Opening/Closing Register

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Before you can make any sales in POS, you must first open your register. When your shift is complete, you then close the register.

Requirement: Must have either an AdministratorManager, or Sales Persons role.

 

Opening Register

1. In the left navigation menu, select Open Register.

 

  • On the left side of the Open Register screen, you can view statistics from the previous shift (Z Report). To print these statistics, click Print Z Report button.

 

2. Enter the amount of cash currently in your cash drawer in the Opening amount field, using the calculator or your keyboard. 

  • Optionally enter opening notes in the Register Notes field

3. Click the Open Register button to open register and start running sales.

 

Closing Register

1. When your shift is completed and you are ready to close the register, open the left navigation menu and select Close Register.

 

  • On the left side of the Close Register screen, you can view statistics from the current shift (X Report). To print these statistics, click Print X Report button.

 

2. Enter the amount of cash left in your cash drawer in the Closing amount field, using the calculator or your keyboard. 

  • Optionally enter closing notes in the Register Notes field

3. Click the Close Register button to close register. 

  • You will not be able to perform orders or cash operations until register is reopened.
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