Till Transactions

Firstly, let us understand what Till Transactions refer to. Till Transaction is the flow of money to meet day-to-day requirements income and expenses.

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Below steps will tell us how to Record the till transactions in the POS.

STEP 1: Log in to the DinePlan POS system. Open "FRONT DESK" ---> Click on "TILL TRANSACTIONS".

Open

STEP 2: Select the Type of Transaction in the "ACCOUNT" section from the drop-down. The type of transaction can be defined, this is explained later in the same document. 

Open

STEP 3: Select the "AMOUNT" and Add "REMARKS". Click on "SAVE".

NOTE: 

OPEN TILL - To open the cash drawer.

Defining Till Account

STEP 1: Go to "BACK OFFICE" --> "ACCOUNTS" --> "TILL ACCOUNT".

STEP 2: "ADD TILL ACCOUNT" if a new account has to be created. There are options to EDIT, DELETE and SORT the existing Till Accounts. 

STEP 3: Add "ACCOUNT NAME", "TYPE" as income/expense and define the "AMOUNT".

NOTE: This can also be created on DineConnect at the Server level. Refer to this to know how to create the Till Account in DineConnect.

DELETING TILL ACCOUNT

STEP 1: Click on the Till Account and click "DELETE".

NOTE: The reports can be downloaded from the "Reports" section. For this follow the below-mentioned steps.

STEP 1: Go to FRONT DESK --> REPORTS. Under the GENERAL section, you can find "TILL TRANSACTIONS REPORT".

STEP 2: The reports can be Printed, Saved in the PDF format