Adding / Removing Money From The Till As A No Sale

Adding / Removing Money From The Till As A No Sale

InfoWe have a video guide on how to use the No Sale function - Point Of Sale - Refunds, No Sales, Previous Sales
During the day, you may need to either add or remove money from the till. This can be for a variety of reasons, eg. petty cash expense, reducing or increasing the amount of cash in the till or paying for a delivery. These can be recorded through Retailer via the No Sale feature.
  1. From the Point of Sale screen, click on the No Sale button.
    Alternatively, press [F4] on your keyboard.
  2. Select which option you require from the top
    1. Remove Cash/Cheques from the Till to the Safe – This will reduce the overall cash total in the till, which is then not included in the cash count part of the End of Shift. 
    2. Add Cash to the Till from the Safe – This will increase the overall cash amount in the cash drawer. This would be used if you need to top up the cash total in the till.
    3. Other – This option is used for a user specified adjustment and is the default option. Use this option to pay for deliveries or petty cash expenses.
    4. Remove Cash/Cheque from the Till to the Bank – This option is similar to the first option. The only difference is that this option is used when you are taking the money straight to the bank instead of placing it in the safe.
    5. EFTPOS Cashout - Will only appear when you have EFTPOS integration enabled on that terminal.
  3. Enter in the amount of cash that you are adding/removing from the till. This will be the adjustment amount.
    1. A Positive adjustment amount will decrease the Till Balance
    2. A Negative adjustment amount will increase the Till Balance
  4. The Till Balance before and after the No Sale will be displayed. Confirm the Balance has adjusted in the correct direction
  5. If you have selected the Other option, you will need to select a reason for this adjustment. You can create your own reasons by pressing the [Insert] key on the keyboard.
  6. Enter in your staff initials (staff code).
  7. Click OK.
The cash drawer will now open and the cash balance in the computer has been adjusted.
NotesIf you use the accounting link module enabled to connect to Xero or similar programs, only the Other option will be available. The other options will be grayed out.

Remove incorrect No Sale

If a mistake was made while entering a No Sale, it can be deleted from Previous Sales.
  1. From the Point of Sale screen, open Previous Sales using the Previous Sales POS Button or [F3] on the keyboard
  2. Select the incorrect No Sale
  3. Click the Delete button in the bottom left corner
  4. Click the Delete Sale button
  5. Enter your password if prompted
  6. Click Yes to confirm
Alert
You should avoid deleting No Sales from previous days as this will cause a discrepancy between Retailer, your End of Shift Reports and your Accounting Export

    • Related Articles

    • Warn when Cash Till Balance is Too High

      Retailer can notify you to do a Safe Drop if the cash total within the Till (cash drawer) is over a set amount. This can be helpful if you only want a certain amount of cash to be in the till drawer during the day. Example: You do not want more than ...

    • Adding / Removing Money from the Till in Retailer Roam as a No Sale

      From your Roam POS screen click on the hamburger menu button ☰ in the top left corner. In the menu sidebar, click End of Shift Click the Active Shift To Add Cash, click Add Cash. Enter the amount, add a Note and click Confirm in the top right To ...

    • No Sale receipts not printing

      This will enable the printing of No Sale receipts. From the main screen of Retailer, click on Setup then System Click the Receipts tab On the right hand side, tick Print Docket when cash removed from till Click Save then Close The following steps ...

    • Stop Cash Drawer Opening After Sale

      The cash drawer can be configured to open based on the payment type used. If you find that the cash drawer is opening when you do not want it to, you can adjust the setting by following the steps below: From the main screen of Retailer, click on ...

    • RoamV2 - Point of Sale

      Guide to the Roam Point of Sale Roam Point of Sale Basics Adding Stock to Sale There are several ways to add a Stock Item to a Sale in Roam: Click into the Search box and type a keyword to search by Product Description. Up to 16 products will appear ...