Till Management – Octopos

Opening the Till

Setting the till means placing the starting cash amount in the cash drawer. This practice is followed every morning, and the till is closed every night to keep better track of cash transactions.

To Open, Tally the total cash amount in the cash drawer. Open Menu settings from the POS tablet by clicking on the Menu button.

Click on Set Till from the Tills section in the Menu.

Put in the amount of Cash there is at the point of opening the Till. Click on Submit and you should have an open till.

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NOTE: If there is no "set till" entry in the field, and it shows that the till was opened on XX/XX/XXXX, then it means the till was not closed and has been open ever since.

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Set Till Fields: Set Till Field*: Fill this blank with the opening cash balance of the day. * = Required

Pay In

Pay-in refers to the amount of Cash injected into the daily transactions which weren't core transactions (directly related to business). This could be in cases where change coins were added to the cash drawer and corresponding amount was not pulled out.

To add pay-ins, Go to Menu from the POS tablet by clicking on MENU.

Click on the Pay in button from the Tills Section.

Once the Pay In tab is open, Fill in the blanks according to the fields guide below. Click on Submit once all fields are filled.

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Pay In Fields: Pay Amount*: Enter the amount of Cash injected into the cash drawer. Pay Reason*: Enter the reason for the amount of cash injection. * = Required

Pay Out

A "Pay Out" scenario occurs when there is a reduction in the amount of cash in a cash drawer. One example of such a scenario is when a freight for delivery is paid in cash.

To Pay Out, click on the Menu button from the POS tablet.

Click on Pay Out button from the Tills Section.

input the amount and reason for the payout. Refer to the Fields Information section below for more details. Finally, click on Submit to complete the payout process.

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Pay Out Fields: Pay Amount*: Enter the amount of Cash Taken out into the cash drawer. Pay Reason*: Enter the reason for the amount of cash Withdrawal. * = Required

Close Till

The till is generally closed every night after the last cash transaction is completed. In addition, many places also change the till at the change of cashiers' shifts, so that each cashier is responsible for their own errors. This keeps tracking the cash as well as the person responsible for it very easy.

To close till click on the Menu button from the POS tablet.

Click on Close Till button from the Tills section.

Fill the blanks with relative information using the Close tills Fields below. click on Submit and the Till will be closed.

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Close Till Fields Close Till Field*: Enter the amount of cash Left in the Cash drawer. * = Required

End of the Day ReportEnd of the Day Report

The End of the Day report is a summarized yet detailed report of the sales made during the day. It includes details such as categorical sales, till differences on each lane, and many more data points that can be used to make better managerial decisions for the next day.

To view End of The Day Report, Click on the Menu button from the POS table