Tills are the money trays that fit into the cash drawers. They help owners and managers keep track of the cash that passes through their business on a daily basis. The combined functionality of the Revel POS and Management Console allows users to track the various flows of money in and out of their tills, through extensive reporting and tracking. Tills can support up to four currencies, as configured on the Management Console, and support a variety of functions on the POS, such as pay-in / pay-outs, safe deposits, and transfers between virtual and physical tills. This guide is designed to help users configure and manage their tills and use the Management Console’s reporting capability to keep track of the cash moving in and out of their tills.
Till settings can be found on the Settings > Payments page under the Tills section. Virtual tills do not have the same restrictions as physical tills, as they are representative of the cash in an employees pocket. The image below shows the configurable settings on this page.
|Track coins in tills||Checking this box enables the user to input specific numbers of coins when checking out a till.|
|Currency coins||This field appears once “Track coins in tills” has been checked. In this field, the user enters the coin denominations that can be counted during till checkout (.01, .05, .10, .25, etc). Corresponding coin fields for each denomination will be on the Till Management window when checking out a till on the POS.|
|Default Value||Specifies a default for the starting amount of money in the till. This number can be modified by the cashier.|
|Prompt to set tills upon login||Enabling this setting will prompt users to set a till when they login to the POS. The prompt window can be dismissed.|
|Require setting of tills||If enabled, users will not be able to perform any order or till based action unless the till is set.|
|Offline Tills Management||Enabling this setting allows managers and users with access to the Management Console to use the Tills report to close till and perform minor edits to tills. All edits are logged in the Action Log.|
User can also activate certain settings by contacting Revel Support for configuration. Those options are as follows:
- Till Alert — When enabled, Revel will send and email to the address provided and/or display an alert on the POS when the amount of money in the till reaches the configured amount. User will need to define the amount they want the alert to be triggered at, an email address for the alert message, and the interval for how often the alert will be shown in minutes. Users can also chose to show the alert to the cashier.
- Till Synchronization — Users can have this setting enabled if they want to manage all physical and virtual tills from the main iPad POS station. This setting is required for certain End of Day functionality.
- An extremely restrictive setting, activating this will limit login to the owner of that till or to a manager with the appropriate role permissions. Users without permission will not be able to log into the POS while a till is active.
End of Day
The End of Day wizard features a step that allows users to close all open or held tills before closing down their establishment for the day. Under the End of Day section on the Settings > Advanced Pos Settings page, users can select the “Close All Tills” step as one of the “EOD Steps to Include” in their End of Day wizard on the POS. In order to view and select this step the “End of Day Process” option must be selected. More information about the End of Day process wizard will be covered in the iPad POS section of this document.
NOTE: All child POS 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 on the Employees > Role Permissions page. They have been divided into eleven different role permissions by functionality. Users can use these permissions to customize the level of access each employee gets to the till management system of the POS.
Till Role Permissions
|Access All Tills||Allows the employee to bypass 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||Allows the employee to perform Safe Drops without 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 that employee.|
|Close a Till||If this permission is disabled, the “checkout” button on the Set Till Amounts screen is disabled for that employee, preventing them from closing the till.|
|Hold a Till||If this permission is disabled, the “hold till” button on the Set Till Amounts screen is disabled for that employee.|
|Pay-ins||Allows the employee to perform Pay-Ins without a password.|
|Pay-outs||Allows the employee to perform Pay-Outs without a password.|
|Set a Till||Allows the employee to set a till.|
Certain combinations of role permissions can be combined for various types of till configurations. For security purposes, users can configure blind or semi blind tills if they are worried about employees 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. In a blind till, tills can be set, but once the user taps the “checkout” button, the POS closes the till without prompting for checkout summary. The user will have no knowledge of what the expected amount in the till will be.
- Semi-Blind — A semi-blind till is configured by disabling the “Cash Log” and “Allow Cash Entry Correction” permissions, and enabling the “Checkout Summary” permission. The user can see the final over/under, but cannot correct the final value. The user can also print out a chit with the final payout to perform with safe drops.
The Reports > Tills Report page displays information about the tills that have been set on the POS. The following table describes the fields displayed on this page.
|POS Station||The POS station that the till was set on.|
|Till Owner||The employee who set the till and/or the employee the till was assigned to.|
|Opened||The date and time the till was set|
|Held||Indicates if the till is being held or not.|
|Closed||The date and time the till was closed.|
|Variance||Also known as the over/under the difference between the amount of money that was in the till when it was set, and the amount of money in the till when it was closed.|
Employees with access to the Management Console can view, edit and close physical and virtual tills from the Tills Report. To do so, click the edit icon for the desired till, as shown in the image below.
Tapping that icon will bring up the “Close Till” window, which allows the user to edit the declared cash, and the bank drop amounts if needed. The user will need to fill in the “Remarks” field, as to why that till is being closed, before closing the till. The user will also need to input their login password before closing the till. Tapping the “Close Till” button will close out the till and update the report.
Till Report - Close Till
Clicking on a till row will expand that row, giving users more information about that till. Users can see the total value of all cash transactions, pay-ins, pay-outs, and safe drops. The expanded row will display who the till was open by, held by, and closed by. All configured currencies will be represented, with the row displaying the starting cash, declared cash, the amount of cash in the safe, and the amount of cash in any safe drops for each currency. An example of an expanded row in the till report can be seen in the image below.
Expanded Row - Till Report
Users can filter the information seen on the report via the two drop down menus at the top right hand corner of the page. The first menu (when looking left to right) allows the user to filter by the following till statuses: Show Open, Held & Closed, Show Held & Closed, Show Open Only, Show Held Only, Show Closed Only.
The second menu allows the user to filter based on the date that the till was opened on the POS. Users can filter to see tills that were opened Today, Yesterday, This Week, This Month, Last Week, Last Month, or by a configured custom date range. Selecting the Custom Range option will bring up the “Select a Custom Range” window, where users can define their desired date range. Users can select a specific time of day they wish to filter their report by using the “Show Time / Hide Time” button in the “Custom Range” window.
Custom Range Selection Window
Cash Office Report
Tills are reflected on the Reports > Cash Office Report page when viewing safe deposit information. The “Safe Deposit” field displays information about “Safe Drops” that were made from a till on the POS.
Till Information in Cash Office Report
As shown in the image above, expanding a “Safe Deposit” entry on the report displays the following information about the till that performed that action:
- Drawer — Indicates the cash drawer the till is connect to.
- Till # — The ID number of the till.
- Declared Amount — The amount that was entered in the “Amount of Safe Drop” field in the Safe Drop till window on the POS
- Confirmed Amount — The amount of money in the safe that was confirmed by an employee.
- Variance — Any difference between the Declared Amount and the Confirmed Amount.
Pay-out / Pay-ins Report
The Reports > Payouts / Payins Report page displays all pay-in and pay-outs from tills configured on all POS stations for the establishment. The report also takes the difference between the total pay-in and pay-out amounts, providing a total for the user’s records.
Payouts / Payins Report
|Date||The date and time that the pay-out or pay-in was performed.|
|Employee||The employee who performed the pay-out or pay-in.|
|Drawer/Virtual Till Owner||The cash drawer number that the till is connected to, or the owner of the virtual till, provided that the till is a virtual till.|
|Station||The POS station the till is configured on.|
|Reason||The reason for the pay-out or pay-in.|
|Amount||The amount of the payout or pay-in. A negative amount indicates a payout. A positive amount indicates a pay-in.|
Users can filter the information seen on this report by using the three drop down menus at the top right of the page. The first menu (reading left to right) will filter the report entries by the entered reason for the pay-out or pay-in. The middle menu will filter the entries by the employee who performed the pay-out or pay-in.
The third menu allows the user to filter based on the date that the pay-out or pay-in was performed on the POS. Users can filter to see actions that were performed Today, Yesterday, This Week, This Month, Last Week, Last Month, or by a configured custom date range. Selecting the Custom Range option will bring up the “Select a Custom Range” window, where users can define their desired date range. Users can select a specific time of day they wish to filter their report by using the “Show Time / Hide Time” button in the “Custom Range” window.
Till actions and statistics are reflected on the Reports > Operations Report page under the “Cash Summary” section. That section of the report combines all transactional cash payments with till actions like pay-ins and pay-outs to give an expected cash total for the day.
Cash Summary Report
|Starting Cash||The aggregate cash that was set on all tills across all POS stations.|
|Cash Payments||All cash transactions for the establishment for the given time period.|
|Pay Ins||Total amount of money from all pay-ins performed by tills across all POS stations.|
|Pay Outs||Total amount of money from all pay-outs performed by tills across all POS stations.|
|Safe Drops||Total amount of money from all safe drops performed by tills across all POS stations.|
|Expected Cash (till count)||Based on the fields described above, the expect cash in all tills across all POS stations.|
|Actual Cash (final till count)||The actual, employee counted cash in all tills across all POS stations.|
|Expected total cash to business||Based on the fields described above, the expect cash in all tills across all POS stations.|
|Actual total cash to business||The actual, employee counted cash in all tills across all POS stations.|
The following table describes the actions that can be performed by tills, and their corresponding buttons.
|Pay-In — Brings up the Till Management - Pay-In window, where they can enter the pay-in amount, the reason for the pay-in, and perform the pay-in for the till.|
|Pay-out — Brings up the Till Management - Pay-out window, where they can enter the pay-out amount, the reason for the pay-out, and perform the pay-out for the till.|
|Safe Drop — Allows the users to track the amount of money they deposit into their safe in reports on the Management Console. Tapping the icon brings up the Safe Drop window.|
|Cash Drop (virtual tills only) — Performs a cash drop, which is the transfer of money from a virtual till to a physical till.|
|Open Cash Drawer — Opens the cash drawer associated with the till.|
|Print Cash Log — Prints out the daily cash log for that till.|
Depending on the settings configured on the Management Console, tills can either be set when the employee logs into the POS (by prompt), or by tapping the “Tills” option on the settings menu.
- Upon logging into the POS — If the “Prompt to set tills upon login” setting is enabled on the Management Console (found under Settings > Payment > Tills), users will be prompted to set a till once they log into the POS.
- Using the Settings menu — On the POS station tap the Settings icon and select the “Tills” option, shown in the image below
Till Option in POS Settings
Setting a Till
Users with till permissions will see the following Till Management window when setting their till.
Till Management Window
The cash drawer that the till is attached to will be located in the bottom left hand corner of the window, as highlighted in the image above.
Once a till has been set, users can access their till by tapping the “Tills” option found under the Settings menu. They will see a Till Management window similar to the one shown in the image below. This window will display the date and time that the till was set, the amount of money currently in that till, and have options for the user to close out their till.
Previously Set Till
Reassigning a Till
If the Tills - Assign Till Ownership role permission has been enabled, employees can place a till under another employee’s name on the POS. When first setting a till, after entering the amount in the till and tapping “Set Till”, the user will be prompted to assign the till to another user. This may be used for security purposes, in that a manager will set the till for all employees.
Till Reassign Prompt Popup
After being prompted and tapping “Yes” the “Select an Employee” pop-up window appears, shown in the image above, allowing the user to select another employee to assign the till to.
Select an Employee Popup
Users can access the “Hold Till” function when they want to count and clear the cash out of a till while still completing cash transactions on that POS station. In most cases, the first till will be held and removed from the cash drawer, and a second till will be placed into the cash drawer and set on the POS station. The first till will be counted and clear, and then closed on the POS station.
To hold a till, perform the following steps:
- On the POS station, tap the Settings icon and select the “Tills” option.
- On the ensuing Till Management window, tap the “Hold Till” button at the bottom right of the window. The Till Management window will disappear, indicating that the till has been held.
Once a till has been held, it can be accessed by performing step one. However, upon doing so, the user will be prompted to either open a new till, or select the previously held till, as shown in the image below.
Select a Till Window
If the previously held is selected, the ensuing Till Management window will indicate the date and time that the till was held in the header portion of the window, as shown in the image below.
Till Management Window - Held Till
To close / checkout a till a user will first need to have the Tills - Close a Till role permission enabled for their role on the Employees > Role Permissions page of the Management Console. Once enabled, users can perform the following steps to close a till:
- On the POS station, tap the Settings icon and select the “Tills” option.
- On the ensuing Till Management window, tap the “Checkout” button at the bottom right of the window. The Till Management - Checkout window will appear.
- On this window, users will enter the amount of each bill type they have in their till, as well as the bills for any other currencies the user has configured. Tills can support up to four different currencies. The buttons to select between any configured currencies can be found at the top right of the window, as shown in the "Select a Till Window" image above. Users can also tap the “Amt” button, which will remove the bill fields if they wish to only enter the total amount in the till.
Till Management - Checkout Screen
- If the “Track coins in tills” option has been enabled in the Tills settings on the Management Console, the “Coin Type” button will appear on the Till Management - Checkout screen. Tapping this button will bring up a list of fields of the configured coin type values. The user can enter the amount of each coin in the corresponding fields.
Till Checkout - Coin Tracking
- Once all fields have been entered, tap the “Done” button at the bottom right of the window. The Till Management - Checkout Summary window will appear.
- After reviewing the checkout summary, the user can choose to print the checkout summary and / or the Till Log for the day. Once all information has been reviewed, tap “Submit” to finalize the checkout.
Till Management - Checkout Summary
End of Day
Tills can be closed by employees with manager role permission on the POS by running the End of Day wizard. All open tills are displayed on the “Close All Tills” screen of the End of Day wizard.
End Of Day Close All Tills
Tapping the “Close Virtual Till / Close Till” button for that till will initiate the till checkout process. After checking out the till, the user will be shown a Checkout Summary screen for that till.
Checkout Summary Screen
Pay-Ins and Pay-Outs
Pay-ins and pay-outs are a means of adding and removing money from tills outside of cash transactions, so that it can be tracked in reporting.
To perform a pay-in or pay-out, perform the following steps:
- On the POS station, tap the Settings icon and select the “Tills” option.
- On the ensuing Till Management window, tap the “Pay-In” or “Pay-Out” icon, which ever action is desired. The Till Management - Pay-In or Till Management - Pay-Out window will appear. The windows are identical in functionality.
- Enter the desired amount in the “$” field for the pay-in / pay-out.
- Enter a reason for the action in the “Reason” field. Tapping on the field will bring up the iPad keyboard. The reason will be reflected in the Payins / Payouts Report on the Management Console
Till Management Pay-In Window
Safe drops are a means of accurately tracking the amount of money transferred from a user’s till to their safe. All safe drop information is recorded in the Cash Office Report on the Management Console.
To perform a safe drop, perform the following steps:
- On the POS station, tap the Settings icon and select the “Tills” option.
- On the ensuing Till Management window, tap the “Safe Drop” icon, the Safe Drop window will appear.
- In the “Amount of Safe Drop” field, enter the total amount of money being transferred to the safe. All configured currencies will be represented on this window. Users can tap the icon for the desired currency, which will bring up a separate “Amount of Safe Drop” field for that currency. The “Total Expected Amount in Till” field is a non-edible field, but will reflect the expected amount of money that should be in the till after each safe drop has been made.
- Tap the “Submit” button to complete the safe drop.
Tills Safe Drop Window
Tapping the “Print Safe Drop” button will print out a log of the entered safe drop amount from the receipt printer. This can be used for any desired logging outside of the Revel System. Tapping the “Print Empty Safe Drop” button will print out a blank safe drop log from the receipt printer, to be used for manual entry of any safe drops.
Virtual tills are tills that are tied to individual employees, rather than to a POS station or cash drawer. Any cash transactions of an employee with a virtual till will be logged in that virtual till, instead of any physical tills that employee is operating. Think of the virtual till as representative of the cash in an employee’s pocket.
Virtual Till Functionality by Release
The following is a description of the virtual till functionality and how it was designed to be used along with other aspects of till management. The goal is to show the user how the virtual till operates within the system, and what kind of functionality can be expected in future versions. Everything mentioned in this section will be covered in greater depth later on in the guide.
2.13 and Earlier
- Virtual tills are only supported from the Delivery Console of the POS. This means that the user needs to have delivery management enabled to use virtual tills as they were intended to be used. The feature was originally developed to be used by delivery drivers, who do not have access to a physical till when making transactions during their deliveries.
- The “Till” role permissions apply only to physical tills, with the exception of the “Tills - Checkout Summary” permission. All other virtual till functionality is enabled through the “Virtual Till” permission.
- The only way that virtual tills and physical tills interact with each other is through the “Cash Drop” function, found on the Till Management window for virtual till. This performs a transfer of money from the virtual till to a physical till (Pay-out from the virtual till, Pay-in to the physical till).
- While managers can access and assign any physical till, virtual tills can only be accessed on the POS by the employee who opened that till, and cannot be reassigned. This is because a virtual till is representative of the cash in an employee’s pocket, rather than a cash drawer. The only exception to this functionality is through End of Day wizard on the POS and through the Tills report on the Management Console. Both of these scenarios will be covered in more detail later on in the guide.
- It is strongly recommended that employees do not access virtual tills outside of the Delivery Management Console, as there is a limitation that occurs. After an employee has set a virtual till (outside of the Delivery Management Console), they will not have access to that till again.
- It is strongly recommended that an employee who is permissioned with virtual tills NOT be given permission to access and set physical tills and vice versa. There is a limitation that occurs when an employee has access to both virtual and physical tills. Once the employee has set both tills, they will not be able to access that physical till again.
- Non-delivery employees with access to virtual tills will be able to access them outside of the Delivery Management Console on the POS. Virtual tills will be able to be accessed via Settings > Tills.
- New establishments will not have virtual tills enabled by default.
- When checking the “Select All Permissions” box, the “Virtual Tills” permission will not be selected, as it is still recommended to have either physical tills or virtual tills enabled for employees, but not both. Also, virtual till permissions WILL override physical till permissions if both are selected for an employee.
- Revel now supports virtual and cash drawer tills for the same employee. On the Management Console, employees can be assigned both the "Virtual Tills" and "Tills - " role permissions. On the POS, there are a number of user interface changes for the till settings. After they log in to the POS, users will see the following till selection screen.
Till Selection Screen
In the Settings drop down menu, the "Tills" option now displays the current till that is receiving money from transactions, as shown in the image below. If no till is set, the text will read "Not Set".
Till Option in Settings
Tapping the "Tills" Option now brings the user to a new set of till options. For each till category type (virtual, cash drawer), if there is a held till or no till set, the POS gives the option to set a till, as shown in the image below. However, if there is an active till, the user cannot set a new till.
Till Selection Options
Please note that employees can be locked to specific cash drawers, and if so, they are only able to access open or held tills associated with that cash drawer. Managers have more flexibility to choose either cash drawer and access open or held tills associated with those cash drawers. Further, virtual tills are not considered communal, and may only be accessed by employees who own those virtual tills.
Configuring Virtual Tills
Virtual Tills, like physical tills, are enabled through role permissions. Unlike physical tills, which have various functionalities separated into specific permission, virtual till functionality is all encapsulated under one permission.
Selecting the “Virtual Tills” permission box for a role will grant those employees access to virtual tills. It is strongly recommend that non delivery role (delivery drivers, delivery managers, etc) employees NOT be given access to virtual tills, as they are not supported outside of the Delivery Management Console. The image below shows the “Virtual Tills” role permission.
Virtual Tills Role Permission
Virtual Till iPad POS
Depending on the settings configured on the Management Console, virtual tills can either be set when the employee logs into the POS (by prompt), accessed from the delivery console, or by tapping the “Tills” option on the settings menu. Users with virtual till permission will see the following Till Management window when setting their till.
Till Management Window - Virtual Till Set
The type of till, and owner of that till, will be located in the bottom left hand corner of the window, as highlighted in the image below. Notice the “Cash Drop” icon, also shown in the image above. This also indicates that the till being set is a virtual till, as this functionality is unique to virtual tills.
Once a virtual till has been set, users can access their till by tapping the “Tills” option found under the Settings menu. They will see a Till Management window similar to the one shown in the image below. This window will display the date and time that the till was set, the amount of money currently in that till, and have options for the user to close out their till.
Till Management Window - Virtual Till
Performing Cash Drops
Because virtual tills are representative of the cash in an employee’s pocket, there needs to be a method to transfer money from that employee’s virtual till to physical tills / cash drawers within the system. This is done via the cash drop functionality.
NOTE: There must be a physical till configured on the station being used for the cash drop, in order for that cash drop to be performed correctly.
- On the POS station with the receiving physical till, tap the Settings icon and select the “Tills” option.
- On the ensuing Till Management window, tap the “Cash Drop” icon.
- In the Till Management - Cash Drop window, enter the amount of the desired cash drop and tap “Done”.
- The cash drop will then be recorded in the system.
Any cash drops will be reflected in the Tills Report for the virtual till as “Pay Outs”. The report will show the date and time of the cash drop, the employee who performed it, the POS station it was performed on, and the physical till that received the cash drop.
Closing Virtual Tills
Virtual tills can be checked out and closed in the same way that physical tills are. However, the general rule is that only the employee who set that virtual till can close it out. There are two exceptions to this: closing virtual tills through the End of Day process, and through the Tills Report.
End of Day
Virtual tills can be closed by employees with manager role permission on the POS by running the End of Day wizard. All open tills are displayed on the “Close All Tills” screen of the End of Day wizard.
End of Day - Close All Tills
Tapping the “Close Virtual Till” button for that till will initiate the till checkout process. After checking out the till, the user will be shown a Checkout Summary screen for that till.
Checkout Summary Screen