To set up float amounts, there are two steps:

  1. Create Till IDs with their respective float amounts.
  2. Assign each terminal to use the appropriate Till ID.

Create Till ID and Float

  1. From the main screen of Retailer, click on Setup -> Point of Sale.
  2. Click on the Add button.
  3. Give the Till ID a name such as TILL01.
    Then, type in its respective float amount (This can also be changed later).
  4. Repeat until you have a Till ID for each of your terminals.
  5. Click Save when you are finished.

Assign Till ID to a Terminal

  1. From Setup -> Point of Sale, click on the Terminals tab.
  2. The grid at the top will show each of your terminals. You may have to scroll down the list to see your other terminals.
  3. Click on the Till ID column and select the appropriate Till ID based on the settings before.
  4. 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.
  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.
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.