INTRODUCTION TO YOUR COSTA SYSTEMS POS
We will go through some of the basics needed to get you started on your new POS system.
Please note: Layouts, colours and sizes of buttons may vary on your POS screen but the names and functions generally remain the same.
SCREEN NAVIGATION – OPERATOR FUNCTIONS – SALES SCREEN – SUBTOTAL – PRODUCTS – TENDERS – NUMPAD
These are the navigation buttons so you can switch easily and quickly between different pages.
Just tap on the Page name to move to the page – Generally these are located along the top part of your screen and can vary in location from POS to POS.
There are much more functions available to suit a variety of a business’s needs however we will cover just the basics.
LOG OFF – SIGN OUT AND RETURN TO SIGN-IN SCREEN
VOID – BRINGS UP THE VOID WINDOW SO YOU CAN TAG ITEMS TO REMOVE FROM THE SALE SCREEN
VOID LAST – ALLOWS YOU
PRINT RECEIPT – ALLOWS YOU TO REPRINT THE LAST RECEIPT
EAT-IN – BRINGS UP VIEW OF TABLES OR CHARGE SHEET
SEND ORDER TO THE KITCHEN
CALLER ID – BRINGS UP CALLER ID SCREEN
TAKEAWAY – LINKS TO ANOTHER CHARGE SHEET
FREE-TEXT A MESSAGE TO THE PRODUCTION PRINTER OF THE PARENT ITEM – must be an item which is set to print to a production printer.
QTY – USED IN CONJUNCTION WITH THE NUMPAD TO SELECT MULTIPLES OF A SINGLE PRODUCT. ( 2, QTY, PRODUCT)
(Some extra functions – not shown)
SPLIT BILL – Allows you to Split a bill between a number of people – you can select specific items for each person and have them pay separately.
TRANSFER – Allows you to transfer one table/charge sheet line to another.
Products / Buttons
These are sell-able product buttons, once the button is selected it will be entered into the sales screen.
Buttons can be coordinated with different colours and sizes to represent different courses of food or types of products etc.
HOW TO MAKE A SALE
Two Step process;
1. Enter product
2. Enter Tender type (CASH/CARD/OTHER)
To make a sale on your Costa Systems POS you will simply be tapping the product name on the screen to enter it into the sales screen on the right and then hitting the CASH/CARD/OTHER buttons relating to the tender being used to pay, It’s as easy as that.
Select the relevant tender – Cash or Card.
If the customer gives you 100.00 you can select the denomination and the POS will show you the amount of change that is required.
You can also hit a SUBTOTAL button to
bring up more options, for example,
paying by multiple tenders.
(50 on card, 50 in cash)
Different Tenders available (Cash, card, cheque, Gift card) are shown on the right hand side of the subtotal screen.
To select 50 on card, type the amount, decimal point is not necessary.
5000 = 50.00
500 = 5.00
50 = 50c
Then hit CARD.
You will see below, the balance remaining is 50, you can then hit Cash to complete the sale.
How to cancel or void a product in the sales screen
If you have entered a product into the sales screen and wish to remove it, you can remove the last entered item by using the VOID LAST button.
Otherwise hit the VOID button and you can tag the item for removal, as below.
Tag the item so an ‘X’ appears in the TAG column on the right. If you wish to void everything, hit TAG ALL.
Then hit the Green VOID button to confirm the removal.
HOW TO DO A REFUND
To Process a refund on your Till, all you have to do is go to your ADMIN page.
Hit the REFUND button
You will then see the sales screen has a black banner at the bottom saying REFUND – This lets you know that the next item entered will be refunded.
Hit the item you wish to refund and confirm with a reason, if enabled.
We can see now that the customer is receiving a refund for the item on the sales screen now which has a minus in front of the price.
If the refund was processed on a card we would hit CARD or CASH for cash.
The refund is now complete.
HOW TO DO AN END OF DAY
At the end of each day you must do an end of day to transfer the sales data into an archive and clear the days sales.
This is normally accessed by going to your admin screen and hitting END OF DAY.
You can also get to it by going to REPORTS, then select END OF DAY.
If you have tender declarations enabled you will have to first fill out the tender declaration form. (Explained at the bottom)
Click YES to allow the procedure to continue.
You will get a preview of the EOD on the screen – hit PRINT to print a copy and confirm it to finish.
END OF DAY IS COMPLETED
All local sales cleared and ready for the next day.
If you have Tender Declarations enabled on your POS system you will have to first fill out this form before moving onto completing the end of day.
There are 2 types of tender declarations: Full Declaration and Totals Only Declaration. This will help a business record exactly the amount of cash your till had at the time of end of day and helps to clear up discrepancies.
Here, staff will be asked to fill out this full declaration form to record the physical cash you have in your cash drawer at time of cash up. You are required to enter each individual denomination of notes and coins, total values of cheques, credit cards and other forms of tenders.
Once you complete this form, hit Declare at the bottom left to lock in the figures and continue with your end of day.
Totals Only Declaration
For this declaration you only need to input the totals for each type of tender. you are asked for example, credit cards, how many transactions there were and the total figure taken.
Fill out the totals and hit Declare to proceed with the end of day.
On your END OF DAY receipt you will have a section for Tender Declarations that will show you the discrepancies for that day.
If you require further assistance with any of the above, you can contact support at email@example.com