POS Cheat Sheet

This course is for Reception and Branch Manager to get to know POS Cheatsheet which is now available in the Dashboard. 

Objective

To explain how to interprest tables in Dashboard “POS Cheatsheet” The Ultimate goal is to help reception who use POS to understand what to input into the POS.

This is very useful when customer s book through travel agencies, what would be the discounted % and what promotions will be applied, or when customer presenting different types of vouchers.

Content

Are you ready for the training?

Understanding Each Tables

Choose Your Branch

  1. Go to the Dashboard using this link Or Login to App.klipfolio.com for better control
  2. First of all, choose the branch that you are operating in. Other tables will update the information according to the branch you have selected

Table: Agency List

Table: Agency List

This Table Shows the list of Agency that works with Rarinjinda or Let’s Relax. We will explain the table column by column starting from the leftmost column.

  • Column 1: ID - Shows the ID of that Agency as in POS. Could be useful for referring when communicating.
    • PS: Agencies that does not have the ID shown as “-” means that agency has never yet send customer to us. Therefore, you need Area manager (Like P Eed) to add that Agency into the system.
  • Column 2: StarStars will pop up for Agency that send a lot of customer to us. Makes it easier to find on the table
  • Column 3: Name - The name of the agency
  • Column 4: Eligible?means that the branch you selected accept this agency. means SWG is working with that Agency but the branch you selected is not accepting customer from this Agency.
  • Column 5&6: %TR and %PCK - % discount off treatments (TR) and spa packages (PCK) that we give to that agency. [Note: spa packages excludes Dream Package and Heavenly Relax]
  • Column 7: RemarksAny other remarks that the reception needs to know before accepting booking from that agency
  • Column 8 POS input - The type of POS input in the cashier page in the POS. 2 main categories are:
    • City (VAT) - For agency that pay SWG each month
    • Transfer Deposit - For agency that Deposit money with SWG or prepaid the booking amount when booking.

Did you know?

Did you know?

You can also search Agency by name to make it easier to find the Agency you are looking for. Just type in the search box!

Table: Voucher Lookup

Table: Voucher Lookup

This table shows the available voucher that we give out to customer to be used at Let’s Relax and Rarinjinda branches. We will explain this table column by column starting from the leftmost column.

  • Column 1: Star - Stars will pop up for Vouchers that the customer use very frequently. Makes it easier for the receptionist to find on the table.
  • Column 2: Voucher CodeVoucher starting code to Voucher finishing code.
  • Column 3: Expired? - Has the voucher expired on the system? Yes & No
  • Column 4: Eligible?means that the branch you selected accept this voucher. means the branch you selected is not accepting this voucher.
  • Column 5: Menu - Shows what treatments/package the voucher is for.
  • Column 6: RemarksAny other remarks that the reception needs to know before accepting this voucher
  • Column 7 POS input - The type of POS input in the cashier page in the POS that reception needs to key in.
  • Column 8 See Pic - Click the link to see the image of the voucher to check whether the voucher looks legitimate.

Did you know?


You can also search the Voucher Code from the Search Box as well.

Table: Promotions

Table: Promotions

This Table shows the ongoing promotions and partnership that SWG dealt with outsider companies. Like the previous 2 tables, the search box at the top of the table helps you find the promotion that the customer is using quicker.

We will explain this table column by column starting from the leftmost column.

  • Column 1: Star - Stars will pop up for Promotion that the customer use very frequently. Makes it easier for the receptionist to find on the table.
  • Column 2: Promotion NameThe name of each promotion.
  • Column 3: Details - The detail of the benefit of that promotion.
  • Column 4: Expired?Has the promotion expired (or haven’t started) on the system? Yes  No
  • means that the branch you selected accept this voucher. means the branch you selected is not accepting this voucher.
  • Column 5: Conditions - See the conditions of that promotion before letting the customer apply that promotion.
  • Column 6: conjunction?Can this promotion be used in conjunction (used together) with other promotions? Yes  No
  • Column 7 Receptionist ActionOther things that Receptionist must do when the customer is applying this promotion
  • Column 8 POS input - The type of POS input in the cashier page in the POS that reception needs to key in.
  • Column 9 Useful Link - Click the link to see the image/page of the promotion to further check whether the promotion is correct and legitimate to use.




Post Evaluation

What table shall we use to check the agency we are working with?

  • Agency List
  • Voucher Lookup
  • Promotions

What table shall we use to check if the voucher presented by customers are eligible or not?

  • Agency List
  • Voucher Lookup
  • Promotions

What table shall we use to check the condition of some promotions?

  • Promotions
  • Agency List
  • Voucher Lookup

What does Transfer Deposit mean?

  • It means Customer has already transferred money to us first before using our service
  • It means Customer has already paid the deposit for 50%
  • It means agency has already made deposit money with SWG or has prepaid the full amount upon booking.

In Voucher Lookup Table, if the voucher presented by a customer shown as "X" in "Eligible Column", what does that mean and what should you do?

  • It means the voucher has been expired and not eligible anymore. You can simply inform customer.
  • It means the presented voucher is not eligible at the your branch so you should not accept this voucher. However, you can help customer by checking other branches if this voucher is eligible, and inform customers where they can use such voucher.
  • It means the presented voucher is not eligible at the your branch so you should not accept this voucher. However, what you can do is check the expiry date of the voucher first, see other branches that this voucher is eligible, and inform customers where they can use such voucher.