Cashier traning (sop)

TRAINING FOR CASHIERS (BILLING PROCESS)

Design & Prepared By : Dipesh Prajapati

VID-20130814-WA0150.wav

Company Name : _________________________________

Brand Name : _________________________________

Company Opening Date : ____-_____-_______

Company Logo :

Business Type : _________________

Our Beliefs _________________________________________________________________________________________________

Our Mission _________________________________________________________________

Our Values _________________________________________________________________________________________________

Design & Prepared by : Dipesh Prajapati E mail Id : [email protected]

In permanent contact with customers, cashiers are in charge of ringing up product sales and receiving payments. Depending on

the type of business, their duties may vary quite a bit; they may have various departmental tasks to do or be assisted by a

wrapper.

In general, their day-to-day duties involve the following:


Greeting customers

Informing customers

Reserving items for customers

Establishing or identifying prices of goods

Weighing fruits and vegetables and applying the price

stickers

Keying in or scanning the price of merchandise

Determining the total price

Receiving payments

Controlling and checking outgoing merchandise

Wrapping or bagging products

Receiving payments and reconciling them with total sales

Preparing deposits, closing the till and putting back the

float

Maintaining clean and orderly checkout areas

Well Personal appearance & punctuality. All cashier have to wear dress / uniform and identity card

during duty hours. Cashiers grooming standards (* as per company rules) Keep updated on latest promotions / events Error free and fast disposal of all transactions Forwarding customer complaints to FM / ASM / SM Ensure all cash , credit card slips, gift voucher & other are

properly secured and locked before leaving the counter and inform head cashier before leaving the counter.

Greet / smile / thank you

In small retail stores, sales consultants regularly handle cashier duties.

Main skills1) Attention to detail , 2) Submit to controls , 3) Remain attentive in an often busy environment , 4) Be comfortable with numbers

Personal qualities1) Like customer contact, 2) Able to prioritize the workload, 3) Be naturally calm and focused, 4) Be versatile, if participation in other types of activity is required

Items In Float bag :-

Pen

Pencils

Stapler

Stapler Pins

Rubber Bend

Manual Bill Book

Carbon Paper

Float Amount [Coins & Notes]

Calculator

Paid Stamp & Cancelled Stamp


All cashiers are required to maintain float amount , time & Sign in Float Register

Format :

FLOAT REGISTER

Sr. Date Emp. IDEmployee

Name

Float

Amt.

Rec.

Time

Cashier

Sign

Given

Time

Cashier

Sign

Receiver

Sign

[Manage

REMARK


Float Register.xlsx


The definition of cash memo is a document that a seller passes to a buyer at the time of a specific purchase of goods or services. It is the equivalent of an invoice and is only used to record transactions that are paid for using cash, rather than bank transactions or checks.

A cash memo must contain the following information:

Date of Sale

Details of goods or service sold

Price of items sold

Tax Collected

Terms and Conditions Applicable

A cash memo is recognized as a legal document, in the same way that an invoice is. The only difference is that the cash memo is for any transaction that is paid for in cash. An invoice can also be used in this respect, but many companies find it easier to differentiate between cash sales and those paid for at a later date.


Manual Bill POS Point of sale


First Cash Amount is Counted as advance & after verification we are Start billing.

When Customer comes to the counter we greet him saying sir or madam good morning, good afternoon, or good evening with smiley face .

We Scan item & count in mind. Pass one by one item packer. check item barcode & price item scan time check in system show the item name , value & qty. Remove Security tag (soft & Hard tag)


After complete billing said to amount. we ask to customer Sir / Madam cash, card or Coupons.The customer reply cash – We tell him the amount.

Customer cancelled item put in baskets. Other west paper & dust in dustbin.


After counting the cash we tell the customer the amount given by him (the reason is customer feel confident that he has give us perfect amount).

PACKING PROCEDURE

We are using different types of packing bags (50 Micron)

1. Big Size2. Medium Size3. Small Size4. Extra Small

Packing Rules : 1. Food Item In Different Bag2. Bath / toiletries Item in Different Bag3. Frozen Item in Different Bag4. Vegetable Items in Different Bag5. Oil, Ghee Item in Different Bag6. Crockery in Rough Paper with box item in Different Bag

Packers are counting each & every itemsAfter bill print they check total Qty. of bill with own counting & then they sign the bill.


After entering cash we return the balance amount. Given bill time stamp paid & number of bags on bill top. wish good day, good night etc..


Customer share shopping experience other customer. Provide Best customer service our side.

Customer easy take the trolley & baskets as require


empty Baskets , Bags & trolley set in perfected place.

Customer rejected / Cancelled item put in basket.Basket full kindly given to packer and tell all cash counter back side check cancelled items collected in one trolley give (back) to department .

5) Credit Notes / Change Slip


1 ) Cash 2 ) Card – Debit , Credit & Amex

3) Coupon – Sodexo/Ticket Food /Other *(*instruction as per management)

4) Gift Voucher Of Our Company

EDC Machine Type Normal EDC

GPRS EDC

Mobile EDC



We verify customer signature on reverse of the card, if sign is not there we request to sign. After there sign we swipe the card. After print of card slip we take their signature and we give 2nd

copy with his card to customer.

In case customer not sign card back side. Kindly request sign in card backside. check the id proof with sign.

Difference in credit , debit & chip card

1. Credit card have 16 Digit (as Ambos) on it.

2. Debit card have 16 to 19 digits (not in ambos) on it.

3. Chip card have small chip in it.

Card Type 1. Credit Card

2. Debit Card

3. Chip Card

Basis the Reserve Bank of India (R.B.I) circular (DPSS.PD.CO.No.513 / 02.14.003 /2011-2012 dated September 22, 2011) on Security and Risk Mitigation Measures for Card Present Transactions, the RBI has introduced Additional factor of authentication for all transactions at the point of sale on Domestic Debit Cards as well as Chip and PIN based Credit Cards. We would like to inform you that from 1st December 2013, all Domestic Issuer Banks will reject transactions in case the PIN verification screen is bypassed or the customer enters the incorrect PIN.

We have created the below process flow which will guide you on how to execute a transaction that requires a PIN entry.

HOW TO PROCESS THE TRANSACTION

STEP 1 - Swipe the magnetic stripe debit cards or dip the chip cards

STEP 2- Enter the transaction amount

STEP 3-Remember to check the machine screen for instructions on PIN verification (do not Bypass PIN entry)

STEP 4- Request card holder to enter the PIN when machine prompts for PIN. Note: Never ask the card holder to reveal the PIN

STEP 5- Request card holder to sign the charge-slip once machine dials out and transaction is authorized

AMEX CARD GUIDELINE :

1. Normal EDC doesn’t accept AMEX CARD. Only AMEX EDC machine accepts card.



Rule for card Payment :1) Mention the bill number on the

Upper side of card slip [Example : ***/****** (Terminal

Number & Bill Number) or Manual Bill MB/Counter No. / Bill No. (MB/**/****)

2) Day End all cashier EDC Batch closed done.

**** / ****** OR

MB/*****

Sodexo Meal Pass

Duplicate & Original Verification.

Valid Period / Date

Denomination



Duplicate & Original Verification.

Valid Period / Date

Denomination

Check Authorized Signature

Credit Notes / Change Slip

Valid Period / Date & Number

Check Authorized Signature

Other Company Offer Valid Period / Date

** as per company rules

Manual Bill

What Is Manual Bill ?

Why issued manual bill ?

POS Error / Closed

Offer not update

Barcode / SKU / EAN not scan & not read.

Cashier ID & Name

Bill number & Date

Customer Name

Item

Code

Name

Rate

Total Amount

Offer , Discount

Pay Type : Cash, Card & Other

Cashier Sign

In the end of the Day manager should check all cashier’s Bill book and especially first bill and last bill no. written on last bill back side, sign & remark


All Details Require.

Compulsory Cashier & Manager Signature

In case of cancel bill pls. attach all copies with reason & manger approval


Why & When advance receipts are issued ?

1) Receipts are issued by manager / authorized persons only.

2) All details should be Mentioned clearly.

3) Send advance receipt details & also used book to account department.


All Cancelled Bill Require Details : 1. Reason for bill cancelled2. Customer Name & Sign3. Customer Contacted Number4. Manager Sign

System bill Cancelled : (IN CASE BILL NOT PRINT)1. Bill Not print to contended IT person get 2nd Copy

print .2. 2nd copy bill print IT Person name & Sign Compulsory

require.

Manual Bill Cancelled : 1. Require bill all copy's (3) [White , Yellow & Blank

White]2. Mansion cancelled in three copy’s


** wrong bill cancelled responsibility approved cancelled bill person** .



. Fluorescence: Number panels of the notes are printed in fluorescent ink. The notes also have optical fibres. Both can be seen when the notes are exposed to ultra-violet lamp as shown below.

Watermark

Security Features on Indian Banknotes :

Security thread

Latent Image

Microlettering

Intaglio Printing

Identification mark Optically Variable Ink See through Register

Design & Prepared by : Dipesh Prajapati Feedback E mail Id : [email protected]

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Retail

Cashier traning (sop)