Retail POS: Operation - Till Management (Till Tab)

Retail POS: Operation - Till Management (Till Tab)



The Till tab contains the following sub-tabs:

Set Till
Active Till
Held Till
Closed Till
Set Till

Set Till

Setting a Till is entering the amount to Till starts with.

  1. Select Set Till, and the Open Till window appears.


  2. Enter the Denomination and Tip details, then press Continue.


Denomination

The Denomination will be configured in the Store Settings in BO (under Settings > Till Settings > Denominations).



  1. Denominations can be named, and the amount value can be set from BO.
  2. Created Denominations can be deleted from BO.
  3. When the Till is being opened in POS, the Denominations added under the Till Settings will appear.
  4. Upon entering the value in the number pad screen, the denomination marked in BO will appear in the Open Till page.
    1. Example: If the denomination marked is $100 in BO and value entered is 5 in number pad – theTotal value will be $500 in the Till page in POS.


  5. Only Employees with the proper role and permission settings have access to Open Till.

When ready, tap Continue and you will be taken to the Active Till.
Active Till

Active Till

When a Till is set, the Active Till screen appears.




Back Office

Navigation: Log into the BO for your Store, then select Settings > Payments > Till Settings
 


  1. If the Force Cash Out at Clock Out toggle is enabled (set to YES): an employee must close the Open Cash Out and Till before punching out in POS.

    1. If not, then a pop-up with the message 'You can’t punch out with open till, do you want to close the till?'  with Yes and No options will appear in POS. If Yes, you can close the till. If No, the pop-up will close.

  2. If disabled, an employee can punch out in POS when there is an Open Cash Out and Till. 

  3. When the Till Type is a User Till, the Till Balance will be incremented only for the respective employee who has created the till in the device.

  4. When the Till Type is Global Till, the Till Balance will be incremented for other employees too who was using this device.

Hold Till

  1. When a Till row is selected and Hold Till is selected, a pop-up with the message 'Do you want to hold this till?' appears. Upon confirmation, the selected Till details will be moved to the Held Till screen.


Close Till

  1. When a Till row is selected and Close Till is selected, a pop-up with the message Do you want to close this till?' appears.


  1. Click Yes, and the Close Till screen appears.

  2. Enter the Till amount then press Continue.


    1. If the Till amount is greater / lesser than the Expected Cash:

      1. The Over Shortage pop-up appears.


      2. Enter any comments in the Discrepancy Notes then press Done.

      3. The Till details will be moved to the Closed Till.

Notes:

  1. If the Automatic Global Till toggle is enabled in BO [Settings > Payments > Till Settings] and given the Opening Balance, then the Till Balance in POS will be incremented automatically after completing the first sale.

  2. Only Employees with the proper Role and Permission Settings have access to Close their own Till or Close all Tills.
Held Till

Held Till

  1. If a Till needs to be counted during Business Hours or in between employee Shift changes, you may want to hold the Till.

  2. Holding a Till allows you to keep the previous Till on hold until it’s ready to be closed. A new Till will need to be opened to keep track of new transactions.

Select Held Till, the Held Till screen appears


To Close a Till: select the respective Till and tap on the Close Till option.

Note: Only Employees with the proper Role and Permission settings have access to Hold Till.
Closed Till

Back Office

Navigation: Log into the BO for your Store, then select Settings > Payments > Till Settings, then select the Close Till tab.



The Close Till tab displays the list of all the Tills that are not closed in POS. The table will be a daily refresh, and the Tills that are not closed in POS can be manually closed here. If no Close Tills are added then the 'Close Till not found' message appears.
  1. The Close Till table displays columns for the Till Name along with Till Type, Status, Amount, and Open By.
  2. The Actions column has the Close button to close the Till.
    1. When clicked, a pop-up with the message 'Are you sure you want to close!' along with Yes and No options appears. If Yes is clicked: this Till will be closed and the line item will be removed. If No is clicked, no changes occur.

POS

Navigation: Log in POS, then select Operations > Till Management. Select the Closed Till tab and the Closed Till screen appears.
 


Adjust Till


  1. Select a Till then click Adjust Till at the bottom-right.
    1. If Adjust Till is clicked without a Till selected, the 'Select Till to proceed' pop-up message appears.


  2. The confirmation message 'Do you want to adjust this till?' appears.


  3. Click Yes, and the Close Till screen appears.


  4. Enter the Till amount then tap on the Continue option.
    1. If the Till amount is greater/lesser than the Expected Cash, the Over Shortage pop-up appears. Enter any needed comments in the Discrepancy Notes, when ready click Done.


  5. On the Summary page that appears, select Print to print the Summary.
    1. Select Submit or Cancel to close the Summary and selected Till.