Cashier Basic Skills Checklist

Cashier Basic Skills Checklist

Name ______Date ___/___/___ Store ______

INSTRUCTIONS: After covering each item listed, check that item. Involve the trainee by asking questions and performing the tasks.

CUSTOMER SERVICE

Review principles of the 6 E’s
Review procedure in Orientation Booklet under “Cashier” heading
Emphasize the importance of prompt checkout (3 person rule)
Review Customer Coordinator Best Practices & Propane Poster
Explain proper use of two-way radios and review Best Practices (OPER1500.01)
Discuss the importance of helping the customer coordinator be aware of the paint dept., and being prepared to call for assistance as needed.

REGISTER OPERATION

Review the general operation and care of the cash register including how to change the cartridges, how to load paper, and what to do if the register locks up.
Explain procedures for offline, including authorization code used for offline bank card transactions.

1. Remain in offline POS until notified
2. When in offline POS, use your Ace store number as the authorization code for credit card transactions

SPECIAL TRANSACTIONS

Discuss the concept of commodity groups and explain why we rarely ring anything into a commodity group.
Review Tax Exempt codes and procedures including which tax codes to use and information required, i.e. name and tax number.
Have the trainee properly complete a Tax Exempt ticket. (See “Procedure for Ringing a Tax-Exempt Sale” form.)
Explain receipt reprints and when to use them.
Discuss Refunds including how to fill out refund sheet and when a Team Leader must approve a refund.
Discuss Paid Outs, who must authorize them, and completion of required form.
Complete sample documentation for Refunds and Paid Outs.
Discuss Rain Checks and complete a sample in E4W.
Explain voids – entire transactions and line item.
Explain Employee Discount Code.
Explain procedures for clothing security tags.
Show where to find date on propane tank and how to calculate out of date. Check this before sending customer outside.
Review “Adding Delivery SKU’s to Transaction” form

METHODS OF PAYMENT

Teach trainee to count change. Give customer coins first, currency next and receipt last. Do not put currency in register until change has been given to customer.
Review information required on a check and the importance of verifying driver’s licenses
Discuss approval required to take a check and Tele-check procedures.
Discuss potential problems with checks, counter checks, taking employee checks and short change artists.
Review the bankcards we accept and importance of verifying signature.
Discuss bankcard receipt reprints, voids, and capture pad.
Have the trainee properly complete a debit and credit transaction
Demonstrate how to operate the authorization machine.
Review the In-house Account procedures including how to search for an account, checking authorized charge list, credit limit message, charges for power tools, and when to call for a Team Leader.
Have the trainee properly complete an In-house Account charge including how to load receipt printer.
Discuss accepting coupons (manufacturer’s and Reward Cards).
Discuss accepting gift cards and selling gift cards.
Discuss procedures for Ace Rewards Visa Card application.

SERVICES

Discuss any rental items including where to get prices and how to fill out proper forms.
Complete a sample rental agreement.
Discuss any sharpening service and how to ring up under the correct service skus.
Explain procedures for warranties on water heaters and power equipment. Complete sample.
Discuss ACE POWER PLACE services and how to ring in shop labor and parts separately.
Discuss special orders and information required, i.e. product, quantity, name, and phone number.
Complete Receiving Training Checklist

PRICING

Discuss price checks and explain the importance of getting a SKU number
Review E4W Quick Find Grids (F6)
Have the trainee find prices on sample pipe nipples & fittings, nuts, bolts, and screws.
Review product search techniques in E4W.
Explain POS correction form

PRACTICE SESSION

Complete “Cashier Training Exercises” form.

Trainer’s Signature ______Date ______

Manager’s Signature______Date ______

I agree that the items listed above have been sufficiently explained and/or shown to me, and I understand these items.

Associate Signature ______Date ______10/15/18