Opening/Closing the Register

Follow

Opening Register

Before entering any sales into POS, you must first open the register. To do this, you need to have either an Administrator, Manager Role, or Sales Persons role.

  • In the left navigation menu, select ‘Open Register.’

 

  • You will be sent to the ‘Open Register' screen.

 

  • On the left side of the screen, you can view statistics for the previous shift.
  • To print a Z Report of the previous shift, tap the ‘Print Z Report’ button.
  • Enter the amount of cash in your cash drawer in the 'Opening Amount' field, using the calculator.
  • Enter opening notes if needed by clicking the 'Add Notes' link directly below the 'Opening Amount' field.
  • Tap the ‘Open Register’ button to officially open it and start running sales.

 

Closing Register

  • When your shift is completed and you are ready to close the register, open the left Navigation menu and select ‘Close Register’.

 

  • The ‘Close Register’ screen will appear.

 

  • On the lefts side of the screen, you can view statistics for the current shift.
  • To print X Report of the current shift tap ‘Print X Report’ button.
  • Enter the amount of cash in your cash drawer in the 'Closing Amount' field, using the calculator.
  • Enter closing notes if needed by clicking the 'Add Notes' link directly below the 'Closing Amount' field.
  • Tap the ‘Close Register’ button to officially close the register.
  • When the register is closed, you cannot perform orders and cash operations.
Was this article helpful?
0 out of 0 found this helpful

Comments