Adding and Deleting a Group

Transaction Items are reported in Count Sheet Groups. Groups also allow you to see totals for all values counted within the group.

1. From the Pages section, highlight a page.
2. From the Groups section, click the Add link.
3. Enter a name for each group in the Name column. As an example, you can have a Cash page with the groups Notes (paper currency) and Coins.
4. Select the Cash Management Class for each group from the Class drop-down list.

   When you select a Class, the Name column shows the name of the class if it was not previously entered. Change the Name value to show its representation on the count sheet screen view and print copy.

5. Select the appropriate Options for each group.

   Table 47-4 Count Sheet Options for Groups

   Option	Description
   1 - Allow Multiple Entries (optional)	Select this option to allow unique entry of certain items (for example, gift cards and checks). The Group provides a multiple entry list when performing a count. This type of count is used to include non-denominated transaction items, such as personal checks or gift cards as part of a count, where the amount of each individual item must be tracked (for example, check and gift card amounts).
   2 - Reference Required (optional)	Select this option to have the POS client prompt the workstation operator to enter a reference on the count sheet (for example, gift card number, personal check number, credit card, or voucher number) for each amount entered.

6. (Optional) Repeat Steps 2 through 5 to add other groups to track as part of this page.
7. To delete a group, highlight the group record, and then click the Delete link. The application deletes all units associated with a group along with the group.
8. Click Save.