Setting up stores and daily POS operations

Stores hold your stock, and Day Operations keeps each day's cash drawer accountable.

Add a store

1. Go to Inventory > Store Change > Stores.
2. Add a store for each shop, warehouse or van that holds stock.
3. When you add products, GRNs or users, choose the store they belong to.

Open and close the day

1. Go to Sales / POS > Invoice > Day Operations.
2. Click Open Day at the start of trading and enter the opening cash float.
3. Record money added to or taken from the drawer during the day with Cash In and Cash Out.
4. Print an X Report at any time to check takings without closing the day.
5. At closing time, count the drawer, click Close Day and print the Z Report.

Tips

• Register each till under Sales / POS > Invoice > POS Terminals so reports show takings per terminal.
• A difference between counted cash and expected cash on the Z Report usually means a sale was taken with the wrong payment type.

Still stuck? Open Help & Support (the ? button at the top of any page) and send us a request. We can see which page you were on, so a short description is enough.