Cashier Workflow Guide

Opening

How to Open Your Register (start my shift, open till, opening float)

Nothing can be sold until a register session is open.

1. Open the POS. If no session is running you are prompted — or use Cash & Registers → Register Management
2. Choose your register under Select Register
3. Count the float in the drawer and enter it as the Opening Cash Amount
4. Click Open Register

Result: The session is ACTIVE and you can sell. The opening cash is what expected cash is measured against at close.

Note: Count the float rather than assuming it. If it is wrong at the start, your close will show a variance you did not cause.

Selling

How to Ring Up a Sale (make a sale, checkout, serve a customer)

The core transaction.

1. Scan barcodes, search, or tap products in the grid
2. Adjust quantities in the cart, using the unit selector where a product sells in more than one unit
3. Attach the customer if they are a member or buying on account
4. Click Complete Sale
5. Choose the payment method and take the payment

Result: The sale is recorded, stock reduces, and the takings join your session.

Note: Attach the customer before completing. Loyalty points, credit and purchase history all depend on it, and none can be added afterwards.

How to Take Cash and Give Change (cash payment, change due)

Cash is the one method where what you are handed differs from what is owed.

1. Click Complete Sale and choose the cash method
2. Enter what the customer actually handed over as Cash Received
3. Read the Change figure
4. Complete, and give the change

Result: The sale records what was owed, not what was tendered, so expected cash at close is right.

How to Take a Split Payment (two payment methods, part cash part card)

When a customer pays with more than one method.

1. Click Complete Sale
2. Click a method on the left to add it and enter the amount taken by it
3. Add further methods until Remaining is zero and it shows Fully Paid
4. Complete the payment

Result: Each method is recorded separately, so each is verified against its own total at close.

Note: This is why method accuracy matters — a card sale recorded as cash creates a variance on both at close, and neither is your fault but both are your problem.

How to Sell on Account (credit sale, pay later, on account)

For known customers taking goods now and paying later.

1. Attach the customer — a credit sale cannot be a walk-in
2. Click Complete Sale and choose On Account
3. Complete the sale

Result: The goods leave and the amount becomes a receivable against the customer. No cash reaches your drawer.

Note: If it is refused, the customer is over their credit limit or blacklisted. That is a manager decision, not something to work around.

How to Serve Two Customers at Once (park a sale, hold transaction, cart tabs)

Keep one cart while starting another.

1. With a cart in progress, open a new cart tab
2. Serve the second customer there
3. Switch back to finish the first

Result: Each cart keeps its own items and customer until completed.

Note: A cart is not a sale. Nothing is recorded and no stock moves until Complete Sale.

How to Handle a Return (refund, customer bringing goods back)

Against the original sale wherever possible.

1. Open the returns screen and find the Original sale
2. Set the Return Qty on each line being returned
3. Choose the Refund method — check it before confirming
4. Add a Reason (optional)
5. Click Process Return

Result: Stock returns to inventory and the refund is recorded.

Note: Refunding cash for a card sale drains your drawer and creates a variance. If the customer has no receipt, that is a blind return — get a manager.

Closing

How to Close Your Register (cash up, end of shift, close till, z report)

Verify every payment method, not just cash.

1. Choose Close Register in the POS
2. Review the Session Summary — Total Sales, Transactions, Opening cash, Expected Cash
3. Under Count your cash, enter the Bills and Coins you counted — Your Count and Variance update as you go
4. Verify the non-cash methods against your terminal — Card (Direct), Card (Aggregator), Bank Transfer, Room Charge
5. For any variance, choose a reason and add a note
6. Confirm the Closing Cashier and complete the Authorization
7. Click Close Register

Result: The session closes with expected, actual and variance recorded per method, ready for the manager's reconciliation.

Note: Use Show breakdown on any expected figure to see the sales behind it — the fastest way to find the transaction causing a variance.

How to Explain a Variance (cash short, extra cash, does not balance)

A variance is a fact to record honestly, not something to make disappear.

1. Find the method showing a variance
2. Open Select reason... and choose the closest match
3. For cash: Counting Error, Extra Cash Found, Missing Cash
4. For card and transfer: Terminal batch mismatch, Bank report mismatch, Settlement timing, Wrong payment method, Classification error, Processing error
5. Add a short note describing what you found

Result: The reason carries through to the reconciliation, so the manager can see why the day did not balance exactly.

Note: Settlement timing is the common, harmless one for card — the terminal batched after your cut-off, so the money lands tomorrow. It is not a loss.