Navigation: Log in to POS, then select Operations > Till Management
Till is the money trays that fit into the Cash Drawers. They help Owners and Managers to keep track of the Cash that passes through their business daily.
When ordering from the Order screen: you won't be allowed to navigate to the Till Management screen without finishing the current Order. Instead, an alert message 'Close your sale' will appear.
Types of Tills
Two types of Tills are available:
User Till – This is user-specific. When a logged-in employee (X) has created a Till of type User, then creates a Sale and payment is made via Cash, the Till Balance will be incremented for this respective Employee alone.
Global Till – When a device is used by multiple Employees and when an Employee has created a Till of type Global, any Employee (with different Login IDs) who created a Sale with payment made via Cash, the Till Balance will be incremented for who was using this particular device.
Global Till
A Global Till can be created in both BO and POS.
Back Office
Navigation: Log in BO for your Store, then select Settings > Payments > Till Settings
Configure the Global Till in the Store Settings of the BO by enabling the Auto Global Till toggle (setting as Yes).
After enabling, provide the value for Enter Opening Balance.
POS
In POS: in the Open Till screen, set the Global Till option as Yes.
Tap on the Till Management navigation on the Operations screen, user will be navigated to the Till Management screen.
Till Management Screen
The Till Management screen consists of the following tabs:
Navigation: Log in to POS, then select Operations > Till Management Till is the money trays that fit into the Cash Drawers. They help Owners and Managers to keep track of the Cash that passes through their business daily. When ordering from the Order ...
The Till tab displays 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. Select Set Till, and the Open Till window appears. Enter the Denomination and Tip ...
For the Employee filter, you can view all the Employees which were created in User Management in BO (alphabetical order) along with Cancel and Generate options. Generate: Click Generate then Apply to get the search results. Updated results can be ...
In the Audit tab, you can view Check information, such as the Check No (Number), Date, Amount, and Type of action from the cash drop, pay in, pay out, and tip paid out tabs in Till Management. The screen Audit displays a log of actions on Checks, ...
Pay In Tab Note: Only employees with the proper role and permission settings have access to Pay In. If Cash needs to be added or removed from the cash drawer - without completing a transaction or sale - then Pay In or Pay Out can be used. A Pay In is ...