Adding Cash in/ out

The following steps explain how to define the account for cash-in or cash-out transactions in the point-of-sale software.

Note: Make sure to enable the “POS” app initially.

Cash In

Click on “POS” from the main menu.

Click on “Start Selling” to proceed to the sales screen.

Inside the “Sales Screen”:

1. Click on the button located at the top-right of the screen, displaying the username.
2.  Choose “Add Cash In” from the menu.
3.  Set the details for the cash-in transaction:
   • Select the source from which the cash is received, choose from:
     • Staff: Select one of the registered employees associated with the account.
     • Treasury: Select one of the registered treasuries associated with the account.
   • Specify the received “Amount”.
   • Add any additional notes in the “Note” field.
   • Set the date and time of the transaction from the “Date” field.
4. Click the “Confirm” button.
   • The system will display a summary of the session, showing the received amount in the “Cash Movements” section.
5. Click the “Sales Screen” button at the top-right of the screen to return to the sales screen of the session.

Cash Out

Click on “POS”  from the main menu.

Click on “Start Selling” to proceed to the sales screen.

Inside the “Sales Screen”:

1. Click on the button located at the top-right of the screen, displaying the username.
2.  Choose “Take Cash Out” from the menu.
   
3. Set the details for the cash-out transaction:
   • Select the recipient for whom the cash is dispensed, choose from:
     • Staff: Select one of the registered employees associated with the account.
     • Treasury: Select one of the registered treasuries associated with the account.
   • Specify the dispensed “Amount”.
   • Add any additional notes in the “Note” field.
   • Set the date and time of the transaction from the “Date” field.
4. Click the “Confirm” button.
   • The system will display a summary of the session, showing the dispensed amount in the “Cash Movements” section.
5. Click the “Sales Screen” button at the top-right of the screen to return to the sales screen of the session.