Step by step
- Open Cash Register > Create Cash Register. The sale screens also bring you here when you have no open register.
- The line at the top shows you as the Cashier, your shop, the date and the time.
- Under 1 Choose your counter click a counter marked Available. A counter that another user has open shows "In use by" with the name and cannot be picked.
- Under 2 Check opening cash choose the Cash A/c. Opening Cash Amount is filled in by itself with the current balance of that cash account; count the drawer and check that it matches.
- Leave Accounting settings (Sales Ledger A/c) as it is unless your accountant says otherwise.
- Check the box You are opening on the right. Last closed session shows the counter, the user and the closing cash of the last register closed at your shop.
- Press Open Register & Start Selling. You go to the POS screen, or back to the sale screen you came from. Cancel goes to the dashboard.
Good to know
- Counter and Cash A/c are required. A counter can be open for only one user at a time; it is free again when its register is closed.
- When you already have an open register, this menu takes you straight to the POS screen.
- When no cash counter is set up for your shop the page says so; use the link Add a cash counter or ask your administrator.
- The opening cash cannot be typed: it is the balance of the chosen cash account. A red note warns when that account has a negative balance.
- The register belongs to you and is used by POS, Add Sale, Quick Sale and the other sale screens alike. Close it from My Register or with the close button on the sale screens.