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Run a till: sell, take returns and close the day

Open a session with its float, ring up sales, take returns, close with a cash count, and post the Z report.

  1. CRM > Point of Sale > POS Terminal. Choose your till, enter the float in the drawer and press Open.
  2. Scan a barcode or type an item number. The price comes from the store's price list and the tax from the company's tax rules.
  3. Take cash, card or both and press Charge. The change due is shown.
  4. For a return choose Return, find the sale by its ticket number, choose what is coming back and why, and press Take the return.
  5. At the end of the shift choose Close till, count the drawer including the float, and press Close session.
  6. A manager then posts the Z report under POS Z Reports > New, choosing the closed session.
  • A cashier cannot give a discount larger than the store allows.
  • If the network drops, sales are queued on the till and sent when it is back; each is recorded once.
  • The Z report posts one journal: cash, card to the provider's clearing account, any over or short, net revenue, tax, and cost of goods against inventory. The stock is issued from the store's bin.

A session's Z report can be posted once, and only after the session is closed.