Cashier traning (sop)

TRAINING FOR CASHIERS (BILLING PROCESS)
Design & Prepared By : Dipesh Prajapati

 Company Name :
 _________________________________
 Brand Name :
 _________________________________
 Company Opening Date :
 ____-_____-_______
 Company Logo :
 Business Type : _________________
 Our Beliefs
 _________________________________________________________________________________________________
 Our Mission
 _________________________________________________________________
 Our Values
 _________________________________________________________________________________________________
Design & Prepared by : Dipesh Prajapati
E mail Id : dip.wish81@gmail.com

In permanent contact with customers, cashiers are in charge of ringing up product sales and receiving payments. Depending on
the type of business, their duties may vary quite a bit; they may have various departmental tasks to do or be assisted by a
wrapper.
In general, their day-to-day duties involve the following:
 Greeting customers
 Informing customers
 Reserving items for customers
 Establishing or identifying prices of goods
 Weighing fruits and vegetables and applying the price
stickers
 Keying in or scanning the price of merchandise
 Determining the total price
 Receiving payments
 Controlling and checking outgoing merchandise
 Wrapping or bagging products
 Receiving payments and reconciling them with total sales
 Preparing deposits, closing the till and putting back the
float
 Maintaining clean and orderly checkout areas
 Well Personal appearance & punctuality.
 All cashier have to wear dress / uniform and identity card
during duty hours.
 Cashiers grooming standards (* as per company rules)
 Keep updated on latest promotions / events
 Error free and fast disposal of all transactions
 Forwarding customer complaints to FM / ASM / SM
 Ensure all cash , credit card slips, gift voucher & other are
properly secured and locked before leaving the counter
and inform head cashier before leaving the counter.
 Greet / smile / thank you
In small retail stores, sales consultants regularly handle cashier duties.
Main skills
1) Attention to detail , 2) Submit to controls , 3) Remain attentive in an often busy environment , 4) Be comfortable
with numbers
Personal qualities
1) Like customer contact, 2) Able to prioritize the workload, 3) Be naturally calm and focused, 4) Be versatile, if
participation in other types of activity is required

 Items In Float bag :-
Pen
Pencils
Stapler
Stapler Pins
Rubber Bend
Manual Bill Book
Carbon Paper
Float Amount [Coins & Notes]
Calculator
Paid Stamp & Cancelled Stamp

 All cashiers are required to maintain float amount , time & Sign in Float
Register
 Format :
FLOAT REGISTER
Sr. Date Emp. ID
Employee
Name
Float
Amt.
Rec.
Time
Cashier
Sign
Given
Time
Cashier
Sign
Receiver
Sign
[Manage
REMARK

 The definition of cash memo is a document that a seller passes to a buyer at the time
of a specific purchase of goods or services. It is the equivalent of an invoice and is only
used to record transactions that are paid for using cash, rather than bank transactions
or checks.
 A cash memo must contain the following information:
 Date of Sale
 Details of goods or service sold
 Price of items sold
 Tax Collected
 Terms and Conditions Applicable
 A cash memo is recognized as a legal document, in the same way that an invoice is.
The only difference is that the cash memo is for any transaction that is paid for in cash.
An invoice can also be used in this respect, but many companies find it easier to
differentiate between cash sales and those paid for at a later date.

Manual Bill POS Point of sale

 First Cash Amount is Counted as advance & after verification
we are Start billing.
 When Customer comes to the
counter we greet him saying sir or
madam good morning, good
afternoon, or good evening with
smiley face .
 We Scan item & count in mind.
Pass one by one item packer.
 check item barcode & price item
scan time check in system show the
item name , value & qty.
Remove Security tag (soft & Hard
tag)

 Customer cancelled item put in
baskets.
 Other west paper & dust in dustbin.
 After complete billing said to amount.
 we ask to customer Sir / Madam cash, card or
Coupons.
The customer reply cash – We tell him the
amount.
After counting the cash we tell
the customer the amount given by
him (the reason is customer feel
confident that he has give us perfect
amount).

PACKING PROCEDURE
We are using different types of packing bags (50
Micron)
1. Big Size
2. Medium Size
3. Small Size
4. Extra Small
Packing Rules :
1. Food Item In Different Bag
2. Bath / toiletries Item in Different Bag
3. Frozen Item in Different Bag
4. Vegetable Items in Different Bag
5. Oil, Ghee Item in Different Bag
6. Crockery in Rough Paper with box item in Different Bag
Packers are counting each & every items
After bill print they check total Qty. of bill with own
counting & then they sign the bill.

 After entering cash we return the balance amount.
Given bill time stamp paid & number of bags on bill top.
 wish good day, good night etc..
 Customer share shopping experience other customer.
 Provide Best customer service our side.

Customer rejected / Cancelled item put
in basket.
Basket full kindly given to packer and tell
all cash counter back side check cancelled
items collected in one trolley give (back) to
department .
Customer easy take the trolley & baskets as
require
 empty Baskets , Bags &
trolley set in perfected
place.

5) Credit Notes / Change Slip
1 ) Cash 2 ) Card – Debit , Credit & Amex
3) Coupon – Sodexo/Ticket Food /Other *(*instruction as per management)
4) Gift Voucher Of Our Company

 EDC Machine Type
 Normal EDC
 GPRS EDC
 Mobile EDC

We verify customer signature on reverse of the card, if sign is
not there we request to sign. After there sign we swipe the card.
After print of card slip we take their signature and we give 2nd
copy with his card to customer.
 In case customer not sign card back side.
Kindly request sign in card backside.
 check the id proof with sign.
 Difference in credit , debit & chip card
1. Credit card have 16 Digit (as Ambos) on it.
2. Debit card have 16 to 19 digits (not in ambos) on it.
3. Chip card have small chip in it.
 Card Type
1. Credit Card
2. Debit Card
3. Chip Card

 Basis the Reserve Bank of India (R.B.I) circular (DPSS.PD.CO.No.513 / 02.14.003 /2011-
2012 dated September 22, 2011) on Security and Risk Mitigation Measures for Card
Present Transactions, the RBI has introduced Additional factor of authentication for all
transactions at the point of sale on Domestic Debit Cards as well as Chip and PIN
based Credit Cards. We would like to inform you that from 1st December 2013, all
Domestic Issuer Banks will reject transactions in case the PIN verification screen is
bypassed or the customer enters the incorrect PIN.
 We have created the below process flow which will guide you on how to execute a
transaction that requires a PIN entry.
 HOW TO PROCESS THE TRANSACTION
 STEP 1 - Swipe the magnetic stripe debit cards or dip the chip cards
 STEP 2- Enter the transaction amount
 STEP 3-Remember to check the machine screen for instructions on PIN verification (do
not Bypass PIN entry)
 STEP 4- Request card holder to enter the PIN when machine prompts for PIN. Note:
Never ask the card holder to reveal the PIN
 STEP 5- Request card holder to sign the charge-slip once machine dials out and
transaction is authorized
 AMEX CARD GUIDELINE :
1. Normal EDC doesn’t accept AMEX CARD. Only AMEX EDC machine accepts card.

Rule for card Payment :
1) Mention the bill number on the
Upper side of card slip
[Example : ***/****** (Terminal
Number & Bill Number) or
Manual Bill MB/Counter No. /
Bill No. (MB/**/****)
2) Day End all cashier EDC Batch
closed done.
**** / ******
OR
MB/*****

Sodexo Meal Pass
 Duplicate & Original Verification.
 Valid Period / Date
 Denomination

 Duplicate & Original Verification.
 Valid Period / Date
 Denomination
 Check Authorized Signature
Credit Notes / Change Slip
 Valid Period / Date & Number
 Check Authorized Signature
Other Company Offer  Valid Period / Date
 ** as per company rules

Manual Bill
What Is Manual Bill ?
Why issued manual bill ?
POS Error / Closed
Offer not update
Barcode / SKU / EAN not scan & not read.
Cashier ID & Name
Bill number & Date
Customer Name
Item
Code
Name
Rate
Total Amount
Offer , Discount
Pay Type : Cash, Card & Other
Cashier Sign
In the end of the Day manager should check all cashier’s Bill book and
especially first bill and last bill no. written on last bill back side, sign &
remark

 All Details Require.
 Compulsory Cashier & Manager Signature
 In case of cancel bill pls. attach all copies with reason & manger approval

 Why & When advance receipts are issued ?
1) Receipts are issued by manager / authorized persons only.
2) All details should be Mentioned clearly.
3) Send advance receipt details & also used book to account department.

 All Cancelled Bill Require Details :
1. Reason for bill cancelled
2. Customer Name & Sign
3. Customer Contacted Number
4. Manager Sign
 System bill Cancelled : (IN CASE BILL NOT PRINT)
1. Bill Not print to contended IT person get 2nd Copy
print .
2. 2nd copy bill print IT Person name & Sign Compulsory
require.
 Manual Bill Cancelled :
1. Require bill all copy's (3) [White , Yellow & Blank
White]
2. Mansion cancelled in three copy’s
** wrong bill cancelled responsibility approved cancelled bill person
** .

Security Features on Indian Banknotes :
. Fluorescence: Number panels of the notes are printed in fluorescent ink. The notes also have optical fibres.
Both can be seen when the notes are exposed to ultra-violet lamp as shown below.
Watermark
Security thread
Latent Image
Microlettering
Intaglio Printing
Identification mark Optically Variable Ink See through Register

.
Feedback E mail Id : dip.wish81@gmail.com

Cashier traning (sop)

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