Tills: Virtual Tills

By Kelsey | Updated

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Virtual Tills are tills that are tied to individual employees, rather than to a Point of Sale 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 the employee is operating. Think of the virtual till as a representation of the cash in an employee’s pocket.


Contents


Configuring Virtual Tills on the Management Console

Virtual tills, like physical tills, are enabled through the POS Role Permissions page in the Management Console ([yoursubdomain].revelup.com). Unlike physical tills, which have various functionalities separated into specific permissions, virtual till functionality is all encapsulated under one permission. Selecting the Virtual Till permission box for a role will grant those employees access to virtual tills. It is strongly recommend that non-delivery roles (delivery drivers, delivery managers, etc) employees NOT be given access to virtual tills, as they are not supported outside of the Delivery Management Console. To enable virtual tills:

  1. On the Management Console, go to the Employees tab and click the Permissions:1a.png
  2. Click POS Role Permissions:1b.png
  3. From the Role Permissions matrix, locate the role(s) that need to have Virtual Till functionality. Check the box in line with the role(s) and the Virtual Till permission. When done, make sure to click Save in the top right corner:

    1.png

 

Setting a Virtual Tills on the POS

Depending on the settings configured in the Management Console, virtual tills can either be set when the employee logs into the Point of Sale (by prompt), accessed from the delivery console, or by tapping the Tills option from the Point of Sale dashboard.

Please Note: Starting Cash for Virtual Tills is factored into the Cash Due House on the Sales Summary.

To set a virtual till on the Point of Sale:

  1. On the Point of Sale, if you're setting the virtual till by prompt, the Till Management screen will automatically appear upon login.
  2. If you are setting the virtual till manually, tap Tills under the Operations section on the dsahboard:1.png
  3. On the Tills overlay window, tap New Virtual Till:2.png
  4. In the Sum Total field, type the amount of cash in the virtual till or enter the specific quantity of each bill in the corresponding Bills fields. Then, tap Set:

    3.png


Performing Cash Drops

Cash drops are how an employee can transfer the money from their virtual till to physical tills. There first needs to be a physical till set on the station being used for the cash drop in order for the cash drop to be performed correctly. To perform a cash drop:

  1. On the Point of Sale station with the receiving physical till, tap Tills under the Operations section on the dashboard:1.png
  2. On the Tills overlay window, tap the Virtual Till:

    2.png
  3. Then, tap Cash Drop:

    3.png
  4. In the Sum Total field, enter the amount of cash being transferred from the virtual till to the physical till. You also have the option to enter the specific quantity of each bill in the corresponding Bills fields. Then, tap Submit:4.png

Please Note: 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 Point of Sale station it was performed on, and the physical till that received the cash drop.


Closing Virtual Tills Through End of Day Process

Virtual tills can be checked out and closed in the same way that physical tills are. However, only the employee who set the 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. To close a virtual till through the End-of-Day Process:

  1. On the Point of Sale, tap End of Day Process under the Operations section of the dashboard:1.png
  2. Once the End-of-Day wizard has stopped at Close All Tills, tap the Close Virtual Till button:

    2.png
  3. From here, you will be taken to the Till Management screen. Tap Checkout:

    3.png
  4. Enter the specific quantity of each bill in the corresponding Bills fields until the Sum Total displays the correct closing amount. Then, tap Next:4.png
  5. Confirm all Checkout Summary information is correct. If not, tap Checkout and re-enter the information from the previous step. If it is correct, tap Submit:

    5.png
  6. You will then be taken back to the End-of-Day Process screen.

Closing Virtual Tills Manually

If you do not use the End-of-Day Process, you will checkout your virtual tills manually. To do this:

  1. Tap Tills from the Operations section on the Point of Sale dashboard:1.png
  2. Tap the Virtual Till:2.png
  3. Tap Checkout:3.png
  4. Enter the specific quantity of each bill in the corresponding Bills fields until the Sum Total displays the correct closing amount. Then, tap Next:4.png
  5. Confirm all Checkout Summary information is correct. Tap Print Log if you'd like to print a copy of the Cash Log. If not, tap Checkout and re-enter the information from the previous step. If it is correct, tap Submit:5.png


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