MICROSOFT DYNAMICS AX POS

CASHISER MANUAL
Login to AX POS:
Desktop Icon

Step 1: Login console for User ID (Cashier Login ID)

NEW SHIFT OPERATOR

Step 2: Password console for User ID (Cashier Login Password)

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 Step 3: Choosing the Shift type for Login.

To open new
Shift

Click here to
Use the POS
No Drawer Transactions.
Operation
(For Reporting
Purposes)

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 Step 4: Transaction Screen MAIN POS, which is used for selling the
products to the customers.

Step 5: Normal Products Scanning Screen.

Product
Number
Menu Selection Product Search
Product Area Area

Product

Product Price

To see the
Transaction
details like 1. # of
product keyed
2. Total Value for
the Transaction.
3. Discount if any.

Tender Type

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 Step 6: How to and were to search / Enter PLU manually.

Enter the
PLU for
finding the
Product OR
for entering
the PLU
Manually.

Step 7: Screen Shot for the Manual Entry. Press This ENTER Key for
Search / Enter

Step 8: Finalising the Transaction using the Tender Type CASH /

EXCACT.

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 Step 9: After the selecting the Tender Type CASH, below screen will
appear for entering the Cash Amount Value.

Area for
Entering the Payment
Amount Value. Options for
Easy

Accepting area.

Step 10: Once finalise the Tender Type Cash (for eg. Customer has
given 200AED currency.), the next screen will be asking the
CUSTOMER TYPE Demography.

Step 11: After the selection of demography Type. The POS will Show
the below Screen and Finalise the Transaction and the BOX will
open.

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FOR EXACT : Like Total Bill Amount = 25 AED and the customer
paid exact amount 25 AED.

Step 12: For Tender Type Foreign Currency. Once we have selected
the Currency Below screen will appear for selecting the currency
type.

Amount which is showing on

AED.
Once we select the desire
Currency Type it will convert as

Currency TYPE.

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 Here you can see the Amount

We have received 20EURO from

Customer

Step 13: Once the Currency Value entered then, next STEP 10 &
STEP 11 will continue.

Step 14: Cashier Functions Menu.

LOCK / PAUSE mode

Declare Amount
FLOAT MONEY

Customer Search Customer Amount

Tenancy Customers Tenancy Customers

Price Override Product Comment

(Reduce to Clear)

Blind Close Shift Suspend Shift

Casher Settlement (Section Close-Break
time)

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 Step 15: Supervisor Functions Menu.

Return particular Return Whole

Product on Transaction
transaction

Void particular
Product on Void Whole
transaction Transaction

Set Quantity
Multiple QTY for X Report
same product Cashier report

Z Report
C ashier Shift
Closing Report

Step 16: Product Search Menu. (searching product by Article # /

Product Description)

Search
Search
KEY
Area

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 Step 17: Price Check Menu (Searching Product by PLU/Barcode)

Barcode entering
Area

Step 18: Transaction with AIRMILES CARD.

If airmiles card is not scanning, supervisor authentication is required.

Select Airmiles (below screen will appear) on the Screen Click F4 for
Entering the Supervisor Authentication. Once the supervisor
authentication done, we can Enter the Airmiles.

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 Step 19: Transaction with CREDIT CARD.

Select the Card option (Below screen will appear). Amount Field is
Editable to changing the value for multiple Tender types (Cash/Card 2
Cards).

Step 20: Transaction with VOUCHERS.

Available Voucher types are Airmiles / Rotana Rewards / Marriot /

Emirates NBD Voucher / Spinneys.
Screen2: Were we enter the Total Transaction Amount. (we can enter
only the Total Transaction amount, NOT THE VOUCHER AMOUNT)
Screen 3: Enter the Voucher details like, Amount / voucher Ref Number

After the Entering the voucher details STEP 10 & STEP 11 will
continue.

Screen-1

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Screen-2

Screen-3

Step 21: Tenancy Customers (Customer Search)

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Select Tenancy Customers Like Butlers / Champion Cleaners / Modern
Video...

Step 22 : Tenancy Customers Amount (Customer Account

Deposit)

Screen 1: Were we enter the Amount for the Tenancy Customer.

Screen 2: after entering the Tenancy Customer Amount

Once Finalized Select EXACT for completing the Transaction. STEP 10

& STEP 11 will continue.
Screen 1:

Screen 2:

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 Step 23: VOID PRODUCT :

For voiding products on a current transaction. Select the Line of

product first then select the Supervisor Functions Menu Void
Productit will ask for Screen 2: Enter Operator ID, Enter the
SUPERVISOR LOGIN ID followed by PASSWORD.
Screen 3: Reason for Voiding the Product.
Screen 4: After Voiding the product.
Screen 1:

Screen 2:

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Screen 3:

Screen4:

Step 24: Void Transaction

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Voiding the Whole Transaction. Same Process for Void Product. Instead
of selecting the Void product select Void Transaction.

Step 25: Set Quantity

Entering the multiple Quantity for a product.

Supervisor Functions Menu Set quantity.

Step 26: TILL RECEIPT COPY

Terminal ID DATE &

Staff name
Customer #
Comments
etc

Product
details.
It will appear
Alphabetic
Order.
Receipt
details like
Site ID
Terminal ID
and Receipt
Step 27 : Suspend Shift:

Suspend Shift is used when cashier goes for Break and another cashier
wants to operate the Terminal. Once the cashier came back from break
they can use the same Terminal or different Terminal by selecting
RESUME AN EXISTING SHIFT. To continue the same SHIFT, screen 1.
Followed by Screen 2.
Screen 2: Small information for the Last Suspend Shift details, by
selecting the Shift Info cashier can continue the Transactions.
Date & Time / Terminal ID / Shift Number / Staff ID.

Screen 1:

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Screen 2:

Step 28 : LOG OFF

LOG OFF menu is used only for Screen Lock of Current Cashier. It will
not close the Current cashier. For Closing the Cashier follow the STEP
27.

On LOG OFF mode Supervisor / Other Cashier can perform an NON

DRAWER OPERATION for taking the Reports only.

Step 29: Lock register.

Same as LOG OFF, Only the cashier who lock can be open / use the
Terminal.

Step 30: Supervisor Functions:

Printing X report & Z report

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 X Report - Cashier Report
Z Report - Cashier report after the Shift End.

Step 31 : Reporting / EOD Functions:

Cashier Functions Blind Close Shift.
Blind Close Shift: Cashier Settlement for the Day. Once the Blind
Close Shift is done, Cashier cannot continue on the same Shift.
Cashier has to open a NEW SHIFT.

Blind Close Shift is used only on time of EOD process. Once its
done, the Cashier will logout automatically from the Terminal.

Once the Blind Close Shift done for all the cashiers,
Supervisor has to Login on their login ID. Select PERFORM
NON DRAWER OPERATION for reporting / EOD Function.
Reporting Screen will be like shown on screen1.
Screen 2: Options are Database Connection Status / Show
Journal / show Blind Close Shift / EOD REPORT / Show Open
Shifts.
Database Connection Status: To check the
connection between the terminals to the Database.
Show Journal: Checking / Re- printing
the Receipts by date / Receipt ID.
Show Blind Close Shifts: Cashier who has done the
Blind Close Shift.
EOD Reports: Printing the EOD
reports by.
Show Open Shifts: To see the List of cashiers
which are currently online / Closed Blind..

EOD Process:

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 Goto Show Blind Closed Shifts Select the Cashier 1
by 1 and Print X Report(not required, if need only) then
select close Shift Click Yes .. for Each cashier

Screen 1:

Screen 2:

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