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We have a video guide on setting up the Till and Float settings in Retailer - ðŸŽ¬ Setting Up Tills, Cash Drawers and Receipt Printing
Tills and Floats are used in Retailer to track sales and cash assigned to your computers using the Retailer software, such as an opening float amount that specific tills start with each day.
Think of a Till ID as a pre-configured template that holds a specific float amount. You create these "templates" once and then "assign/allocate" them to as many physical terminals as needed.

Understanding the link between ID and Terminal

When you assign a Till ID to a Terminal, that machine adopts the float amount set in the template.

      Example: You set up "TILL01" with a $300 float.

  1. 1 Terminal assigned to TILL01 = $300 total float in the store.
  2. 2 Terminals assigned to TILL01 = $600 total float (each machine gets its own $300).
  3. 3 Terminals assigned to TILL01 = $900 total float (each machine gets its own $300).
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Important Note: While you can use one Till ID across multiple machines, it only really works if multiple machines have the same float amount. It's generally recommended to use Unique Till IDs for each terminal to ensure precise tracking during the end-of-shift cash counting process and prevent the double-up of floats.

How to Setup Your Templates

Step 1: Create the Template (Till Setup Tab)

Click Setup from the top of the main screen and then 
From the Till Setup tab at the top of the screen.

  1. Navigate to Setup → Point of Sale → Till Setup.
  2. Click Add to create a new ID (e.g. TILL01).
  3. Enter the Float amount you want this template to use.
  4. Click Save.

Step 2: Assign to a Terminal (Terminals Tab)

From the Terminals tab at the top of the screen.

  1. Find your physical machine in the Terminal ID column (e.g., MAIN, OFFICE, or GONZALES). The current terminal should be highlighted in yellow.
  2. In the Till ID column for that machine, select the correct template ID from earlier for this Terminal from the drop-down menu.
  3. Click Save.

End of Shift Float Options

You can choose whether the floats will be included in your cash count at end of day or not.
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.
  1. Open End of Shift, click Setup.
  2. 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.
  3. 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.

InfoFor more on End of Shift Options, click HERE