Estimated reading time: 10 minutes
Provide a clear and precise guide on the effective management of cash registers. Facilitate the experience and make the management of commercial transactions and billing easy. Present each aspect, from initial setup to daily practices, with the purpose of providing the necessary tools to optimize the use of cash registers. It not only aims to simplify processes, but also to improve business efficiency. With a detailed focus on achieving a hassle-free daily operation and achieving a more effective and profitable business environment.
Cash Register
This section provides fundamental tasks for creating cash registers, including essential data for their efficient execution. Additionally, additional preferences can be established that the system provides as tools for complete cash register management.
Cash Register Management Panel
This is a tool designed to simplify and optimize the management of daily financial transactions in a commercial environment, providing users with the ability to effectively supervise, control, and analyze cash flow and other cash-related operations.
| Segment | Description |
|---|---|
| Create Register | With this icon, the virtual registration of the physical cash register is established in order to maintain an accurate report of all commercial transactions in the system. This process facilitates financial management and ensures the integrity of cash and inventory. |
| Inactive Registers | Refers to cash registers that have been deactivated. |
| Number (NO.) | Uniquely identifies each registered cash register in the system, making management easier by distinguishing and assigning specific tasks to each one. |
| Description | Provides information about the cash register and helps identify its location, function, or particular characteristics. |
| Printing | Type Specifies the printing method used by the selected cash register. |
| Raspberry IP | Indicates the IP address associated with the cash register on the network; facilitating connectivity and efficient communication in a network environment, essential for integration with other devices. |
| Pre-bill IP | Specifies the IP address for processing pre-bill operations, allowing management of processes before issuing the invoice, optimizing efficiency in operation. |
| Commands | These are for Assigning Items to the Register, Viewing Register, Editing Register, and Deleting Register. |
| Export | Refers to the action of generating a file containing information about the cash registers in the system. (Note: Formats include XLS, XLSX, HTML, PDF, and DOCX) |
Create Register
Refers to the digital form where the necessary information for registering a new cash register in the system is entered. From this screen, you can organize and configure the presentation and preferences of the registers intended for the business transactions of your establishment.
| Segment | Description |
|---|---|
| Description | Here, information about the cash register is recorded, helping to identify its location, function, or particular characteristics. |
| Raspberry IP | Here, the IP address associated with the cash register is added to manage communication with fiscal bill printers and point-of-sale terminals. |
| Barcode Scanner | Selected to indicate that the cash register will use a barcode scanner. This facilitates quick and accurate entry of information about products or services. |
| Pre-bill | Type In this field, the option that best suits your business is chosen. |
| Pre-bill IP | Add the unique identifier that facilitates efficient communication between pre-bill devices. |
| Send ID | It is the unique code assigned to the transaction in the system. This identifier allows tracking and distinguishing the specific transaction among others. |
| Receipt ID | It is a unique code associated with a receipt or proof of the financial transaction. This helps identify and reference each purchase transaction directly. |
| Maximum number of characters in pre-bill | Determines the number of characters in the pre-bill to maintain clarity. This function helps ensure that the information is presented clearly and concisely. |
| Font Size | Adjusts the font size for printed invoices, customizing the presentation according to business preferences and requirements. |
| Default Order | Type Allows defining the type of order that will be used in the specified cash register, facilitating operation. |
| Printing Type | This selection determines how prints related to each transaction will be made, since each type has specific characteristics, and its selection depends on the particular needs and requirements of the business. |
| Pre-bill Text | Allows customizing the printed text of the pre-bills. |
| Fiscal Text | Allows customizing the printed text of fiscal invoices. |
| Open Drawer when Pre-bill Pressed? | By checking this box, the behavior of the cash drawer in relation to generating pre-bills is customized, as it will open when the pre-bill is sent. |
| Print Ticket on Closing | This option controls whether, upon closing the cash register, a ticket will be automatically generated and whether it will be printed. The ticket may include details about the products sold, quantities, prices, and other relevant elements, facilitating tracking of orders or transactions that occurred during the operational time of the cash register. |
| Pre-bill on Closing | This checkbox allows customizing the behavior regarding pre-bill printing when cash operations are closed, as it controls whether a pre-bill will be automatically generated upon closing. |
| Allow Tax Charging? | By selecting this checkbox, tax charging with this cash register is allowed. |
| Automatically Add Tip? | This function sets whether the tip will be automatically added in transactions. |
Opening and Closing Cash Register
This screen provides a detailed history of each time the cash register has been opened or closed. This type of record provides a clear insight into the opening and closing transactions of the cash register, allowing for effective tracking of cash movements in the business.
Panel on Managing the Cash Register Log
This comprehensive tool enables monitoring and control of the business's financial transactions. It simplifies financial management by providing a clear view of cash flow. Additionally, it allows for informed decision-making based on accurate and up-to-date data.
| Segment | Description |
|---|---|
| System Note | You can optionally enter a comparison symbol <, <=, >, >=, <>, or = at the beginning of each of your search values to specify how the comparison should be performed. |
For more precise searches, you can enter some symbols that will help obtain more accurate results:
| |
| Advanced Search | This tool enhances the user's ability to find specific information within the record set in the system, making locating information more efficient and precise.
|
| Number (NO.) | Uniquely identifies each record. |
| Cash Register | Indicates the cash register associated with the record. |
| Employee | Displays the employee who worked with that cash register. |
| Amount | Indicates the amount of money inside the cash register during the record. |
| Date | Records the date on which the opening or closing operation was performed. |
| Action | Shows the number of selected items for specific operations. |
| Description | Here, information about the cash register is displayed, helping to identify its location, function, or particular characteristics. |
Cash Register History
It is the detailed record of transactions and cash movements that have occurred in the cash register since it was registered in the system. This history includes information about cash inflows and outflows. The main objective of the cash register history is to provide a complete and accurate insight into the cash flow within the specific time interval during which the movement occurs.
Cash History Management Panel
This panel offers specific tools for detailed tracking of cash register openings and closings, as well as other financial transactions conducted over time.
| Segment | Description |
|---|---|
| Number | Uniquely identifies each record. |
| Register | Indicates the associated cash register for the history. |
| Date | Displays the date on which the opening or closing operation was performed. |
| Initial Amount | This field indicates the cash amount at the beginning of the operation (cash register opening). |
| Final Amount | This field indicates the cash amount at the end of the operation (cash register closing). |
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