Operating the cash register

In-person sales typically means operating a cash register. In this article, learn how to open and close a cash register, take cash in and out, and record any cash movements.

Prerequisites

At least one POS register added to your base subscription
Configure cash removal reasons in settings
Set up accounts for cash register: till discrepancy, petty cash, float, etc.

Open a register

One of the first steps in using Cin7 Core POS app is to open a register shift. The register shift must be open before cashiers can run transactions. Each register can have one register shift open at a time, but multiple shifts can be opened each day.

When accessing a closed register, the user will be prompted to count the cash drawer contents and enter the opening float. There is an optional comments field where any irregularities can be noted.

Click Open Register to continue to the sales screen and print the opening float statement.

Close a register

After the register shift is closed, cashiers cannot run transactions until the register is opened again. When the user is done for the shift, navigate to Menu → Sell → Open/Close to close the register. Count up the till amounts and enter to the totals against the day's sales.

At the bottom of the screen, cash movements for the register shift are displayed. Cash movements are shown with a reason and with the user who performed the action. Any cash added or removed from the register during the shift will be displayed here.

Optionally, add a Register Closure Note. Click Close Register to finish and confirm to finish.

Register closure report

Go to Menu → Reports → Register Closure to view details of all register closures for an outlet and print the Register Closure Report.

View cash balance

To view the cash balance available in a store's account, log in to Cin7 Core POS, then go to Sell → Cash Management.

On the Cash Management page, you can see the store's current cash balance, which is the sum of any cash you initially put inside the store account plus proceeds from any sales made within the store.

Add or remove cash from the register

Cash can be added or removed from an open register using the Cash Management feature of the Cin7 Core POS app.

In the Cin7 Core POS app, navigate to Menu → Sell → Cash Management.
Click Add Cash or Remove Cash to open a pop up window. You will be able to enter Cash In/Out and Petty Cash In/Out.
Select a reason from the dropdown field (reasons for adding or removing cash can be added during POS setup, e.g. removing excess to safe) or enter a custom reason.
Click Done to complete the cash management action.