sales

Action Damage Removal

• Instruct to not process the action damage (i.e., parts should be removed from the system).

Faulty Tank Option

• Use the faulty tank option when a member requires a new tank due to a fault.

Payment for Dependent Tags

• Payments for dependent tags are linked to the main member's profile.

• To pay for dependent tags:
    - Navigate to the main member's profile.
    - Access payment profile.
    - Search for the main member to proceed with payments for dependent tags for children.
    - Add on products individually for each child.
    - It is preferable to confirm with both parents about the particulars of the dependents.

Promotional Items

• Members entitled to promotional items (like a top bag or sweat towel) due to promotions or events must sign for receipt.

• The steps for issuing promotional items:
    - When a member arrives (e.g., to collect a hoodie), receptionist must:
      - Search for the member.
      - Access add on products.
      - Select the appropriate promotional item (e.g., hoodie).
      - The member must sign for the item received.
    - Each promotional item must be checked out individually to avoid confusion in the inventory system.

Example of Promotional Item Procedure

• Narrative describing the previous instance of issuing a hoodie at Centurion Gate:
    - Staff must ensure that each item (hoodie, bag) is processed separately.

Handling Promotional Items Sequentially

• If two promotional items are serviced in one transaction:
    - The system may incorrectly process quantities (e.g., two hoodies instead of one of each).
    - Ensure that each promotional item (like a hoodie and bag) is checked out individually.

Queries Related to Promotional Items

• Example exchanges related to entitlement of promotional items for employees:
    - Question regarding eligibility despite employment status:
      - If a member completed the Kickstart program prior to employment, they remain entitled to promotional items like a top bag.

Cash Up Procedure

• Cashing up involves prior banking processes.

• Steps for cashing up include:
    - Complete banking tasks before cash up.
    - At day’s end (example: 09:00), gather banking documents.
    - Generate the session report through reports on the points of sale section:
      - Ensure the report covers payments for all transactions of the day.
    - Print PDFs of the session reports for documentation.

Internet Browser Management

• Ensure only one default browser when working on the banking system:
    - IT should log tickets to remove unnecessary browsers from the client machines to ensure smooth operation.

Receipt Report Generation

• After generating the session report, produce a receipt report:
    - This report includes records of all receipts and should be generated daily.
    - Select “export all to data” for the receipt report to prepare an Excel spreadsheet.

Uploading Reports to SharePoint

• Navigate to SharePoint post-report generation:
    - Identify the working document section and create a new folder for the specific date.
    - Upload all relevant files saved during the session report generation process.

Monitoring Receipt Discrepancies

• Track total transaction values regularly to ensure completeness:
    - Example calculation: Total rand value = R2,354.50.
    - Identify any missing payments by comparing accessible session reports.
    - If discrepancies are noted, cross-reference with receipts to ensure all payments are documented correctly.

Document Maintenance for Banking

• Maintain the original template for receipts as provided by head office:
    - Adding columns is permissible, but removing columns is not.

• Copies of FNB receipts must be scanned and digitally saved in the SharePoint designated folders for banking records.