Cashier Fundamentals and Customer Service

From Jack's Wiki

Quick Reference

Supplies

Make sure you have all your supplies available to prevent a customer from having to wait

  • Printer Tape (Extra Roll)
  • Stapler with plenty of staples
  • Tape Dispenser with plenty of tape
  • Pen
  • Sharpie Marker
  • Ultraviolet Counterfeit Detector

Work Safe

  • Wash hands before starting work
  • Once you have handled money, do not handle any food items without first washing your hands
  • Do not make any bare hand contact with the inside of the fry carton or fries
  • Do not allow the handle of ice scoop to come in contact with ice
  • For safety, always wear slip-resistant shoes
  • Only one plain band ring is allowed to be worn on hands or arms during working hours
  • Take safety seriously It requires your attention and concern. Never ignore a safety hazard Fix it or report it Safety is everyone’s job.

Cash Security

  • Never work out of a cash drawer until you have counted and verified the cash
  • Use a Till Verification Slip to verify the amount of cash in the drawer assigned to you
  • When a customer presents a bill that is $50 or higher, you must let your manager know
  • Wait for your manager to check the bill with the Ultraviolet Counterfeit Detector
  • At the end of your shift, remain present with the manager during the audit of your cash drawer

Checks

  • We do not accept personal checks, traveler’s checks, payroll checks, or any other type of check
  • Checks from approved businesses, churches, schools, etc. will only be accepted with prior approval from the corporate office

Debit and Credit Cards

  • Customers may use a MasterCard, Visa, American Express, or Discover card to pay for their order
  • After totaling the order, swipe the card with the magnetic strip facing to the right (away from you). Then press “Credit”.
  • If the card is not approved, the register screen will show “Not Approved” or “Declined” Swipe the card again. If the card is still not approved, politely say to the customer, “I am sorry, but there is something wrong with this card Do you have another form of payment?”
  • If any card other than the ones we accept is swiped, an error message will show on the screen saying, “Unknown Card Type” Let the customer know, and politely ask if they have another form of payment
  • When approved, ensure you give the customer a printed receipt with their card
  • If a customer uses a credit/debit card, and the transaction is $2000 or more, 2 receipts will automatically print The first receipt must be signed by the customer and placed underneath the cash drawer

Discounts

  • Have customer sign the discounted ticket Place the ticket under the cash till or on your spindle. Press the RECEIPT button for a copy of the receipt to give to the customer.
  • Only managers are permitted to enter discounts of more than 10%. This includes employee meal discounts and large group discounts.

Gift Cards

  • The minimum amount a customer can put on a gift card is $10.00
  • If more than 10 cards are purchased by one person at one time the cashier MUST call for a manager, to come verify the identity of the customer with a state issued ID
  • When a guest purchases OR reloads a gift card, this MUST be done as a separate transaction. Do not sell or reload a gift card as part of a food order.

If a customer would like to purchase a new gift card:

(The cashier selling the gift card must be logged on to the register)

  • Select the Eat In/Take out Button
  • Select the Request Button in the bottom left corner of the screen
  • Enter the amount the customer would like to place on the gift card. Do not use decimals (Ex: $10.00 = 1000)
  • Swipe the gift card
  • Verify the amount on the register and verify with the customer this is the correct amount
  • Select the Sale Gift Card Button (This button should only be used if the customer is purchasing a new gift card)
  • Tender the order If the customer hands you cash tender the order as usual. If the customer hands you a credit/debit card swipe the card then select the Credit Card Button to tender the order.
  • Hand the customer their receipt. Gift Card detail will be printed at the bottom.

If a customer would like to reload (add funds) to a gift card:

(The cashier reloading the gift card must be logged on to the register)

  • Select the Eat In/Take out Button
  • Select the Request Button in the bottom left corner of the screen
  • Enter the amount the customer would like to place on the gift card. Do not use decimals (Ex: $10.00 = 1000)
  • Swipe the gift card
  • Verify the amount on the register and verify with the customer this is the correct amount
  • Select the Recharge Gift Card Button (This button should only be used if the customer is adding funds to a gift card)
  • Tender the order. If the customer hands you cash tender the order as usual. If the customer hands you a credit/debit card swipe the card then select the Credit Card Button to tender the order.
  • Hand the customer their receipt Gift Card detail will be printed at the bottom

If a customer would like to pay using a gift card:

(The cashier taking the payment must be logged on to the register)

  • Ring in the customer’s order
  • Press total to get the amount of the transaction
  • Swipe the gift card
  • Verify the amount on the register and verify with the customer this is the correct amount
  • Select the Gift Card Button
  • Inform the guest of the remaining balance on their card as you hand them their receipt (Gift Card balance will appear at the bottom of the receipt)

If a customer would like to check the remaining balance on their gift card:

(The cashier checking the balance of the gift card must be logged on to the register)

  • Select the Request Button in the bottom left corner of the screen
  • Swipe the Gift Card
  • Select the Gift Card Balance Button
  • Hand the customer the printed Gift Card detail

To void an order purchased with a gift card: (Management Function)

(The cashier who took the payment must be logged on to the register)

  • Select the New Order Button
  • Select the Request Button in the bottom left corner of the screen
  • Select the Void/Overring Button
  • Swipe the manager’s Card
  • Enter the requested information and selected the Enter Button
  • If everything was entered correctly, the register will read granted
  • Swipe/Key in the gift card
  • Select the Request Button in the bottom left corner of the screen
  • Select the Void/Overring Button
  • Enter the reason for the void and select the Enter Button
  • Print a second copy of the receipt for the customer

To void the purchase of a gift card: (Management Function)

(You should only zero out a gift card if the wrong amount was put on the card when issuing funds to the gift card or if they customer cannot complete the transaction. The cashier who took the order must be logged on to the register).

  • Select the Request Button in the bottom left corner of the screen
  • Swipe the gift card
  • Select the Void Gift Card/Zero Out Button
  • This will zero out the gift card and print a receipt verifying the zero balance
  • You can then follow the instructions for recharging the gift card if needed

If a customer would like to use a gift card for a partial amount of the total: (Management Function)

(The cashier taking the payment must be logged on to the register)

  • Ring in the customer’s order
  • Select the Total Button to get the amount of the transaction
  • Enter the amount the customer would like to pay for using the gift card. Do not use decimals (ex: $10.00 = 1000)
  • Swipe the gift card
  • Select the Gift Card Button
  • It will then show the remaining total
  • Tender the order If the customer hands you cash tender the order as usual. If the customer hands you a credit/debit card swipe the card then select the Credit Card Button to tender the order.
  • Hand the customer their receipt Gift Card detail will be printed at the bottom

Coupons

  • We only accept “Jack’s” coupons. We do not accept competitor’s coupons.
  • If a customer presents an expired coupon, inform the customer that the coupon has expired and even though we can no longer discount the item to the coupon amount, we CAN take 50¢ off their order Use the REDEEM EXPIRED COUPON button
  • If the coupon has a code, first enter the order on the register screen. Then press the “Promos” button. Using the keypad, enter the code on the coupon, and then the coupon lookup button
  • If there is not a coupon code, first enter the order. Then press the “Promos” button and the corresponding offer located on the screen.

Making Change

  • The register screen will typically show you the amount of change due if a customer is paying with cash
  • If it is necessary to determine the amount of change needed manually,  use the following as an example of the steps you would follow:
  • A customer gives you $20.00 for an order totaling $3.27
    • Lay bill on top of cash drawer in view of customer
    • Count $.73 in change to equal $4.00. Start with the smallest coin (ie penny)
    • $1.00 will equal $5.00
    • $5.00 will equal $10.00
    • $10.00 will equal $20.00
    • The customer’s change will equal $16.73 (One $10 dollar bill, one $5 dollar bill, one $1.00 bill, two quarters, two dimes, & three pennies
    • Count the change back to the customer (ie Change makes four, one makes five, five makes ten and ten equals twenty dollars)
  • Once the customer has accepted the change, place the bill in the correct slot, or under the cash drawer

High Speed Service

  • Always strive to receive an “A” or a “B” in service times
  • These are the steps YOU control:
    • 1 Greeting the customer
    • 2 Taking the order
    • 3 Confirming the order
    • 4 Making change
  • Completing these tasks as quickly as possible, without making a customer feel rushed will ensure you have always done your part to achieve the “A” or “B” service time goal
  • CTG #3 will provide you with more information on the above

Entering An Order

  • On frontline registers, you must first determine if the customer will be eating in or taking out. Press the appropriate button on the register screen before entering the order
  • Shown are some of the buttons available on the register screen for entering a customer’s order:

Following are a couple of examples of how to ring up an order

A CUSTOMER ORDERS A SAUSAGE BISCUIT:

If it is a frontline customer, you must first determine if the order will be “Eat In” or “Take Out”

  • Press the appropriate button on the screen
  • Next, press the “Breakfast” button on the screen
  • Next, press the “sausage biscuit” button
  • Total the order

If it is a frontline customer, enter the customer’s name and then press “Enter”

(EXAMPLE): A CUSTOMER ORDERS A BIG JACK COMBO WITH A COKE TO DRINK

If it is a frontline customer, you must first determine if the order will be “Eat In” or “Take Out”  

  • Press the appropriate button on the screen
  • Next, press the “Sandwich & Combos” button on the screen
  • Then press, “COMBO 1 Big Jack”
  • Select the drink flavor
  • Total the order

If it is a frontline customer, a screen will automatically come up so you can ask the customer, “May I have your name so I can let you know when your order is ready?”

  • Use the keypad to enter their name, and then press “Enter”
  • Tell the customer the amount of the order
  • If it is a frontline customer, call out the order to the backline
  • If a customer requests an item be prepared “Special”, call out “Special” followed by how many, the product, and how the customer wants it prepared
  • Remember to use Chef Jack’s terminology, and use as few words as possible when calling out an order (See Chef Jack’s Terminology)
  • If an expeditor is being used, they will fill the order
  • Place the receipt on a serving tray
  • If it is a frontline take-out order, remove the tray liner from the serving tray
  • Assemble sandwich or plate first, then fries
  • If the order is take-out, place the cup(s) on the serving tray right side up so the lip of the cup does not come in contact with the tray
  • If needed, ask the customer if they would like a cup holder
  • Place clamshell containers in a large plastic bag for take-out orders
Breakfast Item Ordered Called Out as: Lunch/Dinner Item Or­dered Called Out as:
Bacon Biscuit Bacon Hamburger Regular
Butter Biscuit Butter Cheeseburger Cheese
Chicken Biscuit Chicken Double Cheeseburger Double Cheese
Jelly Biscuit Butter Big Jack Big Jack
Sausage Biscuit Sausage Big Bacon Big Bacon
Steak Biscuit Steak Bigger Jack Bigger Jack
Pork Chop Biscuit Pork Chop Chicken Sandwich Chicken Fillet
Add Cheese Add Cheese Grilled Chicken Sandwich Grilled Chicken
Add Egg Add Egg Fish Sandwich Fish
Single Gravy Single Kid’s Meal with Hamburg­er Kid’s Regular 1 Fry
Double Gravy Double Kid’s Meal with Cheese­burger Kid’s Cheese 1 Fry
Pancakes Pancakes Kid’s Meal with Chicken fingers 2 Fingers 1 Fry
Breakfast Special Breakfast Special with (meat choice) Combos Sandwich & Fry (size)
Deluxe Breakfast Deluxe with (meat choice) Regular French Fries Fry
Side Order Gravy Side Gravy Large French Fries Large Fry
Side Order Ham Side Ham
Side Order Bacon Side Bacon
Side Order Sausage Side Sausage
Side Order Steak Side Steak
Side Order Egg Side Egg
Regular Hashbrown Hashbrown
Large Hashbrown Large Hashbrown

Three Tray System

  • Ensure serving trays are cleaned and sanitized
  • Place a tray liner on a serving tray with the liner facing the customer
  • If the order is “Take Out”, remove the tray liner and place the receipt on the serving tray. Place any cups on the tray right side up.
  • If the order is “Eat In”, place the receipt on the serving tray, and any cups on the tray liners upside down

Position 1

  • If there are currently no customers, or if there is one customer, there will always be one serving tray next to the register (Position 1)
  • When a customer comes in, ask them if their order will be “Eating In” or “Taking Out”
  • If the order is “take out”, remove the tray liner
  • Always place the receipt on the serving tray

Position 2

  • If there is a second frontline customer, move the first customer’s tray to position 2 (See picture)
  • The second customer’s tray will be in position one
  • Ask the second customer if their order will be “Eating In” or “Taking Out”
  • If the order is “take out”, remove the tray liner
  • Always place the receipt on the serving tray

Position 3

  • Three or more frontline customers
  • Never take more than three customer’s orders at one time
  • If there are three or more frontline customers, move the first customer’s tray to position three, and move the second customer’s tray to position two
  • The third customer’s tray will be in position one
  • Ask the third customer if their order will be “Eating In” or “Taking Out”
  • If the order is “take out”, remove the tray liner
  • Always place the receipt on the serving tray

Four Keys to a Happy, Satisfied Customer

Key #1

Making them feel welcome

  • Greet the customer as you would a friend Never follow a “script”. Be yourself Make sure they feel welcome
  • Call the customer by name if you know it.
  • Always determine if the order will be “Eat In” or “Take Out”. We never want to say, “Here or to go?” This sounds very unfriendly and robotic.
  • Be friendly. Be sincere. Treat customers like a guest in your home. Be yourself, not robotic.  Just an example, (“Good Morning, Mr Jones! It is good to see you Will you be eating in our dining room today?”) Remember to be yourself.

Key #2

Determining their needs

  • If suggestive selling, do not be pushy If we are suggestive selling something we are promoting, just let the customer know. Example, (“Would you like to try our triple chocolate shake?”)
  • Never interrupt a customer while they are placing their order. This will be perceived as rude.  
  • If upselling, never be pushy. Never upsell more than one item, and only at certain times as you may be directed by your manager. (Example: A customer orders a Big Jack Combo You may ask the customer if they would like to make the combo “large”)
  • After a customer completes their order, always ask, “Can I get you anything else?”. This sounds much better than saying, “Is that all?”
  • Confirm the order. Always repeat the order back to the customer. This will ensure the order is entered correctly, and will eliminate a lot of incorrect orders going out to our customers.
  • Give the customer the total. Always give the total in dollars and cents at drive-thru Example: “That will be four dollars and 23 cents”. This will be easier for customers to understand and enable them to have their payment ready when they arrive at the window.

Key #3

Taking care of their needs

  • Frontline customer’s orders must be called out correctly to the backline
  • Do not use a lot of “wasted” words This may confuse the backline. Use as few words as possible (See Chef Jack’s Terminology Table in CTG #2).
  • Never interrupt a customer when they are placing their order. Wait until they are finished before calling the order out to the backline.
  • If the customer is using a debit or credit card, and the card will not read or is declined, make sure you do not embarrass the customer or upset them by what you say..... Apologize, and politely ask for another form of payment.
  • If a customer is using cash, always lay the bill in view of the customer until change is accepted
  • When assembling an order on frontline without an expeditor, always place the cup on the tray first Any fries ordered are placed on the tray last to ensure they stay hot
  • When assembling a drive-thru order give them their drink first
  • Always make sure the drink has a marked lid and to give the customer a straw
  • When assembling a drive-thru or take out order, the bag should always have the sandwich on bottom and fries on the top
  • Place napkins, condiments, and sauces in the bag as well and let the customer know they are in the bag
  • When assembling a frontline or drive-thru order, always visually confirm the order to make sure it is correct before presenting to the customer
  • Verbally confirm the when presenting to the customer (Example: Here’s one Big Jack no mayonnaise, one fry, and one apple pie)

Key #4

Making sure they come back

  • Make sure the customer is satisfied
  • Always say “Thank You”, and ask the customer to come back Use your own words
  • Your smiling face and your friendly service will make the customer want to come back
  • Remember: “Smiling Faces & Friendly Service” is not a phrase It is who we are!

Drive-Thru

  • Prior to the next customer in line arriving at the window, press the “Oldest Unpaid (recall)” button on the recall register to obtain the amount of the order
  • Tape receipt to the last bag of the order (Tape to the cup if only item)

Secondary Responsibilities Drive-Thru

  • Keep drive thru windows clean
  • Keep drive thru area clean and organized
  • Keep cups, lids, straws, condiments, etc. stocked
  • Expedite for frontline if no customers at drive thru
  • Complete 5 minute jobs

Secondary Responsibilities Frontline

  • Expedite for other frontline cashiers if no customers
  • Expediter for drive thru cashier if no customers
  • Assist in keeping lobby, dining room, restrooms, and counter area clean and stocked.
  • Refill ice bins
  • Keep cups, lids, straws, condiments, etc. stocked
  • Complete 5 minute jobs