At the start of a business day or shift you open the register by floating an initial amount of cash. The system will not let you perform any other register-related transactions without first performing a float. Note: The Auto Float Register Policy setting lets you set up your system to automatically perform floats; however, you can still perform manual floats as needed using the kebab menu option for any register with a status of Reconciled.
To open a register for business:
Choose a register where Status = Reconciled (or not already Open).
Choose Float from the kebob menu to initiate a Float transaction.
Select a reason as configured in POS Back Office > Setup > Transaction Reasons. This may also default to a reason set via Order Field Configuration.
Confirm the amount to float. This defaults to the amount specified by the Register Policy. You can adjust the amount if necessary.
As an option, you can enter a Note and/or choose to view a receipt for the float transaction.
Click Submit. Once the float transaction is completed and the float is confirmed, the register status changes to Open and the register is ready for business.
