[memb_include_partial id=1293] POS Training Checklist – (DEV4) Operations Portal – Thoroughbred Express

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POS Training Checklist

POS Training Checklist

POS Training Checklist

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Go over each category on the of the POS and make sure the CSA understands what each one is for

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Main

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Transactions

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Customers

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Vehicles

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House Accounts

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Recurring

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WashBooks

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Gift Cards

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How To Update a Credit Card

Search for the customer in recurring on the POS (Filter by Plate #)
Highlight the customers account and select the purple Update Rec CC and hit okay
You will then select the red cancel button on the card reader so that you can select to manually input on the POS
You should then be able to manually type in the card number on the card reader.

How To Upgrade a Plan

Search for the customer in recurring on the POS (Filter by Plate #)
Highlight the customers account and select the green change plan button
You will then scroll until you see the appropriate plan to change to

How To Add a Plate

Search for the customer in recurring on the POS (Filter by Plate #)
Highlight the customers account and select the yellow edit button
You will then select the little green add button
If the car has washed with us before, the vehicle will be existing. If it has not, it will be new.