Assigning a Register for Retail Transactions

A POS location and register is required for retail transactions.

• For remote applications where associates are not required to use a specific location and register, these specifications are typically set on the selected starting block.

• For transactions where each sales associate is required to use their specific location and register, you can ensure this in two ways:

  • Register assignments can be made in advance through Register Management available via the LOCATION > My Registers slide out in the Orders main menu. This method saves users from having to manually select a register for each transaction.

    Note

    When location and register are set on the starting block, those settings will take precedence over location/register settings configured via LOCATION > My Registers. More on using Locations is provided in .

    Register Management

    Orders provides the following register management functions for registers you are authorized to use (registers in locations where you are an assigned user as configured in IDI Desktop Client POS Back Office > Locations):

    • Select a register to use for POS transactions.

    • Perform a float to open a register at the start of a day or shift with the required cash amount.

    • View current amounts for each tender type in a register.

    • Reconcile the expected and actual tender amounts in their registers.

    • Clear the current user from a register to make it available for a different user.

      Note

      Some of these functions depend on user permissions, POS Back Office Register Policy settings, and other conditions.

    Where to Go From Here

    • Setup Requirements

    • How to Access

    • Using My Registers Overview

    • Making Yourself the Current User on a Register

    • Edit Register

    • Opening a Register at the Start of a Shift or Day

    • Viewing Tender Amounts

    • Reconciling a Register

  • Or, if you want to force users to select a register on each transaction:

    • Do not assign those users registers via Register Management.

    • Configure a starting block with Require Register to Start Transaction enabled and leave location and register undefined. In this case, the Select Register dialog will always be displayed after saving the transaction's Basic Information. The Location and Register menus in the Select Register dialog are populated based on user’s Location access configuration in the IDI Desktop Client POS Back Office.

      This is covered in more detail in the example flow for a new transaction with starting blocks enabled - transaction with retail and billing items.