### PeakPOS Cashier’s Guide

##### Starting Your Shift

###### Login

Start using PeakPOS by logging in with your username and password

###### Starting Balance

After logging in, you will be asked to enter your starting balance/change fund for the day. Enter the amount and click Submit button.

##### Operating the POS

###### POS Screen Overview

Items Grid | List of items with image, name and price
Category Filter | List of product categories. Selecting a category will filter the list of product according to their assigned category
Transaction No. | Current transaction number or receipt number. This information will also reflect on the printe Official Receipt
Customer | Shows list of customers that enables account payments and accounts settlements
Cart | List of items selected from the list of products
Online/Offline Indicator | Shows if the device is connected to the internet or not. Green: Online Red: Offline
Options | VOID – Cancels the transaction QTY – To update product quantity on cart DISC – To apply discount on a selected item or on all items OTHERS • ORDERS - To retrieve external orders from an order taker app. • CUST - To select a customer for Accounts type of transaction. • PRICE - To apply different pricing for special customers. • LOYALTY - Enables points system for customers.
Order Summary | Total Points Earned - Computes the points earned by the customer (This only displays when Loyalty option is used) Total Items – Counts the number of items in the cart Subtotal – Sums up the amount of items in the cart Less Discount – Shows the amount of discount applied on the order Total Amount Due – Shows the total amount due for the transaction
Pay | Proceeds to payment to complete the transaction

###### Adding Items to Cart

Add Product

1. Tap Item

2. Input quantity ordered. You can tap the quantity to directly change it or tap '+' and '-' buttons to increase decrease the quantity of the product

3. Tap Add Item button to the item to the cart

Change Quantity

1. Tap item on cart to select the item

2. Tap option QTY

3. Update item quantity

4. Tap UPDATE QTY button

Delete Item

1. Tap X button beside the name of the item

2. Confirmation message will display, select Yes

3. Notification will show below to confirm that the item has been removed

Filter Category

To easily find items, you can filter the products per category.

1. Tap the dropdown selection for Categories to display list of product categories.

2. Once a category is selected, the list of products will be narrowed to quickly find you're looking for.

###### Apply Customer Discount

You can apply customer discount for a specific item or for all items in the cart

Single Item

1. Tap item to select

2. Tap option DISC

3. Select Discount from the list to apply

4. Tap APPLY TO SELECTED button

All Items

1. Tap option DISC

3. Select Discount from the list to apply

4. Tap APPLY TO SELECTED button

###### Processing the Payment

If all items are entered, and all discount and pricing are applied. You can proceed to completing the transaction by tapping the button Pay.

Packaging

Before entering the amount to pay by the customer, you can select the packaging used on the transaction.

1. Select from the list of packaging and change the quantity by tapping + button or manually typing the quantity.

2. Tap PROCEED TO PAYMENT to proceed to payment options.

Payment

By default, the payment option is thru (1) Cash Mode. For other mode of payment, tap (2) Other Payment Options.

1. Cash Mode

2. Other Payment Options

Modes of Payment
Cash

The system will automatically suggest the amount due on the input for Cash payment. There are three ways to complete the transaction by Cash.

• If the amount due matches the amount paid by the customer, tap Proceed to complete the transaction.

• You can also use the basic cash denominations to input customer payment. It will automatically compute the change.

• Or you can enter directly in the Cash input the amount paid by the customer.

Card

1. Tap (1) Other Payment Options button and select (2) Card

2. Input required information – Bank, Card Type, Name on Card, Card Number and Reference (the reference number generated from the handheld POS for the Card payments). The amount is already filled for you.

3. Tap Submit

4. Tap Proceed to complete the transaction

Check

1. Tap (1) Other Payment Options button and select (2) Check

2. Input required information – Bank, Check Number, and Check Date. The amount is already filled for you.

3. Tap Submit

4. Tap Proceed to complete the transaction

Accounts

Use Accounts to record credit sales.

Receipt

After completing the transaction, the system will ask for the confirmation of printing. Tap Yes to proceed to printing. The Official Receipt should look like this:

###### Other Options

Void

Use Void Function to cancel the transaction or clear all items in the the cart.

1. Tap VOID button

2. A message will appear to confirm to cancel the transaction. Tap Yes button to process void.

Customer

You’ll need to tag the customer before you can proceed with paying using Accounts payment mode. You can also settle customer accounts in this option.

Customer Tagging

1. Tap CUST button

2. Tap customer from the list

3. Tap SELECT button to tag the customer

Settle Customer Accounts

1. Tap option CUST

2. Select Customer

3. Tap ACCOUNTS

4. Select one or multiple Invoice to pay

A. Pay by Cash

- Input amount then tap the Proceed button

B. Pay by Check

- Select Bank, input Check Number, select Date then tap Proceed button.

Pricing Scheme

1. Tap option Price

2. Select a Pricing Scheme

3. Tap Select button

##### Purchase and Deliveries

###### Create Purchase Order

Create a purchase order to request inventory from the commissary

1. Go to Menu Purchase Order

2. Tap New Order button

3. Select (1) Schedule for Delivery and input (2) Remarks if necessary

* Important Note: Indicating the date of delivery is important. This means that this purchase order will activate at the delivery date indicated once the purchase order is approved.

4. Navigate through the list of products and input ordered quantity

5. After entering all needed information, tap Save

6. Confirmation message "Record Saved" should appear to confirm that your order has been saved

The purchase order you created will generate a QR Code which will be used in accepting deliveries.

###### Accept Deliveries

If the Purchase Order has been approved by the administrators, the delivery should appear in your Deliveries list.

1. Go to Menu Purchase Order

2. There are two ways to find your delivery

• Scan QR Code

- Tap Scan QR to open scanner

- Scan the QR code in the printed purchase order. The details of the delivery should automatically appear

• Select from Deliveries list. If the delivery date for your purchase order is scheduled today, it will immediately appear in the deliveries list. Just tap the order from the delivery list to open details of the order

1. Delivery List

2. Delivery Details

3. Review all the products listed in your order based on the actual quantity delivered of the item versus the value suggested by the system in the To Receive column

4. Receive the order to update the system inventory

• If all the product quantities of what you ordered and what is actually delivered are matched, tap Save button to accept delivery

• If the actual quantity delivered does not match with what you ordered, just adjust the quantity based from what you actually received

o If its lower, and you’re not expecting additional deliveries for that item, tap Complete button to accept delivery

[Add More]
* Multiple Deliveries in one order

There are cases, when the items you ordered are delivered in batch instead of a single delivery.

* Item did not arrive

[No Description]

##### Inventory Management

###### Stock Out

Use stock out to remove stocks from your branch. You can indicate type of stock flow for the items.

1. Go to Menu Inventory Stock Out

2. To start the Stock Out, select Stock Flow for this transaction

3. Input quantity to the items you need to stock out. You can also put remarks per item

4. Tap Save button

###### Stock In

Use stock in to add stocks to your branch. You can indicate type of stock flow for the items.

1. Go to Menu Inventory Stock In

2. To start the Stock In, select Stock Flow for this transaction

3. Input quantity to the items you need to stock in. You can also put remarks per item

4. Tap Save button

###### Inventory Audit

Use inventory audit to correct inconsistenecies in the inventory count of the system versus the actual count of stock in you storage

1. Go to Menu Inventory Inventory Audit

2. To start the Inventory Audit, tap NEW TRANSACTION button

3. The system will display System QTY. Actual QTY and Discrepancy

System QTY | - System computed item inventory based on records
Actual QTY | - Input actual quantity in your store
Discrepancy | - System will compute discrepancy based on system and actual quantity

4. Based on the physical count of the items, input the details in the Actual QTY columns

• You can leave the Actual QTY blank if the System QTY is equal with the physical quantity

5. Click Save button

6. All product inventories will adjust based on your inputs in Actual Quantity

##### Finance

###### Cash In

1. Go to Menu Finance Cash In

2. Input amount of Cash and remarks

3. Tap Submit button

###### Cash Out

1. Go to Menu Finance Cash Out

2. Input amount of Cash and remarks

3. Tap Submit button

##### View Reports

###### Transaction History

Shows you the list of the recent transaction in the POS. You can view the details of the orders, or reprint it.

1. Go to Menu Reports Transaction History

• The list of the transactions for the day will be displayed

• You can view the details of the transaction by tapping the transaction

• You can also reprint the transaction by clicking the Print icon button

###### Stock Card History

Shows the inventory movement of the items.

1. Go to Menu Reports Stock Card

2. Select item from the Product dropdown list

3. You can also select a specific stock flow, or filter the date

4. Tap Search button to see results

###### Inventory Summary

Shows the current ending inventory of the items on the store

1. Go to Menu Reports Inventory Summary

• The list of products will be displayed with their respective current system quantity.

• You can print this report by clicking the Print button

##### Ending Your Shift

###### X Reading

Go to Menu Reports X Reading

###### Cash Breakdown and End Shift

At the end of the operatiing hours, you may enter the total value of cash/cash equivalents on hand to the system

1. Go to End Shift, the Cash Breakdownn should immediately appear

2. Input cash denominations for bills, cash and checks

3. Tap Print & End Shift

4. Tap Ok button

5. Tap End Shift

###### Z Reading

After ending your shift, you need to login again to generate the Z Reading Report

1. Login to POS

2. Disregard the Starting Balance by tapping Close

3. Go to Menu Reports Z Reading

4. Tap Print button

5. Go to Menu Logout

#### Navigation

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