OPERATION MANUAL.
OPERATION MANUAL.
2. Customer Discounts
- Types of Discounts
- Authorization and Approval
- Recording Discounts
- Discount Policies
3. Receipt of Inventory
- Receiving Procedures
- Quality Check
- Recording Inventory
- Handling Discrepancies
TABLE OF CONTENTS
4. Inventory Transfers Between Stores
- Transfer Request Procedures
- Packing and Shipping
- Receiving Transfers
- Recording Transfers
Opening Register:
1. Count and verify the starting cash float.
2. Record the starting amount in the cash register log.
CHAPTER 1 3. Ensure the cash drawer is organized and has sufficient denominations.
CASH HANDLING
- During Operation:
AND 1. Handle each transaction accurately.
MANAGEMENT. 2. Issue receipts for every transaction.
3. Ensure all cash received is placed in the register immediately.
4. Follow proper procedures for processing returns and refunds.
Cash Count and Reconciliation
End-of-Day Procedures:
1. Count the cash in the register.
2. Reconcile the cash with sales receipts and the POS system.
CHAPTER 1 3. Record the total sales and cash count in the logbook.
4. Prepare the cash for deposit, ensuring to separate cash, coins, and checks.
CASH HANDLING
AND Cash Deposit Procedures
MANAGEMENT.
Preparing Deposits:
1. Bundle and record cash and coins accurately.
2. Complete the deposit slip.
3. Place the cash and deposit slip in a secure, tamper-evident bag.
Depositing:
1. Schedule daily deposits.
2. Follow the security protocol for transporting deposits to the bank.
Security Measures
Manual Records:
1. Record the details of the discount in the discount log.
Discount Policies
Restrictions:
CHAPTER TWO 1. Only one discount per transaction unless stated otherwise.
2. Discounts are not applicable to already discounted items unless specified.
CUSTOMER
DISCOUNTS
Verification: Always verify customer eligibility for discounts.
Receiving Procedures
Upon Delivery:
1. Verify the shipment against the purchase order.
2. Inspect items for damage.
3. Unpack and count items.
Quality Check:
1. Inspect items for quality and accuracy.
CHAPTER THREE 2. Report any damages or discrepancies immediately.
Handling Discrepancies
Reporting:
1. Document any discrepancies between the order and delivery.
2. Notify the supplier and store management.
3. Arrange for returns or replacements as needed.
Transfer Request Procedures
Initiating Transfer:
1. Complete a transfer request form.
2. Obtain managerial approval.
3. Schedule the transfer.
Receiving Transfers
Upon Arrival:
1. Verify the shipment against the transfer request.
2. Inspect items for damage.
3. Record the received items in the inventory system.
Recording Transfers
Inventory System:
CHAPTER FOUR
1. Update inventory levels to reflect the transfer.
INVENTORY 2. Document the transfer in the inventory log.
TRANSFERS
BETWEEN STORES
Deposit Taking Procedures
Processing Deposits:
1. Record the deposit amount and customer details.
2. Issue a receipt to the customer.
CHAPTER 3. Store the deposit securely.
FIVE
Layaway Policies
DEPOSIT
Eligibility:
TAKING AND 1. Minimum purchase amount for layaway.
LAYAWAY 2. Initial deposit requirement.
Terms:
1. Specify the duration of the layaway period.
2. Outline the payment schedule.
Layaway Payment Schedule
Payments:
1. Set regular payment intervals.
2. Issue receipts for each payment.
Tracking:
1. Keep detailed records of all payments.
CHAPTER FIVE 2. Notify customers of upcoming due dates.
Handling Cancellations
DEPOSIT
Customer Initiated:
TAKING AND
1. Process any refunds according to policy.
LAYAWAY
2. Restock the items.
Non-Payment:
1. Contact the customer before cancellation.
2. Follow up with a final notice.
3. Restock items if the layaway is canceled.
THE END
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