Cash-in & Cash-out

Title

Cash-in & Cash-out process guide

Overview

This guide explains how to perform Cash-In and Cash-Out transactions in the POS system, including accessing the cash drawer, entering a PIN, selecting a transaction type, providing reasons, and recording the transaction.

Procedure

STEP 1 - Accessing Cash Drawer Settings

• • Navigating to the Dashboard
    • To initiate the process, log in to the POS system and navigate to the main Dashboard.

• • Accessing Cash Drawer Settings
    • Locate and select the "Cash Drawer" option in the Dashboard menu. This will direct you to the Cash Drawer Settings.

STEP 2 - Entering the PIN

• • PIN Entry Process
    • Enter the assigned PIN in the designated field to authenticate your access to the Cash Drawer settings.

STEP 3 - Choosing Cash-In or Cash-Out

• • Understanding Cash-In and Cash-Out
    • Cash-In: Adding money to the cash drawer, typically after a sale or deposit.
    • Cash-Out: Withdrawing money from the cash drawer, often for providing change or refunds.

• • Selecting the Appropriate Action
    • Choose between Cash-In or Cash-Out based on the transaction type you are performing.

STEP 4 - Providing a Reason for Opening the Cash Drawer

• • Select an appropriate reason from the given options.

STEP 5 - Entering the Amount

• • Enter the amount for cash-in / cash-out. 

STEP 6 - Recording the Transaction

• • Opening drawer transaction recorded.

Tips

• For detailed information or steps kindly refer POS frontend user manual.