How to monitor the operations of each sales box

The Sales Box Management section is the main reference for tracking all boxes on the platform. Through it, you can know the opening and closing times of each box, the username, amounts collected according to payment methods, session invoices, and other operational and financial details.

#Accessing Sales Box Management

1. Go to Sales and Customers > Sales Box Management.

2. A list of all open and closed boxes will appear.

3. Click on the (👁️) icon in front of the box you want to view its details.

#Sales Box Status

• Open: The box has been opened but details will not appear as long as it is still open.

• Balanced: The box has been closed and the amounts entered by the employee match the amounts calculated by the platform.

• Unbalanced: The box has been closed but the amounts entered by the employee do not match the amounts calculated by the platform.

ℹ️ Note: The box status is for tracking purposes only and does not affect sales.

#Payment Methods

All available payment methods on the box are displayed, with the amounts collected through them.

• Entered Amount: The amount entered by the employee when closing the box.

• Expected: The amount automatically calculated from sales operations.

• Difference: The difference between the entered and expected (appears if the box is unbalanced).

#Box Summary

• Displays the total amounts collected from the time the box is opened until it is closed.

#Add/Withdraw

• Displays all withdrawal and addition operations that occurred during the time the box was open.

#Export Sales Box Details to Excel

1. Click on "Export" located on the left of the screen.

2. An Excel file is downloaded to your device.

#Print Box Closure Report

From Sales Box Management

1. Click on the (👁️) icon next to the box.

2. Click on "Print Report" located at the bottom of the page.

3. Complete the printing steps.

#Session Invoices

(Invoices issued from the box during its open period).

1. Click on the (👁️) icon next to the box.

2. Choose "View Session Invoices".

3. Click the invoice to view its details.

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#Frequently Asked Questions

1. I added the amount correctly, why does the box appear unbalanced?
   The amounts must match exactly. Any difference, even in cents, makes the box unbalanced.

2. Should I add the float amount when closing?
   Yes, add the remaining float amount with cash sales to show the box as balanced.

3. Can I modify the box status or amounts after closing?
   No, you cannot modify the box status or change the amounts after closing.

4. Can I set a fixed time to open and close the box daily?
   No, this feature is not currently available. You can share your suggestion via the suggestion platform.

5. I have more than one location, can I display boxes for a specific location only?
   Yes, use the filter next to (location), and choose the desired location.