POS Procedures for special circumstances and correction of mistakes


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
 1Customer 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?
 2The 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.
 
 3The 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.


 
 4The 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.
 
 5What 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:
  
 6The cashier choose the wrong credit card payment mode.

   
 7Customer 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).



Procedure 1:
Refer to the following for more detailed explanation:
a) Services and labour
b) Third party services and labour

 
     
     
     
     























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