Master Till

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Master Till

 

Master Till

From this the user can setup the reusable tills.

 

To open the window, choose Operations > Till Management > Master Till.

 

Search Screen

Field

Description/Activity

Search Criteria

Store Code

Specify the Store Id for which the Master Till(s) have to be searched.

Code

Specify the code of the Master Till to be searched.

Description

Specify the description of the Master Till(s) to be searched.

Active

Specify the active status of the Master Till to be searched.

Search Results

Code

Displays the code of the master till(s) searched.

Description

Displays the description of the master till(s) searched.

In Use

Displays the status of the master till(s) searched.

Active

Display the active status of the master till(s) searched.

[Assign Tills]

Select the master tills that are to be assigned. After selecting the master tills from the search result section, click the button Assign Till. This will assign tills to the user/teams.

Only tills which are not in use will be assigned to user/team on clicking this button.

 

Setup Screen

Field

Description/Activity

Code

Enter the code for the master till. A unique code of maximum 20 alphanumeric characters can be entered.

Description

Enter the description for the master till. A description of maximum 100 alphanumeric characters can be entered.

Mode

Select one of the following modes.

User – The till can be assigned to a user.

Team – The till can be assigned to a team. All the users mapped to a team and with the “team banking” option enabled, can access the tills assigned to that team.

User/ Team

Select the user/ team to whom the till has to be assigned.

Variable Float Amount

Select this check-box to enable variable float amount. Selecting this check-box automatically mandates the Count Required On till assign.

This setting ensures that the till amount counted by the cashier during the till assignment is considered as a float amount of the till.

Float Amount

Displays the starting amount that is assigned to the till. On assigning the till to user/team this float amount will become the opening amount for the till.

Store

Specify the store for which this master till is created.

POS

Specify the default POS to which this till is attached.

If a POS terminal is assigned to a Till then upon login if the cashier logs on to the same POS the cashier does not have to select the till before moving from Till Assignment to the Transaction screen. The system will automatically associate the till to the POS when the user logs in iVend POS.

Variance Rate Type

The variance rate specifies the permissible rate of variance between the system count and the physical count of the till amount. Select amount or percentage type of variance rate as required.

Variance Allowed

Enter the value of variance allowed between the system and physical amount.

Count Required On Assign

Select from the list of option to specify whether the till count is mandatory, optional or is not required when the till is assigned to a POS.

Count Required On Close

Select from the list of option to specify whether the till count is mandatory, optional or is not required when the till is closed from the POS/ Management Console.

Count Required On Remove

Select from the list of option to specify whether the till count is mandatory, optional or is not required when the till is removed from the POS.

Count Required On Finalize

Select from the list of option to specify whether the till count is mandatory, optional or is not required when the till is finalized.

Warning Level

Enter the amount, which is the upper limit of the cash for the particular till. This is the tipple point beyond which the system starts giving a warning message.

 

For example, if the warning level is set to $1000, the system will give a warning message if the amount will exceed $1000.

 

If the user does not want a warning message, he/she can set the value in the field as 0.

Warning Interval

Enter the amount for the warning interval. If the interval is set to $100 for a warning level of $1000, system will warn the user for every $100 being added to $1000.

Lock Out Level

Enter the amount for lock out level. This field specifies the amount beyond which the POS is locked and no transaction can be done unless a manager override is done. If the user does not want the POS to get locked, he can set this value as 0.

Show System Count

Select the option if the amount as per the system count needs to be displayed in the “Till Count” screen. If this option is selected, the variance between the system count and the actual count is also displayed in the “Till Count” Screen.

Enable Self-Banking

This setting is introduced to support the self banking in iVend. Select this option in case you would like users till to get unassigned when the user log out of the system. This setting should be used in conjunction with “Login Per Sale” setting available in retail profile. The combination of these setting would ensure that multiple cashiers would be able to utilize the same POS terminal for doing the transaction while maintaining a separate individual tills.

[Ok]

This button updates changes to the database and closes the screen.

[Cancel]

This button does not save any changes and closes the screen.

 


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