Withdrawing or adding cash from the cash fund

During the day, cash may be added to the till, so it is important to be able to record all movements in order to keep track of them so that there is no unbalance at the end of the day.

Requirements for withdrawing or adding cash:

  • The user must have the role of STORE VENDOR. You can see the different types of role in the section Create or edit a user.
  • Previously open the cash activity. You can see how to open cash activity in the section Open cash activity.

Steps to withdraw or add cash:

  1. Go to the side menu and click on the SELL button in the SHOPS section.
  2. In the SELL screen we find the box open, so we click on the button represented by three dots located in the upper left corner next to the name of the box.
  3. A drop-down menu will open and we select the option ADD CASH.
  4. You will be presented with a pop-up to add cash where we see it:
    1. Amount of cash we want to add.
    2. Note or subject of the entry.
    3. Save or Cancel.
  5. In the drop-down menu we also have the option to WITHDRAW CASH:
  6. You will be presented with a pop-up to withdraw cash where we see it:
    1. Amount of cash to be withdrawn.
    2. Note or subject of the entry.
    3. Save or Cancel.
  7. In the same drop-down menu we have the option to GO TO BOX ACTIVITY
  8. At the bottom of this screen you will see all the cash movements you have made.

Point 3: Adding cash