Step 1: Enable session management
Head to POS > Under Admin, click on Settings:
To open and close POS sessions, enable Manage Session (under Session Management tab):
To start selling, POS user needs to open session and input the Opening Balance – the amount of cash in your store at the time. The POS menu will also display Session Management.
In case you want POS users to sell products immediately without opening a session, disable Manage Session.
For addition settings:
Cash Control: Enable this option to track all cash denominations in your cash drawer at the beginning and end of a session.
View session history since: Display list of sessions during the period you selected.
Step 2: Set up denomination
If you want to track cash denominations, first enable Cash Control.
Then head to POS > Manage Cash Denominations
The Denomination grid will display all cash denominations for your POS.
You can add new denomination or edit existing ones.
Denomination information includes:
Denomination Name: Name of the cash denomination that will display on POS. For example: Dime, Quarter, Dollar
Denomination Value: Value of that denomination. For example: 0.10, 0.25, 1
To calculate opening or closing balance, POS will multiply the denomination value by the number of that denomination.
For example: Denomination Value: 50, Number of Coins/Bills: 4, Subtotal: $200.00
Sort Order: POS will display denomination with sort order of “0” first, followed by 1, 2, 3, and so on.
Step 3: Assign additional permission for POS users
When you’ve enabled POS session, all users can open and close session. However, you can set up additional permissions if necessary.
To set up permissions for sessions, go to POS > Manage Roles
Create a new role or edit an existing role. In Permission tab, under Role Resources > Resource Access: Select Custom
Make adjustment: User can put money in and take money out during a session.
View sessions created by other staff: When viewing session history of a POS, this user can view sessions created by other users.
Go to POS > Manage Staffs:
Select a staff and go to POS permission:
Assign the correct Role for that staff and save your settings.
Step 4: Check your settings
Log in to your POS checkout screen to make sure everything’s set up correctly.
Enable Session Management:
Users can see Session Management in the left menu:
They can open a new session and input the opening balance:
Enable Cash Control:
When opening or closing a session, POS user can input different denominations:
Assign addition permissions for POS users:
POS use can make adjustment during a session:
