1. Classic User Guide
  2. Manage Till Options
  3. Till Accountability Mode Functions

Till Accountability Mode Functions

Some till options are available only if your system uses till accountability, in which responsibility for a till is assigned to a specific cashier. This also allows Xstore Point of Service to support more than one cash drawer on a single register. Till assignment is done through the Back Office Menu. Refer to the Oracle Retail Xstore Point of Service Manager's Guide for more information about all the functions available in Till Accountability mode.

Attach a Till to a Register

This is an automatic function that occurs only in the till accountability mode of operation. When a cashier who has been assigned to a specific till logs in to the system, a prompt displays indicating that you must have a till attached.

To attach a till to a register:

  1. Log In to Oracle Retail Xstore Point of Service.

    A confirmation prompts asks whether a till must be attached to the register.

  2. Click Yes.

  3. Count the cash tender amounts:

    1. Click the cash tender to count.

    2. Click Count Selected.

      A list of currency denominations opens.

    3. Count a denomination currency.

    4. Click the denomination in the View Port.

    5. Enter the count of the currency denomination in the Focus Bar and press Enter.

    6. Repeat Steps 3.c to 3.e for each denomination.

    7. Click Summary.

      Xstore Point of Service returns to the tender list

    8. Repeat Steps 3.a to 3.g for each currency.

  4. Click Counting Complete when all currencies have been counted.

    • If the starting cash amount matches, the system prompts to confirm the amount for all cash currencies you entered and opens the register after you acknowledge the system amount. Continue with Step 6.

    • If the currency amounts do not match, the system displays a prompt to either recount the till or to accept the difference. Continue with Step 5.

  5. Select whether to continue attaching the till:

    • Click Yes to attach the till to the register.

    • Click No to return to Step 3 and perform the count again.

  6. Click Yes.

    The till is attached to the register.

Open a Till

If your system is configured to use network-enabled cash drawers, you must open a till to begin using a cash drawer.

To open a till:

  1. Open the Till Maintenance Menu

  2. Click Attach Cash Drawer Till.

    A list of tills opens.

  3. Select the till to open:

    • Click the till.

    • Use the up and down arrow keys to highlight the till.

  4. Click OK.

    Xstore Point of Service prompts you to scan a cash drawer.

  5. Scan the cash drawer to which the till will be attached.

    A confirmation prompt opens.

  6. Click Yes.

    The cash drawer opens.

  7. Insert the till into the cash drawer.

  8. Close the cash drawer.

  9. Click OK in the notification prompt.

    The till is open.

Remove a Till from a Register

Removing a till is performed only in the till accountability mode of operation in which a till is assigned to a specific cashier. When a cashier who has been assigned to a specific till logs out of the register, the system may prompt to remove the till.

This option allows a cashier to physically remove a till from a register so that it can be temporarily stored or reconciled at a different register. When a till is removed, reconciliation is not required. Another till may be attached to the register immediately.

  1. Open the Till Maintenance Menu.

  2. Click Remove Till or Remove Cash Drawer Till.

    Note:

    The name of the option depends upon the configuration of your system.

    • If you are prompted with a list of cash drawers, continue with Step 3.

    • If you are prompted to scan a cash drawer, continue with Step 5.

    • If you are prompted whether to remove the till, continue with Step 6.

  3. Select the cash drawer:

    • Click the cash drawer.

    • Use the up and down arrows to highlight the cash drawer, then press the Spacebar.

  4. Click OK.

    Xstore Point of Service asks whether to remove the till. Continue with Step 6.

  5. Scan the cash drawer.

    Xstore Point of Service asks whether to remove the till.

  6. Click Yes.

    The cash drawer opens.

  7. Remove the till.

  8. Click OK after you remove the till.

  9. Close the cash drawer.

    The till removal process is complete.

Perform a Close Count

The Close Count function provides the capability to declare final amounts for all the tender groups when a till is closed at any time. The system displays the values for each group in the System Amount column and any overages or shortages are indicated in the Over/Short column on the Close Count screen (if your system is configured to display them). If any of the tender groups are not in balance when an attempt is made to close a till, the system displays a warning message indicating which groups are out of balance. You may decide to accept the differences or to correct them before final closing.

To perform a close count:

  1. Open the Till Maintenance Menu.

  2. Click Count Till.

    The Count Summary screen displays, and the cash drawer opens.

  3. Count the cash tenders:

    1. Click the cash tender to count.

    2. Click Count Selected.

      A list of currency denominations opens.

    3. Count a denomination currency.

    4. Click the denomination in the View Port.

    5. Enter the count of the currency denomination in the Focus Bar and press Enter.

    6. Repeat Steps 3.c to 3.e for each denomination.

    7. Click Summary.

      Xstore Point of Service returns to the tender list

    8. Repeat Steps 3.a to 3.g for each currency.

  4. If necessary, count the credit card tender:

    1. Click to select Credit Card.

    2. Click Count Selected.

      Xstore Point of Service prompts for the credit card tender count.

    3. Enter the number of credit card tender counts and press Enter.

      Xstore Point of Service prompts for the amount of credit card tenders.

    4. Enter the total amount of all credit card tenders and press Enter.

    5. Click Summary.

      Xstore Point of Service returns to the tender list.

  5. If necessary, count the check tender:

    1. Click to select Check.

    2. Click Count Selected.

      Xstore Point of Service prompts for a check serial number.

    3. Enter the serial number for the check and press Enter.

      Xstore Point of Service prompts for the amount of the check.

    4. Enter the amount of the check and press Enter.

    5. Repeat Steps 5.c to 5.d for each check.

    6. Click Summary.

      Xstore Point of Service returns to the tender list.

  6. If necessary, count the other tenders:

    1. Click to select the tender.

    2. Click Count Selected.

    3. Follow the prompts to count the tender.

    4. Click Summary.

      Xstore Point of Service returns to the tender list.

    5. Repeat Steps 6.a to 6.d for each tender.

  7. Click Counting Complete when all counts are completed.

    Note:

    Check the Over/Short column to see if your till is balanced with the system values for each tender type.

    • If the cash amount matches, the system prompts to confirm the amount for all cash currencies you entered and closes the register after you acknowledge the system amount. Continue with Step 8.

    • If the currency amounts do not match, the system displays a prompt to either recount the till or to accept the difference. Continue with Step 9.

  8. Click Yes.

    The count is complete, and the till can be removed from the register. See Remove a Till from a Register.

  9. Do one of the following:

    • Click Yes to complete the count.

      The till can be removed from the register. See Remove a Till from a Register

    • Click No to return to the count screen. Perform Steps 3, 4, 5, or 6 as necessary.

Reconcile a Till

Depending upon the configuration of your system, till reconciliation may be performed separately from the close process.

To perform a till reconciliation:

  1. Open the Till Maintenance Menu.

  2. Click Reconcile Register.

    A list of registers opens.

  3. Select the register to count:

    • Click the register.

    • Use the up and down arrows to highlight the register, then press the Spacebar.

  4. Click OK.

    A confirmation prompt opens.

  5. Click Yes.

  6. Count the cash tenders:

    1. Click the cash tender to count.

    2. Click Count Selected.

      A list of currency denominations opens.

    3. Count a denomination currency.

    4. Click the denomination in the View Port.

    5. Enter the count of the currency denomination in the Focus Bar and press Enter.

    6. Repeat Steps 6.c to 6.e for each denomination.

    7. Click Summary.

      Xstore Point of Service returns to the tender list

    8. Repeat Steps 6.a to 6.g for each currency.

  7. If necessary, count the credit card tender:

    1. Click to select Credit Card.

    2. Click Count Selected.

      Xstore Point of Service prompts for the credit card tender count.

    3. Enter the number of credit card tender counts and press Enter.

      Xstore Point of Service prompts for the amount of credit card tenders.

    4. Enter the total amount of all credit card tenders and press Enter.

    5. Click Summary.

      Xstore Point of Service returns to the tender list.

  8. If necessary, count the check tender:

    1. Click to select Check.

    2. Click Count Selected.

      Xstore Point of Service prompts for a check serial number.

    3. Enter the serial number for the check and press Enter.

      Xstore Point of Service prompts for the amount of the check.

    4. Enter the amount of the check and press Enter.

    5. Repeat Steps 8.c to 8.d for each check.

    6. Click Summary.

      Xstore Point of Service returns to the tender list.

  9. If necessary, count the other tenders:

    1. Click to select the tender.

    2. Click Count Selected.

    3. Follow the prompts to count the tender.

    4. Click Summary.

      Xstore Point of Service returns to the tender list.

    5. Repeat Steps 9.a to 9.d for each tender.

  10. Click Counting Complete when all counts are completed.

    Note:

    Check the Over/Short column to see if your till is balanced with the system values for each tender type.

    • If the cash amount matches, the system prompts to confirm the amount for all cash currencies you entered and closes the register after you acknowledge the system amount. Continue with Step 11.

    • If the currency amounts do not match, the system displays a prompt to either recount the till or to accept the difference. Continue with Step 12.

  11. Click Yes.

    Continue with Step 13.

  12. Do one of the following:

    • Click Yes to continue the close process. Continue with Step 13.

    • Click No to return to the count screen. Perform Steps 6, 7, 8, or 9 as necessary.

  13. If necessary, select the deposit amount:

    • Click Accept Deposit to accept the suggested amount.

      The register closes. Close receipts may print. Continue with Step 15.

    • Click Change Deposit to enter a new deposit amount.

      Xstore Point of Service prompts for a new deposit amount. Continue with Step 14.

    • Click Deposit Calculator to calculate a new deposit amount.

      Xstore Point of Service displays a denomination count screen that can be used as a calculator (see Step 6). Enter the count for each denomination. A running total at the bottom of the screen is updated as you count the cash amount to be deposited.

  14. Enter the new deposit amount and press Enter.

  15. Close the cash drawer.

    The close is complete.