FasTrax Solutions - Product Documentation
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FasTrax POS Lifeline Documentation

Cashier Tools | Walkthrough

Previously mentioned in this guide are tools designed to assist cashiers with functions other than entering items. Additional functions are required for the accurate handling of item removals, returns, and moneys.

Some of the following actions are reportable to the “negative cashier” report and are tagged appropriately below.


VOID ITEMS

  1. To remove unwanted or inadvertent item entriesfrom a current sale, choose the “VOID ITEMS”button.
  2. Choose/highlight the applicable item(s) from itemlist and choose the “void” button.
    You will be returned to the POS screen fortransaction completion.

    VOID ITEMS is a permissions based action. Check this ability only for applicable cashiers.
    Each item void is recorded and viewable via X, Z, and Negative Cashier report, by cashier.

CANCEL SALE

  1. To clear or cancel an unwanted sale, choose the“CANCEL SALE” button.
    This will remove all entered items as well as clearthe current POS status to default.


    CANCEL SALE is a permissions based action. Check this ability only for applicable cashiers.
    Each cancelled sale is recorded and viewable via X, Z, and Negative Cashier report, by cashier.

SUSPEND SALE

  1. For ease of recall, enter a name or description ofthe suspended sale in the “SUSPEND SALE”window.
  2. To suspend a sale for later resumption, choose the“SUSPEND SALE” button after adding applicableitems to the transaction.
  3. Choose the “ok” button.

    There is no limit to the time or amount of sales allowed for suspensions.
    Suspended sales work well for lounge environments with growing customer orders.

RESUME SALE

  1. To resume a previously suspended sale, choosethe “RESUME SALE” button.
  2. This will open the “RESUME SALE” list window.
    Choose the applicable sale from the “Suspended”list.
  3. Choose the “resume” button when you are readyto continue.
  4. Continue your transaction as normal; add orremove items and tender the transactio

    Notice the “Details” section of the “RESUME SALE” window displays all the items currently assigned to the sale.
    Resumed sales can be edited and re-suspended if necessary.

ITEM RETURN

Item returns can be performed by either choosing the “ITEM RETURN” button then entering items or by scanning the barcode located on the bottom of previous sales receipts.


ITEM RETURN | Button

  1. Choose the “ITEM RETURN” button.
  2. This will change the POS status to prompt foreither an item entry or scan a previsouly soldreciept.
  3. Using the steps preivously mentioned for enteringitems, add the applicable item for return.

    Notice that items appear as negative amounts when entered in return mode.
    When manually entering items, “ITEM RETURN” must be chosen prior to every item being returned.
  4. Press “SUB TOTAL” when you are ready tocontinue and tender the return.
  5. Choose the appropriate tender for return.

ITEM RETURN | Receipt Barcode

  1. After pressing the “ITEM RETURN” button, scan thebarcode located on the bottom of the originaltransaction receipt.
  2. This will open the “ITEMS TO RETURN” window. Items from the original sale will be listed.
  3. Highlight the item(s) you wish to return thenchoose the “return” button.
  4. When returned to the main POS screen, completethe return transaction following the steps listedabove.

NO SALE

  1. To open your cash drawer without completing atransaction, the “NO SALE” button can be used.
    Cash drawer will not open if a sale is currently inprogress.


    NO SALE is a permissions based action. Check this ability only for applicable cashiers.
    Each NO SALE is recorded and viewable via X, Z, and Negative Cashier report, by cashier.

PAY IN 

  1. To perform a cash pay in, choose the “PAY IN”button.
  2. From the “PAY IN” window, enter the amount ofcash you are receiving and a reference note forthe instance.
    Choose the “ok” button when complete.

    PAY IN is a permissions based action. Check this ability only for applicable cashiers.
    Each PAY IN is recorded and viewable via X, Z, and Negative Cashier report, by cashier.

PAY OUT

  1. To perform a cash pay out, choose the “PAY OUT”button.
  2. From the “PAY OUT” window, enter the amount ofcash you are removing and a reference note forthe instance.

Choose the “ok” button when complete.


PAY OUT is a permissions based action. Check this ability only for applicable cashiers.
Each PAY OUT is recorded and viewable via X, Z, and Negative Cashier report, by cashier.
SAFE DROP

Safe drops can be performed by either choosing the SAFE DROP button or based on auto-prompt configuration via the Settings section in the actions module.

The auto prompt can be set to direct a cash drop when a designated dollar amount is reached at a designated time schedule (every 5 minutes, 10 minutes, etc.).
Using the MAX and MIN in drawer amounts will suggest an amount to drop.


SAFE DROP | Via Button 

  1. To perform a cash safe drop, choose the “SAFEDROP” button.
  2. From the “SAFE DROP” window, enter the amountof cash you are removing and a reference note forthe instance.
  3. Choose the “pop cash drawer” button to openyour till.

Choose the “ok” button when complete.


SAFE DROP is a permissions based action. Check this ability only for applicable cashiers.
Each SAFE DROP is recorded and viewable via X, Z, and Negative Cashier report, by cashier.

 

SAFE DROP | Via Auto Prompt 

  1. When the auto prompt window opens, you canchoose “cancel” or “drop now”.
  2. “drop now” will open the “SAFE DROP” windowwith the recommended drop.
  3. Choosing “cancel” will reset the auto prompt timer(prompt again in 5 minutes, 10 minutes, etc.).
  4. From the “SAFE DROP” window, enter the amountof cash you are removing with a reference note forthe instance.
  5. Choose the “pop cash drawer” button to openyour till.

Choose the “ok” button when complete.

SAFE DROP auto prompt timer and MIN/MAX in drawer amounts can be set via the settings section of actions module.

 

STARTING TILL

“Starting Till” is the amount of cash your drawer/cashier begins the day with.
This cash amount will be excluded from your final drawer drop/deposit upon shift reconciliation.

STARTING TILL cash will be shown on REG X and REG Z reports in the “Cash Drawer Summary” as well as through the Reconciliation utility.


STARTING TILL

  1. To enter a starting till, choose the “STARTING TILL”button.
  2. From the “STARTING TILL” window, enter the starting till cash amount and a reference note for the instance.
  3. Choose the “ok” button when complete.