Cashiers and withdrawal/deposit accounts
Creating a cashier
The cash register interface can only be operated by designated cashiers. A cashier can be created only if he/she already exists as an employee in Master data → Addresses. It is important that the employee is expressly given the role of “Employee of the corresponding POS project”, it is not enough if the employee only has the role “Employee of all projects”.
If the record for the employee exists, this can be added as a cashier under App Center → POS (Configuration) → Overview.
Create a new cashier with “New”, and select the corresponding employee from the master data, the project (location, branch), and assign a cashier number.
Assignment of permissions for cashiers
Assign at least the following permissions for cashiers: - POS
- WELCOME: login, logout, settings, start, homepage
Run the workflow completely and check in the system log. Assign all missing permissions.
In Xentral you can define specific accounts for withdrawal or deposit of funds in the POS with the corresponding tax rates. The “New entry” button can be used to define a new account.
When the “Deposit” or “Withdrawal” button is pressed in the POS terminal, as soon as an account is defined a dialog appears where the withdrawal/deposit account can be selected with a corresponding reason.
In the POS cash book, the reason also appears as an entry.
In addition, a sales slip is printed for each withdrawal/deposit operation.