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Client loginUser guideالعربية Amman, Jordan[email protected]+962 795 900 124

Sales: from lead to paid

POS settings and the day-close limit

For each company: which payment modes are cash in the drawer, how long a sale may be returned, whether the receipt is e-mailed, and how far a till may close over or short before the managers are told.

Where

Sales › Point of Sale › POS settings

Who

People with Point of Sale — Set up tills, promotions and settings.
1
Under Cash in the drawer, tick the payment modes the drawer holds at close. Card, CliQ and transfers are counted as sales but not as cash.
2
Days a sale may be returned: 0 means a sale is not returned at the till. Tick E-mail the receipt when the customer has an e-mail to send it; it waits in the mail queue until the company's mail is set up to send.
3
In Tell the managers when a till closes off by more than, type an amount, for example 5. When a shift is closed with the cash counted over or short by more than this, everyone who manages the Point of Sale of that company gets a notice saying by how much. Leave it empty to tell nobody. Press Save.
POS settings: cash in the drawer, return days, the receipt e-mail and the day-close limit set to 5

The cashier closes the day as before, under Point of Sale › Shifts, or in the Flowrica app under Home › Field and shop › Close the day: type the Cash counted, see what the till should hold, and give the reason when it differs. Nothing is closed until Close the shift is pressed.

Questions

Where is “POS settings and the day-close limit” in Zyntra OS?

Sales › Point of Sale › POS settings

Who can use “POS settings and the day-close limit”?

People with Point of Sale — Set up tills, promotions and settings.