During the day it may be necessary to add or withdraw cash from the cash register, for this reason, it is important to be able to record all the movements that are made, in order to have a control and that there are no cash overflows at the end of the day.
Requirements to withdraw or add cash
The user must have the role of RETAIL VENDOR. You can see the different types of roles in the section Create or edit a user.
Previously, the register must be open. You can see how to open a register in the section Open register.
Steps to withdraw or add cash
Go to the side menu and enter the Sell section, within the Retail module.
In the Sell section, once the register is open, click on the button represented by three dots, located at the top left, next to the name of the open register in question.
By clicking on the three dots, a drop-down menu opens and then select the option Add cash or Remove cash.
You will see a pop-up to add/remove cash, where you see the following:
Choose Add cash or Remove cash, and enter the amount of cash.
Note or reason for the movement (required).
Add (or Remove, depending on what you have chosen) and Cancel.
In the same drop-down menu, there is the option Open cash drawer.
In addition, in the initial drop-down menu (three dots), you have the option Go to this register activity. At the bottom of this screen, in Cash Movements, you will see all the cash movements that have been made (deposits/withdrawals).
Steps 2, 3, 5 and 6: Drop-down menu; Add cash, Remove cash, Open cash drawer & Go to this register activity
Step 4: Add/Remove cash pop-up
Step 6: Register activity (payments and cash movements)