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Process Street
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Onboarding
Onboarding
1
Onboarding
2
Basic POS
3
Advanced POS
4
Basic Admin Functions
5
Advanced Admin Functions
Onboarding
(Subtasks)
1
Update Business Name
2
Receipt Header 1 & 2
3
Update Customer Number
4
Verify Pinpad Setup Sheet
5
Verify Cash Discounting
Basic POS
(Subtasks)
1
Log In
2
Scan item
3
Search for Item
4
Cash
5
Check
6
Card
7
Gift Card
8
EBT
9
Cash Discounting
10
Split Payments
11
Change Quantity
12
Change Price
13
Discounts
14
Change Tax
15
Delete Transaction
16
Sell Lottery
17
Quick Sale
18
Returns/Exchanges
19
Refunds
20
End of Day/Close
21
Customer Screen Launch - Font size check
Advanced POS
(Subtasks)
1
Clock In/Clock Out
2
Item Shortcuts
3
Suspend/Recall
4
Edit Item at POS
5
Looking up transaction
6
House Payment
7
Loyalty
8
E-mail receipts
9
Payout
10
Customer Promotions
11
Print Labels
12
Auto Receipt Hide Dialog Box
13
Explain Cash Discount Program
Basic Admin Functions
Items :
(Subtasks)
1
Add Items
2
Change Item Types
3
Add Multi-Pack items (case/pack/single)
4
Setup Item Shortcuts
5
Bottle Deposit
6
Additional Fees
7
Print Labels
Reports:
(Subtasks)
1
Summary Report
2
Day Report
3
Sales Report
4
SMS Reports
Category & Suppliers
(Subtasks)
1
Add Categories
2
Edit/Modify Categories - Age Verification, Do Not Discount, Do Not Add to Web Store
3
Add Suppliers
Receive & Order
(Subtasks)
1
Adding an Invoice
2
Auto Invoice Finalization
3
Create & Save Order
Advanced Admin Functions
(Subtasks)
1
Bulk Update - Inventory
2
Setup Tender Types
3
Setup Employee Codes
4
Tax Rate, other taxes
5
Setup e-mail
6
Employee Permissions
7
Enable Lottery Sales
8
Setup Customer House Sale Limits
9
Setup Customer Promotion SMS - Twilio
10
Setup Customer promotions
11
Setup Promo Pricing- time based, BOGO, Mix and Match
12
Coupons
13
Setup customer facing screen, select slide shows, phone number, etc.
14
Task Assignments
15
Ranking & Reorder Calucations
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