Overview
- Before you can make any sales in POS, you must first open your register. When your shift is complete, you then close the register.
Requirements
- Must have either an Administrator, Manager, or Salesperson role.
Opening Register
1. In the left navigation menu, select Open Register.
- On the left side of the Open Register screen, you can view statistics from the previous shift (Z Report). To print these statistics, click Print Z Report button.
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2. Enter the amount of cash currently in your cash drawer in the Opening amount field, using the calculator or your keyboard.
- If you installed the Cash Denominations app, you will be able to enter and track the quantity of each denomination of bills and coins that are currently in your register.
- Optionally enter opening notes in the Register Notes field
3. Click the Open Register button to open register and start running sales.
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Closing Register
1. When your shift is completed and you are ready to close the register, open the left navigation menu and select Close Register.
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- On the left side of the Close Register screen, you can view statistics from the current shift (X Report). To print these statistics, click Print X Report button.
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2. Enter the amount of cash left in your cash drawer in the Closing amount field, using the calculator or your keyboard.
- If you installed the Cash Denominations app, you will be able to enter and track the quantity of each denomination of bills and coins that are currently in your register.
- Optionally enter closing notes in the Register Notes field
3. Click the Close Register button to close register.
- You will not be able to perform orders or cash operations until register is reopened.
Open/Close Register Reporting
- In addition to the Z and X reports displayed in POS, each time you open and then close a register, the sales and revenue information from that shift will be tracked in the Z Report Details report in Back Office, including any Open and Close Register Notes. For more information on the Z Report, please see https://desk.zoho.com/portal/ehopper/en/kb/articles/z-report