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.
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.
Updated on: 05/11/2024
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