Working with item information W Quick Reference
To
Add an item to inventory
Do this
Press F2 (Items), press 1 (New), and then The POS View screen W
enter basic information about the item.
Note: An item number and description
are required.
View or edit an item’s information 1 Press F2 (Items), press 4 (By Item
Number) or 5 (By Description),
select the item, and then select
View/Edit.
-or-
During a transaction, select a
line item, and then on the line
item, select View.
2 On the General tab, change the
information you want.
Working with customer information W
To Do this
Add a customer to the customer list Press F3 (Customer), press 1 (New), and
POS View and Manager View tabs Transaction pane
then enter information about the
customer. Search box Tray
Note: A customer number, first name,
Custom pane Function bar
and last name are required.
View or edit a customer’s information 1 Press F3 (Customer), press 4 (By Task pane Status bar
Customer Number), 5 (By Name),
or 6 (By Phone Number), select the Note: If a function key button has been customized, the arrow appears shaded. In this case, press
customer, and then select View/Edit. Shift plus the function key in the following procedures.
-or-
During a transaction, if a customer
has already been added to the
transaction, select Purchase History. Help and practice mode W
2 On the General and Shipping tabs,
To Do this
change the information you want.
Get Help Press F1.
Start a practice session Press F7 (Tools), and then press 6 (Enter Practice Mode).
© 2009 Microsoft Corporation. All rights reserved.
Working with your register W Processing returns and exchanges W
To Do this To return or exchange an item Do this
Start Microsoft Dynamics POS On the Start menu, select All Programs, then Microsoft Dynamics POS 2009. By customer or purchase history 1. Press F8 (Return), press 2 (By Customer), select the customer and select Add.
Log on a different cashier Press F6 (Tasks), and then press 8 (Switch User/Exit). 2. On the History tab, select each item to return and select Return.
3. If making an exchange, ring up the new items.
Log off and exit Press F6 (Tasks), and then press 8 (Switch User/Exit).
By receipt 1. Press F8 (Return), and then press 1 (By Receipt).
Change your password In the Logon dialog box, select Change Password.
2. Press Ctrl+1 (Today’s Receipts), Ctrl+2 (Receipts by Date/Time), or Ctrl+3
Clock in or out Press F7 (Tools), and then press 2 (Time Clock). (Receipts by Batch), then select the receipt.
Enter opening or closing amounts Press F6 (Tasks), and then press 1 (Open/Close). 3. To return some items, press Ctrl+1 or to return all items, press Ctrl+2.
Open the cash drawer Press F5 (Transaction), and then press 6 (No Sale).
Make a cash drop or payout Press F6 (Tasks), and then press 2 (Drop/Payout).
Turn the receipt printer on or off
Find and view a receipt
Press F6 (Tasks), and then press 5 (Printer On/Printer Off).
Press F6 (Tasks), and then press 3 (Find Receipts).
Finding items W
Reprint a receipt Press F6 (Tasks), and then press 4 (Reprint Last Receipt). To find items Do this
Use a calculator Press F7 (Tools), and then press 1 (Calculator). By item number Scan item’s bar code, or type the item number in the search box and press ENTER.
By description Type a description in the search box and press Enter, or Press F2 (Items), and then
press 5 (By Description).
Processing sales W By receipt Scan the bar code on the receipt or type the item number in the search box, and
then press ENTER.
To Do this By purchase history 1. Press F3 (Customer), and then press 5 (By Name).
2. Select the customer, select View/Edit, and then select the History tab.
Process a sales transaction 1. Scan item’s bar code, or type item number in the search box and press ENTER.
2. For cash or check sales, press F12 (Total), and then type the amount paid.
For credit or debit card sales, swipe the card or type the card number.
Add an item to a transaction Scan the item’s bar code. Or, type the item number or description in the search box,
press ENTER, select the item, and then select Add. Finding customers W
Check an item’s price Scan the item’s bar code. Or, type the item number or description in the search box, To find customers Do this
press ENTER, select the item, and then select View/Edit. By name Press F3 (Customer), press 5 (By Name), and then type the name in the search box.
Change a line item’s quantity Select the line item, and on the line item, select Edit Qty. By phone number Press F3 (Customer), and then press 6 (By Phone Number).
Add a customer to a transaction In the transaction pane, select Select customer. By customer number Press F3, (Customer), press 4 (By Customer Number), and then type the customer
Remove a line item Select a line item, and on the line item, select Remove. number in the search box.
Quotes, layaways, back orders, At the top of the transaction pane, select the type of customer order you want.
special orders, and work orders
Discounts:
Finding transactions W
Discount a line item 1. Select a line item, and on the line item, select Discount. To find transactions Do this
Discount a transaction 2. Press F5 (Transaction), press 1 (Edit Transaction), and then press Ctrl+2 (Discounts). By receipt Scan the bar code on the receipt.
Add or remove sales tax Press F5 (Transaction), press 1 (Edit Transaction), and then press Ctrl+3 (Taxes). By transaction number 1. Press F6 (Tasks), and then press 3 (Find Receipts).
Hold or recall a transaction Press F5 (Transaction), and then press 4 (Hold or Recall). 2. Press Ctrl+1 (Today’s Receipts), Ctrl+2 (Receipts by Date/Time), or Ctrl+3
Cancel a transaction in progress Press F5 (Transaction), and then press 5 (Cancel Transaction). (Receipts by Batch).
