Checkout opening and day closure

Checkout opening and day closure




Is the day ending correct?Change the payment methodsin the transaction orMake a refundto reverse a transaction.

Opening cash register

1. Make sure you have selected the right location and workstation.
Adjusting?
  1. Click on 'Dashboard' in the menu
  2. At the top, click on the store name or workstation to click the correct one.
2. Click on 'Checkout' in the menu
3. Click on the 'Open Checkout' button'



Closing cash register

1. In the menu, click on 'Exit checkout'. Here all the information from that day is visible.
2. Enter the cash counted at the bottom of the page.
You can choose between filling it per unit or filling in the total under 'Cash money counted'.



3. Under the amount to be deposited you can possibly fill in which amount will be brought to the bank.
4. At the bottom it is possible to leave an extra comment
5. Click on the 'Exit checkout' button to complete the day state.
6. You will then see the same page again with a green Download button at the top (on the right) to print the day state.



Customize payments manually

The amounts of PIN and Cash can still be adjusted at the day close, but it is better toChange it on the specific transaction.
For example, if a transaction is struck as Maestro and the customer eventually paid with VISA anyway.
1. To do this, click on the 'pen icon' on the right side of Payment Methods (see image below).
2. Then fill in the new amounts.
  1. Is the method not listed yet? Click on the text 'Click here to add a method'
3. Then click on the 'Save' button





Get money from cash register / book extra costs

Sometimes things like "Food and drink" are paid from the checkout.
1. In the checkout you can click on the 'Add costs' button



2. A pop-up opens in which you can select the amount and reason.
3. Then click on the green button 'Submit'



Notification: the previous day is not closed

You will receive a notification 'The previous day is not yet closed' in the POS system if you forget to close the checkout. Despite this notification, you can still continue to make transactions and this is also stored in the statistics.





Closing every day or once a week?

Some jewelers prefer to close the cash register once a week.

1. Click on "Shopping settings" in the menu
2. Click on the tab 'Checkout'
3. Choose the option you would like to use and click on 'Save'





Closing by workstation or by location?

Do you have multiple cash registers and would you like to close everything at once (per location)?

1. Click on "Shopping settings" in the menu
2. Click on the tab 'Checkout'
3. Choose the option you would like to use and click on 'Save'






All day closures in one overview

  1. In the menu, click on 'Overview day closure'.
  2. Select the desired location and workstation.
  3. Click on the 'Apply filter' button to load the day closures.
  4. Click on the 'View' button behind the day close to open it.