Difference between revisions of "Quicksale POS-QSR"

Revision as of 15:09, 22 August 2019

Getting Started

1. Download the QuickSale™ Cash Register for Android app from the Google Play Store.

Click the following link to obtain the download: https://play.google.com/store/apps/details?id=com.chargeanywhere.cashregister
or go to the Play Store from your phone/tablet and search for CHARGE Anywhere Cash Register.
Current Release version 1.5.0.27

2. Enter the Software License Key and Phone Number.

Software License Key and Phone Number are provided in your CHARGE Anywhere Welcome Email or Text Message.

3. Sign in with the username and password that were created in the Cash Register Portal.

4. To configure a peripheral card reader and/or printer, see Peripheral Help.

Starting a shift

Login in

Login in enter the username and password, then click on Submit.

Select Registers

Select Registers this area will allow you to select the Cash Registers to take part of the shift, then tap on Next.

Select Users

Select Users this area will allow you to select the users to be part of the shift, then tap on Start Shift.

Users order login

Users order login to start an order the server will select the user from the available users and then will enter their PIN.

New order Here the user will select from Dine In or Carry out

1. For a Diner In order, select Dine In then enter the customer name (Optional), Table name and number of guests
2. For a Carry out order, select Carry Out and enter the customer name (Optional)

Process Sale

Enter the items that will be sold in the transaction. The total sale amount will be displayed in the Total section above the Sale Item window. The Subtotal section at the bottom will show the breakdown of the sale, included Taxes, and deductions from Discounts. You can tap on Exact Change button to complete a cash transaction for the exact total amount.

Sale ready for processing

Press the Payment button when you are ready to collect payment and select one of the following options:

1. For a cash payment press the cash button on the right hand side. You can manually type in the amount or press the Tender button to enter the full amount
2. You can also use the Cash Bills option to enter the amount
3. For a check payment press the check button on the right hand side. Here you can enter in the amount and check number
4. For a credit payment press the credit button and then manually enter the card number or swipe/insert the card into your card reader.

After the order is completed you will be prompted to:

Signature capture: After an approved credit card sale, the customer will be prompted to sign on the screen (Signature capture must be enable in the portal)
Print receipt: If you have a receipt printer connected, receipt will automatically print (Print receipts options are configured in the portal)
Email receipt: You will be prompted to enter the customer’s email address (Email Customer Receipt must be enabled in the Portal).

Transaction Options

The Transaction options are displayed on the right side of the Sale Window.

1.Payment allows you to collect payment for the sale. Payment can be taken with Cash, Check, Credit/Debit or Gift Card (See process sale above)

2. Customer Walk-in Allows you to associate a customer to the sale. This can be used to save the customers email address for sending receipts, or to add automatic discounts to a specific customers order

To add a customer:

Select Customer walk-in from the cashier options
Tap on New customer
Enter the customers first name, last name, phone number and email address
Tap ok:
- The added customer will automatically be assigned to the next order.
- The customer number will automatically be assigned by the Portal after added.

To assign a customer to an order:

Select Customer walk-in from the Cashier Options.
Locate and select desired customer. (You can search for customers by their customer number, first name, last name, phone number or email address.) then tap on Set customer
Once a customer is selected, you will see the customer’s last name under the Customer button in Cashier Options.
If the customer has been assigned a customer discount in Portal, the customer discount will automatically be applied to the entire order.

3. Promo Allows to add discounts to the current sale, to apply a promo to an entire order, select Promo from the menu bar and enter the promo code. After promo is applied, the discounted amount will appear in the checkout summary in red

4. Discard Order Removes all items from the current sale and starts a new one

5. Held Order Allows you to save a sale to be processed at a later time. An order can be held for up to 2 hours, this option will change to Held Order if there are no items currently in the sale

To hold an order:

Select the product(s) you wish to sell from the product selection panel or scan the product(s) barcode. Change quantities and apply promos and/or discounts as necessary.
Select Hold Order
Enter a name for the order
Select Save Order

To retrieve a held order:

Ensure that there are no items in checkout panel and click Held Orders from the menu bar located on the left hand side upper corner of the screen
Select the desired order
Once the order is recalled, you can make any necessary edits to the order or process the payment

6. Refund Allows to perform a refund using the order number or by scanning the receipt.

To process a refund:

Tap on the menu icon on the left hand side of the screen, then tap on recent orders, after that select the order, you will have the option to:
Refund All - While viewing a transaction's details, click the Options button for the option to refund the full amount of the transaction.
Refund Some - While viewing a transaction's details, click the Options button for the option to refund a selected amount of the transaction.
Email Customer Copy - While viewing a transaction's details, click the Options button for the option to email the customer a copy of the receipt.

*Click here for a list of Transaction Responses

Options

Options Menu

The options menu will allow you configure the application and perform maintenance functions

New Order

Tap on New Ordder to start a new order. If you currently have an order and you tap on "New Order" you will get a popup This feature will clear the current order. Would you like to proceed? click ok to go back to the Start order screen.

Sync Menu

The Sync Menu will allow you to connect the application to your Cash Register portal to pick up any changes to products or users

Sync Orders: download and sync the order from the online portal

Sync Tables: download and sync tables from the online portal

Sync Customers: download updates to saved customer information from the online portal

Sync Products: download product updates from the online portal

Sync Categories: download product categories from the online portal

Sync Promotions: download promotional discounts from the online portal

Sync Users: download updates to login permissions from the online portal

Sync Registers: download and sync the registers from the online portal

Sync Settings: download application settings from the online portal

Sync All: Performs all of the Synchronization options in the Sync Menu

Reports

Reports will provide real time totals of transactions run within your Cash Register App during the current day. There are a few options to narrow the results of your report.

Report Options

Tender Types Filter: ACH, Cash, Check, Credit, Gift/Loyalty. You may also filter your credit card search by card type.

Detail Level: Short will display the transactions that make up the total; Full includes the timestamp of each transaction.

Clerk# Filter: View totals run by a specific user by entering the user's clerk #.

Close Shift

Tap on Close Shift whenever you are ready to Close the shift, once you clicked on it you will have the option to print the Z report (End of day report), email Z report or skip it.

Logs

Recent Orders

Recent Orders displays approved transactions run within the current day. Click a transaction to view the transaction details and available options.

Order options

Once you click on any of the Recent order you will have the following options:

Refund All - While viewing a transaction's details, click the Options button for the option to refund the full amount of the transaction.

Refund Some - While viewing a transaction's details, click the Options button for the option to refund a selected amount of the transaction.

Reprint Receipt - While viewing a transaction's details, click the Options button for options to print Merchant Copy or Customer Copy. A printer must be connected in order for this option to appear.

Email Customer Copy - While viewing a transaction's details, click the Options button for the option to email the customer a copy of the receipt.

Map It- While viewing a transaction's details, click the Options button for the option to view the GPS location the transaction took place.

Held orders

Held Order allows you to retrieve an order that has been held

To retrieve a held order:

Ensure that there are no items in checkout panel and click Held Orders from the menu bar located on the left hand side upper corner of the screen
Select the desired order
Once the order is recalled, you can make any necessary edits to the order or process the payment

Process Transaction

Gift/Loyalty menu

Balance inquiry The Gift/Loyalty Menu will allow you to do a Balance Inquiry on a giftcard. You will need to enter a manager authorization code to access.

Cash Buy/Drop

1. The Cash Drop menu is used to record removing bills from the cash drawer
2. The Cash Buy menu is used to record adding bills to the cash drawer

Config

Users This section allows you to select the users that will be part of the shift, toggle to the right to include the users in the shift

Users

Registers This section allows you to select the registers that will be part of the shift, toggle to the right to include the registers in the shift

Registers

Media Counter The Media Counter is used to add up all the bills and coins in the cash drawer. At the bottom will be a message if the cash drawer is over or below the number of cash sales performed.

Media Counter

Show All Settings This section shows all the current Cash Register POS settings

Show All Settings

Maintenance The Maintenance Menu can only be used by users with Administrative permissions. You will need to enter a manager authorization code to access.

Rotate KEK: Resets the encryption key used to generate the Data Encryption Key. This function will be performed automatically annually

Rotate Keys: Resets the Data Encryption Key used by the application to encrypt card data. This function will be performed automatically annually

Unregister: Unregisters the software license key so the application can be installed on another tablet

Peripheral Devices

Peripheral devices

Peripheral Devices to access this menu tap on the icon located on the right hand side upper corner of the screen next to the Payment button, it will allow you to configure your receipt printer, card swiper/ chip reader, and barcode scanner

Reconnecting peripheral devices

Reconnect pressing the reconnect button will attempt to sync your Bluetooth peripherals with the application.

Open Drawer Pressing on it will open the cash drawer.