Till

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Till

 

Till

This feature enables to search the details of various tills set up in the management console and create new tills. The default settings for the new till to be created are as defined in the ‘Retail Profile’. The tills created in the system can have the following statuses:

 

New:  Newly setup till which has not been assigned to any POS. Only tills with the status ‘new’ are editable

De-assigned: The till has been removed from the POS.

Closed: The till is closed either from the POS or from Management Console and cannot be used for any more transactions. Only de-assigned tills can be closed.

Finalized: The manager has finalized the till. Only closed tills can be finalized.

 

 

 

To open the screen, choose Operations > Till Management > Till.

 

 

Search Screen

Field

Description/Activity

Search Criteria

Store Code

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

Code

Specify the code of the till to be searched.

Description

Specify the description of the till(s) to be searched.

Search Results

Code

Displays the code of the till(s) searched.

Description

Displays the description of the till(s) searched.

Status

Displays the status of the till(s) searched.

 

Setup Screen

Field

Description/Activity

Master Till

Select the Master Till, which is to be assigned to user/team.

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.

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 checkbox to enable variable float amount. Selecting this checkbox automatically mandates the Count Required On Assign field.

Starting Amount

Displays the starting amount assigned to the till. The user cannot enter the starting amount directly in this field and would need to go to the “Till Count” screen by clicking on the “Till Count” button.

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 Create

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

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 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 gets locked and no transaction can be done unless a manager override is done. If the user does not want the POS to be 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 logs out of the system. This setting should be used in conjunction with “Login Per Sale” setting available in retail profile. The combination of these settings would ensure that multiple cashiers would be able to utilize the same POS terminal for doing the transaction while maintaining  separate  tills.

Till Count

This button enables to set up the starting amount for the till. Click on this button to open the “Till Count” screen.

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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