Organization | Sales Management | Cash floats

Pre-requisite: your operator must be responsible for other operators.
Aim: predefine / manage your operators' cash float

General

Cick on NEW and define for which operator you are setting the cashfloat and an internal nam.

• Reassignable: the amount set can be used multiple times. Default value = NO.
• Cash desk counted: Default value = YES. It can be changed if "reassignable" is set to YES.

Set the date range according to your needs, if necessary.

Movements

Click on NEW to add lines and amounts and movements taken into account for your cash float.

• Type: to add money to the cash float select Credit
• Currency: select the currency, if applicable.
• Amount: set the amount
• Reason: you may select a value from the drop down menu
• Comments: free text field

You can adjust and define more movement lines if needed:

If set your operators will see this screen when accessing a sales screen: