Retail Till and Cash Overview

Retail Till and Cash Overview

Purpose

A Flourish Till is the digital record of payments accepted at a point of sale. It commonly corresponds to a physical cash drawer. Vaults, sub-vaults, and transfers help your team record where cash is held or moved.

Use the sequence below as a daily operations map. Your facility may assign individual steps to different roles.

Before the first shift

An administrator or retail manager should complete the following setup:

1. Create the till.
2. Create any sub-vaults used to hold cash.
3. Create any transfers used to record cash leaving or returning to the facility.
4. Set up Retail Reasons for cash movements and variances.
5. Enable the facility's payment methods.
6. Add and pair any required payment terminal.
7. Set the default receipt and label printers in Retail POS.
8. Configure the cash drawer command when the drawer connects through a receipt printer.
9. Give each role only the till and cash permissions it needs.

Start the shift

1. Physically count the starting cash.
2. Open the till in the Web Application and enter its Beginning Float.
3. Resolve any difference between the counted and expected float using the controls Flourish shows.
4. Confirm that the till is available during checkout.

During the shift

Follow these practices while the till is open:

• Record purchases against the correct till.
• Use a Pay-In or Pay-Out whenever cash moves between a till, sub-vault, or transfer.
• Select the correct cash management reason and add a useful note.
• Do not use a cash movement to hide or silently correct a count variance.

End the shift

1. Complete or resolve open payment activity.
2. Reconcile supported external e-payment totals when your facility uses that workflow.
3. Physically count the cash assigned to the till.
4. Close the till, record its Ending Cash and Ending Float, and select the destination for any automatic pay-in.
5. Count the vault or sub-vaults according to your facility's process.
6. Review the Till Report for the applicable date range.

When an amount does not match

Stop and verify the physical count, selected till, date range, recorded payment methods, pay-ins, pay-outs, voids, and refunds. If the difference remains, select the appropriate variance reason and add a note that another reviewer can understand.

Recording a reason documents the discrepancy. It does not prove that the underlying cause has been found.

Related articles

• Complete a retail purchase
• Void a retail payment
• Return items and refund a purchase