Opening and closing the register

View all Manager functions

Overview

At the start of the day you’ll open your shop with a float in the till so that you have enough to give customers change. Whatever the amount you choose to put in at the start of the day you can record when you open the register for trading.  As you trade through the day there may be reasons to put cash in or take cash out, for example for paying for deliveries. These cash recordings won’t create any accounting, but along with the cash taken for sales and refunds, you will have a reported total amount of cash at the end of the trading day that you can reconcile to your till contents.

Prior to opening the register for the day you will be presented with these options.  Selecting open the register will request entry for your initial float.

After adding the float you can then begin trading and you will be presented with the following options. At any point during the day you will be able to access the current payments report.

IMPORTANT: All the cash functions require a manager role assigned.

Opening the register and add a float

  • Swipe left to right to open the management menu
  • Tap ‘Open the register’

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  • You will be asked whether you want to open the register or keep the register closed

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  • You will be prompted for the initial float that you want to add to the register
  • Enter the amount that you want to start the trading session

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  • Tap 'Yes' to confirm or 'No' to re-enter amount

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Adding and removing cash during a shift

  • During the trading day you can add cash into the till or take cash out
  • Swipe left to right to open the management menu
  • Tap ‘Cash in’ or ‘Cash out’

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  • Enter the amount that you want add or remove from the till
  • A receipt will be printed automatically.

Closing the register

  • Swipe left to right to open the management menu
  • Tap ‘Close the register’

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  • This action will close the trading session, print the trading session summary and clear down the summary ready for the next rading session
  • You will be asked to confirm that you want to Close the Register

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  • If you haven't yet printed the Payments Report then you can do that or Logout

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  • Click 'Done' if you want to return to the basket screen or Click 'Logout' if you want to log out of the basket

Opening the cash drawer

  • Swipe left to right to open the management menu
  • Tap ‘Open the cash drawer’

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  • If the cash drawer is attached to the connected printer then the cash drawer will open

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