Cash Clearance: Difference between revisions
New page: '''Cash Clearance''' Tenders > Currency and Balancing * Allow cash clearance [[Image:]] '''Allow Cash Clearance – '''Flagging this option activates the cash clearance configurations ... |
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'''Allow Cash Clearance – '''Flagging this option activates the cash clearance configurations and makes capabilities available via balancing (Ctrl+B )in POS | '''Allow Cash Clearance – '''Flagging this option activates the cash clearance configurations and makes capabilities available via balancing (Ctrl+B )in POS | ||
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* Include In cash clearance | * Include In cash clearance | ||
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'''POS ''' | '''POS ''' | ||
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Warning message in Sales screen wiill appear in red and flashing on reight hand side of screen until cash has been cleared. | Warning message in Sales screen wiill appear in red and flashing on reight hand side of screen until cash has been cleared. | ||
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# The following screen will appear select Cash Clearance (Alt+A) | # The following screen will appear select Cash Clearance (Alt+A) | ||
[[Image:]] | [[Image:Cash_Clearance_figure_4.jpg]] | ||
# Select till cash is being cleared from. | # Select till cash is being cleared from. | ||
[[Image:]] | [[Image:Cash_Clearance_figure_5.jpg]] | ||
# Highlight tender and select tender count to enter amount being cleared'''.''' | # Highlight tender and select tender count to enter amount being cleared'''.''' | ||
[[Image:]] | [[Image:Cash_Clearance_figure_6.jpg]] | ||
# If configured to enter total cash amount in clearance the following screen will appear when clearing the cash tender. The total cash amount is entered. | # If configured to enter total cash amount in clearance the following screen will appear when clearing the cash tender. The total cash amount is entered. | ||
[[Image:]] | [[Image:Cash_Clearance_figure_7.jpg]] | ||
# If not configured to enter total cash the following screen will appear enabling breakdown of notes to be entered. | # If not configured to enter total cash the following screen will appear enabling breakdown of notes to be entered. | ||
[[Image:]] | [[Image:Cash_Clearance_figure_8.jpg]] | ||
# Once clearance has been performed docket will print and amounts will be callaculated in balancing screen so when time to balance at end of trade the money has already been accounted for. Also the cash clearance report is availaeb inlist of balancing reports located under remport Menu >Run a report | # Once clearance has been performed docket will print and amounts will be callaculated in balancing screen so when time to balance at end of trade the money has already been accounted for. Also the cash clearance report is availaeb inlist of balancing reports located under remport Menu >Run a report | ||
[[Image:]] | [[Image:Cash_Clearance_figure_9.jpg]] | ||
Revision as of 01:48, 28 November 2008
Cash Clearance
Tenders > Currency and Balancing
- Allow cash clearance
Allow Cash Clearance – Flagging this option activates the cash clearance configurations and makes capabilities available via balancing (Ctrl+B )in POS
Enter total cash amount in cash clearance – Select this option to enter total quantity of cash rather than a breakdown of notes.
No. of cash clear clearance receipts to print - Enter in quantity of cash clearance receipts to print. Values 0-9 are accepted
Include charges to account in clearance – If configured to use Charge Account the tender code is created by default, this option is required to enable the charge account tender to be available for cash clearance
Cash Limit –Enter the value of cash collected not including the float that the system will display warning message.
Clearance warning – This is a free text field where the clearance warning message can be set up to 20 characters. Once system has reached the cash limit the message will display left hand side of sales screen until cash has been cleared below the cash limit value.
Tenders
To enable tenders to be available for cash clearance an option needs to be set for each tender.
Tenders > Tender Setup (Global)> Change/Add
- Include In cash clearance
POS
Warning message in Sales screen wiill appear in red and flashing on reight hand side of screen until cash has been cleared.
Performing a clearance
In POS select balancing (Ctrl+B)
- The following screen will appear select Cash Clearance (Alt+A)
- Select till cash is being cleared from.
- Highlight tender and select tender count to enter amount being cleared.
- If configured to enter total cash amount in clearance the following screen will appear when clearing the cash tender. The total cash amount is entered.
- If not configured to enter total cash the following screen will appear enabling breakdown of notes to be entered.
- Once clearance has been performed docket will print and amounts will be callaculated in balancing screen so when time to balance at end of trade the money has already been accounted for. Also the cash clearance report is availaeb inlist of balancing reports located under remport Menu >Run a report
