3 | Entering & Posting Counted Totals

This article covers the "Enter Counts" Till Function and how it can be used in SmartPOS. The Enter Counts function is to be used at the End of a Shift to enter the Media Totals from all Payment Types. The information entered is compared against Theoretical Amounts for Over/Under-Reporting in the Till Balance Report. After Posting the Counted Totals, the current Shift can be ended at the Workstation to begin the next Shift.

This article covers the "Enter Counts" Till Function and how it can be used in SmartPOS.

The Enter Counts function is to be used at the End of a Shift to enter the Media Totals from all Payment Types. The information entered is compared against Theoretical Amounts for Over/Under-Reporting in the Till Balance Report. After Posting the Counted Totals, the current Shift can be ended at the Workstation to begin the next Shift.

Prerequisites

To access these SmartPOS features, the applicable Operator Privileges will need to be enabled

Operator Maintenance 'Till Privileges' Tab

All "General" Flags
Procedures: "Media Totals Required" Flag

Drawer Counted Totals Window

After tapping the Enter Counts function button, a window will open displaying Drawer Counted Totals with four (4) columns - Payment Type, Quantity, Theoretical, and Counted

Payment Type refers to the Method of Tender
Quantity refers to the amount of Transactions that were Tendered to that Method during the current Shift
Theoretical is the total Monetary Amount Tendered using that Method during the current Shift; depending on the Operator's privileges, these may not show which will enforce entering Counted Totals "blindly"
Counted refers to the Monetary Amount which has been entered for each Payment Type for the current Shift

Theoretical Amounts and Quantity can be hidden for an Operator by disabling the Media Totals Theoreticals Show flag
This flag can be found in BackOffice within Operator Maintenance on the Till Privileges Tab
Theoretical Amounts and Quantity will only show for an Operator if this flag has been enabled
If this flag is disabled for an Operator, the Theoretical column and the Quantity column will both be blank

Entering Counts

To begin entering Counted Amounts, tap on the green Enter Counts button
This will open a series of windows for the Operator to enter the Amount for each separate Payment Type, beginning with Cash

After entering an Amount and tapping OK, the Operator will automatically be prompted through to enter Amounts for each Payment Type
After all Counted Amounts have been entered, the Drawer Counted Totals window will reappear displaying the entered Counted Amounts

After Counted Amounts have been entered, they can be changed by selecting the green Enter Counts button again, prior to Posting

Posting Entered Counts

When an Operator is satisfied with the Counted Amounts that have been entered, they can either Post & Print, or Post
- Either option will send the Counted Amounts to BackOffice
Selecting either of these options will temporarily display the Counted Amounts in the Transaction Window
A prompt will appear, asking the Operator if they would like the system to change Shifts from the Current Shift to the Next Shift - if there is a Next Shift available

If the Operator selects No, Transactions can still be processed and will be Finalized to the Current Shift
- Counted Amounts can be adjusted and reentered prior to changing Shifts
If the Operator selects Yes, Transactions will begin Finalizing to the next Shift
If a mistake has been made, the Counted Amounts can be edited and Posted in BackOffice within Till Summaries