INSTRUCTIONS FOR WORKING WITH THE ONLINE CASH FOR THE CASHIER

INSTRUCTIONS FOR WORKING WITH THE ONLINE CASH FOR THE CASHIER

Instructions for working with an online cash register for a novice cashier. Step-by-step instructions will help you quickly and most importantly, without errors, master the operation of the cash register.

If you are just starting to work with an online cash register, this material will be useful for you to study. We briefly talk about the main operations and the cash documents accompanying them. You can choose a suitable cash register.

Also, remove the instructions from the cash register delivery kit or download them on the corresponding page with the online cash register.

Before starting work, the cashier must check in advance;

• Keys to cash register and cash drawer
• Receipt tape
• Money for giving change to customers.

Getting started with the online cash register. Opening shift

The cash desk operates according to the so-called “shifts” lasting no more than 24 hours. Opening/closing a shift, although fiscal documents, but with the transition to online cash registers, these documents are not very interesting to your tax inspector, but they are very useful to you for monitoring work.

When starting work, the cashier needs to open a shift, for which the cash register will generate a report on the opening of the shift. Most cash registers do it automatically when a shift is closed and an attempt is made to complete some other document, for example, to complete a sale.

Cash

It is assumed that when a new cash register shift is opened, there is no cash in the cash register. So as not to offend the first client who came with 5,000 rubles. To buy a bottle of mineral water, you need to give the cashier the so-called. “change” - small money for giving change to first customers.

The cash desk controls the cash balance. And this is not a fiscal operation DEPOSITING [cash]. Give the cashier 4,950 rubles for change and perform the DEPOSIT operation for this amount.

Parish | Sales

Each receipt of money for goods/services sold must be issued with a cash receipt RECEIPT. Cash, electronic means payments, prepayment, credit sales, advance offset, and more recently, non-cash payments through a bank [the law has been adopted, but is currently deferred until 2019].

Today we have a simple example, a retail outlet and 100% payment for the goods immediately upon receipt.

We make a check RECEIPT (aka SALE). This is the main fiscal document.

In this case, our calculation method will be FULL SETTLEMENT.

Payment method: CASH, or ELECTRONIC if the client paid by card.

Every cash receipt must contain:

• Title of the document
• Calculation sign
• Settlement amount (BSO)
• Name of the subject of calculation
• VAT rate
• Applicable taxation system
• User name
• Cashier's name
• Shift number
• Shift receipt number
• Date and time
• Fiscal sign of the document
• Payment address
• User's TIN;
• Online cash register registration number
• Fiscal storage number
• Fiscal document number

Cash withdrawal

If you suddenly need to withdraw cash from the cash register for your own needs without waiting for the end of the cash register shift, perform the WITHDRAWAL [cash] operation.

This is not a fiscal transaction; it reduces the cash balance in the cash register. Of course, the withdrawn amount must be in the cash register at the time of this operation. You cannot withdraw 20 rubles if there are only 10 in the cash register.

Receipt return

Sometimes customers come back. It’s good when they come back to buy something else, but sometimes they come back to return something.

This is documented by a RETURN RECEIPT (purchase) check. Such a check also has a sign of the payment method. Today it is a FULL PAYMENT, you immediately return the client’s money for the goods.

The payment method depends on how the client paid for the purchase. Well, this is so that you don’t have to pay a commission to the bank for this sale/return.

Correction check. How to do it correctly for a cashier?

Humans tend to make mistakes. And this is very common for hired cashier-sellers. And you will often encounter this, especially if the acquiring bank terminal is not connected to the cash register.

For example, when studying documents from the bank for the past month, you will see that the amount in the statement does not correspond to the amount on hand. The reason is trivial: the cashier swiped the card through acquiring, and at the checkout issued a sale for cash or vice versa.

In such a situation, we first process the return of the incorrect receipt, something that was actually ELECTRONIC, but the cashier processed it as CASH.

In this case we make a refund in CASH. And then we make a CORRECTION RECEIPT CHECK for the same amount, a sign of payment ELECTRONICALLY. This is a special fiscal document to resolve discrepancies.

The main mistakes a cashier makes when working with a cash register:

• Confusion between cash and non-cash payment;
• Incorrect amount in the check;
• Opening a shift at the online cash register with the wrong date.

The same correction checks are made if you discover that you “forgot” to register some sales. Sometimes you may receive an order from the Federal Tax Service to make such a check if the results of the audit reveal something bad.

How to make a report without blanking (x-report)

Also known as X-report. This is not a fiscal document; it can be generated at any time between the opening and closing of a shift. It shows the subtotals of the cash register shift. Sales and returns by type of payment, deposit and withdrawal of money, balance in cash.

There is also such an important thing to show - the number of fiscal documents that have not been transferred (accumulated). Ideally, it should be zero, which means that all fiscal documents have been successfully sent to the fiscal data operator. If there is more than zero, there are some problems with data transfer.

It is recommended to make this report before cancellation and check the indicators with the acquiring terminal. As you understand, ELECTRONIC sales per shift should be equal to the amount of income per shift at the acquiring terminal. If it doesn’t match, it means someone messed up, it should be corrected BEFORE the end of the shift.

Report without cancellation (x-report) on KKM "Elwes-Micro-K"

Making an X-report (subtotal) at the online cash register Mercury 115K

Closing a shift at the online cash register

And the last fiscal document for today is the report on closing the cash register shift, also known as the cancellation report, also known as the Z-report.

The shift closure report contains the following information:

• Full information about the shift (address, cashier’s name, etc.);
• Number of checks printed;
• Number of checks not sent to OFD;
• Total revenue;
• Amount of refunds completed;
• Information and method of payment (cash or bank transfer).

This is a fiscal document, it contains all the same information as the X-report without cancellation.

Most cash registers are configured by default in such a way that when the Z-report is removed, the cash is completely withdrawn and there is no need to complete an additional withdrawal operation.

Shift closing report

How to work with an online cash register (video instructions)

Cashier's instructions for operating the online cash register Evotor 5 Smart terminal

Cashier's instructions for operating the Mercury 185F cash register

Cashier's instructions for working at the online cash register Mercury 115F

In this detailed instructions The cashier discussed in detail the following points when working with an online cash register.

• installation of receipt tape
• shift opening
• punching checks
• punching checks with change
• multiplying the price by the quantity of goods
• working with the product database
• error correction (cancellation)
• return processing
• non-cash checks
• sending a receipt via SMS to a client
• closing a shift (removing FN reports)

When working with an online cash register, it is strictly prohibited:

• Keep personal funds and valuables in the cash register;
• Leaving the cash drawer unlocked in your absence;
• Destroy funds containing signs of counterfeit;
• Work without a cash register;
• Edit cash register programs and software systems accounting.

Many individual entrepreneurs who have outlet, do not know how to install a cash register. If an entrepreneur sells products and services for cash, then he needs to know how a cash register device (KKM) works.

The rules for using the cash register are established in 2 documents:

• in the law of April 25, 2003 No. 54 “On application of cash registers when using cash payments (or) payments using a payment card";

• in the Decree of the Government of the Russian Federation of July 23, 2007 No. 470 “On the registration and application of cash registers used by LLCs and individual entrepreneurs.”

Before you start working on a cash register, you need to carefully study the rules for using this equipment.

Setting up and rules for using the cash register

Payment transactions are recorded on cash register equipment and money is processed throughout the working day.

At the moment there are many types of cash registers - electronic devices, iPad cash registers, etc. However, they all have the same operating rules.

Cash register installation

Installation of cash register equipment and its connection

First, the individual entrepreneur must place the cash register equipment on the work surface, next to which there is a place for the client where goods can be laid out.

Using batteries

The backup memory of cash register equipment runs on batteries. The PC must insert a battery before using any of the functions of this equipment.
First you need to remove the receipt compartment cover and find a place for the battery. In this case, the individual entrepreneur must use a small screwdriver.

Then close the lid on the battery compartment.

Individual entrepreneurs need to replace the batteries once a year so that they work uninterruptedly.

Application of paper roll

First you need to remove the receipt compartment cover. In this case, you need to make sure that the end of the paper roll is not torn (has straight edges). As a result, the IP can easily insert a paper roll into the device.

When finished, click on the SUBMIT button. In this case, the device will catch the paper and drive it through itself.

Unblocking a cash register

Typically, the cash register has a key that the cashier uses to lock the register for security purposes. Under no circumstances should the individual entrepreneur lose this key.

In this case, you can simply leave the key in the cash register so as not to lose it and if a dangerous situation arises, you can lock the cash register compartment with cash.

Turning on the cash register

Several cash register devices have an On/Off button on the back. Other cash registers have a key on top.

To turn on this device, you need to click on the button or turn the key to the REG position.

Modern types of cash register devices are equipped with a MODE button, which replaces the key. In this case, you need to click on the MODE button and press it until the REG position.

Setting up a cash register

Cash register devices can be configured in such a way that they combine similar items in one category. A category of goods may be subject to tax or vice versa - not subject to taxation.

Also, individual entrepreneur cashiers can set the date and time.

Programming of the cash register can be started by turning the key to the PROG (P) position, or by clicking on the button that switches the cash register to the PROGRAM mode.

Other cash register devices are equipped with a manual lever, which is located under the cover of the paper roll compartment. In this case, the lever must be switched to Program mode.

Entering a password for working with a cash register

When using a cash register device, the cashier must enter a personal service number or password each time. When using a service number, the individual entrepreneur distributes each purchase to a specific cashier. In this case, all sales are tracked and errors are identified.

If an individual entrepreneur owns a restaurant, then the employees of his establishment will need to enter their service codes along with table numbers and number of customers.

Modern types of cash register devices require you to enter a password and email address when logging into the system.

Entering the amount of the first sales

When working at the cash register, you must use a keyboard with numbers to enter exact amounts in rubles. The cashier does not need to enter the decimal separator because the cash register does this automatically.

Some devices are equipped with a scanner. It reads barcodes and immediately enters product information. In this case, the cashier does not need to define the section when performing the following steps.

Using a specific department button

On a significant number of cash register devices, the cashier clicks on a button after typing the amount, which classifies the product into a specific sales category ( foodstuffs, clothes, etc.).

Keys for sections should be configured as either taxable or tax-exempt. In this case, you need to carefully study the instructions for the cash register device in order to successfully work with this equipment, having familiarized yourself in advance with the rules for linking the tax rate to a specific key.

Then you should look at the receipt: you need to click on the SUBMIT button (on the arrow) so that the paper check slides up. In this case, you can see the entire amount that is written on the check.

Each added product is included in total amount, which is displayed on the screen of the device or sensor-barcode reader.

Adding a discount

If the product is on sale, the cashier must take into account the size of the discount.

In this case, you need to do the following:

• enter the cost of the product;
• click the button with the section;
• dial the discount amount as a percentage (so, 15 means 15%);
• press the % button. It is located on the cash register keypad.

Entering amounts for other products

The individual entrepreneur needs to use the cash register keyboard to enter the price of each product. In this case, after entering the price of the product, you need to click on the button for a specific section.

If the cashier is checking out several pieces of the same product, he needs to perform the following steps:

• collect a certain amount of these goods;
• then click the QTY (Quantity) button;
• Next, enter the price of one of the goods;
• then click the button for a specific section.

So, if they buy 2 loaves of bread from an individual entrepreneur at a price of 6.99, then you need to press 2, then Qty, then 699, and the section button.

Using the Preliminary Totals Button

When you use this button, the total cost of the entered amount will appear on the cash register screen. commercial product. In this case, all taxes that were linked to section buttons will be added.

Method of payment for goods

Buyers pay for goods with cash, credit cards or checks. The cashier also accepts gift cards and certificates, which are considered cash.

When receiving cash from a buyer, you need to enter the cash amount and click on the CASH button. It is located below, on the right and is the largest.

After this, a message appears on many cash register devices indicating how much change should be given to the client. At the same time, not all cash register devices do this, and the cash register worker must calculate the required amount of change in his head.

After opening the money compartment, you can put cash or a check in it and determine the amount of change.

When paying for goods with a credit card, the individual entrepreneur must click on the CARD button and use a special terminal.

When receiving a check from the buyer, you must enter the amount indicated on this payment document. Then you need to click on the CHECK button and put it in the compartment with cash.

To open a compartment with cash, it is not necessary to sell something. Just click on the NO PURCHASE (NO PURCHASE) button. This can only be done after the manager enters a special code to switch the cash register device to TM mode.

Closing the cash register

After finishing the working day, the cashier must always close the compartment with cash. Otherwise, the individual entrepreneur may lose his money due to illegal removal of money (robbery) from the cash register.

An individual entrepreneur must empty the cash compartment every day at the end of the working day. This device should be stored in a place hidden from strangers.

Preparing cash register balances and sales reports

Calculating the amount of sales for 1 day

Some individual entrepreneurs periodically check the number of sales per day.

To determine the total amount, you need to click on the button that switches modes, or turn the device key to the X position and select mode X.

When using X mode, counting occurs total revenue. However, when using Z mode, the revenue received during the day is reset.

Presentation of sales reports

This report shows all sales for the day. Most cash register devices print the following reports:

• sales report for 1 hour;
• report on the work of individual employees;
• report on a specific section, etc.

In order to print these reports, you need to click on the MODE button and set it to Z mode, or turn the key to Z.

Registration of device balance

After generating a sales report for the day, the cashier needs to count the money in the cash compartment. If the individual entrepreneur cashier has credit card receipts or checks, you should add them to the total.

Many credit card terminals also print a daily report. In this case, the cashier can easily reconcile the sales for the day. He needs to subtract the total amount from the one with which the cashier started the day before making the first sale to the customer.

The cashier should also keep a book of financial transactions, credit cards and checks. This will make it easier for the individual entrepreneur to maintain general records.

After the above steps, the cashier must return the base amount to the cash register before the start of the new working day.

The cashier needs to remember that when he is not working, he must store cash in a place inaccessible to prying eyes.

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In order to successfully run a trade business, you must have a cash register. This is a device that allows you to carry out transactions for the purchase and sale of goods and services. Basic integral part A cash register is a cash drawer that is designed for temporary storage of cash. In this case, it may be necessary to open it without a key. Next, we’ll take a closer look at how to open a cash register without a key.

Ways.

— There is a special function directly in the cash register system that allows you to open the cash drawer. To do this you need to go to the functions menu. You need to press "F1". A menu will open in which you need to select a function that allows you to open the drawer. After this, we confirm our actions with the “Enter” button. The box should open.

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How to open a cash register without a key? Let's try the following methods.

— The cash drawer lock is very simple, so it can be easily opened using improvised means. A flathead screwdriver works great for this. You can also use a paper clip or nail file. In other words, we try all thin and sharp objects.

— Also on the bottom lid of the box at the very end there is a special lever that allows you to open the box door without a key.

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