1. Beta announcement
You can now test and experiment with the new closure flow directly on you POS.
This flow will not impact your sales closure data, so feel free to experiment, print the receipt and compare the numbers ! To close sales you need to go back to the old flow by clicking on Close beta version.
All you need to do is to click on the button “Beta : Try new sales closure” to access the new flow.
2. Sales closure page
On this page, you can review sales details for payment methods with both manual and automatic reconciliation.
For Manual reconciliation type, like Cash, You have the following actions :
View details : when you click on view details on a manual method.
Add note : click to input a note. Mandatory when there is a mismatch.
When you open view details, you can review :
Initial value : money available in cash register before starting sales. Currently, this is only supported for Cash currencies.
Payments : money paid by the customer. Example : if order value is 280 CHF and customer give 300 CHF, Payments will receive + 300 CHF
Refunds : money refunded to clients.
Change : money given out as change to the customer. Currently this is only relevant for Cash.
Transfer in : money transferred into device from other devices or safes (only shows when cashbook is activated)
Transfer out : money withdrawn from current device and transferred to other devices or safes (only shows when cashbook is activated)
Expected total : money computed by POS system and expected to be in the cash register .
Counted amount : real amount present in cash register, counted and input by the cashier. By default the value is equal to Expected total and cashier can update it.
Note : note added by the cashier. Optional if difference = 0.
Counted amount : amount present in cash register counted and input by the cashier. By default, the value is the total computed by the POS. ⇒
Difference : Counted amount - Expected total (a difference means a surplus or deficit). If Difference ≠ 0, there is a mismatch.
Change : Change given out in cash
Transfer in and transfer out are relevant for cashbook users. If you don’t have the feature enabled, you will not perceive these 2 parameters.
For automatic reconciliation type, like Card, you can see the following details :
Payments : money paid by the customer
Refunds : money refunded to the customer
Gift cards and vouchers are included as automatic reconciliation type methods.
For each manual method, you need to indicate in the counted amount the actual amount in the cash drawer to verify if the money found matches what is expected by the system.
If there is a difference, the system will flag a mismatch and the cashier is required to add a note.
You can add the count of coins and bills by clicking on Cash inventory button in details section.
This opens up a form that you can fill with the right count.
Once your cashfloats are filled, you can : cancel the closure to return to your orders and make changes (like completing orders), or accept the closure.
Currently you can not close sales on the Beta flow. You can only print the ticket then go back to the old flow. Information that you fill in this flow will NOT translate to the old flow, you will need to input the information again.