ssp training guide

SSP Training Guide

This training guide is to be used as a tool as you navigate through the SSP Training Environment. It can also be used as a step-by-step reference once your store has launched SSP.

By using this tool alongside the training environment, you’ll learn with hands-on experience to best prepare you as you transition to this new and exciting system.

Before getting started, make sure you have the SSP Training Environment launched located in Quicklinks on SWW. Also, grab a few store items to use as examples in any transaction.

A manager will need to open the register in order to begin exploring in the environment.

Note: Use Till 21 for the SSP Training Environment.

2

Index

Interface 4

WSI Applications 5

Price Inquiry 6

Sales Transactions 7-8

Logging In

Assigning a Sale

Entering SKUs

Item Services (Gift Receipt, Registry, Sales Credit, In-Home Items, Tax Exempt)

Completing the Sale

Key Rewards 9

PLCC/CBCC Sign Up 10

ADS Account Lookup — PLCC (WE, PB or WS) or CBCC (WS) card 11-12

Item Discounts & Adjustments 13

Void

Quantity

Price Override

Percent Off

Amount Off

Add Notes

Tax Override

Transaction Discounts 14

% Off and $ Off 15

Associate & Designer 15

3

Index (continued)

Void Transaction 16

Suspend Transaction 16

Resume Transaction 17

Gift Receipts 18

Reprinting Receipts 19

Claim Checks 20

Printing a Claim Check After Sale Completed 21

Send Sales 22

Non-Merch 23

Mail Order Send 24

Return Transactions 24-25

Receipted Returns (including Triversity Returns & Mobile Receipt Returns) 24-25

Non-Receipted Return Transactions 25

Manager Functions Index

Opening the Store 26

Opening the Terminal/Register 26

Paid In/Out 27

No Sale 28

Post Void 28

Inventory Adjustments/MOS 29

Closing the Terminal 30

Closing the Store 31

Closing the Store – less than $150 32

End of Day Reporting 33

4

Interface When logging in, you’ll see a space to enter your ASSOCIATE ID and ASSOCIATE PASSWORD. This will be your WSGC Active Directory Credentials (AD Creds), NOT the 6-digit Associate ID that was previously used on Triversity.

You can use the mouse and keypad at the bottom for entering any information, or your mouse and keyboard.

Throughout your experience in SSP, you’ll have three main areas where you’ll engage. The main window will show you information, such as what products you’ve scanned or entered. The panel on the right, is your Main Menu. Here, you can access many functions, and use the Key Pad to enter in SKUs and count information.

5

WSI Applications The Main Menu also has standard options in the lower panel, such as Sign Off, Credit Application, Price Inquiry, and more. You’ll learn more about these throughout this guide.

Additionally, you can access more options in the WSI Applications Menu.

Here you’ll see options to access the WSI Brand Website, Store Portal, DTC Returns, and Email Capture.

Follow each step in the following guide to learn, explore, and familiarize yourself with SSP.

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Price Inquiry 1. From the HOME SCREEN, select PRICE INQUIRY.

2. Scan or key in merchandise (note: scanning is not available for the training environment)

3. To add items to a Sale:

• Select the items to add to the sale

• Select CONVERT TO SALE

4. Select DONE if it’s simply an inquiry.

5. After selecting CONVERT TO SALE, continue the sale as normal - enter the Associate ID and continue.

7

Sales Transaction 1. Log in using your wsgc username & password (SSO)

All store associates from the home store will be loaded into the SSP system. However, store associates from any store can log into the system.

2. Select SALE to begin a transaction

3. To assign the sale to the appropriate sales person:

• Use the drop-down menu to select an associate OR

• Type the salesperson’s name or their associate ID number. The name will appear in the box. Click associate’s name with the mouse Hit ACCEPT

NOTE: All transactions must be assigned to a salesperson to continue the transaction If a store associate is visiting stores, their 6-digit associate ID number will have to be keyed in to give credit. Once submitting the salesperson, you’ll see this message: “Would you like to apply for a credit card? Will you be earning Key Rewards today? Associate: Before proceeding with transaction, ask the customer to input their phone number on the PINPad for Key Rewards.” 4. To enter items into the transaction:

• Scan merchandise with scan gun (not available in training) OR

• Press the KEYPAD button in the upper right to manually enter the SKU. Press the LOCK button to lock the keypad in place.

5. If you need to adjust items or apply specific rules to items, use the below actions on the menu:

• GIFT RECEIPT

• GIFT REGISTRY - will take you to a page to enter the registry ID number

• SALESPERSON CREDIT - can assign specific SKUs to different associates

• MAKE TAKE EXEMPT - used only for B2B Trade Members/Designer Discount 6. To complete the transaction:

• Press the PAY button on the bottom of the screen and choose the tender type.

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For Cash Transactions:

• Different cash amount options will appear on the screen. Use one of these amounts, or KEY in the amount of cash provided. Select ENTER

For Credit Transactions:

• Select the tile to confirm balance due or select ENTER, and follow the screen prompts.

For Gift Card / Merch Card Transactions:

• SSP will request a swipe of the card or opt to manually enter on the pin pad.

• The system will perform a balance inquiry of the card and only charge the value of the card.

• If the balance is less than the total, the balance from the card will appear.

• If the balance exceeds the total, SSP will show the total due. 7. Select the receipt type:

• Select Printed, E-Receipt or Both

• For E-Receipts, there is a Manual Entry option where the customer can enter their own email address on the pin pad.

9

Key Rewards Sale 1. Log in using your wsgc username & password.

2. Select the Key Rewards Lookup in the upper right-hand corner of the screen.

NOTE: This can be done before or after signing into a transaction. If before signing into the transaction, it will not allow the customer to enter into the pin pad - everything will have to be entered through the register.

Once signed into the transaction, the Key Rewards lookup will generate onto the pin pad for the customer to enter their phone number. There is no longer an automatic prompt on the pin pad, so ask all customers about The Key.

3. To search for a Key Rewards member, select CUSTOMER LOOKUP

4. To enroll a Key Rewards member, select ENROLL CUSTOMER

5. For CUSTOMER LOOKUP, enter the customer’s information in the search fields. Hit ACCEPT.

NOTE: The phone number is the most specific search criteria. If searching by customer name, it may retrieve multiple customers with the same name. If the member is not found, SSP will show a message on the screen.

6. Confirm the customer’s information is correct.

7. For ENROLL CUSTOMER, Enter the customer’s information Hit ACCEPT.

8. Confirm the customer’s information is correct. PRESS YES or NO.

9. To add the customer to the current transaction, press YES or NO.

10. If the customer is making a purchase, complete the transaction as normal.

11. If there is no purchase, press SIGN OFF.

10

PLCC/CBCC Sign Up

1. Log in using your wsgc username & password. Repeat login steps for Sales Transaction.

2. Select CREDIT APPLICATION

NOTE: This can be done before the transaction as well as during the transaction.

3. The customer will be prompted on the pin pad to confirm they've reviewed the PLCC Terms & Conditions for the credit application.

4. Enter the total purchase amount for the in store transaction. Press ACCEPT.

5. The following message will prompt a second time requesting the customer to complete the PLCC application.

6. This is the final message the customer will see if their application has been approved.

7. The customer will be prompted to select OK on the pin pad to complete the application.

If the customer is Approved:

• Proceed with the checkout process.

• The guest will have the option to pay with their new temporary PLCC shopping pass.

• Print the temporary PLCC shopping pass for limited time use.

If the customer has Not Yet Been Approved:

• A page will appear indicating that the application is under review, and that the customer will be notified within 10 business days about their status.

• If this is the case, the temporary shopping pass will not be available.

11

ADS Account Lookup You can look up an account from the transaction menu or from the tender menu.

Transaction Menu

This lookup is performed prior to beginning a sale - It will ONLY provide the customer with a short-token to be used as payment for an e-Comm Order. This option WILL NOT offer the ability to use the customer’s PLCC/CBCC as a tender option on the POS. �

1. �After logging into the POS, select the “ADS Account Lookup” option in the global menu buttons.

2. The POS will launch the house account lookup view asking to scan the guest’s driver’s license with an alternate lookup option.

3. Compare the ID/Card to the POS to ensure the name matches.

4. If the guest’s Driver’s License is scanned, the pin pad will prompt for the guest to enter the last four digits of their social security number. (refer to screenshot below.)

5. If the alternate lookup is selected, the pin pad will prompt the guest to enter the last four digits of their social security number, Date of Birth, and billing zip code.

6. Once the guest enters the last four digits of their social security number, a search for the guest’s card information will be sent to the credit processor.

7. If an account is found, the pin pad will present information to the customer and the POS will provide the option to print the information and complete the lookup.

8. Once successful, you can print the shopping pass and/or select done.

If printed, the customer will be able to see their account information and available credit. It will also note the following: “Valid for 3 hours and multiple online store transactions on the same brand. Destroy after use.” The available credit for PLCC would be the complete available credit on the PLCC card for that customer. i.e. it could be more than $5,000 In the event of using CBCC, customers can only use $5,000 of their credit limit using the ALU functionality/service, therefore, The available credit shown to the associate when looking up a CBCC will be limited to $5,000 or less based on the available credit for that customer.

12

Tender Menu

This lookup is performed from the tender menu and will allow the customer to use their PLCC/CBCC card as a tender option on POS. This option will also provide the guest with information to place an E-comm order.

1. Once at the tender menu select “ADS Account Lookup” option.

2. Follow the steps for the previous process.

3. The only difference will be an additional option to use the card as tender in the current sale.

4. If the lookup is successful, the customer will be able to use the card in the sale once you select “Use Card”.

5. Select the ID type from the drop-down menu to enter guest information.

6. Once the form is completed, the system will automatically review the card number for approval.

7. If approved, all receipt options are available.

13

Item Discounts & Adjustments


2. After scanning or keying in merchandise, select the SKU to discount or adjust. You can do this by clicking on it with the mouse or using the touchscreen to highlight.

3. Make a selection from the menu:

• Void - will void single items

• Quantity - will adjust quantity of selected SKU

• Price Override - adjust the price

• Percent Off - percent to discount

• Amount Off - dollar amount to discount

• Add Notes - can add notes to any single item

• Tax Override - will adjust the tax accordingly (typically only for tan exempt purchases)

NOTE: Manager credentials are required for – Price Override, Percent Off, and Amount Off.

4. Enter in the appropriate changes.

5. Select the reason codes for the changes.

6. Complete transaction as normal.

14

Transaction Discounts


2. Select TRANSACTION DISCOUNT.

3. Make a selection from the menu:

• Associate Sale

• Transaction % Off

• Transaction $ Off

• Designer Program (NOTE: If a Designer/Trade Member is eligible for Tax Exemption, then you’ll also need to select Tax Override)

• Military Discount

• Gift Registry Completion

• BMSM TRADE 25

NOTE: Manager credentials are required for Transaction % Off and Transaction $ Off. Associate Sale will prompt for the Associate ID and Designer Discount will prompt for the Trade ID.

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Transaction Discounts (% Off and $ Off)

1. Enter the % or $ Off

NOTE: Manager credentials are required for Transaction % Off and Transaction $ Off.

2. Select the REASON CODE for the discount

3. Complete sale as normal

Transaction Discounts (Associate & Designer)

1. Select TRANSACTION DISCOUNT

2. Select ASSOCIATE or DESIGNER

3. Enter 6-digit Associate ID number

4. For Associate Discount, verify the Associate with their WSI Identification card and Photo ID

5. For Designer Discount, verify by asking for their Trade ID Card

6. Continue transaction as normal

16

Mid-Transaction Adjustments: Void Transactions

1. Log in using your wsgc username & password. Repeat login steps for Sales Transaction

2. Scan or key in merchandise

3. If you’re using the Keypad, select OPTIONS in the top right-hand corner to reveal the grey option tiles.

4. Select VOID TRANSACTION in Globally Menu

5. Select a reason code for the void

NOTE: selecting SIGN OFF in the transaction will also void mid-transaction.

Mid-Transaction Adjustments: Suspend Transactions



3. Select the ARROW in the bottom right-hand corner

4. Select SUSPEND RESUME

5. Select SUSPEND

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Mid-Transaction Adjustments: Resume Transactions

1. Log in using your wsgc username & password.

2. Select the ARROW in the bottom right-hand corner

3. Select SUSPEND RESUME

4. Select the SUSPENDED transaction

5. Press RESUME

6. Continue with the transaction

NOTE: You can also scan or key in the SUSPEND ID.

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Gift Receipts



3. Select GIFT RECEIPT

4. SELECT ALL if you wish to include all pieces on the gift receipt

5. For individual items, select the item you wish to include, then select DONE

6. For items grouped onto a single receipt, select the items to be included, hit GROUP GIFT RECEIPT

7. For multiple gift receipts, repeat the process. Each different group will be numbered, G1, G2, etc.

NOTE: If you’ve made a mistake, re-select any item and click REMOVE GROUP.

8. Select DONE button again, where applicable

NOTE: Items included on the gift receipt will appear with a gift icon next to them on the screen.

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Reprinting Receipts

1. Log in using your wsgc username & password

2. Select REPRINT RECEIPTS

3. Select any of the following:

• PRINT GIFT RECEIPTS for gift

• Select PRINT DUPLICATE RECEIPTS for reprint

• Select PRINT TAX FORM for tax form

• Select RESEND E-RECEIPT to re-email receipt

4. Select the Correct Transaction from:

• LAST TRANSATION

• LOOK UP LAST 20 TRANSACTIONS

• ALTERNATE ENTRY

5. SELECT ALL if you wish to include all pieces on the gift receipt

6. For individual items, select the item you wish to include, then select DONE

7. Select DONE button again, where applicable

NOTE: Items included on the gift receipt will appear with a gift icon next to them on the screen.

20

Claim Checks



3. Select ITEM SERVICES

4. Select CLAIM CHECK

5. SELECT ALL if you wish to include all pieces on the CLAIM CHECK

6. For individual items, select the item you wish to include

7. Select INDIVIDUAL CLAIM CHECKS or GROUP CLAIM CHECKS

8. Fill in the requested customer information. Select CONFIRM

9. Select YES OR NO to confirm customer information

10. Complete transaction as normal

21

Printing a Claim Check After Sale Completed

1. Log in using your wsgc username & password.

2. Select SERVICES

3. Select Stand-Alone Claim Check

4. Scan the receipt from the Sale

5. Here you have two options: Individual Claim Check or Group Claim Check

6. For an Individual Claim Check, select the Items for the Claim Check

7. Select INDIVIDUAL CLAIM CHECK

8. Fill in customer details. Select ACCEPT

9. The Claim Check will print out, with each item on a separate sheet including an equal number of store copies.

10. For a Group Claim Check, select GROUP CLAIM CHECK

11. All items will automatically be selected. Select ACCEPT

12. The Claim Check will print out, with one copy for the claim check, and one store copy.

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Send Sale



3. Select ITEM SERVICES

4. Select SEND

5. SELECT ALL if you wish to include all pieces on the Send Sale

6. For individual items, select the item you wish to ship in the Send Sale. Select CONTINUE

7. Enter the ZIP CODE for the recipient. Select ACCEPT

8. Select the type of shipping

9. Confirm shipping amount and update when needed. Select ENTER to confirm shipping

10. Select CONTINUE

11. Enter the Purchaser Information. Select ACCEPT

12. Enter the Recipient Information. Select ACCEPT

13. Confirm the customer information. Select YES or NO. Select DONE

14. Confirm if there will be an enclosure in the package. Select YES or NO

15. Continue the transaction as normal

23

Non-Merch


2. Select ITEM SERVICES before scanning or entering merchandise

3. Select NON-MERCH. Select the correct option:

• Home service fee - Installation Services

• Mail Order send

• Pickup delivery $189



• Visual props

• Ship and process fee

• Charity Card Program

4. AMOUNT box will appear for:

• Home service fee - Installation Services

• Mail Order send

• Visual props

• Ship and process fee

5. Enter the correct amount for each

NOTE: Pickup Delivery amounts will be automatically added to the transaction.

24

Non-Merch Mail Order Send

1. Select NON-MERCH

2. Select MAIL ORDER SEND

3. Enter the total price for the Mail Order Send - This should include tax & shipping. Select ENTER

4. Enter the Customer Information Details. Select ACCEPT

5. Continue transaction as normal

Return Transaction


2. If the customer has a receipt, SCAN the barcode and the transaction will be retrieved

NOTE: The barcodes located on the bottom of receipts generated in the Tiversity POS system cannot be scanned by SSP. The receipt information will need to be hand-keyed into the POS to process the return or pulled up by searching the customer’s credit card or email info.

*Refer to the examples on the next page.

If the customer has a MOBILE RECEIPT, you cannot scan the mobile barcode. Instead, proceed with manually hand-keying the receipt information.

3. If you have details of the sales transaction, you can use alternate entry. This is used for receipted returns when the receipt can’t be scanned. In this case, select RETURN and then select ALTERNATE ENTRY

4. Fill in the required fields and the transaction will be retrieved. This is ONLY for receipt returns.

5. If the transaction can’t be found, the message will prompt to continue with a non-receipted return.

25

Non-Receipted Return Transaction

1. If no receipt exists, select RETURN. This will prompt a search field - you must enter at least one piece of search criteria in order to continue.

2. Select CONTINUE

3. Enter the SKUs to be returned

26

Manager Functions

Opening the Store

Making sure the opening manager “opens the store” is the first and most important step in SSP opening functions.

NOTE: Please always follow the below steps to “open the store” before opening the registers/terminals. If the store is not opened, any sales processed through the POS will not poll and populate into brand and store reporting.

1. When the store is Closed, you’ll see “Closed: Terminal is Closed” in the upper left-hand corner

2. To open the store, select BACK OFFICE


4. Select STORE CONTROLLER

5. Select OPEN THE STORE

6. The store is now open. You can proceed with opening the Terminals/Registers.

Opening the Terminal

1. To Open the Termina, select OPEN TERMINAL


3. Enter the Till ID.

4. Count and enter the quantity of coins & bills in the terminal/register

5. Select COUNT COMPLETE when all currency has been entered

NOTE: Coin rolls are still an option; they have been moved to the bottom of the list.

6. Confirm the total count is accurate, and select COUNT COMPLETE

7. Your terminal is now open.

27

Paid In/Out


2. Select MANAGER FUNCTIONS

3. Select DRAWER FUNCTIONS

4. Options will include:

• PAID IN

• PAID OUT

• INITIATE PICKUP

• RECEIVE LOAN

5. A screen will appear to prompt you to count the cash you are entering as a PAID IN / OUT. Select the Cash box, and select COUNT

6. Enter the amount, and once the cash has been counted, select COUNT COMPLETE

7. Complete by selecting a reason code:

• CHANGE FUND DEPOSIT

• REGISTER FUND DEPOSIT

28

No Sale



3. Select NO SALE

4. Select GIVE CHANGE

Post Void



3. Select POST VOID

4. Scan or Key In the Receipt information.

5. Select ENTER

29

Inventory Adjustments/MOS



3. Select INVENTORY ADJUSTMENTS


5. Select Reason Code

6. A sheet will print to attach to the item

7. Repeat previous steps as needed

8. Select COMPLETE

9. Two copies of the actions will print to save for store records

30

Closing the Terminal



3. Select CLOSE TERMINAL

4. Select CASH to begin register count.

5. Select COUNT. Select CASH COUNT

6. Count and enter the quantity of coins & bills

7. Select COUNT COMPLETE when all currency has been entered

8. Enter the closing cash fund that will be left in the cash drawer for the night - this should make the store’s opening fund.

9. The deposit amount will appear on the screen. Pull the deposit amount from the cash drawer Select OK

10. If POS is out of balance, a message will appear. Select an over/short REASON CODE

11. Select COUNT COMPLETE

NOTE: The system will automatically log the user out of the system once the register is closed.

12. Repeat on all registers

31

Closing the Store

Making sure the closing manager “closes the store” is the final and most important step of the nightly manager SSP functions.

NOTE: Closing the terminals/registers does not mean the store has been closed. Performing this step will ensure your store properly polls and all POS sales are accounted for in brand reporting the following day.

1. Select BACK OFFICE


3. Select STORE CONTROLLER

4. Select CLOSE THE STORE

5. You’ll see a screen with a list of Store Tills. Ensure all are noted as Closed.

NOTE: Once Live, you’ll select COMPLETE. However, due to the test environment not being connected to actual reports, do not select COMPLETE, otherwise your test environment will be stuck.

6. Select COMPLETE

7. Your store is now officially closed.

NOTE: The store will have to be “re-opened” again the following morning before the terminals/registers.

32

Closing the Store – less than $150

If you’ve completed a cash refund throughout the day, and the cash drawer is less than $150 at the time of close – the store will need to process a PAID IN to deposit the difference.



3. Select CLOSE TERMINAL

4. Enter the cash count and select ENTER

5. Confirm TILL FUND amount of $150

6. If the amount of cash counted is less than the till fund amount, you will receive the following error message:

“The amount entered exceeds the Cash total. Please enter a valid amount.”

7. To correct, select OK

8. Continue by selecting BACK

9. Select VOID THE TRANSACTION

10. Select VOID THE ENTIRE TRANSACTION

11. Enter the cash via a PAID IN

12. Select the Paid In reason code: REGISTER FUND DEPOSIT

13. Continue through the steps to close the register.

33

End of Day Reporting

End of Day reporting will no longer print automatically. Reporting must be pulled manually by the closing manager. To manually access and pull WSI Reports:


2. Select the WSI REPORTS MENU

3. Select WSI REPORTS

NOTE: the system will prompt for a manager username & password if a manager did not initially log in.

4. Select the report you’d like to view and select SUBMIT

NOTE: There is a 5-10 minute delay with the sales reporting. For example, if a sale is completed at 2:00pm, it may not show in the reporting until roughly 2:10pm local time.

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