POS QUIK REFERENE GUIDE, Ringing Promotions · 2020. 3. 28. · POS Quick Reference Guide February 1, 2015 Ringing Retail Gift ards (Non-Lori’s) For Retail Gift ards (Non-Lori’s

POS Quick Reference Guide February 1, 2015

Ringing Promotions

Below are the most common Promotions at Lori’s Gifts. Offers cannot be combined; no compound discounts

Percentage (%) Off item

When ringing “% Off” items, follow the instructions below: • Scan each item as a separate line

item. • Tap "Discount" column on the

Sales Grid for the item being discounted.

• Tap "% Off” that correlates with promo; i.e. 25% off jewelry:

“25% Off” would be selected. • Repeat discount process for all

items sold that are part of the promotion.

“Sell at” a designated Promotional price

When ringing an item utilizing the “Sell at” discount option, follow the instructions below: • Scan each item as a separate line


Sales Grid for the item being discounted.

• Tap "Sell @”. • Enter promotion price in the selling

price box. • Tap “OK”. • Tap “Yes” when prompted. Repeat discount process for all items sold that is part of the promotion. Buy 1, Get 1 “50%” Off

When ringing “Buy 1, Get 1 50% Off” items, remember the lesser valued item is the one that is discounted 50% off. • Scan each item as a separate line


Sales Grid for the discounted item (item of lesser value).

• Tap "50% Off”. • Continue with the transaction.

Buy 1, Get 1 Free

When ringing “Buy 1, Get 1 Free” items, please remember the lesser valued item is the one that is free. • Scan each item as a separate

line item. • Tap "Discount" column on the

Sales Grid for the free item (item of lesser value).

• Tap "Sell @". • Type “0” in the selling price

box . • Tap "OK". • Tap "Yes" when prompted. • Continue with the transaction. Lori’s Cash

To redeem “Lori’s Cash”: • Tap “Start Sale”. • Scan customer’s Rewards

keytag. • Scan items to be purchased. • Tap “Pay”. • Check the expiration date on

all Lori’s Cash coupons. • Select Lori’s Cash on Tender

Screen. • Scan first valid Lori’s Cash

coupon presented. • Repeat the above two steps

until all coupons have been redeemed.

• If balance remains, tender to the customer’s choice of payment.

• No cash back. Make sure to assist the customer in using all the coupons to be redeemed!

• Coupons go into your daily paperwork/RCO envelope.

POS QUICK REFERENCE GUIDE, REVISED FEB. 1, 2015

Replaced POS Register Ring Cards; 1 guide per register


POS Printed Reports At “End of Day”: when the report prints, cut the receipt per diagram below: For corporate reporting, please place the bottom portion labeled Monies Report in the Daily RCO envelope to corporate; throw away the Gross Receipts Report.

RCO Envelope Media Send only the following items in the daily RCO envelopes:

Monies Report only (no gross receipts report)

Phone Orders ALL Hospital

Charges, including any hospital generated gift certificates, coupons, or other forms for hospital charges

Refund Receipts – Check Refunds, and Cash Refunds Paid-in and Paid-out receipts,with the original purchase

receipts Include any receipts that are signed manually with a pen

instead of on the signature pad.

RCO (Register Check-out) Documentation


Ringing Retail Gift Cards (Non-Lori’s)

For Retail Gift Cards (Non-Lori’s Gift Cards)

Scan the barcode on the back of the card. The Retail Card description will appear on the POS screen as a line item.

Scan any other items being purchased, then tender as usual. Card will be activated. Gift Cards are not authorized to be purchased via Payroll Deduction. If you try to use that tender type, the purchase will be cancelled. Note: No Reward Points are generated for gift cards. (NOTE: Retail Gift Cards cannot be purchased with a Lori’s Gift Card.)

The Open Visa Card will now automatically add the $4.95 fee. It will show up as an additional line item. If the fee doesn't appear, contact the POS Help Desk immediately. The Help Desk is available at: 888-609-8857 Opt. #4 or “After Hours” at 888-595-8840.

Gift cards are not refundable. If you must issue a refund, contact the POS Help Desk. They will help process the return through the Gift Card provider, Incomm.

ALWAYS print the receipt and hand it to the customer with the activated card. See example. If the POS doesn't print the receipt, contact POS

immediately!


Ringing Lori’s Gift Cards

For Lori’s Gift Cards

Selling the $5 - $500 Lori’s Gift Card

1. Scan the barcode on the back of the card. TIP: Hold the card a distance from the scanner for best result.

2. An “ENTER PRICE” box will appear on your POS screen.

3. Ask the customer for the dollar amount they wish to have loaded onto the gift card. Enter that dollar amount without decimal points, ($10.00 should be entered as 1000). Repeat the process for any additional $5-$500 Lori’s Gift Cards the customer is purchasing. Remember to scan each card separately. Never use the quantity key.

4. Scan any other items the customer is purchasing and complete the sale. 5. The Lori’s Gift Card is activated immediately upon completing the sale! 6. Additional dollars can be loaded (added) to a Lori’s Gift Card that has

already been sold (and/or used) by starting at step 1, scanning the same card, adding the desired amount and completing the sale.

Redemption of the Lori’s Gift Card 1. Scan all items for purchase. 2. Tap “PAY” on the lower-right

portion of the POS Screen which will take you to the Tender Screen.

3. Tap the Yellow Lori’s Gift Card box. (Do not use Gift Certificate option.)

4. The amount due will be deducted from the balance on the card.

5. The remaining balance due will appear and may be paid by any other form of payment, (if the purchase amount exceeds the balance on the card). If the purchase amount is less than the balance on the card, the remaining balance may be used at another time, but no cash will be given back.

6. When the total dollar amount of a card has been redeemed, do not give it back to the customer. Place the card with the daily POS paperwork to be sent to the Support Center in the Tuesday mail pack.


Important Notes to remember:

• LORI’S GIFT CARDS MAY BE PURCHASED USING A HOSPITAL CHARGE BUT NOT USING PAYROLL DEDUCTION.

• NOTE: LORI’S GIFT CARDS CANNOT BE USED TO PURCHASE RETAIL GIFT CARDS.

• NO REFUNDS MAY BE GIVEN ON LORI’S GIFT CARDS or RETAIL GIFT CARDS.

• NO REWARDS POINTS ARE GENERATED WHEN PURCHASING LORI’S or RETAIL GIFT CARDS, BUT WILL BE ADDED WHEN THE GIFT CARD IS USED TO PURCHASE MERCHANDISE.

• REQUEST ADDITIONAL GIFT CARDS FROM [email protected]

DONATION Policy:

If a Lori's Gift Card donation has been approved by the Support Center or Regional Manager, follow these steps to activate the cards:

1. Scan the barcode on the back of the card, holding the card a short distance from the scanner for best result.

2. An ENTER PRICE box will appear on your POS screen. 3. Enter the amount requested on the Gift Card. 4. Complete the sale using cash as the payment type. 5. Please email [email protected] for notification that a donation

has been entered. Also, send in a copy of the gift card receipt to Finance.

***Your register will be short by the Gift Card amount at the end of the day. The adjustment will be made by Finance once the email and RCOs have been received.

It's important that every individual barcode be scanned when multiple cards are purchased.

Each unique “serial number” must be activated for the customer to be able to use each card. On Special Requests for quantities over 25 of any gift card, please contact the CFO for help with ac-tivation.

mailto:[email protected]


Rewards Program and Keytag

All facility employees, hospital volunteers, patients, guests and other frequent shoppers are invited to enroll in the Rewards Program. No LORI’S employees are allowed to participate in the Rewards Program or use Rewards Coupons received from a customer.

• 1 point is earned for every dollar spent (before sales tax) on regularly priced merchandise (exclusions include sale and discounted merchandise and service items such as movie tickets, gift cards, transportation tokens and stamps.)

• Points received for purchases are printed on each receipt. Each account balance is the previous day’s balance. The current day’s points earned on new purchases will be in tomorrow’s balance.

• Once 100 points are accumulated, a $5 Rewards Coupon will be automatically emailed to the email address on file the next day. Balances over 100 points remain in the Rewards Member’s account until the next 100 points are accumulated.

If the Customer has registered their Rewards Tag, but does not have the key tag with them, tap on “Lookup” on the Sales Function Menu of the

POS screen to find their number.

• Type in either the last name of the customer, their phone number or email address. Email address or phone number will provide an exact match if the customer registered that information.

• Tap on the grid labeled “First Name”. This will arrange the names alphabetically by first name.

• Scroll down to the first name that matches the customers.

• Tap “Select”; you will now be back on the POS Home screen.


Ask everyone first “May I scan your Rewards tag?”

• The customer’s tag# will appear in the center of the bottom tool bar.

• Customers receive coupons via the email address registered to their tag #.

• Coupons can’t be printed from the Lori’s website.

• Register on the website address on the back of the keytag at www.lorisgifts.com and clicking on the Rewards Customer logo.

• Other changes made here include email address, password, phone number and combining multiple keytags, reviewing points earned

and redeemed.

• Coupon redemption is managed by a coupon number. Rewards Members must have a printed coupon received by email OR show the Sales Associate the coupon on a cell phone or tablet. Once the coupon number is used, it cannot be used again.

• If a customer does not have computer access, they can have their coupon information emailed directly to the store by contacting the Rewards Supervisor at 888-609-8857 ext. 1028 or

[email protected]

• If a tag is not scanned at the beginning of the transaction, points can be added by providing the date, register #, transaction number in an email to the address above.

http://www.lorisgifts.com


Change Maker Candy Prices

Neatly print the names of all of the Change Makers and their prices that you carry in your store below for quick reference at the POS register.


Change Maker Candy Prices


Neatly print the names of all of the Change Makers and their prices that you carry in your store below for quick reference at the POS register.

Frequently Needed SKUs Frequently Needed UPCs

Lori’s offers customers

personalized Gift Bags

for a nominal fee. Use:

• Clear Speedbags for

larger gift, such as a

game or perfume.

• Small Cello bags for

candy or small

novelty items.

Once the bag is filled,

1 ribbon is used to tie a

bow and the ends are

curled using the open

edge of your

Speedbag and

Ribbon Cello bag and

Ribbon

2 1/2” Primary Color Balloon Wt,

2 1/2” Pastel Color Balloon Wt, #9617

3” 8 Gram Balloon Wt, #5668


Kelli’s Baby Earrings, #14029

Kelli’s Vanilla Scented Soothies Pacifier, #96004

Kelli’s Baby Bracelets, #1529

Kelli’s Birthstone Rosaries, #34200


Frequently Needed UPCs Metal Morphosis Keys


Frequently Needed UPCs

Cut and tape the bar codes/UPC numbers directly on to this card for the UPCs frequently needed because the UPC number is not on the merchandise itself. For Example: UPCs for pocket tokens that don’t have the bar code on the individual tokens.

(DO NOT do this for balloons, as each individual balloon must be scanned for AR to work correctly, or any other product that does have a UPC on the individual product itself.) Write the name of the item on the paper sticker on the left side of the card, then tape the UPC next to it. Use the price gun to make a price ticket for the price of the item and place it next to the UPCs on this card.


Frequently Needed UPCs


POS Issue Quick Fixes

If no Internet (Can’t open TimeSaver/Error 5 on credit cards):

1. Restart the router: Find box under register that says “Sonicwall”

2. Unplug the black power cable and plug it back in

3. In POS, go to “SYSTEM” and stop POS program

4. Restart POS

Recalibrate the touchscreen 1. Press the SCREEN CALIBRATE in the top left corner or use the F12 key

or click it with the mouse.

2. Touch your finger to the center of the screen. The targets will move around the screen; press each target.

3. When the check mark appears on the screen, touch the screen in different places to make sure the check mark follows your touch.

4. Click the large green check box to finish and go back to POS.


Receipt will not print/cash drawer doesn’t open:

1. Lift printer to locate the two cables on the bottom. Unplug the USB cable (the larger of the two; there is no clip on this cable.)

2. Wait about 5 seconds and plug it right back in.

3. Go to System and stop the POS

4. Restart POS.

5. Run an X-Tape to make sure the printer prints and the drawer opens.

After beginning day and cashing in, the POS screen goes back to “Begin Day”:

1. Sign out as cashier; then hit “Begin Day” again.

2. Run an x-tape to open the drawer

3. Hit “Cash in” and proceed as usual

Drawer will not open to cash in:

1. Go to System and sign out as cashier

2. Go to “Begin Day” and run an X-Tape. Drawer should open

Touchscreen has stopped working

1. In the POS, go to SYSTEM, then stop POS program.

2. On the Windows screen in the left hand corner, click the START button, then restart computer.

3. When the computer comes back up, open POS and recalibrate the touchscreen.


Management Team 30-Minute Pre-Opening Checklist (Monday-Friday): Clock-in Begin the Day Procedures for each Register

Prepare Deposit Prepare Change Order Complete RCO envelope (refer to RCO Documentation in this booklet) RCO Review: Key points- Employee Purchases, No-Sales, Price Overrides Run TimeSaver Actual vs. Scheduled Report and Time Log Review Online Receiving Walk store and prepare Daily Success Plan; circle and assign daily tasks to complete for each staff member

15-Minute Pre-Opening Checklist (Saturday, Sunday and Holidays): Clock-in

Begin the Day for each Register Review Daily Success Plan tasks

Closing Checklist: Lock store door(s) at the end of business hours; leave lights on. Note: Store must stay open as long as there are customers in the gift shop. Deliver any Phone Orders/Web Orders, if applicable. Close each register by going to “During the Day/End Day” on Operations Menu. Follow POS closing instructions. Note drop(s) on Daily Drop Log on the Store Web. All drops are secured in safe. Clean front door with glass cleaner. Clock-out. Turn off lights upon exiting . Must leave through front door; double check door is locked.

Opening/Closing Checklist

Documents

POS QUIK REFERENE GUIDE, Ringing Promotions · 2020. 3. 28. · POS Quick Reference Guide February 1, 2015 Ringing Retail Gift ards (Non-Lori’s) For Retail Gift ards (Non-Lori’s