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.
🏠 The Home Page
This is the main screen cashiers will be on to perform everyday workflows like adding items to a transaction and adding discounts.
🏦 The 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.
🛎️ Settings options
The Menu page contains four main sections, each with embedded workflows.
Tills
Icon | Name | Function | Description of workflow |
🛒 | Shopper Actions | Check EBT 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 |
💲 | 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. a |
🧾 | Orders | All Orders | This feature allows you to access a comprehensive list of all orders processed on the POS within the last 7 days. Here's what you can do: 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. |
⚙️ | 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. |
👤 | 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
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. |