POS (Browser)
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      2. POS (Browser)

      POS (Browser) - Cash Management

      Keep track of the cash movements during a shift.

       

       

      The "Current Shift" section on your Settings page of the POS can be used to view your current and starting float values, the time and date of the start of the current shift, set and adjust your float limit, and perform cash management functionalities.

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      Cash Limit

      At the bottom of the section, you can set a cash float limit for your register. This setting will notify sales staff when the amount of cash in the register exceeds the allowable set cash float limit. At this point the permitted salesperson may be expected to perform a “Cash Drop” function to remove the exceeding amount from the register into the safe or bank account and record the cash drop action in the POS device.

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      What are the types of cash movements?

       

      • “Cash Drop” implies that the cash amount removed from the till is going directly into a safe or bank account.
      • “Pay out” cash movement can be removing cash from the till for any purpose other than exceeding the set cash limit. For example, you may use this function to record cash being removed to purchase store supplies.
      • “Pay In” cash movement is performed when cash is being added to the register. For example, you are returning change when you bought store supplies.

      These actions can be performed by clicking the green button in the section.

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      This will prompt a pop-up screen that allows you to use these features. You can use the buttons at the top to toggle through each feature. Be sure to utilize the "Note" section to stay organized and log communications for cash movements. Your employee passcode will be required to complete any of these movements.

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      Where can I find a history of all the cash movements for the shift?

      If you scroll down to the bottom of the Settings Page, you will find the Shift History section which gives you an overview of the shifts on this device. To view cash movements click "View Receipt" on the shift you want to view. This will give you a summary of the shift, and within that summary you will be able to see any cash movements made by the employee along with notes detailing the reasons.

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