[IMP] point_of_sale: Update cash_control.rst
@ -1,98 +1,63 @@
|
||||
===========================
|
||||
How to set up cash control?
|
||||
===========================
|
||||
====================================
|
||||
Set-up Cash Control in Point of Sale
|
||||
====================================
|
||||
|
||||
Cash control permits you to check the amount of the cashbox at the
|
||||
opening and closing.
|
||||
Cash control allows you to check the amount of the cashbox at the
|
||||
opening and closing. You can thus make sure no error has been made and
|
||||
that no cash is missing.
|
||||
|
||||
Configuring cash control
|
||||
========================
|
||||
Activate Cash Control
|
||||
=====================
|
||||
|
||||
On the **Point of Sale** dashboard,
|
||||
click on :menuselection:`More --> Settings`.
|
||||
To activate the *Cash Control* feature, go to :menuselection:`Point
|
||||
of Sales --> Configuration --> Point of sale` and select your PoS
|
||||
interface.
|
||||
|
||||
Under the payments category, you will find the cash control setting.
|
||||
|
||||
.. image:: media/cash_control01.png
|
||||
:align: center
|
||||
|
||||
On this page, scroll and tick the the option **Cash Control**.
|
||||
In this example, you can see I want to have 275$ in various denomination
|
||||
at the opening and closing.
|
||||
|
||||
When clicking on *->Opening/Closing Values* you will be able to create
|
||||
those values.
|
||||
|
||||
.. image:: media/cash_control02.png
|
||||
:align: center
|
||||
|
||||
Starting a session
|
||||
==================
|
||||
Start a session
|
||||
===============
|
||||
|
||||
On your point of sale dashboard click on **new session**:
|
||||
You now have a new button added when you open a session, *Set opening
|
||||
Balance*
|
||||
|
||||
.. image:: media/cash_control03.png
|
||||
:align: center
|
||||
|
||||
Before launching the point of sale interface, you get the open control
|
||||
view. Click on set an opening balance to introduce the amount in the
|
||||
cashbox.
|
||||
|
||||
.. image:: media/cash_control04.png
|
||||
:align: center
|
||||
|
||||
Here you can insert the value of the coin or bill, and the amount present in
|
||||
the cashbox. The system sums up the total, in this example we have
|
||||
``86,85€`` in the cashbox. Click on **confirm**.
|
||||
By default it will use the values you added before, but you can always
|
||||
modify it.
|
||||
|
||||
Close a session
|
||||
===============
|
||||
|
||||
When you want to close your session, you now have a *Set Closing
|
||||
Balance* button as well.
|
||||
|
||||
You can then see the theoretical balance, the real closing balance (what
|
||||
you have just counted) and the difference between the two.
|
||||
|
||||
.. image:: media/cash_control05.png
|
||||
:align: center
|
||||
|
||||
You can see that the opening balance has changed and when you click on
|
||||
**Open Session** you will get the main point of sale interface.
|
||||
|
||||
Register a sale
|
||||
===============
|
||||
If you use the *Take Money Out* option to take out your transactions
|
||||
for this session, you now have a zero-sum difference and the same
|
||||
closing balance as your opening balance. You cashbox is ready for the
|
||||
next session.
|
||||
|
||||
.. image:: media/cash_control06.png
|
||||
:align: center
|
||||
|
||||
On the right you can see the list of your products with the categories
|
||||
on the top. If you click on a product, it will be added in the cart. You
|
||||
can directly set the correct quantity or weight by typing it on the
|
||||
keyboard.
|
||||
|
||||
Payment
|
||||
=======
|
||||
|
||||
Once the order is completed, click on **Payment**. You can choose the
|
||||
customer payment method. In this example, the customer owes you ``10.84€``
|
||||
and pays with a ``20€`` note. When it's done, click on **Validate**.
|
||||
|
||||
.. image:: media/cash_control07.png
|
||||
:align: center
|
||||
|
||||
Your ticket is printed and you are now ready to make your second order.
|
||||
|
||||
Closing a session
|
||||
=================
|
||||
|
||||
At the time of closing the session, click on the **Close** button on the top
|
||||
right. Click again on the **Close** button to exit the point of sale interface.
|
||||
On this page, you will see a summary of the transactions. At this moment you can
|
||||
take the money out.
|
||||
|
||||
.. image:: media/cash_control08.png
|
||||
:align: center
|
||||
|
||||
For instance you want to take your daily transactions out of your
|
||||
cashbox.
|
||||
|
||||
.. image:: media/cash_control09.png
|
||||
:align: center
|
||||
|
||||
Now you can see that the theoretical closing balance has been updated
|
||||
and it only remains you to count your cashbox to set a closing balance.
|
||||
|
||||
.. image:: media/cash_control10.png
|
||||
:align: center
|
||||
|
||||
You can now validate the closing.
|
||||
|
||||
.. seealso::
|
||||
* :doc:`invoice`
|
||||
* :doc:`refund`
|
||||
* :doc:`seasonal_discount`
|
Before Width: | Height: | Size: 3.6 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 2.3 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 15 KiB |
Before Width: | Height: | Size: 9.1 KiB After Width: | Height: | Size: 31 KiB |
Before Width: | Height: | Size: 73 KiB After Width: | Height: | Size: 5.6 KiB |
Before Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 6.5 KiB |
Before Width: | Height: | Size: 14 KiB |