Organization | Sales Management | Cash floats

Pre-requisite: your operator must be responsible for other operators.
Aim: predefine / manage your operators' cash float

General

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Cick on NEW and define for which operator you are setting the cashfloat and an internal nam.

• Reassignable: the amount set can be used multiple times. Default value = NO.

• Cash desk counted: Default value = YES. It can be changed if "reassignable" is set to YES.

Set the date range according to your needs, if necessary.

Movements

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Click on NEW to add lines and amou

• Type: to add money to the cash float select Credit

• Currency: select the currency, if applicable.

• Amount: set the amount

• Reason: you may select a value from the drop down menu

• Comments: free text field

You can adjust and define more movement lines if needed:

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If set your operators will see this screen when accessing a sales screen:

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