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Cash register operation

Registration at the cash desk

 

In order to use the cash module, you must first register. To do this, select the "Checkout" menu item in the cash register module. Then click on the appropriate cashier and the cash register. If only one cashier and one cashier are installed, the login screen will be skipped.


The POS and cashier names are managed in the"Settings" program item (see the Initial Start-up section). The images displayed by the cashiers can be stored directly in the address master.

Illustration: registration area

 

Entry area

The name of the cash register and the cashier are displayed in the upper area of the cash register module. All documents are posted to the standard customer. This can be stored for each cash register in the"Settings". By clicking on the underlined word "customer", you can select an individual customer for each receipt, which must exist in the address master.

Illustration: Entry screen

 

Open Cashier

The feature "Open POS" is activated by default in current EULANDA versions. For older versions, you must activate this under the central "Settings" - "User settings" - "Manage features and program functions".

Illustration: Open Feature Checkout

 

Then restart the EULANDA.


When you register for the first time at the cash desk - or if the cash desk was previously properly logged off - EULANDA prompts you to enter the current cash balance. If required, you can also show a counting help here.

Illustration: counting aid

 

Entering a correct opening balance is also a prerequisite for performing a cash check (see the section entitled"Cash Checkout").


When you log off from the POS system - usually at the end of the day - you can close the POS system. The cash balance report is generated as a PDF file and stored on the desktop. Details can be found in the chapter entitled"Day-end closing".

Illustration: Cash balance

 

Item selection

 

The fastest way to select items is to use the speed dial keys. If images are stored in the article master, these are displayed with images.


In addition to the speed-dial keys, the article can also be called up by entering an article number, a matchcode or a barcode. If an article is recognized, it is automatically entered with the quantity"1" and the next item can be entered.


In the settings you can define whether a complete packaging unit should always be proposed.

 

Change quantity

If you wish to enter a different quantity from the standard quantity"1", press the"Quantity" button. After selecting the article, the cursor jumps to the quantity field. The speed dial keys switch to numeric keypad display, so that you can also enter the quantity via a touch screen.

Illustration: Numeric keypad display with free quantity input

 

Determine quantity key


The quantity preselection is normally only valid for the next item. If you want to enter the quantities several times in succession, you can use the quantity button with the pin needle to the right of it. The quantity is then scanned until the pin needle is released.

Illustration: Determine quantity

 

Articles requiring serial numbers


After you select an item with a serial number requirement, a list of serial numbers in stock is displayed. Use the ENTER key to select the desired serial number or, if the quantity is greater than one, several numbers.

In contrast to ordering, the POS module generates a separate position for each serial number.

Taking back articles requiring a serial number

Items requiring serial numbers cannot be returned directly in the POS module. This is only possible via the order system. The quantity must be set to minus one. Make sure that the same customer is selected as in the original receipt.

When the delivery note is booked, a selection of the serial numbers already delivered to this customer is displayed and the desired serial number can be selected.

Cash withdrawals

With the cash module it is possible to enter incoming receipts whose amount is withdrawn in cash from the cash register.


A typical example is the withdrawal of the amount of a tank receipt. To post a withdrawal, you must first create an item with a negative packaging unit.

Illustration: Articles for inbound documents

 

For this type of article, you do not enter prices and a negative packaging unit to create a negative document (withdrawal). You can create as many items as you need, e.g. for taking out tank receipts, stamps, office utensils, etc. It is best to create a consecutive article number (E-001, E-002,...) so that you can quickly find the required articles in the cash register.


Two settings must be adjusted in the POS system. On the one hand, a check mark must be placed at "Price entry". If the price is zero, EULANDA jumps to the field VK in which the amount for the tank receipt is entered. If you make the second setting,"Quantity specification", the amount entered becomes negative, since the packaging unit was previously set to minus one in the article.

 

 

Illustration: Cash register setting

 

The corresponding document is shown below.

Illustration: Incoming document

 

Document and line reversal


Using the"X receipt" (1) or"X line" (2) buttons, you can delete the current receipt item or the current receipt as long as it has not yet been closed by the payment.

These two functions can be secured with a password. To do this, an entry must be created in the settings database (SQL registry) "ReversalRowPassword" or "ReversalDocumentPassword" with the password in the path \ROOT\MODULES\KASSE\KASSEN\<Name der Kasse>.

Illustration: Document and line reversal

 

Close receipt


The receipt is closed by pressing the "Pay" button or by pressing the CTRL+ENTER key.
Here you can enter the means of payment and the amount.

Payment amount

You can enter the payment amount either using the keyboard or the numeric keypad. The numeric keypad is specially designed for input via touchscreens.

Illustration: Enter payment amount

 

Modes of payment

You can select other means of payment as an alternative to cash payment via the "Payment methods" button.

Illustration: Select payment method

 

Complete payment and print receipt


After confirming the "OK" button, the receipt is printed. The output should be set in the settings so that the print box is suppressed. The output then takes place immediately on the output printer.

Illustration: Suppress print box

The receipt is structured as follows:

Illustration: Receipt

The items are displayed separately according to the VAT rates. Any discounts are also calculated separately for the VAT rates.

 

Cash check


The"cash check" function allows you to perform a cash check while the POS is running, that is, after opening and creating receipts. This displays the current target cash balance.


For this function, go to "Extras" and select the menu item "Kassensturz". EULANDA now displays the current cash balance and the amounts resulting from other means of payment.

Illustration: Cash check overview

 

Daily closing


In contrast to the cash check, the day-end closing function provides you with a PDF file that lists all receipts and payments. The PDF file is automatically saved to your desktop.

To receive a cash register statement, log off from the cash register. The system then asks for the final balance of the POS. Enter it in the query line and confirm with "OK". A PDF file is automatically saved to your desktop.

Illustration: Save cash register crash

The daily financial statements are classified in tabular form as"cash" and"non-cash". In addition, an adjustment posting is created if a shortfall occurs in the fund. These can arise due to inconsistencies in income and expenditure compared to the final cash balance.

Illustration: The cash account