Retail POS (X-Series) cashiers quick guide for Mac and PC

If you have recently hired new staff in preparation for the holiday period, they may need to learn the basics of Retail POS before they can start selling. Below is a list of articles and videos that you or your cashiers can access to get started with Retail POS!


Accessing Retail POS and switching users:

This portion will show you how to log into Retail POS and access the sell screen. It will provide steps on how to switch between users as well. To see this process, click the article link here.


Selling with Retail POS:

In this article, you will find out how to add products to a sale via searching, scanning, and quick keys.


Creating customers:

You’ve learned how to add products to the sale, now it’s time to learn how to create customers. For an article on how to do this, click here.


Discounting:

Find out how to apply discounts within Retail POS at the line item and entire sale levels. For line item discounts, click here. For information on discounting an entire sale, check out this link.


Processing on account and layby sales:

Here’s more information about how to process different types of sales in Retail POS, including on account and layby sales

1. On account sales

2. Layby sales


Payments and returns:

Find out how to complete a sale and also how to process returns as well.

For information on how to take payments in Retail POS on Mac or PC, refer to this article or watch our video walkthrough on payments.

To learn how to process returns in Retail POS, refer to this article or watch our video walkthrough on returns.


Store credit:

Do your customers want store credit instead of refunds? Click here to learn how to issue store credits.


Receipts:

You can issue various types of receipts to your customers. To learn more about these, check out the list of articles below.

1. Printing Receipts.

2. Gift Receipts.

3. Emailing Receipts.


Closing up  and cash management:

Find out the best way to close off Retail POS for the day.

For information on closing up your register, click here, and for more on cash management in your store click here.


Training mode:

Retail POS has a training mode that will allow you to run a few practice sales. Check out the article here to learn how it works or watch this video of it in action.

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