How cashiers can use Vori POS

This article provides an overview of the cashier-facing POS functionality.

Introduction

Getting familiar with the cashier-facing display will be beneficial for owners and cashiers alike. The Vori POS layout is intuitive to navigate and simple to use. Each section is broken down with a short tutorial video and blurb about common actions per screen.

✍️ Log In Page

Below is the Log In Screen. Each cashier and manager should have their own unique 6 digit pin to access the POS. Check out the setting up cashiers tutorial to get started.

🏠 Home Page

This is the main screen cashiers will be on to perform everyday workflows like adding items to a transaction and adding discounts.

🏦 Payment Page

This guide will provide an overview of the Pay screen. Here are the general components:

Payment Methods: By default, you'll see "Card" as the payment method. But don't worry, cashiers can always choose a different option if needed.
Amount to Pay: If you're paying by card, the amount will already be filled in for you. If you're paying with cash, the field will be empty, and the cashier will need to enter the right amount.
Confirm Payment: Once you've entered the amount or selected your payment method, simply hit "Confirm Amount" to proceed with your payment.
Payment Options: This feature is exclusive to Card or EBT transactions. The default setting is "Auto," allowing payments to be processed via tap, swipe, or chip. If necessary, cashiers can switch to "Manual" mode if the card isn't processing correctly via mag swipe or chip reader, enabling the shopper to manually input payment information on the terminal.
Back to Cart: Need to make any last-minute changes to your order? No problem! Just hit "Return to Cart" to go back and add or remove items before finalizing your payment.
Suggested Amount Buttons: These buttons streamline the payment process. Tapping the top left button automatically fills in the remaining dollar amount. The other buttons conveniently suggest dollar totals rounded to the nearest bill denomination.

🛎️ POS Settings

The POS Settings Menu contains 6 sections, each with embedded workflows. Descriptions for the workflows embedded in each button can be found below:

✏️ Note - The Gift Card button is only available for POS customers that subscribed to the Vori Loyalty program.

Icon	Name	Function	Description of workflow
🎁	Gift Card	Purchase	Add a physical or digital gift card to a transaction. This workflow is also use to top up active gift cards.
🎁	Gift Card	Redeem	Add the balance on an active gift card as payment against a transaction.
🛒	Shopper Actions	Check EBT Balance / Check eWIC Balance	If a shopper wants to check their balance before buying anything, the cashier can select Check EBT Balance, to allow the shopper to check their balance on the payment terminal.
🛒	Shopper Actions	Cash back	Cash back isn't facilitated directly through the payment terminal. Should a shopper desire cash back, they'll need to request the desired amount from the cashier before proceeding to the payment screen. The maximum amount of Cash back can be set in Manager Approvals at the POS.
🛒	Shopper Actions	Enter Coupon Code	Apply a loyalty customer's coupon that was received via SMS Campaign to a transaction.
💲	Till Details	Drawer balance	A cashier or manager will be able to see the expected cash drawer total. This figure is includes: starting amount, cash transactions, refunds, and pay in/pay outs.
💲	Till Details	Open Cash Drawer	A cashier or manager can open the drawer to give change to the customer.
🧾	Orders	Pause Order	If a customer is unable to complete a transaction at the time of purchase, the cashier can save the basket that's in progress to resume later.
🧾	Orders	Void Order	This allows the cashier or manager to delete an order in progress to correct a mistake or if the customer changes their mind.
🧾	Orders	View All Orders	This feature allows access to a comprehensive list of all orders processed on the POS within the last 7 days. Features include: Search Functionality: Easily search for specific orders by using the search bar. This helps you quickly locate specific transactions based on various criteria. Payment Status: View the payment status of each order listed. You can easily identify which orders have been paid for and which ones are paused.
⚙️	Status	Version Number	Ensuring the retailer is on the latest build will allow them to get access to the newest features, minimize disruptions, and improve the experience. To update to the newest version, restart the POS app.
⚙️	Status	Peripherals connection	In case of system disruptions, our stoplight system simplifies issue identification and resolution. 🟢 Device is connected and functioning. 🔴 Indicates a critical problem requiring immediate attention. If you need assistance, call Vori Support and mention the color of the stoplight indicator. This system helps us swiftly address issues, minimizing downtime for your business.
⚙️	Status	Restart App	Log out, fully close, and re-open the POS app. Any pending app updates will be immediately installed, and the app will attempt to reconnect with any disconnected peripheral devices.
👤	Personal	Log out	When you select "Log Out" on the POS, you have two options: Log Out: Choose this option if you're taking a break or lunch. It temporarily logs you out of the system without closing the till. Close Till: Opt for this option if you're finishing your shift or handing over to the next cashier. If you want to require a Manager Approval for Opening/Closing a till, refer to Manager Approvals at the POS. Selecting the appropriate option ensures proper management of the POS system and helps maintain security and accuracy in your transactions.

🗂️ Different modes of the POS

The different modes of function on the POS can be toggled by tapping Checkout on the bottom of the cashier display. This will open a menu of POS modes to choose from, and the description for each is listed below:

Function	Description of workflow
Checkout	When you begin a transaction on the POS, it automatically enters checkout mode. While in Checkout, the transaction is configured to be net positive, meaning it's set up for purchases where the customer pays for goods or services.
Refund	Refund mode is specifically for processing returns when a customer doesn't have a receipt. Transactions in refund mode are configured to be net negative, meaning they result in a refund or credit to the customer.
Payin & Payout	Pay-in and pay-out functions allow you to adjust your till balance as needed. Pay-In: Use pay-in to add money to the cash drawer. This might be necessary to replenish the till with additional cash. Pay-Out: Use pay-out to subtract money from the cash drawer outside of a transaction. This could be for purposes such as paying vendors. These functionalities may be subject to limitations set by Manager Approval at the POS.
Reporting	Generate a receipt printable End of Day report. This report cannot be generated until any open tills are closed, an action which can be performed from this page. For more information on this feature, click here.