Open the till in Jovvie Point of Sale

Open the till at the start of a shift to start a cash session. The till is the cash you keep at the register. The register records the cash you start with, then keeps track of cash sales, cash refunds, and other cash movements against it. See the glossary for more.

Each station (one register in Point of Sale) has its own till. Only one till session can be open at a time for a station, and for each currency if the station accepts more than one.

Before you start

• Cash management is set to Full Cash Management for this station. See Set up cash management.
• You have permission to manage cash. By default, administrators and shop managers do. If you do not see Cash Management in the register menu, ask an administrator.
• Count the cash in the drawer. You will enter this amount as the opening float, which is the cash you start the shift with.
• If your station asks for a PIN on this action, have the Cash Management PIN ready.

Note

Open Drawer Only mode has no till. In that mode the menu item is called Open Drawer. See Open the cash drawer.

Open the till

1. Sign in to the register. See Open the register and sign in.

2. Select the three-dot button in the cart to open the cart menu.

3. Select Cash Management.

   If no till is open, the Open Till screen appears. Once a till is open, a green dot appears next to Cash Management in the menu. The dot turns red when no till is open at the station. If the station accepts more than one currency, the dot stays green while any currency’s till is open.

4. If the station accepts more than one currency, select the currency tab at the top first. Each currency has its own till.

5. In Opening Float, enter the amount of cash in the drawer. If you leave it empty, the opening float is 0.00.

6. Optional: in Note, enter a note, such as the name of the shift.

7. Select Open Till.

8. If the Enter Cash Management PIN screen appears, enter the PIN. If it does not appear, skip the next step.

9. Select Verify.

The register shows Till opened successfully, and the Cash Till screen appears with a status of Open. It shows the Opening Float and the Expected Total. Right after you open the till, both are the same amount.

What happens next

While the till is open, the register updates the Expected Total each time:

• A customer pays with cash, or with the cash part of a split payment. The amount added is the cash you keep, which is the cash received minus any change given.
• A cash refund is made. The refunded amount is taken off. This also happens when you refund an order that was paid with a split payment that included cash.
• You record a paid in, paid out, drop, or adjustment. See Record paid in, paid out, drops, and adjustments.

Refunds of split payments

When you refund an order paid with a split payment that included cash, the till takes off the full refund amount, even if part of the money went back to the customer by card or another method. After this kind of refund, check the Expected Total. If it is too low, record an Adjustment for the amount that did not leave the drawer. See Record paid in, paid out, drops, and adjustments.

Cash sales are only added to the till if it is open when the sale is completed. You can still take cash payments with no till open, but they are not added to any till session.

When your shift ends, close the till.

If you see an error

“An open cash session already exists for this station and currency.”

Symptom: You select Open Till and see this message.

Cause: A till is already open for this station and currency, possibly from another device.

Fix: Select Cash Management to see the open till. Keep using it, or close the till or void the session before you open a new one.

“Cash management is not enabled for this station.”

Symptom: You try to open a till and see this message.

Cause: The station is not set to Full Cash Management.

Fix: Ask an administrator to turn on Full Cash Management for the station. See Set up cash management.

“You do not have permission to manage cash.”

Symptom: You try to open a till and see this message.

Cause: Your user is not allowed to manage cash.

Fix: Ask an administrator to give your user cash management permission.

“Failed to open till.”

Symptom: You select Open Till and see this message.

Cause: The register could not open the till.

Fix:

1. Select Cash Management to check whether a till is now open.
2. If no till is open, try to open it again.
3. If it keeps happening, contact Jovvie support.