Cashier Action FAQs

FTx Cloud POS offers 100% configurable POS panels. Your store might have chosen to change the button's name or place.

These FAQs show the standard names and navigations of the buttons, and they will certainly help you figure out the solution you are looking for. If you have any questions or need clarification, please reach out to your manager for further guidance. 

1. Can I reprint a customer's receipt? 

1. Yes, you can. Click the "Print Receipt" button. The system will bring up a list of previous receipts to select from and print.
2. Use the "Print Receipt" button type to create a button that allows the cashier to reprint a previously recorded sale receipt. The cashier will also have the option to print a gift receipt on which the dollar values will be obscured. The past three days' worth of receipts are available.

2. How do I print a gift receipt? 

1. The gift receipt is a receipt with the dollar value obscured. 
2. Click the "Print Receipt" button on the POS panel. The system will prompt an option to print a gift receipt or to reprint the receipt. Choose to print the gift receipt. 

3. How can I remove or void an item from the sale? 

1. During the sale process, the customer may tell you to remove a specific item from the sale.  
2. If the customer wishes to remove the last added item, expand the sale item and click on the Void icon. A prompt will be displayed to enter the reason to void the item. Select or enter the reason and click "Ok." The system will delete the item from the sale.

4. How can I edit the item quantities on the sale? 

1. Expand the sale item for which the quantity needs to be edited. 
   

1. You can use (-) or (+) icons to add or remove the number of items.

5. Can I open the cash drawer without logging a sale? 

1. Yes, you can if you have the required rights to open the cash drawer without logging a sale. 
2. Click the "No Sale" button on the POS panel to open the cash drawer without logging a sale. (Depending on your company's selected settings, a screen may appear prompting you to choose a reason for no sale.)

6. How can I search for a specific item in POS and add it to the sale? 

1. You may need to search for a specific item on POS in cases such as when a customer tells you to add it during the sale or when you find difficulty in scanning a product due to its damaged barcode sticker, etc. You can search for a specific item using the "Item Search" button. 
2. Click the "Item Search" button on your POS to search for a specific item.
   

1. The Product Search screen will appear, as Figure 1.2 shows. Search for the products you want to add to the order.

1. Search By: The Search By drop-down lets you select the information type you want to insert in the search bar. You can choose from Description, UPC, UPC Expanded, Vendor Part, and Everywhere.  

1. All Products: The All Products drop-down lets you select the product listing from All Products, Active Only, and Inactive Only. 

                                                                                                               Figure 1.4 

1. Search Bar: The Search bar lets you enter the keywords based on which you want to search for the product.

                                                                                                               Figure 1.5

1. Make appropriate selections for the Search By and All Products drop-downs, enter the keywords in the search bar, and click the "Search" button. Based on your input, the item list will appear, as Figure 1.5 shows.
   
2. Click on the desired item's name and click "Add to Sale." The system will add the selected item to the sale.
   
3. If the item you selected has multiple prices, the system will prompt you to select the price. 
   

7. How can I exempt the tax from the sale? 

3. Customers such as government entities, Non-Governmental Organizations (NGOs), schools, etc., are eligible for tax exemption.
   
4. Scan all items and click the "Tax Exempt" button. 
   

                                          Figure 1.6

5. The Tax Exempt Information screen will appear. Add the required information in the fields and click "Confirm." 
   

                                                                                             Figure 1.7

8. How can I check an item's price and details on POS? 

1. Click the "Price Check" button and scan the item or enter its UPC manually. 
   
2. The Product Detail screen will appear, displaying the product price and other details, as Figure 1.8 shows.

2. To add this item to the sale, specify the required quantity in the "Qty(s)" field and click the "Add To Sale" button. 
3. Use the Vendor Parts button to view the vendor part details and the "Print Label" button to print the item's label. 
   

9. How can I handle the remote sale? 

1. In retail businesses, sometimes customers order in advance and then come later to collect the order. Even there can be big orders in such cases. The Remote Sales feature in FTx Cloud POS makes it easy for store employees to handle such situations. The store employee can scan the products via handheld as a remote sale and keep the order ready. When the customer arrives, they go to the store's payment desk. The cashier can see the scanned order in the POS device's Remote Sales section and proceed with the payment. 
   
2. Click the "Remote Sales" button. The POS | Remote Sales screen will appear, displaying the list of all remote sales. Select the sale you want to proceed with and click "Ok." The system will show the selected sale as a current sale. Proceed with the payment. 
   

                                                                                                                                                                                                 Figure 1.9

10. How do I handle the item's return?

1. Click the "Item Return" button. 
   
2. The Item Return screen will appear. 
   

                                                   Figure 2.0

3. You have three options to proceed further: 
   
1. Scan the item to be returned.
   
2. Click "Manually Enter Receipt #" and enter the receipt number manually. The system will show the Full Receipt screen. Select the item to be returned and proceed for the refund.
   
3. Click Manual Item Return to complete the return process manually. This option is useful when the customer doesn't have the receipt. 
   
4. The system provides flexibility in processing refunds. For instance, if a payment was made using a debit card and the customer now requests a cash refund, FTx Cloud POS will accommodate this. However, if the payment was made with loyalty tokens, the system will process the refund as specified by the corporate employee in Control Center.
5. We recommend that you understand your store’s return policy from your manager. 

11. How do I search for a customer?

1. Click the "Add Customer" button on your POS Main panel.
   
2. The Customer Lookup screen will appear. 
   

                              Figure 2.1

1. Enter the customer's phone number and click the "Lookup" button. The customer's profile screen will show customer details.
   

                                                                                                                                                                                                                                                                Figure 2.2

1. You can also search for the customer using other details such as By Phone, By Customer ID, By Last Name, By Email, By LNS Card No, and By License No.
   
2. Click the "Advanced" button on the Customer Lookup screen. The Customer Lookup screen will appear. Use the Search By drop-down to select the information type you want to insert in the search bar, enter the information in the search bar, and click the "Search" button.
   

                                                                                                                                                                                                                          Figure 2.3

12. How can I edit the customer's details in the POS?

1. Search for the desired customer using the steps explained in "11. How do I search for a customer?" and navigate to the customer's profile screen. 
   

                                                                                                                     

                                                                                                               Figure 2.4                                                                                                      

1. Click the "Edit" button.
   

1. Make the required changes and click on "Save."

13 How can I add a new customer? 

1. Click on the "Add Customer" button on your POS panel.
   

1. The Customer Lookup screen will appear. Click the "New Customer" button. 
   

1. The Add New Customer screen will open. Fill in the appropriate information and click the "Save" button. 
   

                                                                                    Figure 2.8

14. How do I suspend a transaction?

1. When to suspend a sale: A situation may occur when you are in the middle of the sale, and the customer says they have forgotten the wallet and will return soon. Or the manager's intervention is required in a sale, and there is a queue at your till point. So, the manager wants to continue the sale using another register. In such situations, it is suggested that the sale be suspended.
   
2. When you cancel a sale, the system removes it, and you cannot retrieve it. When you suspend a sale, the system clears your screen, and you can proceed with the next sale. However, you can retrieve the suspended sale when you want.
   
3. Scan all items and click the "Suspend Sale" button on your POS panel. 
   

                                                                                                Figure 2.9

1. The current will be suspended successfully. 
   

15. How do I retrieve a suspended transaction? 

1. Click the "Resume Sale" button on your POS panel. 
   

                                                                                                Figure 3.0

1. The POS | Resume Sale screen will appear, listing all suspended sales. You can select the "All Suspended Sales" or "Only Register Suspended Sales" option to view the suspended sales list.
   
1. All Suspended Sales: This option lets you view all suspended sales in your store.
   
2. Only Register Suspended Sales: This option lets you view suspended sales from the current register.
   

                                                                                                                  Figure 3.1

1. Click on the required sales record to select it. Once you click on sales record, the details of the selected sale will be displayed.
   

                                                                                                                  Figure 3.2

1. Click "Ok" to resume the selected suspended sale. 
   
2. The system will resume the sale. Please proceed with the regular sales and payment process. 

16. How do I handle an age-restricted sale? 

Selling age-restricted items requires caution to ensure legal compliance, protect business reputation, ensure consumer safety, avoid financial penalties, safeguard licenses, uphold ethical responsibility, and pass law enforcement checks.

1. If the corporate mandates scan the driver's license or government ID, the system will show the Age Verification screen, as Figure 3.3 shows. You must scan the driver's license or government ID to proceed with the sale. If the customer doesn't have the required documents, please call the manager to use the manager override feature. 

1. If the corporate employee doesn't make it mandatory to scan the driving license/government ID, the system will show the Age Verification screen, as Figure 3.4 shows. You can add the date of birth manually to sell the product. 
   

                                                                     Figure 3.4

17. How can I log an open department sale? 

An Open Department Sale in a retail store refers to a transaction in which an item is sold without a predefined price or product code in the system. During checkout, the cashier manually enters the price and selects the appropriate department to process the sale. This type of transaction is often used for miscellaneous items, custom-priced products, or untagged merchandise.

1. Click the "Open Department" button and enter the item's price amount.
   
2. If the authorized user has allocated only one department as the open department, the system will log the sale to that department. You can continue scanning the other products or processing the payment. 
   
3. If the authorized user has allocated multiple departments as open departments, the system will display the department names and the amount you entered. You can change the amount if required. Click the applicable department and continue scanning the other products or processing the payment. 
   

                                                                                                            Figure 3.5

18. How do I perform Register Z?

Please follow the steps below to perform Register Z:

1. Click the "Register Z" button. 
   
2. A confirmation pop-up will be displayed.
   
3. Click "Yes."
   
4. The Register Z report be completed, and the shift will be closed. 
   
5. Click "Ok."
   
6. Click "Reconciliations" from the left panel.
   
7. Click "Shift Reconciliations."
   
8. Select the shift to reconcile and click "Select."
   
9. Click "Continue" for all the tabs.
   
10. Click "Save."

19. How do I redeem the loyalty tokens manually? 

1. Select the loyalty customer for a sale.
2. Select Non Cash payment method.
   
3. Click on the "Due" button.
   
4. Click on the "Redeem Loyalty" button. 
5. Enter the amount to redeem.
   
6. Proceed with the transaction. 

20. How do I perform safe drops?

1. Navigate to the POS panel. 
   
2. Select the payment method.
3. Click the "Safe Drops" button. The Safe Drop screen will appear.
   
4. Enter the amount and click "Ok." The safe drop will be completed successfully. 
   

21. How can I know an item's QOH from POS?

Please follow the steps below to know the item's QOH at other stores from POS:

1. Click the "Item Search" button on POS panel. 
   

1. The Find Item screen will appear.
   
2. Make appropriate selections for the Search By and All Products drop-downs, enter the keywords in the search bar, and click the "Search" button. Based on your input, the item list will appear, as Figure 3.8 shows. It will have the QOH column. 
   

22. How can I check the balance on a gift card? 

1. Click the "Gift Card Balance" button on the POS panel. 
   

                        Figure 3.9

1. Scan or swipe the gift card and click "Ok." You can manually enter the gift card number too. 
   

                                                                                              Figure 4.0

1. The system will display the available balance on a gift card. 
   

23. What is a CFD in a POS System? What are the advantages of using a CFD?

1. Customers can see the items being added, their prices, and any applied discounts.
   
2. Ensures accuracy and builds trust between the customer and the retailer.
   

1. Displays the running total of the bill, tax amounts, and final amount payable.
   
2. Customers can verify the amount as the items are processed.
   

1. By allowing customers to monitor the scanned items, errors such as incorrect pricing or duplicate scanning can be quickly identified and corrected.

1. Displays payment options (cash, card, mobile wallet) and prompts customers during payment.
   
2. Shows payment confirmation once the transaction is complete.
   

1. During idle time (e.g., before scanning begins), the CFD can display promotional offers, discounts, new product launches, or advertisements.
   
2. Helps retailers market their products and services effectively.
   

1. By improving transparency and reducing errors, the CFD enhances customer satisfaction and confidence in the POS process.

24. What the is Training Mode in FTx Cloud POS? 

The system indicates when a POS is being operated in the training mode, as shown in Figure 4.1.

26. What is a smarttill? Can I integrate it with FTx Cloud POS?