ button.

20.  Save the Transaction.



21. On the payments window, select the correct payment method by clicking on the drop down in the ‘Pay By’ column. Fill in the other details and click on ‘Accept’.

22.  Once the correct payment method has been chosen, follow the steps below for the correct method:

CASH - If the payment type is ‘Cash’ tab, use the mouse to click on the ‘Amount’ box.  When the ‘Amount’ box is highlighted, enter the amount of cash that was received. Hit the ‘Tab’ key and the amount of change owed to the customer will show at the bottom. If all the information is correct, click on ‘Accept’. This will open the cash drawer and bring up the request to print the receipt. Put the cash in the drawer and make the correct change. Then click on the ‘Print’ box at the bottom of the page and the receipt will print to the cash register/ counter printer. Give the receipt to the customer.

CHECKS - If the payment type is ‘Checks-Telecheck’, click on the ‘Amount’  box at the right of the screen and enter the amount of the check. Go to the Eclipse machine. On the screen, touch the tab marked ‘Check’. (If the screen has the Eclipse Logo on it, hit the green ‘Enter’ key to bring up the menu). Once the ‘Check’ tab has  been touched, touch the ‘Sale’ tab.  Follow the prompts on the screen and enter the requested information. Once the receipt is printed, have the customer sign it. (If the machine has a message on the screen to ‘Keep the Check and Deposit Manually’, the CHECKSFAMILY payment method should to be selected rather than CHECKS - TELECHECK and the procedures listed below for CHECKSFAMILY will should be followed.) While the customer is signing the receipt, enter the Telecheck approval number in the ‘Ref.#/Card Number’ box on the computer screen. Once this has been  done, click on ‘Accept’.  When the cash drawer opens, place the signed receipt in the drawer. Then click on the ‘Print’ box at the bottom of the page and the receipt will print to the cash register printer. While the receipt is printing, return to the Eclipse machine and follow the instructions on the screen to void the check. Give the receipt and the voided check to the customer.

NOTE:  If the Eclipse machine returns a message that it will not accept the check, the customer  needs to pay by a different method or the sale needs to be cancelled.


CHECKS - If the payment type is a check from a family member, choose this option. These checks will not go through the Eclipse machine. Enter the check number in the ‘Ref.#/Card Number’ box. Then enter the amount of the check in the ‘Amount’ box and click on ‘Accept’. When the drawer opens, place the check in the drawer and click on the ‘Print’ box at the bottom of the page and the  receipt will print to the cash register printer. Give the receipt to the customer.


DISCOVER - If the payment type is a Discover card, enter the card number in the ‘Ref.#/Card Number’ box. Then scan the card on the Eclipse machine and follow the prompts on the screen. Once the receipt is printed, have the customer sign it. While the customer is signing the receipt, enter the Credit Card approval number in the “Approval’ box and click on ‘Accept’. When the cash drawer opens, place the signed receipt in the drawer. Then click on the ‘Print’ box at the bottom of the page and the receipt will print to the cash register printer.  While the receipt is printing, return to the Eclipse machine and print the customer copy of the Credit Card receipt.  Staple the Credit Card receipt and the register receipt together and give to the customer.

VISA -  If the payment type is a Visa card, enter the card number in the ‘Ref.#/Card Number’ box. Then scan the card on the Eclipse machine and follow the prompts on the screen. Once the receipt has printed, have the customer sign it. While the customer is signing the receipt, enter the Credit Card approval number in the “Approval’ box and click on ‘Accept’. When the cash drawer opens, place the signed receipt in the drawer. Then click on the ‘Print’ box at the bottom of the page and the receipt will print to the cash register printer. While the receipt is printing, return to the Eclipse machine and print the customer copy of the Credit Card receipt. Staple the Credit Card receipt and the register receipt together and give to the customer.


MASTERCARD - If the payment type is a Mastercard card, enter the card number in the ‘Ref.#/Card Number’ box. Then scan the card on the Eclipse machine and follow the prompts on the screen. Once the receipt has printed, have the customer sign it. While the customer is signing the receipt, enter the Credit Card approval number in the ‘Approval’ box and click  on ‘Accept’. When the cash drawer opens, place the signed receipt in the drawer. Then click on the ‘Print’ box at the bottom of the page and the receipt will print to the cash register printer. While the receipt is printing, return to the Eclipse machine and print the customer copy of the Credit Card receipt. Staple the Credit Card receipt and the register receipt together and give to the customer.

23.  If multiple payment methods are used, once the first payment has been processed according to the above processes, use the ‘Down Arrow’ to get a new payment method box.  Repeat steps 21-23 for each payment method.
NOTE:  It is VERY important to make sure that the information entered into the ‘Payment Details’ screen is accurate and no mistakes have been made. Once the ‘OK’ tab has been clicked, no changes can be made. For this reason, all information entered into this screen should be double checked prior to clicking ‘Accept’ button. If an error is made, DO NOT try to correct it. Leave a detailed note for Management explaining the error.



24. Click the ‘Preview’ button to print the customer receipt.