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 search topics using the SwiftPOS Help |
🞏 |
🞏 |
|
How to move a SwiftPOS Touch terminal from the SwiftPOS Back Office. |
🞏 |
🞏 |
|
How to Change the Location setting of a SwiftPOS Touch terminal at the terminal itself. |
🞏 |
🞏 |
|
How to install a Software Update to SwiftPOS |
🞏 |
🞏 |
|
How to view the Event Log Reader and general troubleshooting |
🞏 |
🞏 |
|
How to set up Security Groups to restrict staff from different Menus in SwiftPOS |
🞏 |
🞏 |
|
Understanding of the Location Groups (Venues) that have been set up at your Venue |
🞏 |
🞏 |
|
|
|
|
|
Accounts/Customers/Members |
Trained |
Not Used |
|
How to set up Account Customers and set credit limits |
🞏 |
🞏 |
|
Set up Account Classifications |
🞏 |
🞏 |
|
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. |
🞏 |
🞏 |
|
How to perform Account Payments in SwiftPOS in addition to reversing payments and creating balance adjustments. |
🞏 |
🞏 |
|
How to set up Member Classifications and Fee Renewal Dates |
🞏 |
🞏 |
|
How to create new Customer/Members |
🞏 |
🞏 |
|
How to Receipt Membership Fees in the SwiftPOS Back Office |
🞏 |
🞏 |
|
How to create and print Member Cards |
🞏 |
🞏 |
|
How to create Interest Groups and apply them to Members |
🞏 |
🞏 |
|
Understanding of the Member Preferences that have been set up in your Venue |
🞏 |
🞏 |
|
How to create Member Marketing |
🞏 |
🞏 |
|
How to change the Loyalty conditions in your Venue |
🞏 |
🞏 |
|
How to run Barrel Draw Promotions |
🞏 |
🞏 |
|
|
|
|
|
SwiftPOS Back Office Invoicing |
Trained |
Not Used |
|
Understanding how to select Terminals, Accounts, Price Levels and other settings in SwiftPOS Back Office Invoicing |
🞏 |
🞏 |
|
How to create each type of sale in SwiftPOS Back Office Invoicing which are Sale, Void/Credit and Quote |
🞏 |
🞏 |
|
|
|
|
|
Clerks/Staff |
Trained |
Not Used |
|
How to set up Clerks/Staff and assign them to Clerk/Staff Groups |
🞏 |
🞏 |
|
How to complete missing information in the Clerk Time Clock for staff that forget to clock-off |
🞏 |
🞏 |
|
Understanding of all the Clerk Reports that are available and how they can benefit your Venue |
🞏 |
🞏 |
|
Understanding the way Security is implemented in SwiftPOS |
🞏 |
🞏 |
|
How to change security settings for clerks using the Clerk Security Groups screen |
🞏 |
🞏 |
|
How to change the data which a clerk can view by using Clerk/Staff Groups and Location Groups (Venues) together |
🞏 |
🞏 |
|
|
|
|
|
General Ledger Interfaces |
Trained |
Not Used |
|
Exporting to MYOB |
🞏 |
🞏 |
|
Exporting to other General Ledger applications |
🞏 |
🞏 |
|
|
|
|
|
Inventory/Stock |
Trained |
Not Used |
|
How to Hold Stock in Location(s) to facilitate a Stocktake |
🞏 |
🞏 |
|
Where do you set up the sales Locations and the Locations that you are drawing Inventory from |
🞏 |
🞏 |
|
How to use the Inventory reports to find variations in the actual Inventory count |
🞏 |
🞏 |
|
Setting minimum and maximum Stock on Hand (SOH) levels using the Levels Wizard |
🞏 |
🞏 |
|
How to do Stock Transfers and Adjustments |
🞏 |
🞏 |
|
How to load the software into the PDE |
🞏 |
🞏 |
|
How to load the PDE with Barcodes |
🞏 |
🞏 |
|
How to do a Stocktake with the PDE |
🞏 |
🞏 |
|
How to use the PDE Reports to assist with balancing Inventory variances |
🞏 |
🞏 |
|
|
|
|
|
NetPOS Software |
Trained |
Not Used |
|
Understanding of how NetPOS.Net is used |
🞏 |
🞏 |
|
Specific instructions on how NetPOS is used in your Venue |
🞏 |
🞏 |
|
|
|
|
|
Products |
Trained |
Not Used |
|
How to create new Products via the Product Records or use the Quick Edit screens |
🞏 |
🞏 |
|
How to calculate Recipe quantities correctly |
🞏 |
🞏 |
|
How to add new Supplier records to Products and update contract and rebate prices. |
🞏 |
🞏 |
|
How to add new Categories |
🞏 |
🞏 |
|
How to set default GST/Tax rates on Purchases and Sales for each Category |
🞏 |
🞏 |
|
How to add Print Groups |
🞏 |
🞏 |
|
How to add Product Groups and Master Groups |
🞏 |
🞏 |
|
How to add Families and assign Products to Families |
🞏 |
🞏 |
|
How to do bulk Price changes using the Price Changes Wizard |
🞏 |
🞏 |
|
How to do bulk Cost changes using the Cost Changes Wizard |
🞏 |
🞏 |
|
How to print Price Labels |
🞏 |
🞏 |
|
How to create Product Labels |
🞏 |
🞏 |
|
How to set up Specials/Promotions |
🞏 |
🞏 |
|
How to set up Happy Hours |
🞏 |
🞏 |
|
|
|
|
|
Sales Reporting and Reconciliation |
Trained |
Not Used |
|
How to Search for a particular transaction |
🞏 |
🞏 |
|
How to do a Cash Reconciliation on all the SwiftPOS Touch terminals |
🞏 |
🞏 |
|
How to use Location Sub Filters to provide extra filtering in reports. |
🞏 |
🞏 |
|
How to setup Time Periods which are used to determine time ranges used in a number of sales reports |
🞏 |
🞏 |
|
Understanding of all the Sales Reports and how to use them to manage sales margins and increase sales |
🞏 |
🞏 |
|
|
|
|
|
Suppliers |
Trained |
Not Used |
|
How to create a Supplier |
🞏 |
🞏 |
|
How to create a Purchase Order on a Supplier |
🞏 |
🞏 |
|
How to enter an Invoice from a Supplier |
🞏 |
🞏 |
|
How to create Supplier Codes for each of the Products that you sell |
🞏 |
🞏 |
|
Understanding Pack sizes and minimum order quantities for ordering from Suppliers |
🞏 |
🞏 |
|
Using the Supplier eTrade Price Book |
🞏 |
🞏 |
|
Using the Invoice Import screen to easily import Supplier Invoices |
🞏 |
🞏 |
|
How to create a PDE Purchase Order and import into SwiftPOS using the PDE Orders screen |
🞏 |
🞏 |
|
Understanding of Supplier reports, Usage reports and Reorder reports |
🞏 |
🞏 |
|
|
|
|
|
Signed: _______________________________________________
Site Name: _____________________________________________
Date: ____________________________
|
||
Related Topics
