Whether you’re a new business owner who has never used a cash register before, or an experienced owner who has only used a traditional electronic cash register, moving into the world of touchscreen cash registers can be confusing.
But trust us, it’s worth it. If you invest a little time now to truly understand how your new point of sale register works, you’ll reap the rewards down the line with faster transaction speeds, more accurate employee tracking, simplified inventory management and deep insights about the financial performance of your business.
To help you get up to speed with your new POS register so your small business can see these benefits as soon as possible, we put together a brief guide to show you exactly how to use a touchscreen cash register.
Leave your legacy cash register
Know which questions to ask before you make the switch.
Set up your system
The first thing you’ll want to do is set up your new touchscreen cash register. To maintain consistency with the retail, restaurant and payments industries, we’ll refer to your register as a point of sale (POS).
If you decided to purchase a modern POS system that runs on an iPad, then the setup process should be pretty straightforward. You’ll want to connect your device to power, turn it on, and download your system’s register app from the App Store. It’s also possible that your register app came preloaded on your tablet.
Before you can start using your register, you’ll want to login to your system’s back office application and set up the rest of your point of sale system. This back office software is where you’ll add inventory, configure tax rates, add new employees, review reports and manage your entire business. In modern systems, this application is typically accessed with a web browser on a laptop or desktop computer.
When the software side of your system is ready to go, and your tablet register is working, the next thing you’ll want to do is set up your hardware peripherals. For most businesses, this is going to include a cash drawer, credit card reader and a receipt printer at a minimum. If you run a retail business, you might also have a barcode scanner.
Typically these devices connect to your device with either a cord or wirelessly over Bluetooth. Before opening your doors, we recommend running a few test transactions to ensure that all of your hardware and software is working correctly.
With your system set up and your doors open, the next thing you’ll likely do is run a live transaction.
Before you can do that, you’ll need to login to the register app on your tablet. Typically this involves entering a PIN code. Doing so allows you to tie all of the transactions and associated data (sales, returns, discounts) back to your account. This is a useful tool for helping you manage your employees, especially if you want a record of each employee’s register activity.
With that done, you’re ready to run transactions. To run a transaction, the first step is to enter ‘new sale’ and then add the item that the customer is buying into the register. You can do that a few different ways. The easiest and fastest way is by scanning the barcode or UPC with a barcode scanner. However, if you don’t have one, you‘ll need to either look for the item with the on-screen buttons or search for it using the on-screen keyboard.
Once you’ve added the item, or items, to the transaction, there are just a few more steps left. You’ll want to apply any discounts that might be valid to the customer’s transaction, and then select the customer’s tender type and collect payment. Some common tender types include cash, debit, credit or smartphone payments like Apple Pay.
When ringing up a customer, make sure to search for them in your system’s customer database. If they’re a new customer, you’ll need to add them by collecting their email address. This is an important step because you can then add the customer to your email marketing list and send them promotions and other marketing emails designed to get them to buy from you again.
If the customer decides to check out with a credit card or debit card, you’ll either want to swipe it or insert it into your reader if it’s an EMV enabled card. The process is similar for running smartphone transactions. Normally the customer will just hold their phone over your reader and authenticate the transaction with their phone’s fingerprint reader or a PIN code. From there, you’ll want to follow the same receipt process as you would with a cash transaction.
Closing your shift
After a busy day spent running transactions for customers, there are a few things you’ll want to do before you turn off the lights and head home for the night. It all starts with closing your shift. Normally this is a quick process. Just navigate through your register app’s interface until you find the right button. Tap it and you’ll begin the process of closing your shift.
On most modern POS systems, closing a shift will require you to enter the amount of cash remaining in the cash drawer. This ensures accurate recordkeeping day to day. Once you enter the cash amount into the register app, go ahead and close the shift.
From here you’ll want to print out an end-of-day report. This report gives you a summary of the entire shift. It’ll also let you know if the drawer amount you just entered is over or under the expected amount. If you have less cash than you expected, it could even be a sign that you have an employee theft problem, so it’s definitely something we recommend looking into.
In addition to the register opening and closing amount, the report will show you other high-level information that will help you understand the day’s activity. A few examples:
- Sales by tender: the day’s sales total broken down by tender types like cash and credit.
- Returns: the day’s returns total broken down by tender types like cash and credit.
- Discounts: the day’s discounts total broken down by tender types like cash and credit.
- Drops: the amount of cash removed from the register to be deposited to a safe or bank.
- Pay ins: the amount of cash you added to the drawer during the day (e.g., you added a roll of quarters for change).
Once you’ve printed out your report, the very last thing you’ll want to do is clock out of the register app to end your shift for the day. Time to head home for some much-deserved rest and relaxation.
Today, point of sale systems are much more than simply touch screen cash registers. They’re the center of your entire business. Get more from your register with Lightspeed.