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If the drawer must be openedfor any other reason, an explanation should be required.You can configure Microsoft Retail Management System to prompt for a reason code for a No Sale, cashdrop, cash payout, and several other transaction types. Ideally, the drawer should be opened only for recording sales. The Z report in Microsoft Retail Management System lists every time the cash drawer was opened and forwhat reason. Require a Reason for Special Transactions.Configure Store Operations to prompt for a reason code for returns and several other transaction types.For more information on this topic, see "Cashiers Option" and "Creating Reason Codes" in Store OperationsOnline Help.This will cause an error to be displayed if the cashier attempts toprocess a return that exceeds the limit. Dishonestemployees have been known to ring up a cash refund to cover theft from their tills, allowing their registers tobalance at the end of the day.Cash refund reporting should include customer information-at a minimum, name, address, and phonenumber-as well as the customer’s signature.Here are two ways Store Operations Manager can help you better track cash refunds: Add the Price Source column to cashiers' Detailed Sales Reports and review discount information there.For more information about these techniques, see Store Operations Online Help.Ĭarefully monitoring cash refunds through reporting is another way to deter employee theft.

Require cashiers to enter a reason code at the point of sale any time they change a price.

Deny cashiers the ability to change prices at the point of sale by setting the Allowed to access pricingcashier right in Store Operations Manager.

Monitoring these discounts is good practice.Using Store Operations configuration options and reporting is imperative for monitoring how discounts aregiven, who is performing the discounts, and why. Many stores give discounts based on coupons, advertised sales and promotions, customer loyalty, andproduct markdowns.

Microsoft dynamics pos manual#

Maintaining an up-to-date, easy-to-read manual of all policies and procedures is an easyremedy for this.Many Microsoft Retail Management System partners and users develop an online manual that can beaccessed through a custom POS button or by using the Store Operations Manager Add-Ins menu (on theUtilities menu). Often an employee will cause shrinkage unintentionally due to a lack of knowledge of particular business procedures.

Maintain a Policies and Procedures Manual.

To do so,use the Allowed to sell to employees with discounts cashier right.

You can use Store Operations Manager to limit an employee’s ability to sell to other employees.

You can track employee discounts by using Store Operations reporting.

In addition, a generous staff discount can help compensate for a lower salary.Here are two ways the Store Operations feature in Microsoft Retail Management System can help youmanage an employee purchase plan: Doing so can helpdeter employee theft, which has been on the rise in recent years and can be more prevalent than customertheft. Providing a generous discount, such as selling at cost or slightly above, is good business.

Microsoft dynamics pos windows#

In addition, if the employee had a separate Microsoft Windows account, you should inactivate that account,too. This prevents that user from gaining access but maintains all records pertaining to him or her. However, this removes all records from the Microsoft Retail Management System database and leave merchants with no evidence, in the event former employees seek legal action.Instead of deleting the cashier account in Microsoft Retail Management System, change the cashier's password. Many merchants delete the cashier account after an employee has left the store or business.

You should keep the records of employees who have left your business, whether by their own choice or by manager dismissal. For more information, contact your Microsoft partner or see the product’s onlinehelp. Employee and customer theft, misplaced or damaged merchandise, andclerical error can all cause such inventory loss.Here are eight steps you can take to reduce shrinkage and how Microsoft Business Solutions RetailManagement System can help.Note: Microsoft Retail Management System contains more features for tracking or reducing shrinkage thancan be listed on this page. The difference between the recorded value of inventory and the retail value of the actual inventory in thestore is what’s known as shrinkage. How Microsoft Retail Management System Can Help Prevent Inventory Loss (from Microsoftwebsite) - By Lori Penor I think this is a very informative article for Retail business owners.