Back Office Training Checklist

 

At the completion of training the customer should have a reasonable knowledge of the following topics. Print this out and have it signed by the customer when the training is complete.

 

SwiftPOS Back Office Training Checklist

General Information and Awareness

Trained

Not Used

How to Backup/Restore SwiftPOS

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How to search topics using the SwiftPOS  Help

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How to move a SwiftPOS Touch terminal from the SwiftPOS Back Office.

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How to Change the Location setting of a SwiftPOS Touch terminal at the terminal itself.

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How to install a Software Update to SwiftPOS

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How to view the Event Log Reader and general troubleshooting

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How to set up Security Groups to restrict staff from different Menus in SwiftPOS

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Understanding of the Location Groups (Venues) that have been set up at your Venue

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Accounts/Customers/Members

Trained

Not Used

How to set up Account Customers and set credit limits

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Set up Account Classifications

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Create an Invoice in the SwiftPOS Back Office and fix a mistake made at the SwiftPOS Touch terminal from the SwiftPOS Back Office Invoicing application.

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How to perform Account Payments in SwiftPOS in addition to reversing payments and creating balance adjustments.

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How to set up Member Classifications and Fee Renewal Dates

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How to create new Customer/Members

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How to Receipt Membership Fees in the SwiftPOS Back Office

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How to create and print Member Cards

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How to create Interest Groups and apply them to Members

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Understanding of the Member Preferences that have been set up in your Venue

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How to create Member Marketing

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How to change the Loyalty conditions in your Venue

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How to run Barrel Draw Promotions

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SwiftPOS Back Office Invoicing

Trained

Not Used

Understanding how to select Terminals, Accounts, Price Levels and other settings in SwiftPOS Back Office Invoicing

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How to create each type of sale in SwiftPOS Back Office Invoicing which are Sale, Void/Credit and Quote

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Clerks/Staff

Trained

Not Used

How to set up Clerks/Staff and assign them to Clerk/Staff Groups

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How to complete missing information in the Clerk Time Clock for staff that forget to clock-off

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Understanding of all the Clerk Reports that are available and how they can benefit your Venue

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Understanding the way Security is implemented in SwiftPOS

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How to change security settings for clerks using the Clerk Security Groups screen

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How to change the data which a clerk can view by using Clerk/Staff Groups and Location Groups (Venues) together

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General Ledger Interfaces

Trained

Not Used

Exporting to MYOB

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Exporting to other General Ledger applications

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Inventory/Stock

Trained

Not Used

How to Hold Stock in Location(s) to facilitate a Stocktake

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Where do you set up the sales Locations and the Locations that you are drawing Inventory from

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How to use the Inventory reports to find variations in the actual Inventory count

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Setting minimum and maximum Stock on Hand (SOH) levels using the Levels Wizard

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How to do Stock Transfers and Adjustments

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How to load the software into the PDE

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How to load the PDE with Barcodes

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How to do a Stocktake with the PDE

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How to use the PDE Reports to assist with balancing Inventory variances

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NetPOS Software

Trained

Not Used

Understanding of how NetPOS.Net is used

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Specific instructions on how NetPOS is used in your Venue

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Products

Trained

Not Used

How to create new Products via the Product Records or use the Quick Edit screens

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How to calculate Recipe quantities correctly

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How to add new Supplier records to Products and update contract and rebate prices.

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How to add new Categories

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How to set default GST/Tax rates on Purchases and Sales for each Category

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How to add Print Groups

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How to add Product Groups and Master Groups

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How to add Families and assign Products to Families

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How to do bulk Price changes using the Price Changes Wizard

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How to do bulk Cost changes using the Cost Changes Wizard

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How to print Price Labels

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How to create Product Labels

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How to set up Specials/Promotions

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How to set up Happy Hours

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Sales Reporting and Reconciliation

Trained

Not Used

How to Search for a particular transaction

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How to do a Cash Reconciliation on all the SwiftPOS Touch terminals

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How to use Location Sub Filters to provide extra filtering in reports.

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How to setup Time Periods which are used to determine time ranges used in a number of sales reports

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Understanding of all the Sales Reports and how to use them to manage sales margins and increase sales

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Suppliers

Trained

Not Used

How to create a Supplier

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How to create a Purchase Order on a Supplier

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How to enter an Invoice from a Supplier

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How to create Supplier Codes for each of the Products that you sell

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Understanding Pack sizes and minimum order quantities for ordering from Suppliers

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Using the Supplier eTrade Price Book

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Using the Invoice Import screen to easily import Supplier Invoices

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How to create a PDE Purchase Order and import into SwiftPOS using the PDE Orders screen

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Understanding of Supplier reports, Usage reports and Reorder reports

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Signed: _______________________________________________

 

Site Name: _____________________________________________

 

Date: ____________________________

 

 


Related Topics

 

  1. Training