Opening and Closing the Sales Register Log

Overview: 

Opening and closing the register will allow the software to track the cash you receive from cash transactions. This article will outline the steps necessary to open and close the register in the Sales module.

• Part One: Opening the Register Log
• Part Two: Closing the Register Log

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Sales module
• Must have set up terminals to track the cash in the register and established a default register log open

Steps:

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

1. Once in the software, select the terminal that you will be working out of by clicking on the drop down in the top right corner of the screen and selecting 'Terminals'.
2. Go to the Sales module
3. A prompt will pop up to open up the register with the starting cash amount. Once you verify it is the correct starting amount select 'Open'.
4. You are now ready to start completing transactions

Follow the steps below to close the register log 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. Enter the quantity for each coin and dollar you have or count the closing amount yourself and enter the value in the 'Total Cash' 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)

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737