Register and cash drawer policies

Stores should always have policies defined for register and cash drawer management.

I want to... To set up, go to...

Require decimal entry
1. Click File | Configuration.
2. Click Store Rules.
3. Expand General Options.
4. Select Require decimal entry.

Use change calculator
1. Click File | Configuration.
2. Click Store Rules.
3. Expand POS Options.
4. Select Use change calculator.

Require return of local currency
1. Click File | Configuration.
2. Click Store Rules.
3. Expand POS Options.
4. Select Return local currency.

Require open/close amounts
1. Click File | Configuration.
2. Click Store Rules.
3. Expand General Options.
4. Select Force open/close amounts.

Allow cashiers to enter opening/closing amounts
1. Click Setup.
2. Expand People & Security.
3. Click Users.
4. Do one of the following:

  • Click New to create a new user.

  • Double-click an existing user.

5. On the General tab, in POS User Roles, select the following:

  • Allowed to enter opening amounts.

  • Allowed to enter closing amounts.

Allow cashiers to perform no sales, drops, or payouts
1. Click Setup.
2. Expand People & Security.
3. Click Users.
4. Do one of the following:

  • Click New to create a new user.

  • Double-click an existing user.

5. On the General tab, in POS User Roles, select the following:

  • Allowed to perform no sales

  • Allowed to perform drops and pay outs

Print receipts for no sales
1. Click File | Configuration.
2. Click Store Rules.
3. Expand POS Options.
4. Select Print no sale receipt.

Allow cashiers to generate X, Z, and ZZ reports
1. Click Setup.
2. Expand People & Security.
3. Click Users.
4. Do one of the following:

  • Click New to create a new user.

  • Double-click an existing user.

5. On the General tab, in POS User Roles, select the following:

  • Allowed to generate X reports

  • Allowed to generate Z & ZZ reports

Set over/short limits for cashiers
1. Click Setup.
2. Expand People & Security.
3. Click Users.
4. Do one of the following:

  • Click New to create a new user.

  • Double-click an existing user.

5. On the General tab, in Over/Short Limits, select one of the following:

  • Limit amount

  • Limit percent