How to Use the Cash Register Module in RepairDesk?
This article provides information on how to use the Cash Register module in RepairDesk. It will guide users through setting up cash registers, configuring cash drawers, and utilizing the updated register shift functionality.
Please check the following video for details:-
1. Setting up Cash Registers
To set up a cash register in RepairDesk, follow these steps:
- Go to Store settings and select "Cash Registers."
- Enable the Cash Register module if it's not already enabled.
- To create a new register, click on the green "Cash Register" button and enter the required fields, then click on 'Save Cash Register'.
- On the POS screen, select the register on which you wish to start the shift.
- Click on the "Start Shift" button against the register to log your transactions.
Note: If using the shift and then logging in from another browser or system, a pop-up will appear giving the option to make transactions without a shift or continue using the same register.
2. Setting up a Cash Drawer / Till
To set up a cash drawer / till in RepairDesk, follow these steps:
- Click on "Cash Drawer" in the Cash Register settings.
- Configure the cash drawer settings based on currency, value, and positions in the cash drawer to keep all currency.
- Default cash drawer settings are available in $ currency, but you can edit them based on your own currency and cash drawer setup.
3. Setting up Configurations and Notifications
To configure cash register settings and notifications, follow these steps:
- Click on the "Configurations" tab in Cash Register settings.
- Configure the settings to make the start and end shift options mandatory if desired.
- Enable the option to automatically close the shift register at a specific time.
- Set up SMS/Email reminders for employees using the Notification settings.
The following are explanations of the individual settings:
- Would you like to hide over / short balance on closing register?
This setting allows you to hide the over/short balance when closing the cash register. If you select Yes, the over/short balance will not be displayed when you close the register. If you select No, the over/short balance will be displayed, and you will need to reconcile it before closing the register.
- Would you like to make the start/join shift mandatory?
This setting allows you to require employees to start or join a shift before using the cash register. If you select Yes, employees will be required to start or join a shift before they can use the cash register. If you select No, employees can use the cash register without starting or joining a shift.
- Would you like to make the end shift mandatory?
This setting allows you to require employees to end their shift before leaving the cash register. If you select Yes, employees will be needed to end their shift before they can leave the cash register. If you select No, employees will be able to leave the cash register without ending their shift.
- Would you like to display balance in the cash register? (USD)
This setting allows you to display the cash register's balance in USD. If you select Yes, the cash register's balance will be displayed in USD. If you select No, the cash register's balance will not be displayed.
- Would you like to automatically close the shift register?
This setting allows you to automatically close the cash register at a specified time. If you select Yes, the cash register will automatically close at the specified time. If you select No, you will need to manually close the cash register.
- Would you like to use an online cash register to log online payments?
This setting allows you to use an online cash register to log online payments. If you select Yes, you will be able to log online payments in the online cash register. If you select No, you will not be able to log online payments in the online cash register.
Once you have configured the cash register settings, click Save Changes to save your changes.
Note: If the relevant triggers are enabled, the shift will automatically be closed regardless of whether the employee is using the system or not.
A separate online register will be added
4. Updated Register Shift Functionality
To utilize the updated register shift functionality in RepairDesk, follow these steps:
- Click on the "Edit" or "Create" button for the register shift.
- Ensure employee selection is mandatory when creating a register.
- Save the settings with the updated functionality.
- After saving, the names of employees will be shown against the registers.
- To update or create a cash register, close all running shifts first.
Note: Employees will only be shown the registers they have access to. If an employee joins a shift, they won't be allowed to end the shift but can leave and rejoin it if needed.
Conclusion
The upgraded Cash Register module in RepairDesk allows for efficient management of cash registers, tracking transactions, and better user experience. By following the provided instructions, users can easily set up cash registers, configure cash drawers, and utilize the updated register shift functionality.
FAQs
Q. Can I start a new shift after joining a shift?
A. Yes! After joining the shift, click on the Start Shift button and you will be shown the following pop up stating that your joined shift will be left once you start a new shift.
Q. Can I use the Cash In / Out module without the register shift functionality?
A. Absolutely! You can now use the cash in / out module without using the cash register. Simply click on the Cash In / Out button and enter the amount you want to take out or put in the system.
Q. Can I enter expenses without starting the register shift?
A. Certainly! You can enter the expense without using the shift functionality. You can also enter the expense in the back date which will be shown on the Expense Report as well.
Q. Where can I keep track of all the cash register activities?
A. You can go to the Transaction Log report or the newly introduced Z-report which will show you all the reconciliation reports and all your existing or previous shifts.