Inforum 2008 Cashiering Demo

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Hansen 8 Cashiering

Perry MehtaTechnical Trainer, CDR

2 Copyright © 2001-2008 Infor Global Solutions

Agenda

Purpose/function of Cashiering Cashiering Process

1. Setup

2. Cash Drawer

3. Drawer Transaction

4. Count Out/Lookup Q and A


World of Cashiering

Cashiering

Step 1Setup

Step 2Cash

Drawer

Step 3Drawer

Transaction

Step 4Count Out/

Lookup


Transaction Analysis

Count In

Select the Charges

Make the Payment

Print a Receipt

Count Out


Purpose/Function of Cashiering

Cashiering provides the tools that your agency needs to accept and track customer payments, manage the drawers and registers used by your cashiers, and monitor drawer balances.

After cashiers are assigned to active cash drawers, they can begin accepting payments. When a customer approaches a cash register, the cashier can search for the customer's charges, accept the payment, and print a receipt.

Hansen 8 will create a transaction record for the payment and for any other movement of funds during the period the cash drawer is in use.


Step One: Setup

Setup Cashiers with Access and Licenses Create Register Group and Update Access Create Register that points to Register Group Setup Internal and External Charges Setup Cashiering (Denominations and Register Based

Drawer) Denominations

Quarters Nickels $1 Bill $10 Bill $20 Bill


Step Two: Cash Drawer

Generate Drawer (create a template and use it) Count-In the Drawer Activate the Drawer by selecting Register


Step 3: Drawer Transaction

Discuss the Main Menu options for transaction Select two different Internal Charge and One External

Charge Make a payment as combination of cash and credit card


Step 4: Count Out/Lookup

Lookup Drawer/Register Transaction Count Out the Drawer

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