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Till and Drawer Management

Overview

Till and drawer management is conducted in both SalesPad POS and SalesPad Cloud. The Till Counting and Till Drawer modules in SalesPad Cloud allow you to create and edit drawers and count drawers. In addition, SalesPad Cloud allows you to run a couple of helpful dynamic grid reports pertaining to till drawers.

You can also create and edit drawers and count drawers in SalesPad POS itself.

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Till (SalesPad POS)

The Till module of SalesPad POS allows you to manage drawers within your cash registers.

To get started, select the Till from the Options screen. Only employees in the Superuser or Pos_Manager Role Types have permission to access this module. For more information on Role Types, see our documentation.

Note: If you do not have a Till started you will see an alert next to the Till button on the ribbon. 

Start a Drawer

Select Start Drawer from the middle of the Till Management screen.

Next, enter the start amount for the drawer. To do this, first select the Start Amount field.

Enter the start amount into the SalesPad POS number pad that pops up. Select the Confirm button when you are finished.

Next, select the Drawer field to choose which drawer you want to start.

Choose the drawer you wish to start.

Select the Start button on the Start Till screen to start the drawer.

Select Till Management in the upper left-hand corner to return to the Order Entry screen.

You are now ready to begin running transactions using your drawer. 

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Close a Drawer

The business day isn't officially over until the drawer has been closed and your cash tallied. SalesPad POS makes this process very simple for you and your employees. In this document, you'll learn how to close and count down a drawer, how to view till transactions, and how to generate an end-of-day report in SalesPad Cloud.

To get started, select Till from the Options screen.

Close and count down a Drawer

To close your drawer at the end of the day, navigate to the Till screen and select the Stop Drawer button in the middle of the screen. 

Next, select the Count Now button. 

Indicate whether or not you want to print a receipt after you've finished counting the drawer, then count the contents of your drawer and enter that information on the Count Drawer screen.

 

Notice the Expected Cash Total in the upper left-hand corner. SalesPad POS tracks your cash transactions and uses this information to calculate how much should be in your drawer based on the amount you started with.

Select Finish at the bottom of the Count Drawer screen to conclude the coutn. A Success window will pop up, letting you know that you have successfully closed your drawer. Select Confirm to close the window and return to the Till Management screen. 

If you don't want to count the contents of your drawer right away, select the Count Later button on the Close Till screen.

Once you are ready to count your drawer, you can then navigate back to the Till Management screen, select the Count Paused Drawer button, and enter the information into the number pad that pops up. 

You can also log in to your SalesPad Cloud account and enter your drawer count information in the Till Counting module, rather than entering this information into SalesPad POS. Click here for more information. 

Note: If the drawer is counted over or under the system amount, a manual journal entry will need to be made in QuickBooks Online. We'll be making this an automatic feature in the future.

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view Till transactions

From the Till Managment screen, select the View Transactions button in the upper right-hand corner.

This brings up the Transactions screen, where you can see the transaction history for your drawers.

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Create a New Drawer

To create a new drawer, navigate to the Till Drawers screen by selecting Start Drawer, then selecting the drawer field on the Start Till screen.

On the Till Drawers screen, select the + button in the upper right-hand corner.

Enter a name for the new drawer in the pop-up that appears. Select Confirm when you're finished.

Your new drawer is now on the list of available drawers to start. 

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Pay outs and pay ins

From the Till Managment screen, select either Pay Out or Pay In, depending on which you want to do.

A Pay Out or a Pay In screen will appear. Enter the amount you are paying out or in, select a reason, and enter any notes you want associated with this action. These fields are the same for both the Pay Out and Pay In screens. 

When you select the Reason field, you will be redirected to the Reason Selection screen. Choose your Reason Code from the list on this screen.

Reason Codes are created within SalesPad Cloud in the Reason Codes feature of the Setup menu. 

When you're finished entering the pay in or pay out information, select Pay In (or Pay Out) to complete the transaction.

You will be redirected to the Till Management screen. Select Till Management in the upper left-hand corner to return to the Order Entry screen.

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Till Drawer (SalesPad Cloud)

SalesPad Cloud's Till Drawer module allows you to create and edit till drawers for use with your SalesPad POS Station.

To get started, select Till Drawer from the POS section of the Settings menu.

Note: Any changes made to till drawers in SalesPad Cloud will not be visible in SalesPad POS until the next sync runs in SalesPad POS. SalesPad POS syncs with SalesPad Cloud every ten minutes, but you can force a sync at any time. To learn how to force a sync in SalesPad POS, please reference our documentation.

Create a New Till Drawer

To create a new till drawer, click New Till in the upper right-hand corner.

The Create Till Drawer will appear. Give your new till a name and click Save to close the drawer.

Your new till drawer will now appear in the Till Drawer grid.

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Edit an Existing Till Drawer

To make changes to an existing till drawer, click the Edit button in the Till Drawer Name column.

The Edit Till drawer will appear. Make your changes and click Save to close the drawer.

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Till Counting (SalesPad Cloud)

The Till Counting module of SalesPad Cloud makes counting drawers simple and quick. 

To begin, select Till Counting from the POS section of the Settings menu.

Count a Till Drawer

To count a till drawer, make sure that the drawer is paused in SalesPad POS, then simply select the drawer you wish to count from the list on the left-hand side of the screen and enter the number of bills and coins into the relative fields. 

Once you've finished entering bill and coin information, click Submit Drawer.

Confirm that you want to submit this drawer count.

Clicking Submit will close the till drawer. 

Note: If the drawer is counted over or under the system amount, a manual journal entry will need to be made in QuickBooks Online. We'll be making this an automatic feature in the future.

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Till drawer Dynamic Grid Reports

There are two built-in dynamic grid reports that pertain to till drawers: the Till Date Report and the EOD Till Report.

The Till Date Report is a till summary report defined by date ranges. It shows overall drawer amounts, drawer name, dates, opened amounts, closed amounts, and closed amounts counted. Transaction types are not part of this report. This reports allows you to view any discrepancies between the system's recorded closed amount and the amount counted by an employee. It uses the TillDateReport data set.

The EOD Till Report is a transaction summary report. It shows all transactions per drawer for a specific date. This report is similar to a 'Z out' report. It shows drawer name, starting amount, total of each transaction type (cash, credit, check, pay in, pay outs, etc.) and closing amount. It uses the EODTillReport data set.

To run either of these dynamic grid reports, you must first create them. Navigate to Dynamic Grid Reports. 

Click New Report in the upper left-hand corner of the screen.

The Create Report drawer will appear. Give the report a name, then choose the data set from the Data Source dropdown.

Click Save in the bottom right-hand corner to save the report.

Complete this process for both reports. Once you've created the reports, select the report you wish to run from the list on the left-hand side of the screen.

Set the begining and end dates for your report in the Criteria section, then click Run Report

To export a .csv version of the report, click Export in the upper right-hand corner of the report.

For more information on dynamic grid reports, please reference our documentation.

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