Man confused by EFTPOS Machine
02Apr

Training your staff in using EFTPOS machines

Retail shops, restaurants, hotels, and many other workplaces are upgrading their outdated cash register to POS systems which are more efficient. This way, companies can track inventory and record various types of transactional data at the same time. They can also do real-time tracking of everything related to a customer’s purchase – including tax information, which authorised personnel can easily access whenever they need to.

Companies who successfully transition to the newer POS systems typically then require their staff to undergo the appropriate training on how to operate and use these technologies. EFTPOS NZ, the country’s largest provider of EFTPOS terminals and payment solutions, has created an EFTPOS training checklist which makes it easier for companies to train their staff regarding POS machines.

The training guide contains a step by step process on the basics of operating EFTPOS systems, which we’re going over in detail in this article. Read on to find out more!

EFTPOS Training Checklist

Turning Your EFTPOS Machine On

Mobile terminals require you to hold down the green button for five seconds – it’s as easy as that! Countertop EFTPOS terminals are always on as long as they are plugged in.

Putting Through a Purchase

Not much is required in this step. All you need to do is to press the Menu button, select Purchase, enter the purchase amount, and simply click on the Enter key.

Changing the Paper Roll

Most EFTPOS Machines won’t process purchases unless there is paper correctly placed in the paper roll compartment. When it’s time to change the paper roll, all you need to do is to gently pull the lid release, remove the old roll and place the new roll inside so that the end hangs out the back. Then close the lid firmly and press the # key to auto feed the paper.

Processing a Settlement Inquiry

When it comes to processing a settlement inquiry, all you need to do is select Menu, scroll down and select settlement, then select inquiry. You will then select the current date and a receipt will print displaying EFTPOS totals for that day.

The training guide will also offer detailed recommendations on how to go about offline mode and troubleshooting. To get a detailed look, you can review the EFTPOS training checklist here.

Training and Service

POS Systems are made up of both hardware and software, and can be as simple or as elaborate as you want, as they can be customised to fit the needs of your business. Here at POS technology we offer to provide your business with full training and service on all products we sell. If you need assistance in terms of teaching your staff, POS Technology can help – just say the word, and we can send a technician to your actual business site to help with the set-up and management of your machines. We also service Casio cash registers, POS printers, touch screen terminals, and more.

Meeting Industry Demands

These days, successful businesses can’t afford to be inefficient. Through the help of POS systems, businesses can become more effectual, reduce their administrative costs, streamline their record keeping, and overall, improve customer service.

For all your POS needs

Talk to POS technology! Our team of specialists are more than willing to assist you in choosing the correct POS system that will meet the specific demands of your business. We provide the latest EFTPOS terminals from dial-up, broadband through to mobile EFTPOS terminals. If you are considering a point of sale system, enquire today to learn more about our range of POS equipment, and get exclusive deals!