Creating and opening a register

Create a register

1. Go to POS > Registers and click New.

2. Enter a Name, for example "Reception" or "Shop".

3. In Minimum amount of cash, enter the amount of change the drawer should hold at the start of each day.

4. Optional: Under Product groups, select the product groups this register shows. You can also do this later.

5. Click Save.

To print receipts or scan barcodes at this register, read: Connecting a receipt printer and Using a barcode scanner

Open a register

In POS > Registers, a red badge means the register is closed. A green badge means it is open.

1. Click the name of a closed register.

2. For each coin and note, enter how many are in the cash drawer. BEX PMS adds up the total.

3. Optional: Add a Note, for example when the amount is not what you expected.

4. Click Create register count.

5. Check the summary. To change it, click Redo counts. If it is correct, click Confirm.

The register is now open, and you can start selling.

Delete a register

You can delete a register as long as no sales or payments have been made with it. After that, the register stays, because its receipts are part of your financial administration.

1. Go to POS > Registers and click the pencil icon next to the register.

2. Click Delete and confirm.

If the register has receipts or payments, BEX PMS keeps the register and shows why.

Good to know

• Can several computers use the same register? Yes. The computers then share one cash drawer, so one count covers the sales of all of them.

• Do I need to close a register every day? Yes. Close and count the register at the end of each day you use it. This records the day's revenue and shows cash differences early.

• Why can I only count cash when I open a register? Other payment methods, such as PIN, are checked when you close the register.

• Can I hide a register I no longer use? No. A register with sales or payments stays in POS > Registers.