- Opening the register at the beginning of the day:
- Log in
- Click on the shop (if a multi-shop environment) and register you wish to open
- Enter the opening float, either by using the specific bills/change or a total using the 'Extra' box
- Submit the counts
- You are now ready to begin processing transactions
2. Process sales throughout the day:
- Send green fees and carts to the POS, or process pro shop merchandise transactions as normal
3. Close the register:
- At the end of the day, proceed to Sales and click on Close Register
- Count the float (Start+Adds column) AND cash sales during the day (Payments) either by using the defined bill+coin options or the Extra box (total)
- Refer to the other tender methods for those payments (count is done automatically)
- Enter a note (optional) and Submit Counts
- Consult the Short/Over for each payment type
- Save Counts
- Print the report if required to add to the daily package
Optional Process - Payouts/Drops
If ever you must remove money from the till (so that it will not be considered in the closing procedure), a simple Payout is quick and easy:
- In Sales, click on Payout/Drop
- Count the cash
- Enter a note for reference
- Select the tender method (most likely cash)
- Withdraw
- Print the adjustment summary on the receipt printer if required
