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Inforum 2008 Cashiering Demo
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Inforum 2008 Cashiering Demo

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Casheiring Demo done at INFORUM 2008

Casheiring Demo done at INFORUM 2008

Published in: Business, Technology

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  • Transcript

    • 1. Hansen 8 Cashiering Perry Mehta Technical Trainer, CDR
    • 2. Agenda
      • Purpose/function of Cashiering
      • Cashiering Process
            • Setup
            • Cash Drawer
            • Drawer Transaction
            • Count Out/Lookup
      • Q and A
    • 3. World of Cashiering Cashiering Step 1 Setup Step 2 Cash Drawer Step 3 Drawer Transaction Step 4 Count Out/ Lookup
    • 4. Transaction Analysis Count In Select the Charges Make the Payment Print a Receipt Count Out
    • 5. Purpose/Function of Cashiering
      • Cashiering provides the tools that your agency needs to accept and track customer payments, manage the drawers and registers used by your cashiers, and monitor drawer balances.
      • After cashiers are assigned to active cash drawers, they can begin accepting payments. When a customer approaches a cash register, the cashier can search for the customer's charges, accept the payment, and print a receipt.
      • Hansen 8 will create a transaction record for the payment and for any other movement of funds during the period the cash drawer is in use.
    • 6. Step One: Setup
      • Setup Cashiers with Access and Licenses
      • Create Register Group and Update Access
      • Create Register that points to Register Group
      • Setup Internal and External Charges
      • Setup Cashiering (Denominations and Register Based Drawer)
      • Denominations
          • Quarters
          • Nickels
          • $1 Bill
          • $10 Bill
          • $20 Bill
    • 7. Step Two: Cash Drawer
      • Generate Drawer (create a template and use it)
      • Count-In the Drawer
      • Activate the Drawer by selecting Register
    • 8. Step 3: Drawer Transaction
      • Discuss the Main Menu options for transaction
      • Select two different Internal Charge and One External Charge
      • Make a payment as combination of cash and credit card
    • 9. Step 4: Count Out/Lookup
      • Lookup Drawer/Register Transaction
      • Count Out the Drawer
    • 10. Questions Answers