Cash Register Operation | Instructions

Cash Register Operation Instructions


  
The Cash Register is where the core functions of CSM are completed. The various pages allow items to be ordered, edited and stored. These pages also allow Gift Cards to be created and used, employees to clock in and out and employee communications to happen.

CSM offers 3 ways to enter an item:

Builder items
  • Select the Builder tab with the item to order on it.
  • Select a Size.
  • Select a Type.
  • Select any Modifiers, Extras or Flavors desired.
  • Select Finish Item.

Button items
  • Select the Button tab with the item to order on it.
  • Select the desired button. 

Barcode Scan items
  • Select the Scan UPC Code field in the lower left-hand corner of the item pages. 
Note: There is also a Scan UPC Code field in the lower right-hand side of the Register tab.
  • Scan the barcode on the item with the UPC Barcode Scanner. 

Editing an item
  Place an order in CSM. For example: 12oz Mocha that is Decaf and with Caramel Sauce.
  •   Select the Register tab.
  •   Select the line item to adjust. For example: 12oz Mocha Decaf Caramel.

Changing the quantity
  Enter the actual quantity desired in the New Qty: field. For example: 2.

Creating an exact copy of an item
  Select the Make another one like this to create a copy of the item, including all modifiers.

Adjusting a Builder item
  • Select Go to Espresso Builder to view the builder page and make adjustments to the item. For example: The customer decided they didn’t want the Mocha to be Decaf. Select the Decaf modifier on the builder screen to ‘deselect’ it from the item. 
  • Select OK to save changes. The item on the Register tab will reflect the new changes. For example: 12oz Mocha Caramel. 
Editing Items
Below are examples of how to make changes to an item using the Register Item Editing screen.
This screen is accessible via the Register tab once an order has been placed.



Editing a Builder item
  • Select the line item to adjust. For example: 12oz Mocha Decaf Caramel. 
  • Perhaps the customer decided they did not want the Mocha to be Decaffeinated. 
  • Select Go to Espresso Builder. The item options will be highlighted on the Builder page, ready for adjustment. 
  • Make the desired changes and select OK. The changes will be made and you will return to the Register tab. For example: the 12oz Mocha should not be Decaf. Deselect the Decaf button and select OK
Creating an exact copy of an item
  • Select the line item to copy. For example: 12oz Mocha Decaf Caramel.
  • Select the Make another one like this to create a copy of the item, including all modifiers.
  • Select Accept Changes to complete the copy and return to the Register tab.
Changing the Quantity
  • Select the line item to change the quantity. For example: The customer wants to order 2 12oz Mocha Decaf Caramel drinks. 
  • Enter the desired quantity in the New Qty: field. For example: 2. 
  • Select Accept Changes to change the quantity and return to the Register tab. 
OR
  • Select the line item to change the quantity. 
  • Select the Qty field.
  • Enter the desired quantity using the number pad.
  • Select OK to save changes and return to the Register tab. Queue Order tab
Discounting an Item or the Entire Sale

On the Register Screen, the first column on the left on the list of items being purchased indicates the discount to be applied to that item. To set a discount on a single item,

Discounting a single item
  • Select the first box, on that row, on the left hand side of the line item, under the % sign. 
  • Select the appropriate percentage discount reason from the drop-down list. 
  • Select OK. 

Discounting an entire sale
  • Select the % box at the top of the column. 
  • Select the appropriate percentage discount reason from the drop-down list. 
  • Select OK. 
Note: Items may be pre-assigned a discount in the Inventory Maintenance screen, as well as set to not allow discounts. If an item cannot be discounted the discount field will not be visible in the discount column.

Queuing an order
  • Select Queue Order.
  • Enter a name or information to reference the order later and select OK.
  • To retrieve the order select the Order Queue tab and select the order you wish to retrieve.
  • Select Checkout.
  • From here you can edit the order, add to it and Queue it again or Complete Order.

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