Maintaining the Cash Module

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Revision as of 10:00, 17 May 2019 by Optiwiki (Talk | contribs)

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Creating Product Types

To create a Product Type in the Cash Module, you need to do the following.

  • Go to the Cash Module.
  • Click the Maintenance tab in the toolbar.
  • Click Type in the Product group.
  • Enter a Product Type Name.
  • Select a VAT type.
  • Choose a colour.
  • Select a validation option.
  • Click Save or use the Auto Save feature.

Creating Product Categories

To create a Product Category in the Cash Module, you need to do the following.

  • Go to the Cash Module.
  • Click the Maintenance tab in the toolbar.
  • Click Category in the Product group.
  • Choose a Product Type for your Category
  • Enter a Product Category Name.
  • Choose a colour.
  • Click Save or use the Auto Save feature.

Creating Payment Types

To create a Payment Type in the Cash Module, you need to do the following.

  • Go to the Cash Module.
  • Click the Maintenance tab in the toolbar.
  • Click Type in the Payment group.
  • Enter a Payment Type Name.
  • Choose a colour.
  • Select a validation option.
  • Select the appropriate choices from the Options list.
    • Open Drawer - Will open the till drawer when this Payment Type is used in a transaction.
    • Reconcile - Will add a record into Voucher Reconciliation when this Payment Type is used in a transaction.
  • Click Save or use the Auto Save feature.

Creating Payment Categories

To create a Payment Category in the Cash Module, you need to do the following.

  • Go to the Cash Module.
  • Click the Maintenance tab in the toolbar.
  • Click Category in the Payment group.
  • Choose a Payment Type for your Category
  • Enter a Payment Category Name.
  • Enter a Value if necessary.
  • Choose a colour.
  • Click Save or use the Auto Save feature.

Adding VAT Rates

Creating a Receipt Template

Adding Adjustments

To create a Adjustment in the Cash Module, you need to do the following.

  • Go to the Cash Module.
  • Click the Maintenance tab in the toolbar.
  • Click Adjustment in the Cash group.
  • Enter a Adjustment Name.
  • Double click on each Product Type this Adjustment will effect. They will be added to the Selected list.
  • Choose from a Value or Percent adjustment.
  • Choose from Add or Subtract.
  • Enter a relevant Amount.
  • Click Save or use the Auto Save feature.

Creating Petty Cash Categories

To create a Petty Cash Category in the Cash Module, you need to do the following.

  • Go to the Cash Module.
  • Click the Maintenance tab in the toolbar.
  • Click Petty Cash in the Cash group.
  • Enter a Petty Cash Category Name.
  • Select a VAT type.
  • Click Save or use the Auto Save feature.


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