Hansen 8 Cashiering Perry Mehta Technical Trainer, CDR
Agenda <ul><li>Purpose/function of Cashiering </li></ul><ul><li>Cashiering Process </li></ul><ul><ul><ul><ul><li>Setup </l...
World of Cashiering Cashiering Step 1 Setup Step 2 Cash Drawer Step 3 Drawer Transaction Step 4 Count Out/ Lookup
Transaction Analysis Count In Select the Charges Make the Payment Print a Receipt Count Out
Purpose/Function of Cashiering <ul><li>Cashiering provides the tools that your agency needs to accept and track customer p...
Step One: Setup <ul><li>Setup Cashiers with Access and Licenses </li></ul><ul><li>Create Register Group and Update Access ...
Step Two: Cash Drawer <ul><li>Generate Drawer (create a template and use it) </li></ul><ul><li>Count-In the Drawer </li></...
Step 3: Drawer Transaction <ul><li>Discuss the Main Menu options for transaction </li></ul><ul><li>Select two different In...
Step 4: Count Out/Lookup  <ul><li>Lookup Drawer/Register Transaction </li></ul><ul><li>Count Out the Drawer  </li></ul>
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Inforum 2008 Cashiering Demo

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Casheiring Demo done at INFORUM 2008

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  • Inforum 2008 Cashiering Demo

    1. 1. Hansen 8 Cashiering Perry Mehta Technical Trainer, CDR
    2. 2. Agenda <ul><li>Purpose/function of Cashiering </li></ul><ul><li>Cashiering Process </li></ul><ul><ul><ul><ul><li>Setup </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Cash Drawer </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Drawer Transaction </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Count Out/Lookup </li></ul></ul></ul></ul><ul><li>Q and A </li></ul>
    3. 3. World of Cashiering Cashiering Step 1 Setup Step 2 Cash Drawer Step 3 Drawer Transaction Step 4 Count Out/ Lookup
    4. 4. Transaction Analysis Count In Select the Charges Make the Payment Print a Receipt Count Out
    5. 5. Purpose/Function of Cashiering <ul><li>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. </li></ul><ul><li>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. </li></ul><ul><li>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. </li></ul>
    6. 6. Step One: Setup <ul><li>Setup Cashiers with Access and Licenses </li></ul><ul><li>Create Register Group and Update Access </li></ul><ul><li>Create Register that points to Register Group </li></ul><ul><li>Setup Internal and External Charges </li></ul><ul><li>Setup Cashiering (Denominations and Register Based Drawer) </li></ul><ul><li>Denominations </li></ul><ul><ul><ul><li>Quarters </li></ul></ul></ul><ul><ul><ul><li>Nickels </li></ul></ul></ul><ul><ul><ul><li>$1 Bill </li></ul></ul></ul><ul><ul><ul><li>$10 Bill </li></ul></ul></ul><ul><ul><ul><li>$20 Bill </li></ul></ul></ul>
    7. 7. Step Two: Cash Drawer <ul><li>Generate Drawer (create a template and use it) </li></ul><ul><li>Count-In the Drawer </li></ul><ul><li>Activate the Drawer by selecting Register </li></ul>
    8. 8. Step 3: Drawer Transaction <ul><li>Discuss the Main Menu options for transaction </li></ul><ul><li>Select two different Internal Charge and One External Charge </li></ul><ul><li>Make a payment as combination of cash and credit card </li></ul>
    9. 9. Step 4: Count Out/Lookup <ul><li>Lookup Drawer/Register Transaction </li></ul><ul><li>Count Out the Drawer </li></ul>
    10. 10. Questions Answers

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