Tills, stores and shifts

# Tills, stores and shifts

Set up a till

1. Add your items first, under Stock. A till can sell only items that exist there. Each store is a stock location.
2. Open Till, then the Setup tab.
3. Choose Add a till. Give it a short code such as DT1, a name, and the store it sells from. Stock comes out of that store.
4. Under Runs on, pick a paired device with the Till role, or leave This computer.
5. Leave Switched on ticked. Each active till counts against the field seats on your license. Over the limit, the app says so in plain words and does not switch it on.
6. For each item, Group and tax sets its group on the till, its tax code, and whether it shows on the grid.

Open a shift

1. On the Sell tab, choose Open shift.
2. Count the cash in the drawer and type it as the float. It is starting cash. It never counts as a sale.

During the shift

• Cash in and Cash out record money put into or taken from the drawer, such as change from the safe or paying a delivery driver. A reason is required.
• Voucher sells a gift voucher and shows its code. Give the customer that code. A voucher sold at a till can be spent once that till has synced with the office.
• Refund and Reprint are on the same bar.

Close the shift

1. Choose Close shift.
2. Count the drawer by note and coin. The window shows what was counted, what it should be, and the variance as you type.
3. Choose Close shift. The Z report appears. See pos-z-report-and-daily-summary.

Expected cash is the float, plus cash sales, less cash refunds, plus cash in, less cash out, plus cash taken for vouchers.

Stock

• Each sale line takes stock out of the till's store at average cost.
• A refund puts it back at the cost it left at.
• A sale made offline is never refused for lack of stock. It goes through and the stock shows as negative, so you can fix the count.

Tills that work offline

A separate till keeps its own small file. It holds items, prices, tax codes, stores and voucher balances. It can price, sell, print receipts, run its own X and Z reports and refund its own sales with no connection. It sends the sales to the office once it is connected again, and a repeated message is never counted twice.

• An item the till has not yet received is missing from its list.
• A voucher sold offline cannot be spent until that till has synced.
• The office decides the store and till from the device that sent the sale, not from the message.

Not yet

• No separate till has been run for real. Nothing in the apps yet creates, pairs and starts a separate till.
• The apps do not yet start the timer that sends offline sales.
• A shift that runs past midnight is dated by the day it opened.