Anything that might go wrong, will go wrong at the POS, and in real business environment, flexibility , user friendliness, features / functions, automation, speed and accuracy are factors to be considered. The more advanced SOP (Standard Operating Procedures) below is meant for chief cashier, or branch managers:
No
| Scenario | Common Mistakes / Case Study
| Preferred Procedure
| Remarks
| 1 | Customer bought something, come back to exchange the product with something else.
| Method 1: The cashier simply issue additional cashsales, without collecting the full amount (cash or card), resulting in wrong figures in the cashier collection report.
Method 2: Use the "Cancel Cashsale / Invoice" function.
| Procedure 1: Condition: Exchange happen the same day
Procedure 2: (preferred) Use Sales Return
| Also see: 1) How to choose Sales Return Options?
| 2 | The cashier wrongly key in the item code, and the invoice or cashsale has been printed.
| Method 1: Cashier perform a sales return on the cashsale and invoice.
| Procedure 1: Use the "Cancel Cashsale / Invoice" function.
| | 3 | The cashier entered the wrong price by mistake when issuing Cashsale and Invoice.
| Method 1: Cashier perform a sales return only.
| Procedure 1: Use the "Cancel Cashsale / Invoice" function.
| | 4 | The cashier entered the wrong salesman information when issuing the cashsale or invoice.
| Method 1: The cashier simply cancel and re-issue the cashsale, messing up the sales reports.
| Procedure 1: Use the "Cancel Cashsale / Invoice" function.
| | 5 | What if the item that we are selling to the customers does not exist in the inventory? Or the system quantity is already ZERO.
| Method 1:
| | | 6 | The cashier choose the wrong credit card payment mode.
| | | | 7 | Customer bought products from branch A, and exchange it with a different product in branch B.
| | | | 8 | Cashier entered the product code, product price, and everything else correctly, except for one or few of the product serial number.
| Method 1: The cashier perform sales return, or cancel cashsale / invoice.
| Procedure 1: Use the Edit Invoice function to swap the serial number.
| | 9 | Service and Repair (non inventory items).
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| Procedure 1: Refer to the following for more detailed explanation: a) Services and labour b) Third party services and labour
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