Difference between revisions of "Manage Tills"

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'''Assign to Order Group'''<br />
 
'''Assign to Order Group'''<br />
Enter here if you are updating the assign to order group for the till. Select the appropriate option from the drop-down menu.
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Enter here if you are updating the assigned to order group for the till. Select the appropriate option from the drop-down menu.
  
 
Once details have been modified correctly, press the [[File:Modify-it.PNG|alt=Modify it Button|link=|Modify it]] button to save changes.
 
Once details have been modified correctly, press the [[File:Modify-it.PNG|alt=Modify it Button|link=|Modify it]] button to save changes.

Revision as of 12:15, 22 October 2021

In This Section

This is where you will be able to create a new till day with the correct float and reset printer receipt.



Manage Tills

This section will cover how to create new till details and edit existing till details.

Create New Till

Once you arrive on the Manage Tills page, a number of details that can be input will be displayed.

Create New Till
Enter here the name of the till you would like to create.

Base Float
Enter here the base float required for the new till. This value should be given in your specified currency, to two decimal places.

Receipt Printer
Enter here the receipt printer for the till you would like to set up.

Account to use for Cash Sales
Enter here the account details for cash sales, for the new till.

Default Payment Method
Enter here the default payment method for the new till, by selecting the appropriate option from the drop-down menu.

Location
Enter here the location of the new till, by selecting the appropriate option from the drop-down menu.

Cash Drawer
Enter here the current float value for the new till. This value should be given in your specified currency, to two decimal places.

Paper Width
Enter here the paper width of the receipt printer. This value should be given in mm.

Default Till
Enter here the default status for the new till. Tick Tick Button for Yes or leave blank Blank Button for No.

Assign to Order Group
Enter here appropriate assign to order group, by selecting from the drop-down menu.

Once details have been input correctly, press the Create it Button button to save the new till.

Existing Tills

Once you arrive on the Manage Tills page, a list of all existing tills will appear. The following information will be given for the existing tills: Till ID, Till Name, Location, Base Float, Current Float, Cash Sales A/C and Action.

Action

A number of actions will appear next to all existing tills.

Delete

Press the Delete Button button to delete the existing till. Use with caution.

Summary

Press the Summary Button button to be redirected to the till summary page.
This will display the Till ID/Name, Till Location, Base Float and Total Float.

Edit

Press the Green Edit Button button to edit the details of the existing till.

Create New Till
Enter here the updated name of the till.

Base Float
Enter here if you are updating the base float value of the till. Enter this value in your specified currency, to two decimal places.

Receipt Printer
Enter here if you are updating the associated receipt printer for the till.

Account to use for Cash Sales
Enter here if you are updating the account to use for cash sales. Select the appropriate option from the drop-down menu.

Default Payment Method
Enter here if you are updating the default payment method. Select the appropriate option from the drop-down menu.

Location
Enter here if you are updating the location of the till. Select the appropriate option from the drop-down menu.

Cash Drawer
Enter here if you are updating the current value of float in the till. Enter this value in your specified currency, to two decimal places.

Paper Width
Enter here if you are updating the paper width of the receipt printer. This value should be recorded in mm.

Default Till
Enter here the default status for the till. Tick Tick Button for Yes or leave blank Blank Button for No.

Assign to Order Group
Enter here if you are updating the assigned to order group for the till. Select the appropriate option from the drop-down menu.

Once details have been modified correctly, press the Modify it Button button to save changes.