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Parafait – POS Training Manual
The 'Parfait POS Training Manual' provides comprehensive guidelines for using the Aims Education point-of-sale software, detailing operations such as issuing, recharging, refunding, and transferring cards, as well as loading tickets/bonuses and redeeming transactions. It emphasizes the system's user-friendly design, security features, and integration capabilities with various hardware. The document also outlines step-by-step processes for each function to enhance staff efficiency and customer experience.
Parafait – POS Training Manual
- 1. Parafait – POSTraining Manual October 16, 2013 AIMS Education AIMS Education
- 2. Index • Introduction • Issuea new card • Recharge the card • Refund the card • Transfer card • Load tickets/bonus • Consolidate multiple cards • Redeem tickets • Reverse transaction AIMS Education
- 3. Point of Sale(Till) Software • Parafait Point-Of-Sale (POS) software is powerful yet “Simple to Use” • State-Of-the-Art design helps the cashier to perform operation quickly and efficiently Typical transaction does not take more than two to three clicks/touches • This is used for issue/top-up of cards, sale of items and used for customer registrations • All setups are controlled from the Management Studio, which can handle any discounts, promotions, membership & loyalty programs. AIMS Education
- 4. POS – KeyFeatures • Designed to integrate with Touch Screen POS devices as well as standard PCs • Seamless integration with Cash Drawers, Receipt Printers, Pole Displays, Card Readers and Bar-Code Reader • Very secure operations and can be setup to login before each transaction • Customizable Products button color, texture and sizes • Customizable messages can be shown to the cashier In turn improves customer experience • Supports Credit card integration, affect the credit card transactions from the POS • Shift based login & HR control, prevents misuse and increases staff efficiency • Multi-lingual support AIMS Education
- 5. Issuing a newcard AIMS Education
- 6. Card number, cardstatus will be displayed in card details section. For new card, card status is ‘New’ Step 1 : Tap a new card Issue a New Card AIMS Education
- 7. Step 2 :Select a new card product Select a new card product Issue a New Card AIMS Education
- 8. Step 2 :Select a new card product Issue a New Card Name of the selected product, final payable amount are displayed in transaction tab AIMS Education
- 9. Step 2 :Complete the transaction Issue a New Card Click on ‘Complete’ to save the transaction AIMS Education
- 10. Card status willchange from ‘New Card’ to ‘Issued Card’ Credits,Bonus other attributes will be loaded onto the card through the product Issue a New Card AIMS Education
- 11. Recharging an issuedcard AIMS Education
- 12. Card number, cardstatus and other card attributes will be displayed in card details section. Step 1 : Tap a the card Recharging a card AIMS Education
- 13. Step 2 :Select a recharge product Select a Recharge product Recharging a card AIMS Education
- 14. Step 2 :Select a recharge product Name of the selected product, final payable amount are displayed in transaction tab Recharging a card AIMS Education
- 15. Step 2 :Complete the transaction Click on ‘Complete’ to save the transaction Recharging a card AIMS Education
- 16. Card is loadedwith recharge product. Card attributes will be updated. Recharging a card AIMS Education
- 17. Refunding the card AIMSEducation
- 18. Card number, cardstatus and other attributes are displayed in card details section. Step 1 : Tap the customer card Refunding Customer Card AIMS Education
- 19. Step 2 :Click on Refund button Click on ‘Refund’ button Refunding Customer Card AIMS Education
- 20. Step 3 :Complete refund procedure Refund amount will be displayed based on business logic set. Refund the amount to customer. Click on ‘OK’ button to complete the refund procedure. Refunded card can be used as a new card. Refunding Customer Card AIMS Education
- 21.
- 22. Click on thetask ‘Transfer Card’ Step 1 : Select the task Transfer Card AIMS Education
- 23. Step 2 :Get details of the lost/damaged card Enter the card number of the lost/damaged card Transfer Card AIMS Education
- 24. Step 2 :Get details of the lost/damaged card Click on ‘Get Details’ Transfer Card AIMS Education
- 25. Step 2 :Get details of the lost/damaged card Details of the lost/damaged card are displayed Transfer Card AIMS Education
- 26. Step 3 :Tap a new card Tap a new card to transfer Transfer Card AIMS Education
- 27. Step 4 :Complete the task Enter remarks if any.. Click on ‘OK’ button to complete the transfer process. Data from damaged card will be transferred new card Transfer Card AIMS Education
- 28.
- 29. Card number, statusand other card attributes are displayed Step 1 : Tap customer card Load Tickets AIMS Education
- 30. Step 2 :Select the task Click on the task ‘Load Tickets’ Load Tickets AIMS Education
- 31. Step 3 :Enter number of tickets Enter the number of tickets to be loaded Load Tickets AIMS Education
- 32. Step 4 :Complete the task Click ‘OK’ to complete the task Load Tickets AIMS Education
- 33. Tickets are loadedonto the customer card Load Tickets AIMS Education
- 34. Card number, statusand other card attributes are displayed Step 1 : Tap customer card Load Bonus AIMS Education
- 35. Step 2 :Select the task Click on the task ‘Load Bonus’ Load Bonus AIMS Education
- 36. Step 3 :Select the task Select the bonus type Load Bonus AIMS Education
- 37. Step 4 :Enter bonus amount to be loaded Enter the bonus amount to be loaded Load Bonus AIMS Education
- 38. Step 5 :Complete the task Click ‘OK’ to complete the task Load Bonus AIMS Education
- 39. Bonus amount isloaded onto the customer card Load Bonus AIMS Education
- 40. Consolidate multiple cards AIMSEducation
- 41. Click on thetask ‘Consolidate Multiple Cards’ Step 1 : Select the task Consolidate Multiple Cards AIMS Education
- 42. Step 2 :Tap the cards Tap the cards one after another Consolidate Multiple Cards AIMS Education
- 43. Step 3 :Complete the task Click on ‘OK” button to complete. Data from all cards will be consolidated onto lastly tapped card. Consolidate Multiple Cards AIMS Education
- 44.
- 45. Click on ‘Redeem’tab to open Parafait Redemption module Step 1 : Open redemption module Redeem Tickets AIMS Education
- 46. A list ofavailable redemption products are displayed Redeem Tickets AIMS Education
- 47. Step 2 :Tap Customer Card Tap Customer Card; Card number, available E- tickets on cards are displayed Redeem Tickets AIMS Education
- 48. Step 3 :Add physical tickets if any Physical tickets can also be added if any Redeem Tickets AIMS Education
- 49. Eligible gifts areshown. Scan / Click on the gift to select. Redeem TicketsStep 4 : Scan/Click on the gifts to select AIMS Education
- 50. Selected gifts aredisplayed in selection list Redeem Tickets AIMS Education
- 51. Click on ‘Redeem’button to complete Redeem Tickets AIMS Education
- 52. ‘View Redemptions’: Thistab displays list of gifts that are redeemed to customers. Select the gift and click on “Reverse” button to cancel the redemption Redeem TicketsView Redemptions AIMS Education
- 53.
- 54. Click on ‘MyTransactions’ Open ‘My Transactions’ Transaction Reversal AIMS Education
- 55. Current day transactionsfor the user are listed Transaction Reversal AIMS Education
- 56. Click on ‘X’button to reverse selected transaction Transaction Reversal AIMS Education
- 57. Confirm the reversalby clicking on ‘Yes’ Transaction Reversal AIMS Education
- 58. Manager has toapprove the reversal Transaction Reversal AIMS Education
- 59. Reversal Remarks is mandatoryto complete the process Transaction Reversal AIMS Education
- 60. Successful transaction reversal is notified TransactionReversal AIMS Education
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