FasTrax Solutions - Product Documentation
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FasTrax POS Lifeline Documentation

Performing a Transaction

Performing a transaction via FasTraxPOS is a very quick and intuitive process.
Items can be entered a number of ways; scanning a barcode, manually keying in a UPC, assigning an item UPC to POS button, searching via the “FIND ITEM” function, or selling a dollar amount via an open department.

These transactions can then be tendered via the “SUB TOTAL” button or set aside for later action via “SUSPEND SALE”.
Items on transactions can be individually removed via the “VOID ITEMS” button or the sale completely removed by using the “CANCEL SALE” button.

Once the correct item and quantities are entered, choosing the “SUB TOTAL” button will access the subtotal screen for choosing available tender options.
The subtotal screen applies tax to the sale; however, sales can be edited after choosing “SUB TOTAL” by simply pressing “RETURN TO MAIN”.


Entering an Item

  1. Barcode scanner
    Via your configured barcode scanner, scan the barcode label of the applicable item(s).
  2. Manual Entry
    Enter the UPC of the applicable item(s) via the onscreen number pad or hardware keyboard, then press the “PLU” button.
    Unless recognized as a “UPC Alias”, the POS will auto expand entries if necessary.

  3. Programmed Button – Option 1
    Buttons can be assigned to a specific item(s) via the “POS BUTTON EDITOR”.
    Simply pressing an item programmed button will add the applicable item to a sale.

    Programmed Button – Option 2
    Buttons can be assigned for multiple item(s) via the “POS BUTTON EDITOR”.
    Simply pressing an item button programmed with multiple items will open a “CHOOSE ITEM” window listing the assigned items.
    From this list, choose the applicable item.

    This method is preferable to designated panels of multiple buttons due to its space saving nature while offering a clean, centralized spot for items.
  4. Find Item
    • Press “FIND ITEM” located within the onscreennumber pad.
      This will open the “FIND ITEM” window.

    • From the “search by” drop down, choose how youintend to look up your item; Description, UPC, orVendor Part number.
      This example will use “Description”.

    • In the “for” field, enter the applicable search datathen press the “find” button.
      This will list all items matching your search criteria.

      From the listed items, click or press the applicableitem(s) then enter the quantity you wish to add tothis transaction.

      Press the “ok” button when you are ready toproceed.



Once an item has been entered, data about the current product can be viewed in the information window.

 

  1. items count – accruing quantity of items currently on transaction
  2. balance due – accruing balance, with tax, of current transaction
  3. virtual receipt – virtual representation of transaction receipt
  4. virtual receipt expansion – will open a window displaying a complete list of items on current transaction
  5. current item detail – last item entered name and price

Tendering a Sale 

After item entry is complete, proceed to the SubTotal screen for transaction tendering.

  1. Press the “SUB TOTAL” button
  2. This will open the SUBTOTAL screen.

    To return to the item entry screen, simply press “RETURN TO MAIN”.

From the SUBTOTAL screen, you have a number of tender choices depending on your particular tender configurations.

 

  1. Quick Cash – These buttons are preprogrammed for exact cash amounts; $1, 5$, 10$, etc. When pressed, they will reduce the “balance due” by their indicated amount.
  2. Onscreen Keypad – Use this (and/or hardware keyboard) to enter tender amounts in lieu of Quick Cash buttons.
  3. CASH – If no amount is entered via the onscreen keypad, pressing this option will tender the sale for the exact amount.
  4. CHECK - Pressing this option will prompt you to enter check number, driver’s license number, and account number.
  5. CREDIT CARD – If processing credit cards externally, this button can be programmed to input card type for reporting purposes. If you are processing via Mercury, simply choose this button and follow the on screen prompts for completion.
  6. GIFT CARD – If you are utilizing FasTrax’s closed loop gift card system, choose this tender button and follow the onscreen prompts.
  7. HOUSE CHARGE – If a house account is being used to “charge” a purchase, first choose the applicable account using a “HOUSE LOOKUP” button. This button can be added to the POS screen via the “POS BUTTON EDITOR” utility. After the correct account is chosen and associated to the transaction, choose the “HOUSE CHARGE” tender button to apply charges.
  8. HOUSE PAYMENT – Used to apply payments to house accounts.
  9. TAX EXEMPT – Choose to remove tax from current transaction.
  10. RETURN TO MAIN – Choose to return to main POS screen for transaction editing.

 

  1. Quick Cash Tender Buttons
    Choosing these buttons will systematically reduce the balance due by the values indicated.
    These can be used in addition to other tender types if splitting tenders is required.

    “Splitting Tenders” is a way to tender a transaction using multiple payment types.

    An example of this would be paying half a balance with cash then using a credit card for the remainder
  2. CASH
    Simply choosing the CASH button will tender the sale for the exact balance due as cash.

    Alternatively, you can use the number pad to systematically enter the amount of cash provided by your customer then press the CASH button.
    This will tender the sale for the amount you entered while opening the cash drawer and providing feedback for “change due” if applicable.

  3. CHECK
    If you accept checks, choosing this will open the “CHECK INFORMATION” window.
    Enter the appropriate check number, driver’s license number, and account number.


  4. CREDIT CARD
    Credit cards can be handled differently depending on your processing configuration.
    In the following examples, we will first demonstrate accepting credit cards via integrated MERCURY processing.
    The second example will be for recording credit card purchases when utilizing external processing terminals not directly integrated with FasTraxPOS.

    1. Integrated Credit Processing
      • From the SubTotal screen choose the “CREDITCARD” button.
      • This will open the first cashier prompt window–“have customer swipe card”.
        Instruct your customer to swipe their credit card via the external Mercury provided swipe device.

        The customer facing card swipe will display prompts and directions for your customers.

        Customers have the ability to cancel transactions via the card swipe.
      • If the swipe is successful, the next window willprompt you to instruct your customer to signthe device.
        Customers will also see a prompt on thedevice providing instruction for signature.

        This will only prompt if you have chosen to “Capture Signature” in the settings portion of the actions module.
        Configurations not using this setting will move on to the accepted/denied portion of transaction.
      • Once signed, you will be presented with thedigital signature and options to acceptsignature, manual signature, and try again.
        accept signature – completes transaction
        manual signature – prints a credit slip with line for a traditional written signature
        try again – prompts to reattempt signature


        • “cancel request” button
          If the “cancel request” button is pressed during the credit card process, you will receive a window with alternate options.
          return to subtotal – returns to subtotal screen to allow for alternate tender choice
          try again – will prompt to reattempt card swipe
          manual entry – opens window for manual card information entry
        • Invalid Signature
          If the customer’s electronic signature is not recognized or is deemed incorrect, you will receive a window with alternate options.
          manual signature – proceeds with the transaction by printing a traditional written signature request
          try again – will prompt for a reattempt of digital signature

    2. External Card Processing (Non-FasTrax Integration)
      1. From the SubTotal screen choose the “CREDITCARD” button.
      2. This will open the multiple credit card typeoptions window.
      3. Choose the applicable card type you wish toassociate to this sale.

        This process does not electronically verify credit card validity. Credit card validity is dependent on your external processing device and processor.
        This only provides a way to record and accept the tender for transaction completion.
  5. Onscreen Number Pad | CC Partial Pay
    1. To split payment for credit transactions, utilizethe onscreen number pad.
      Enter the intended amount of the partialpayment then choose the “CREDIT CARD”button.
    2. Depending on your particular creditprocessing configuration (Mercury or externalprocessing), follow the previous steps fortransaction completion.

      Notice on split tendered/partial payment receipts each tender and its amount are listed for reference.
      This reflects how the information will be written and reported for your procedural and reviewing policies.
  6. GIFT CARD
    Through FasTrax’s closed loop gift card system you can sell, manage, and accept your own custom gift cards.
    When configured gift cards will function and report the same as your other tenders.


    1. From the subtotal screen, choose the “GIFT CARD” button.
      Split tender/partial payments available with “GIFT CARD” tender.
      Follow the steps outlined earlier in this guide.

    2. The “GIFT CARD ENTRY” window will open.
      From here, you can manually enter the gift card number, scan the gift card barcode (if applicable), or swipethe gift card.

  7. House Account Charge
    House Accounts allow you to manage large purchase customers or resellers while passing both “cost+” and fixed level discounts on all or specified departments.
    Any tender can be used to ring a House Account; however, if you allow for store credit, a dedicated House Charge tender must be used.


    1. Choose the “HOUSE LOOKUP” button.

      This button can be added to the POS screen via the “POS BUTTON EDITOR” located in the settings sections of the actions module.
    2. From the “search by” drop down, choose how youintend to look up your account; Company Name,First Name, or Last Name.
      This example will use “First Name”.
    3. In the “for” field, enter the applicable search datathen press the “find” button.
      This will list all accounts matching your searchcriteria.
      Choose the applicable listed account and press the“ok” button when you are ready to proceed.
    4. Scan and/or enter items intended for this purchaseand choose the “SUB TOTAL” button whencomplete.
    5. Choose the “HOUSE CHARGE” button located onthe SUB TOTAL screen.

      Charges using “HOUSE CHARGE” for house purchases immediately apply to the “balance” of accounts.
      House Charges report as a dedicated tender on reports.