To set up float amounts, there are two steps:
- Create Till IDs with their respective float amounts.
- Assign each terminal to use the appropriate Till ID.
Create Till ID and Float
- From the main screen of Retailer, click on Setup -> Point of Sale.
- Click on the Add button.
- Give the Till ID a name such as TILL01.
Then, type in its respective float amount (This can also be changed later). - Repeat until you have a Till ID for each of your terminals.
- Click Save when you are finished.
Assign Till ID to a Terminal
- From Setup -> Point of Sale, click on the Terminals tab.
- The grid at the top will show each of your terminals. You may have to scroll down the list to see your other terminals.
- Click on the Till ID column and select the appropriate Till ID based on the settings before.
- Click Save when you are finished.
End of Shift Float Options
You can choose whether the floats will be included in your cash count at end of day or not.
- Open End of Shift, click Setup
- Tick Include Float when Counting Coins and Notes if cash is counted with the float included. Un-tick the option if you remove the float before counting cash.
- Click Proceed to save this choice. If you are not ready to perform your end of shift, you can close the end of shift window.
![](https://img.zohostatic.com/zde/static/images/file.png)
This option is individual to each terminal. If you run end of shift on multiple terminals, you will need to set the option on each one.