Point of sale

Inventory

From the Sell tab you will be able to view, search, and make selections from your configured inventory items. Items added to the cart from the inventory on the left will be viewable in the cart on the right side of the screen.

Cart

Once items have been added to the cart you will be able to view each line item along with the quantity and unit cost of the item. From the cart you are able to:

• Edit item quantities.
• Add notes that will be reflected on the cash drawer report.
• Remove individual items or clear the entire cart.
• Edit pricing on the fly if variable pricing has been configured for an item.
• Change or remove the customer associated with the sale.

 Note: A customer can be removed from the purchase as long as no items in cart are tied to the customer. Click the Remove customer button to the right og the customer's name. If a customer has entered a preferred name the preferred name will be used on this screen. 

Once you have hit Pay you will be able to review the cart and, if needed, edit the payment type or go back to make changes to the cart.

Cash drop

The Cash drop function is intended for cash drops from the cash drawer before the drawer is closed for the day.  For example, the cash drop can be used throughout the day when money is taken out of the drawer and moved to the safe. The amount set for each cash drop is subtracted from the cash drawer, and Wise no longer counts this amount toward the cash drawer total.

A cash drop is always entered as cash drawer code 5990. A cash drop does not have to be counted toward the total cash drawer count after it is completed. Amounts that are part of the cash deposit are counted in reports.

To perform a cash drop:

1. Go to Point of sale > Cash handling.
2. Select the cash drawer from which an amount is to be included in a cash drop.
3. Select the Cash drop button. 
4. Enter an amount to be included.
5. Click OK. If configured, you will be prompted to enter your initials.
6. The receipt will open as a PDF in a new tab. Print the receipt through the browser.

To cancel the Cash drop, select the Cancel button. You will be returned to the Cash count screen.

 Note: Cash drop does not require a count of the bills/coins/checks being taken from the cash drawer. Cash count is only required as part of the Settle cash count workflow (see below). 

Settle cash count

The Settle cash count function is used to balance a cash drawer. While the cash drop functionality is intended for use before a drawer is closed for the day, the settle cash count workflow is used to compare the total for a drawer against the actual currency present, and is typically done at the end of the day. 

To settle a cash drawer:

1. Go to Point of sale > Cash handling.
2. Select a cash drawer to count from the Cash drawers drop-down list on the top left of the page. If you only have access to a single cash drawer you do not need to select the cash drawer, and it will instead be shown by default.

3. Count each denomination of cash (bills and coins) and enter the count value into the corresponding field, directly typed in or via the +/- buttons to increase or decrease the currency count.
   
4. If applicable, count the number of checks and add that to the Check count field, then total the check values manually and enter that value into the Check amount field.
5. To clear the cash count, click the Clear button at the bottom-right of the screen, and the counting information will be removed. Otherwise, click Settle cash count to continue.
6. The Settle cash count screen opens. If there is a detected cash drawer difference, an alert will display at the top of the screen that reads "Cash count is incorrect." If no difference is detected, the alert will instead read " The deposit cash drawer is correct. You may submit your cash count."
7. An overview of the cash drawer can be found on the Settle cash count screen. Once the overview fields have been reviewed, click Submit to settle the cash count.  

8.  The Submit cash count modal appears.  If no cash drawer difference is detected, you will be prompted to enter your initials. 

9. Enter your initials and click Submit. The cash drawer report will open in a new tab. 
10. If a user attempts to submit a cash count with a detected cash drawer difference, an alert will appear when the Submit cash count modal opens that reads "Cash count is incorrect. Submit with incorrect cash count or cancel to correct the cash count".
11. Click Cancel to go back and correct the count, or enter your initials and click Submit as is to submit the cash count despite the detected difference. The cash drawer report will open in a new tab.