Cashier training

A cashier's day in Bitta Retail POS follows one drawer from the opening float to the closing count. This page is the map: each stage of the shift is summarized here and links to the page that covers it in detail, so a new cashier sees the whole day before learning each screen.

Prerequisites

• A POS user with a PIN for your store and terminal, and the BAA POS - User permission set or higher.
• Cash in the drawer for the opening float.
• If you want shifts tracked, Require Open Shift turned on in POS Setup by an administrator. The register opens new shifts through that setting, as explained in Shift lifecycle.

Start from the role center

The Bitta Retail POS role center shows Register Activities for your terminal. The Register Context group lists the cashier, store, terminal, register profile and the Current Shift; choose the shift number to open it. The Actions group holds Open Register, Open Shift, Close Shift, Shift History, Resume Parked Sale, Cash Actions, Return from Receipt, Recent Receipts, Reprint Last Receipt and Connect Receipt Printer. Which actions appear depends on your register profile.

Open, count and close the shift from the register. Open Shift and Close Shift on the role center, and the Current Shift link, open the shift card without the register session, so its actions refuse there.

Open the drawer and sign in

1. Choose Open Register. The register opens locked; enter your PIN and choose Unlock. On a shared terminal that requires a password, the POS Terminal Login dialog asks for Cashier and PIN first.
2. Ring the first item and choose Tender. With Require Open Shift on and no shift open, the register stops with "An open shift is required for terminal ..." and offers Show New Shift.
3. Choose Show New Shift, count the starting cash into the drawer, enter it in Opening Float and choose Open Shift. The shift belongs to you as the active cashier. Then choose Tender again.

The status bar now shows the store and terminal, the sale number, the profile, your name and the open shift. Full steps: Open a shift.

Sell through the day

• Scan or tap items and take payment. See Your first sale, Barcode scanning and Split payments.
• Choose Park sale when a customer steps away, and bring the basket back with Parked (n). See Park and resume.
• Give a discount within your limit, or ask a supervisor above it. See Give discounts.
• Choose Reprint or Gift receipt for the last completed sale, and Sales for older ones. See Touch register tour.
• Choose Lock whenever you leave the till. The register also locks itself after the idle time set for your terminal. See Cashier PIN security.

Record cash that moves without a sale

Choose Shift in the status bar to open your shift card. From there, Pay In / Pay Out records change added or petty cash taken out, Safe Drop records cash taken to the safe, and No Sale records a drawer opening with no amount. The register's own No Sale button records the same entry. Each movement updates the shift's expected cash at once. See Pay-ins and pay-outs.

Check the drawer with the X report

At any point in the shift, choose Print X/Z Report on the shift card. While the shift is open it prints as the X report: a snapshot with the opening float, the expected amount per tender, the final payable of the shift's completed sales and the cash movement totals. You can print it as often as you like.

Count and close

1. Choose Shift on the register to open the shift card.
2. Count each tender and enter a Counted Amount on every row of Tender Counts, including 0 for tenders you did not take.
3. Choose Close Shift. The close goes through only when no sale on the shift is still Open. Business Central then stamps the difference per tender, rolls up the shift's sales and sets the status to Closed.
4. On the closed shift, choose Print X/Z Report again. It prints as the Z report, the final record of the drawer.

If Blind Close is on, you count without seeing the expected amounts; they appear once the shift is closed. The details are in Close the shift.

What's next

Learn every part of the selling screen: Touch register tour. For the reports you print during and after the day, see All POS reports.