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POSstore policiesregisterscash drawer

Configure register and cash drawer policies

Use this topic to identify register and cash drawer policies that you want to manage or enforce by configuring options and permissions for POS.

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 POS 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.

  1. 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.

  1. 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.

  1. 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.

  1. On the General tab, in Over/Short Limits, select the following:

  • Limit amount

  • Limit percent

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