Opening/Closing The Tray
When you first open Pinogy's Cash Register application you will need to login with your employee PIN:
...
For your protection "Save login credentials" should never be checked on a shared computer. Whenever you are logged in your actions on the system are tracked and can be viewed in a report. Best practice is to remain logged out of the POS when you are not actively using it.
Opening the Tray
Once logged in you will click on the large blue "Tray Functions" bar at the bottom left of the application. A dialog box will pop up and you will click "Open Tray":
...
Once you've finished counting your cash click the green "Return Total" button. This will send you back to the Open Cash Tray dialog. Click "Open Tray" and you are ready to do business for the day.
Closing The Tray
At the end of day you will need to close your tray session. When you click the blue "Tray Functions" button, you will see the option to "Close Tray." Clicking this will open up the "Close Cash Tray" dialog box, whereby you will count your drawer in the same manner as described above. You may be over or under your starting amount depending on the type of transactions and cash outs performed during the day.
Adding a Product to a Sale
There are multiple ways to lookup a product to add it to a sale. To toggle between them you will see a dropdown in the "Quick Entry / Search" area to the right of the app:
...
Quantity: Click on the number in the quantity column to quickly raise or lower the quantity of an item.
Price: Click on the price if you need to raise or lower it. Lowering the price in this manner may require manager level permissions. Discounts should be performed as described further down on this document.
Pencil: Click on the pencil if you would like to write a note on the sale. Your note will also display on the receipt.
X: Click on the "X" to the far right of the line item to remove it from the sale.
Looking up a Current Customer
When conducting a transaction it is best practice to ask if the customer has an account with us. If they have an account you can add them to a sale by clicking the magnifying glass to the left of the invoice total:
...
You may receive a prompt about enrolling the customer in Astro Loyalty. For more information on this please visit the "Customer Awards & Discounts" section of this document.
Creating a New Customer
If the customer does not already have an account, but would like to create one, click the green plus button to the left of the invoice total:
...
The next time the customer comes in, you or another sales associate can see the note and say, "Hey how is Duke doing?" Having this little bit of information at your disposal can pleasantly surprise and help you provide the customer with a more personalized experience.
Completing the Sale
Once all items have been added to the invoice, click the green "Pay" button beneath the invoice total:
...
Please note that an itemized customer receipt is not automatically printed at the end of the transaction. It is best practice to ask if a customer would like their receipt. If they would like a receipt you will have to click on the "print receipt" button after payment is finalized.
Placing a Sale on Hold
Pinogy gives you the option to put a sale on "hold" and reopen it at a later time. For example you are in the middle of ringing up a customer, but they say "Oh! I forgot to grab treats." At this time you could put the sale on hold and start a new transaction with the next customer in line.
...
Please be sure to close out any invoices on hold (Holds and Returns tabs) before closing your tray for your EOD.
How to Issue a Return
The recommended way is to click on the brown "Invoices" button in the top left of the Cash Register app. If it is your store policy, you should have a customer receipt to look up the date of the original transaction in order to issue a refund.
...
Note: Exchanges are one of the most common spots where inventory and money gets messed up. Because of this, to do an exchange, you will need to first complete a return, and then a new sale. If there is no money exchanging hands, then we recommend refunding the sale to a gift card, and then completing the new sale and paying for it with the same gift card.
Gift Cards & Store Credit
Gift Cards can be purchased by a customer for any amount, but they also are to be used when issuing store credit. Issuing one to a customer is a simple process. In your cash register screen with smart search enabled type "GC" into the product search bar and select Gift Card.
...
For Store Credit, stores typically use a customer’s 10-digit phone number. It is important that the number entered is uniform per your store policy, i.e. 10 digits, no hyphens, etc. This makes looking up the numbers much easier.
Customer Rewards and Discounts
Astro Frequent Buyer Program
Frequent Buyer is a customer retention program sponsored by participating manufacturers. Depending on the brand, when a set number of purchases are made the customer is eligible to redeem a free product of equal or lesser value to their least expensive purchase. In Pinogy, customers are automatically enrolled and tracked through its seamless integration with another piece of software called "Astro."
...
If the customer has not previously participated and would like to be enrolled, simply click the YES button to begin tracking their purchases.
Account Lookup
If a customer would like to know how close they are to redeeming their free products, their Frequent Buyer program counts can be located in their customer account. On the main screen of the Cash Register App you can run a customer search by clicking the green "Customer" button in the top left. Once you've found the customer click "Manage" in the bottom right corner to open the following dialog box:
...
Here you can select the tab that reads "Astro Loyalty Info" where you can see all of that customers enrollments and purchase tallies.
Redeeming
When a customer has become eligible to redeem their free product a dialog box will automatically prompt with their options the next time they are added to a sale:
...
Once a selection is made from the list it will be added to the transaction for $0.00. The customer is still required to pay tax on the original price upon checkout. If they opt to redeem on a later date you can always click "cancel" to exit out of the dialog box and continue with the current transaction.
Bonus Bucks
Depending on your store’s settings, Bonus Bucks are given as a certain percentage cash back on certain products. The bonus bucks balance is displayed in their customer profile when added to a sale:
...
To apply their reward to a sale, simply click on the bonus bucks button on the payment screen and it will be applied to the transaction.
...
Discounts
Discounts are applied manually to a sale for various reasons. If you are applying a discount, select the product and click the blue "discount" button at the bottom left area of the cash register app. A dialog box will appear asking you to select a reason for the discount:
...
A Discount Reason can be set as either a fixed amount, a percentage, or as a "variable" discount, which will allow for you to type in a custom discount amount. If selected, a variable discount will open up an additional dialog box allowing you to discount by dollar amount or percentage:
...
Promos
Promos are product-specific discounts that are automatically applied upon checkout, and are set up in the Products module.
...
They will appear as a line item in the product description on the payments screen.
Additional POS Functions and Troubleshooting
Manually Entering Credit Cards
Manually entering credit cards is not entirely intuitive. Here are the correct steps to do so:
...
When inputting, it looks like there's space for 16 digits of a CC number and a 3 digit CVC code, but that's not the case. You only need the CC number—no need for the CVC code.
Drawer-pop Issue
This fairly common issue is often a result of the receipt printer being out of paper. If the receipt printer does not have paper the drawer will not pop upon completing a transaction.
Pinogy Technical Support
Should you ever have an issue with Pinogy, you are free to contact Pinogy's customer service. Information can be found in the top right corner of the application by pressing the blue "Help" button.
...