Sales
To add/receive cash in using the POS screen
Click on “POS” from the main menu.
Click on “Start Selling” to proceed to the sales screen.
Inside the “Sales Screen”:
- Click on the button located at the top-right of the screen, displaying the username.
- Choose “Add Cash In” from the menu.
- 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.
- Select the source from which the cash is received, choose from:
- Click the “Confirm” button.
- The system will display a summary of the session, showing the received amount in the “Cash Movements” section.
- Click the “Sales Screen” button at the top-right of the screen to return to the sales screen of the session.
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- For more information on tracking cash in or out, please refer to the tutorial “Viewing Cash Movements“.