2015-11-13 21:17:18 +07:00
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===========================
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How to set up cash control?
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2015-11-17 18:45:35 +07:00
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===========================
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Cash control permits you to check the amount of the cashbox at the
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opening and closing.
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Configuring cash control
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On the **Point of Sale** dashboard,
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click on :menuselection:`More --> Settings`.
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.. image:: media/cash_control01.png
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:align: center
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On this page, scroll and tick the the option **Cash Control**.
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.. image:: media/cash_control02.png
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:align: center
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Starting a session
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==================
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On your point of sale dashboard click on **new session**:
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.. image:: media/cash_control03.png
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:align: center
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Before launching the point of sale interface, you get the open control
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view. Click on set an opening balance to introduce the amount in the
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cashbox.
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.. image:: media/cash_control04.png
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:align: center
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Here you can insert the value of the coin or bill, and the amount present in
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the cashbox. The system sums up the total, in this example we have
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``86,85€`` in the cashbox. Click on **confirm**.
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.. image:: media/cash_control05.png
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:align: center
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You can see that the opening balance has changed and when you click on
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**Open Session** you will get the main point of sale interface.
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Register a sale
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===============
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.. image:: media/cash_control06.png
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:align: center
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On the right you can see the list of your products with the categories
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on the top. If you click on a product, it will be added in the cart. You
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can directly set the correct quantity or weight by typing it on the
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keyboard.
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Payment
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=======
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Once the order is completed, click on **Payment**. You can choose the
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customer payment method. In this example, the customer owes you ``10.84€``
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and pays with a ``20€`` note. When it's done, click on **Validate**.
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.. image:: media/cash_control07.png
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:align: center
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Your ticket is printed and you are now ready to make your second order.
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Closing a session
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=================
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At the time of closing the session, click on the **Close** button on the top
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right. Click again on the **Close** button to exit the point of sale interface.
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On this page, you will see a summary of the transactions. At this moment you can
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take the money out.
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.. image:: media/cash_control08.png
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:align: center
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For instance you want to take your daily transactions out of your
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cashbox.
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.. image:: media/cash_control09.png
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:align: center
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Now you can see that the theoretical closing balance has been updated
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and it only remains you to count your cashbox to set a closing balance.
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.. image:: media/cash_control10.png
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:align: center
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You can now validate the closing.
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.. seealso::
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* :doc:`invoice`
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* :doc:`refund`
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* :doc:`seasonal_discount`
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