ePOS cash register training tips and tricks

Using a cash register seems to be relatively straightforward. You scan or manually enter the items, tally the subtotal and sales tax, present the final amount due to the customer then accept payment and issue change. Sounds easy, right?

With today’s advanced technical capabilities in both the consumer and business world, this couldn’t be further from the truth. Most modern POS systems now allow cashiers so much more, like the ability to check inventory, process orders for out of stock items, view customer purchasing histories, and many other customer enhancing tasks.

The complexity of these software solutions requires businesses to provide effective ePOS cash register training, especially when a new, cloud-based POS solution is being introduced.

 

Develop an effective training curriculum

To start, training should:

  • Tie into your key goals and foundation elements that are mission critical: what meets the needs of the customer, manages your inventory, and ensures data security.  
  • Stick to fundamental tasks your staff is required to accomplish. Break down the key components of your ePOS software into understandable steps, then down to specific job and shift responsibilities. For example, how supervisors should void a transaction or how shift workers should close down the system at the end of the night. This will also help you decide which roles need cross-training. 
  • Drive success through the POS software capabilities and functionalities. Its ease of use is crucial not just for the staff, but for you and your shift managers to expedite quick-fix support solutions. Cross-training will add to your staffing flexibility by allowing you to change roles in real-time even when you are away.

 

Teach the fundamentals about payment security and best practices 

Business finance and customer payment information security is a key training topic.

Staff should:

  • Be aware of the various payment standards or applicable compliances, such as PCI DSS, to help you avoid running into legal trouble.  
  • Learn to guard any payment details or account information as sensitively as they would the credit card in their pocket. 
  • Learn how to properly erase the screen after a transaction is completed, and proper disposal of unwanted customer receipts.
     

POS cash register training should cover the entire cash exchange process, and include:

  • Detection of counterfeit currency 
  • Proper cash handling techniques 
  • Detect and discretely report a potential stolen credit or debit card 
  • How to perform returns and refunds 
  • Ensure the appropriate sales tax is being applied 
  • Learn the differences around processing EMV chip cards, tap cards, and eWallets
     

Establishing a level of understanding with staff around these items works to ease customer concerns around their transaction security and can reduce the amount of leakage and fraudulent transactions, for which you may be held liable.

 

Resolve and balance your end of day drawer counts

Related to financial security and customer data protection is end of day reconciliation. While training for this may be reserved for your shift managers, or maybe just yourself, it is still important to provide high level information around how this process works. Doing so provides transparency into monitoring performance as well as the presentation of fraud. 

This should include examining offline payments, declined credit cards, comparing revenues and voids to inventory, as well as sales tax and the accuracy of customer charges. For example, you find that one of your cashiers constantly forgets to charge the right amount of sales tax, or a shift manager is voiding more items than are coming back into inventory. You can use this data to help you determine where additional training may be needed. 

 

Use your POS solution to make exceeding customer expectations simple

In what could be a game-changer, teaching your staff how to use POS cash register training to create a personalized customer experience will elevate your brand and reputation to new levels. And, when you possess a POS solution that provides a tablet-based app, your staff can project an air of confidence to the customer that yes, they can and will help the customer find exactly what they want. Giving this training to your staff will increase their productivity and generate a lasting impression throughout the community. 

 

Handle the angry customer with care and ease 

We have all been there. An unhappy customer demands to speak to a manager. They want a full refund for a product, or some other issue resolved, and they want it now. Do you know how to defuse this situation in a way that will not further harm your relationship with this customer? Is your staff equipped to accomplish this when you are unavailable? 

This is the most unenviable, unwanted position that anyone in a customer service position can find themselves. Training staff how to handle such a situation while remaining calm is a must. Working with your staff to develop ways to peacefully and effectively diffuse such situations can make a huge difference not just with the business reputation, but will show that you support your staff and in the end, bolster their loyalty to your business. 

 

POS cash register training is only as good as your POS solution

Sometimes it is a simple upgrade to an existing POS system, or it is a full system replacement. In some cases, the POS software solution is fine as is, but the owners and managers were themselves never fully trained to use all of its features. This is why you will want to enlist the help of an experienced POS consultant. Obtaining a high level of business and technical expertise to help with designing and improving your POS solution makes training easier and greatly improves operational efficiency.

Modernizing your business requires cutting-edge technology to be involved, all of which can typically be found in a next-gen POS solution. With an updated POS system in place, you will find that POS cash register training effectiveness grows.

 

Find out more about how the talech point of sale solution can offer powerful business management capabilities, while delivering safe, secure payment acceptance.

Related content

Want AP automation to pay both businesses and consumers?

4 ways Request for Payments (RfP) changes consumer bill pay

30-day adulting challenge: Financial wellness tasks to complete in a month

Refinancing your practice loans: What to know

ABL mythbusters: The truth about asset-based lending

What type of loan is right for your business?

10 ways a global custodian can support your growth

Role of complementary new channels in your payments strategy

How real-time inventory visibility can boost retail margins

Payment industry trends that are the future of POS

Banking connectivity: Helping businesses deliver the easier, faster, more secure customer experience of the future

Tech tools to keep your restaurant operations running smoothly

Crack the Swift code for sending international wires

A simple guide to set up your online ordering restaurant

Cashless business pros and cons: Should you make the switch?

ePOS cash register training tips and tricks

Higher education and the cashless society: Latest trends

3 ways to make practical use of real-time payments

Can faster payments mean better payments?

Digital banking and cloud accounting software: How they work together

Why retail merchandise returns will be a differentiator in 2022

What corporate treasurers need to know about Virtual Account Management

Treasury management innovations earn Model Bank awards

How mobile point of sale (mPOS) can benefit your side gig

Staying organized when taking payments

Key considerations for online ordering systems

How does an electronic point of sale help your business keep track of every dime?

Tools that can streamline staffing and employee management

How to identify what technology is needed for your small business

Planning for restaurant startup costs and when to expect them

How to fund your business without using 401(k) savings

Why ecommerce for small business strategy is integral

4 restaurant models that aren’t dine-in

Is your restaurant Google-friendly?

How business owners are managing during the supply chain crisis

How small businesses are growing sales with online ordering

Rethinking common time management tips

How increased supply chain visibility can combat disruptors

6 common financial mistakes made by dentists (and how to avoid them)

Strengthen your brand with modern POS technology

Technology strategies to complement your business plan

Business credit card 101

Meet your business credit card support team

How to apply for a business credit card

How jumbo loans can help home buyers and your builder business

Leverage credit wisely to plug business cash flow gaps

How to make the most of your business loan

Break free from cash flow management constraints

5 tips for managing your business cash flow

How Everyday Funding can improve cash flow

3 ways POS data analysis can help define your brand

Improve online presence your business

Honey Luxury Beauté: growing a side project into an eye-catching beauty business

3 ways to gain loyalty with your customers

3 awkward situations Zelle can help avoid

Dear Money Mentor: How do I set and track financial goals?

Start of disclosure content

Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rate and program terms are subject to change without notice. Mortgage, Home Equity and Credit products are offered through U.S. Bank National Association. Deposit products are offered through U.S. Bank National Association. Member FDIC.