FOH Cash Count Configuration
Start Shift Configuration
The Start Shift element of this feature is optional, and is enabled if it is required that the opening float should be declared at the start of the shift, as Cash Counts include the float amount.
A Default Float Entry Template is required against the site to enable the Start Shift element of the Cash Counts feature. This template is used to increase expected Cash at POS the start of the shift, and achieves this by creating a transaction and offsetting the Cash amount against an Opening Float media to balance the transaction.
Configure Float Media
At Company level, in addition to the Cash media, a Payment Media is needed to offset cash against the float.
Ensure that your company has the Cash media assigned to a CASH (or similar) media type:
And ensure that you company has the Opening Float media assigned to a FLOAT (or similar) media type:
Configure Cash Event Template
Minimum Requirements
At Site level, configure a Cash Event Template which has the Include Till Media Movement option enabled.
Within the Till Media Movement Details section, select the following options:
- Till: Prompt for Till
- Media Out: Opening Float
- Media In: Cash
Assign Cash Event Template
At Site level, within Site Setup, in the Cash Ups section of the Revenue Management tab, assign the template created above as the sites Default Float Entry Template.
Assigning the template here enables the Start Shift element of the Cash Counts feature.
End Shift Configuration
The End Shift process is essentially a process which creates a new Cash Up record, therefore access to this feature is automatically enabled when the site is configured for Cash Up.
Key Cash Up configuration elements within Site Setup which impact on the End Shift process are:
- Shifts are either specific to a Till, Location or Site, per the sites method of Cash Up:
- The count denominations are per the template assigned as the Default Cash Up Count Template.
Enabling Access To Cash Counts
For companies subscribed to the Revenue Management module, the Cash Up Count Entry feature of the Operations Hub can be enabled within the Company Setup section.
The feature is then available on the Operations Hub for all sites that are enabled for Cash Up.