Learn how to open the sales register and add the advance amount, then close it and record the collected amounts and print the closing report.
Opening and closing the sales register helps you organize daily sales operations by knowing the deficit or surplus and keeping track of the collected amounts for each register separately.
Opening the Sales Register
Go to Sales & Customers > Points of Sale.
Click on "Open Register".
Enter the opening amount (advance amount) if any.
💡 The advance amount is the amount used to open the register at the start of the shift and is used when needed, such as giving change to customers.
ℹ️ Note: The advance amount cannot be added after opening the register. If you need to add any amounts after opening, you can use the "Add/Withdraw" feature.
Click on "Open Register".
You can now start sales operations and issue invoices.
💡 Why does the message "Another user is using the sales register" appear?
This means the sales register is currently open by another cashier. You will not be able to access it until the cashier or the main account closes the register.
💡 Why does the message "You can only open one sales screen at the same time" appear?
This message appears when the sales register is opened in more than one browser or device at the same time. Deactivating the other means ending the session on the other device. If you have more than one employee working at the same time, it is preferable to allocate a separate sales register for each employee. To open the screen, click on "Deactivate the Other".
Closing the Sales Register
Notes before closing:
Entering the collected amounts from each payment method is not mandatory, but it is important to monitor employee performance and know the status of the register (balanced or unbalanced).
Collected amounts cannot be modified after closing the register, so make sure to enter them before closing if you want to record them.
To know the collected amounts before closing the register:
From the homepage, go to the sales registers at the bottom of the page.
Select the branch, then click on "Collected Amounts" to view details.
Steps to Close the Sales Register
You can access the closing option in one of two ways:
From inside the sales register: Click on "Close Sales Register" located at the top right of the screen.
From outside the sales register: Go to Sales & Customers > Points of Sale > Click on "Close Register".
Enter the collected amount from each payment method, which is the actual amount you have when closing the register.
⚠️ Note: If you have an opening amount or cash amounts you added to the register during sales operations, add them to the cash sales amount.
💡 Example: If the opening amount is 100 riyals and the cash sales amount is 20 riyals, enter 120 riyals as the collected cash amount.
Click on "Close".
After closing the register, the closing report will automatically appear. You can print it or refer to it later through: Sales & Customers > Sales Register Management.
FAQs
Can I open more than one sales register at the same time?
Yes, you can.I want to open the register but it appears as (inactive)?
This means the register has been deactivated and cannot be accessed. Contact the main account manager to find out why it was deactivated.What is the appropriate action when the message "The register is being used on another offline device" appears?
It is recommended to close the sales register from the same device it was opened on to avoid losing invoices created on the other device while offline.
⚠️ Note: Clicking on "Forced Close Sales Register" will result in losing invoices created on the other device while offline.
I'm trying to close the sales register but the closing option doesn't appear, what should I do?
This means the permissions available in your account have been customized and you cannot close the sales register. Contact the main account manager to find out the permissions available to you.