The Rewaa platform allows you to easily issue and manage sales invoices through sales registers. Each register can be opened and closed at the start and end of work hours, helping you track balances, deficits, surpluses, and amounts collected per register. You can add an unlimited number of sales registers, allowing each employee to manage their own register during their shift. Below is a detailed guide on opening, closing, and managing sales registers.
Opening a Sales Register
To open a sales register, follow these steps:
Navigate to:
Sales and Customers > Point of Sale > Open Register.
Enter the opening amount (optional).
Example: This is the float amount used for providing change to customers.Click Open.
ℹ️ Once the register is open, you can begin issuing invoices.
By default, the Classic Sales Interface is used. You can search for products by name, SKU, or using a barcode scanner.
Closing a Sales Register
Closing a register provides insights into the collected amounts and ensures accurate cash tracking. It generates a closing report with sales totals for reconciliation.
Steps to Close a Register:
From Inside the Register: Click Close Register.
From Outside the Register: From Inside the Register: Click Close Register.
Enter the amounts collected from each payment method.
⚠️ If the opening float or any added amounts were used, include them in the cash total before closing.
Example: If the opening float was 100 SAR and the cash sales were 20 SAR, the total should be 120 SAR.
Review the closing report.
Ensure the printer is selected and print the report for records.
FAQs
1- Can I add amounts in specific denominations when opening a register?
Yes, you can enter cash denominations, and the total will be calculated automatically.
Example:
1 note of 50 SAR.
5 notes of 20 SAR each.
10 notes of 10 SAR each.
Total = 250 SAR.
2- Do I need to open and close the register daily?
Yes, daily opening and closing provide clarity on collected amounts, monitor employee performance, and ensure accurate reconciliation.
3- Can I open multiple registers simultaneously?
Yes, you can open multiple registers using the same steps.
4- Can I add or withdraw cash after opening a register?
Yes, you can add or withdraw cash through the Add/Withdraw option. Learn more here.
5- What does "inactive register" mean when trying to open a register?
An inactive register has been disabled. Contact the main account admin for assistance.
6- What if a register is open on a device that's offline?
You must close the register on the same device.
⚠️ Using the "Force Close Register" option will result in losing offline invoices.
7- Is entering amounts before closing mandatory?
No, but entering them helps track performance and determine whether the register is balanced.
8- Can I edit the collected amounts after closing?
No, amounts must be entered before closing as they cannot be edited afterward.
9- Can user permissions restrict register closing?
Yes, go to:
Settings > Users > ⚙️ > Edit User
User Permissions > Applications > Rewaa New POS.
Disable Self Close Open and Close All to prevent a user from closing registers.
10- How can I check amounts collected before closing?
Go to:
Home > Sales Registers > Select Branch > Click Collected Amounts to view details.
11- What if I can't see the option to close a register?
This means your permissions are restricted. Contact the main account admin for clarification.