Online Cash Register in Nimbus: Things You Need to Know
What is a Cash Register?
Before starting out let’s get to know what exactly is a register. Have you ever wandered into a store and seen a person handling the cash counter, a bit dazed if there’s a long queue, tapping wildly on the keyboard…yes, you have! The person is probably the salesperson and s/he is punching sales in the register. Here, in this register, all sales are punched, all sale receipts are saved, all returns are handled, and your credit/debit cards are processed. Hardware like cash drawer, scanner, receipt printer, and pole display are also attached with the cash register.
In a rather mundane scenario, the register will be a desktop application or POS software that has to be installed on a computer. In Nimbus, it is just the computer or laptop (even tablet or mobile phone) and your login ID.
Now that you have a fairly good idea about what a register is let’s see how cash registers are created and used in Nimbus RMS.
Creating a Cash Register
When you create a store in Nimbus, one default cash register is automatically created for your store. You can access the register screen by going to Configuration>Store configuration>Register
Records tab will show the name of the default register. Double click to load it and if you want to, you can change its name and write a description for it and click update.
Attaching Users with Cash Register
Create a user on Security>Security Users screen or select a previously created user to attach cash register with it. This user login and password can then be used to work on the cash register.
Remember Admin or HO can work on the cash register and ping sales. For a single store version, the cash register is automatically attached to the HO.
Ringing up Sales
HO or person having the security user login (with which cash register is attached) can log in and make sales. The selected register will appear on the top right side of the screen. If the user is not attached to any particular register, the register drop down menu on sales and return will show all attached registers, and the user will select the register that needs to be used.
Cash register closing is done when a shift ends or when one employee hands over the cash register to another. To access the register closing screen, go to Sale>Shift Management. Records grid will show all closings of a particular register with their status as closed.
The current shift (yet to be closed) will show the status Open. Select the open record and click the Load button to load it on the register closing screen. Perform register closing and Save.
Creating Additional Cash Registers
A single store can have one register or more. Think back to your shopping trip to a big store. Remember the cash counter in the cosmetic section? The one in the grocery section? And others? Those were all registers where sales were being punched for each section.
Additional registers have to be purchased. When you pay for an additional register you will have the right to create it on Store Configuration>Register screen. Click the New button, select the store for which you are creating an additional register, enter Register Code and add Description. With each additional register, you will get three users. As explained above, users are attached with registers on security users screen. In case of multiple registers, the register drop down menu will also show additional registers, you can select each register to attach it with a user.
One register can be attached to multiple users meaning all user attached to a particular register can work on the register.
Note: In case of additional registers for single stores, if you want the admin to be able to work on every register, no register should be attached to admin login on the security users screen. If a particular register is attached to admin, the admin user will not be able to work on any other register.
Multiple Registers for Chain Stores
For chain store version of Nimbus Cloud Retail Software, three stores and three registers (one for each store) are created by default.
Security users are attached to stores and register on the security users screen. The user attached to a particular register and store can make sales and close the shift only for that particular register and store.
HO or Admin has the right to select any register or store and make sales or close the shift. However, for autonomous stores, HO cannot make sales or perform shift management on behalf of the store.
Do you have any questions about how cash registers are created and used in Nimbus? You can talk to us about it in the comment section below.