Tills are used to reconcile cash at individual Point of Sale stations/cash drawers. They keep a record of every cash transaction performed at that terminal. Tills are also used to log pay-ins, pay-outs, and bank drops. If you have a coin dispenser, your till adjusts accordingly. This guide will go over how to set up your till management in your Management Console, as well as how to use Tills on a daily basis from your Point of Sale.
- Management Console
- Point of Sale
In order for tills to function properly on your Point of Sale, you'll first need to review the settings below to ensure they are configured properly for your business needs.
When first setting up your tills, you must enable settings for currency tracking, currency coins, and other settings necessary for your employees to make sales and track payments. Revel uses U.S. Dollars as the default currency, but supports up to four types of currency. To setup your tills:
- First, log into your Management Console, and navigate to the Settings page.
- Click Clear Selections next to the menu on the left hand side, and search for the word tills in the search bar above the menu.
- This will open your Till Settings. From here, you can enable:
- Barcode Safe Drop amount on receipt: Encodes the currency and amount of the safe drop into a CODE128 barcode and prints it on the safe drop receipt.
- Print Cashier Receipt for Safe Drops: Prints a receipt for the cashier in addition to the safe drop receipt.
- Track Coins in Tills: When this is enabled, your till will track coins as well as paper monies. Corresponding coin fields for each denomination will be on the Till Management window when checking out a till on the POS. You need to indicate the values of the coins you accept, and enter the default value of coins (ex. .05, .10, .25 to indicate the coin values). See Tills: Tracking Coins for more information.
- Prompt to Set Tills Upon Login: Setting a till is entering the dollar amount the till starts with. With this enabled, it will require that an employee set their till as soon as they log into the POS:
- Require Setting of Tills: This will require anyone with access to a till to set it.
- Require Till Closure Before Clockout: If enabled, this will require an employee to close their till and do a safe drop before clocking out. This will reset the till back to the original starting amount for another employee to login, or for you to take the till out of the cash drawer and put it in the safe at the end of the business day.
Note: Virtual tills do not have the same restrictions as physical tills, as they are representative of the cash in an employees pocket.
- Require Envelope Number: When enabled, this will require an envelope number to be entered on every safe drop on the POS.
- Full Foreign Currency Tracking: By default, Revel translates all foreign currency and tracks it by the base currency. Enable this box if you want to track the payment in the currency it was made in and only translate into the base currency for reporting purposes.
Note: Revel assumes that any coin currency is given in the base currency.
- Till Alert: You can create an alert to force a safe drop when a till reaches a certain amount of money over the base amount set at clock in. Once the alert amount is set, you can set the till to deny transactions until the safe drop is completed, send an alert email to a manager, show a warning to the employee that the till is at the set amount, and even set an alert at an interval or have an alert show after each sale. For more details on available alerts, please see How to Setup Till Alerts.
- Offline Till Management: When this is enabled, you can use the Tills Report to close tills and perform minor edits. Your changes will be tracked in the Action Log.
When you enable the End of Day Process (EOD) from the Management Console, employees will be required to complete a set of tasks that you set before they can clock out. This helps ensure consistency between till management and employee logins and logouts. The EOD wizard has a step that allows employees or managers to close all open or held tills before closing down for the day. You can learn how to set up and manage your EOD process in our article How to Setup and Run the End-of-Day Process. In order for the EOD process to work correctly, all child stations must be linked to a parent station for this function to work properly.
Tills are enabled for employees through role permissions, which can be found in the Management Console by going to the Employees tab and selecting Role Permissions page. Role Permissions are divided into eleven different functionalities. Owners and Managers can use these permissions to customize the level of access each employee has on the till management system of the Point of Sale. If you're looking for general permissions for employees, take a look at our article Setting Up Administrator Permissions. Please note, settings are managed within the individual employee role permissions. For a complete overview of this, please see Role Permissions Guide.
Below are the role permissions related to till management:
- Access All Tills: This setting allows an employee to bypass the till ownership restrictions.
- Allow Cash Entry Correction: If this permission is disabled, the back button on the Till Checkout Summary pop-up screen will be disabled for that employee.
- Assign Till Ownership: Allows the employee to modify ownership of a till. For example, a manager can set a till and then assign it to a cashier.
- Bank Drop: This allows the employee to perform Safe Drops without using a password.
- Cash Logs: If this permission is disabled, employees are prevented from printing cash logs from the Set Till and Till Management screens.
- Checkout Summary: If this permission is disabled, the Checkout Summary pop-up screen is suppressed for the employee.
- Close a Till: If this permission is disabled, the Checkout button on the Set Till Amounts screen will be disabled for the employee and they will not be able to close the till.
- Hold a Till: If this permission is disabled, the Hold Till button on the Set Till Amounts screen will be disabled for that employee.
- Pay-Ins: When enabled, this allows the employee to perform Pay-Ins without a password.
- Pay-Outs: This allows the employee to perform Pay-Outs without a password.
- Set a Till: Allows an employee to set a till.
Certain combinations of role permissions can be combined for various types of till configurations. For security purposes, you can configure Blind or Semi-Blind Tills to prevent employees from altering the amount of money reported in the till:
Blind Till: A Blind Till is configured by disabling the Checkout Summary and Cash Log permissions, and the Safe Drop feature. Tills can be set at the beginning of the employees shift, but once the Checkout button is tapped, the Point of Sale closes the till without prompting for a Checkout Summary. The employee will have no knowledge of what the expected amount is in the till.
Semi-Blind Till: A Semi-Blind Till is configured by disabling the Cash Log and Allow Cash Entry Correction permissions, and enabling the Checkout Summary permission. The employee can see the final over/under, but cannot change the final value. The employee can also print out a short receipt (chit) with the final payout to perform with safe drops.
Point of Sale
Once your Management Console is configured appropriately, you can start to use your tills on your Point of Sale.
Setting Tills at the Start of Business
At the beginning of the shift, an employee or manager should set the till by declaring the amount of cash present in the cash drawer. To set the till:
- In the dashboard, tap Tills. Alternately, if the Prompt to set tills upon login setting is enabled, the employee will see the prompt to set a till immediately upon logging in.
- Next, enter the amount of cash you are starting the day with. You may enter the number of bills and coins for each denomination, and the total amount adds up automatically. When finished, tap Set:
- If not assigning the till to yourself, assign the till to an employee and tap Done. Once the till is set, all cash payments and refunds will automatically update the current value in your cash drawer:
Pay Ins, Pay Outs, and Safe Drops
If you need to add or remove cash from the cash drawer without completing a transaction or sale, you will need to use the Pay In or Pay Out functionality. A Pay In is when someone is depositing money to your business for a reason other than a sale. On the contrary, a Pay Out is used when you take money out of the cash drawer to pay a vendor or customer. To process a Pay In or Pay Out:
- From the dashboard, tap Tills and select a till.
- Select Pay In or Pay Out:
- Enter the amount of the pay in or pay out and tap Submit:
- Enter a reason for this pay in or pay out. This reason will show when you run financial reports:
- Tap Submit and a receipt will print for you.
To take money out of the cash drawer and complete a safe drop:
- Tap Tills.
- Select the till to perform a safe drop from.
- Tap Safe Drop:
- Enter an Envelope Number.
- Enter the amount to send to the safe drop. Alternately, enter the number of each bill and coin to send to the safe drop. The total amount will calculate automatically:
- Tap Submit.
If a till needs to be counted during business hours or in between employee shift changes, you may want to hold the till. Holding a till allows you to keep the previous till on hold until it’s ready to be closed. You will also need to open a new till to keep track of new transactions. To hold a till:
- Tap Tills.
- Select the till to hold.
- Tap Hold:
Once you place a till on hold, you may view the till, but you may only close the till. Note that you cannot re-open that same till to make transactions.
To close the till:
- From the dashboard, tap Tills.
- Select a till.
- Tap Checkout. (If you held a till earlier, you will see the till listed option here):
- Enter each Bill Type or Coin Type. The total amount will calculate automatically:
- Tap Next to view the Checkout Summary. Verify that your cash amounts are correct. If you need to make adjustments, tap Checkout to return to the previous screen:
- When everything is accurate, tap Submit. The till will close and send data to the server.
Virtual tills are tills that are tied to individual employees, rather than to a POS terminal or physical cash drawer. Any cash transactions made by that employee will be kept under the virtual till. For information, see Virtual Tills.
Additional Till Settings
The settings below are available in the iPad POS app. From the Dashboard, navigate to Settings > Cash Drawer & Tills:
- Enable Two Cash Drawers: When this setting is active, Revel supports multiple cash drawers at a single POS terminal. If you enable multiple cash drawers, you will need to assign employees to each drawer. After that, the employee’s transactions will be logged under the assigned cash drawer/till.
- Allow Employees to Set Tills: Do you want your employees to be able to open the till?
Tills & Multiple Currency Support
If you have multiple currencies enabled, you should declare a starting and ending value for each currency:
- Select the currency to declare by tapping the appropriate currency symbol:
- Enter the value for each currency.
The starting and ending values will be recorded for each currency. However, the tills summary data (expected amount in till, variance) will be calculated against the default currency.