Using Precision - The Basics
This article answers all the questions you might have about logging in, logging out and making the sales you will be achieving throughout the day.
It is therefore composed of the parts below:
A - Open a session:
To do this, go to the Precision Systems application from your IPhone or IPad.
Enter your access code on the numeric keypad
You will automatically land on "Order Counter", in other words, your sales screen from which you can start selling.
Processing a sale
Processing a sale involves the following operations:
There are several ways to add products to a sale on your Precision Systems sales screen.
To learn more, please see How to Add Products on Precision Systems
The search bar at the top of your sales screen makes it quick and easy to find your products.
You can search for a product simply by typing its name, a keyword or its reference.
Manage the products added to the sales
If you add the wrong product to the customer's cart, .you can remove it by pressing on the right side of the product from the cart located on the right sidebar.
If you want to view more information about a product you just added to a cart, you can do so from the sales screen.
Press the product name in the list of products added to the cart from the right sidebar,
And then on .
View the state of the stocks and products details .
This is useful if you want to see the product description or certain information such as stock levels. You will be able to see the stock level in all your stores, which will allow you to easily check if an item is in stock in another store..
Changing the product quantity allows you to add more of the same item to the sale. This is best practice, so it's a good idea to get into the habit of doing it this way. This ensures that all discounts apply to ALL items and that price catalogs with quantity-based discounts are applied correctly.
To change the quantity,
- Tap a product to add it multiple times
OR
- Press on a product from the list of products in the cart
> Press on the
> > Press on the “Quantity“ field to modify its quantity
When processing a sale, you may need to apply a discount to one of the products in the shopping cart and this is called a “per item discount“, or to your customer's entire cart.
Remise par article :
It is possible for you to apply the discount:
In percentage on the product:
To do this;
> Click on a product in the shopping cart
> Enter the percentage of the discount you want to apply to it in the “Discount“ field
> Press on theat the bottom of the numeric keypad to validate the modification.
OR
Directly on its unit price::
To do so;
> Click on a product in the shopping cart
> Then enter the reduced price in the “Price“ field
> Press on the at the bottom of the numeric keypad to validate the modification.
Note that::
When running reports, these discounts are recorded and associated with each product..
Remise sur l’ensemble du panier:
This is often used for a staff discount, or when you simply don't want to apply the discount to a particular item but to the entire cart..
It is possible to apply the discount to the entire cart as a percentage, or in currency..
To do so;;
At the bottom of your cart, in the lower part of the right sidebar of your screen,
> Go to ”Discount”.
> Then enter the percentage on the numeric keypad that will be displayed
> Press the button at the bottom of the numeric keypad if the amount entered corresponds to the percentage reduction, ,
or on the button Discount in USD if the amount entered is the currency amount to be discounted. .
The discount will then be visible in the basket information details in the lower part of the right sidebar and applied to the total amount to be paid
Note that::
The discount entered will apply not only to items in the cart at time T but also to items you add to the cart afterwards and before checkout..
Notes can be added to the shopping carts..
To do so, press on “Note“ in the lower part of the right sidebar of your sales screen below your cart.
You can choose to print or not the note on receipt
via the buttonNotes can be added to the shopping carts.
IYou can park a sale, in other words, put it on hold.
The customer may want to return to your shelves to add more products to their cart or whatever, and will need you to keep their purchases saved until they return.
This option allows you to hide the customer's cart until they return and free up your screen for other tasks or sales.
Here are the steps to follow to put a sale on hold:
Proceed with the registration of the sale on your "Counter Order" sales screen
From the right sidebar of the screen Press located above the customer cart details.
Your sale will then be parked and you can find it by going to located to the left of .
Tip:
Add a note to the cart before you park it so that you can easily find it in the saved carts when the customer returns.
Note that:
All held baskets will be lost if you close your checkout session. unlike planned sales.
It is likely that you will need to discard a cart to start over or simply cancel it long before you have made the payment.
To do this, after you have saved the shopping cart
press Empty .
Your cart will then empty and you will be able to start over or move on to another sale.
Note that:
Sales canceled in this way will not be recorded in the sales history and cannot be recovered.
To assign a customer to a current sale, you can search for a customer in your database,
To do this,
Enter the name the first name, the phone number or the e-mail address of your customer in the customer search bar.
A balloon will be displayed;
You can continue to type more letters to refine your search or select the right client from the list of proposals.
Note that if you can't find the customer, you will be able to add him without leaving the sale screen.
To learn more, please see our article Adding New Customers to a Sale.
For more information on creating new customers and managing existing customers in Precision Systems see our article How to Add Customers to Your Database in Precision Systems..
Once you've added all your items, you're ready to pay for the sale.
Click on the Pay button. You will be redirected to the payment screen where you will find a variety of payment type buttons
To accept a cash payment, click on Cash.
You will then have to select the exact amount that the customer will provide you with from the proposals in the chat box that will be displayed
or use the input field to enter an exact amount.
You can accept more than one payment method for a single sale in Precision Systems, which is called a split payment.
You will be presented with the different payment methods on the payment screen.
To process a split payment;
> Press the small keyboard illustration on the right side of the amount to be paid field
Enter the amount that the customer will provide you with on the keyboard that will be displayed
> Press “Update: Amount paid“.
> Select from the suggestions the means by which the amount entered was paid (e.g. Cash)
>The remaining amount to be paid will be adjusted and will then be displayed , for you to pay with another type of payment (e.g. credit card).
Note that:
In the right sidebar of your screen, you can see the details of the payment, i.e. the fractions of the payment and how they were settled.
It allows you to save the cart of an order and schedule its delivery and or payment at a later time (whether it is hours or days)
To do this:
> Proceed to the usual registration of the cart of your customer cart from “Order counter“, then go to the payment page..
On the checkout page, check:
> “Plan now” if it is only a matter of a few moments before you deliver and get paid for the order.
Or
> "Select a period” to fill in the details of the schedule.
> > Then press the button Validate
You will be able to find all your planned sales in the “To be delivered in the follow-up“ section accessible from the Menu
You will be able to register :
- The delivery and or the payment of the order by pressing on "Deliver"Deliver” located in the upper right part of the screen
- The delivery and or the payment of the order by pressing on“Payment”
located in the lower part of the screen.
(This option is often used by restaurant owners, who must first register an order at time T-1, deliver it at time T, and then collect the customer at T+1)
It is common in some businesses to sell and defer payment until later.
It is possible for you to register this type of unpaid sale.
To do this you need to:
> Proceed to the registration of the cart from your sales screen "Counter order".
> Assign the cart/sale to a customer in your customer database or add one if it is new.
(for more information refer to part 7 of this article or see How to add customers to your database in Precision Systems for more detailsfor more details
> Proceed to checkout by pressing PAY on the bottom of the right sidebar.
> Press LAY BY on the bottom of your payment screen.
Note that:
The button LAY-BY will not be active so you cannot go any further unless the sale is assigned to a customer first.
If you did not do this when registering the order on the sales screen, you can always remedy this by adding a customer or scan their loyalty card from the checkout screen.
> Confirm your request in the chat box that will be displayed
And that's it.
You will then be able to find the basket sold on credit in the “credits“ section related to the customer, accessible from the menu in the “Customer database“ section
C- Closing a session:
To close the current cash session start by pressing "Close Session”in the “Cash” section of the menu
Then enter your receipts for the session or the day, in cash, by check or by EFT on your closing screen.
Note that:
The numeric keypad displayed on the right side of your closing screen allows you to enter the number of bills or coins or the amount of checks and card transactions.
Example:
- For 2 bills of 50, enter "2" on the numeric keypad and then choose "€50" from the bills offered on the left side of the screen.
- For a card payment of 1200€, enter 1200 on the numeric keypad then choose "TPE".
Once you have finished recording the cash receipts for the session, press "Enter" to enter the amount of the cash float at the end of the session and then press "OK".
Note that:
The session closure is the receipt that summarizes the sales made during a session (given period).
When you press the session closure button, you will be asked to choose between :
- X de caisse X of cash desk: This action materializes the end of the current user's responsibility on cash receipts, leaving room for another user to open a new session under his responsibility.
- End of day or Z of cash desk : This action designates the end of the last session of the day.
To close a cash session start by pressing "Session closure”in the “Drawer” section of the menu
If the mandatory inventory option is enabled on your account, you will be asked to choose between X report or X of the day: that materializes the end of the current user's responsibility on cash receipts, leaving room for another user to open a new session under his responsibility. Or End of day or Z of the day: that designates the end of the last session of the day. Note that: the session closure is the receipt that summarizes the sales made during a session or a given period. Once your choice has been made From the green screen that will be displayed, press the button "Cash Register Closure"
Then enter your receipts for the session or the day, in cash, by check or by EFT on your closing screen.
Note that:
The numeric keypad displayed on the right side of your closing screen allows you to enter the number of bills or coins or the amount of checks and card transactions.
Example:
- For 2 bills of 50$, enter "2" on the numeric keypad and then choose "50$" from the bills offered on the left side of the screen. For a card payment of 1200$, enter 1200 on the numeric keypad then choose "EFT" on the left side of the screen.
Once you have finished recording the cash receipts for the session, press "Enter" to enter the amount of the cash you will leave in the drawer at the end of the session and then press "OK".