Opening and Closing the Sales Register

Overview

This article will outline the steps necessary to open and close the register in the Sales module.

Open Register

Follow the steps below to open the register in the sales module:

1. Log into the software
2. Choose the correct terminal
3. Click on the top-left menu dropdown and select "Sales"
4. A prompt will pop up to open up the register with the starting cash amount. Once you enter the appropriate starting cash amount, click "Open"
5. You are now ready to start completing transactions

Close Register

Follow the steps below to close the register in the sales module: 

1. Go to the Sales module and click "Close Register"
2. A screen will pop up that will allow you to enter the quantity of each piece of currency and the software will calculate the total for you, otherwise, count the cash yourself and plug in the cash total to the "Cash Total" field. PLEASE NOTE: When typing in the total cash, be sure to include the starting amount (e.g.: If the day was started with $100 already the cash drawer and $100 worth of cash transactions were completed, the total cash when closing out the register would be $200)
3. Once the register has been closed, log out of the software using the top-right dropdown