Cash Management

Cash management is designed to efficiently control the flow of money within a business, particularly managing cash related to income, expenses, and cash on hand. The store can review these details in the Drawer menu.

Steps for Cash Management:

Go to the Drawer menu. If you don’t see this option in the sidebar, go to Settings.
In Settings , select Cash Management and enable it.
If the Drawer menu is already visible, click on it to view all cash-related transactions.
To remove cash from the drawer, click the Paid Out from Drawer button, enter the amount, select the category, and, if needed, add a note in the Details field. Then, click Paid Out from Drawer to complete.
To add cash to the drawer , click the Paid In button, enter the amount, choose a category, add any additional details, and click Paid In to confirm.

Each time cash is added to or removed from the drawer, the system will send a notification via LINE Notify . The store can view additional details on the backend website at https://dashboard.silompos.app under the Cash In-Out Report menu.

Steps and methods for closing a sales round:

If you want to close the sales shift, click the Close Shift button, then enter the amount counted by the staff in the cash drawer.
Click Close Shift to confirm the end of the sales shift. You can review the shift closure details in the Shift Close History section below.

When you click Close Close Shift, the system will send a shift summary to the store owner for accuracy verification.

Updated on: 05/11/2024