Help · Point of sale

Lock Box Register

A cash register for a front desk that drops its cash into a numbered lock box: receipts, voids and refunds as linked documents, X and Z reads, blind counts, a two-person rule on money leaving, and a hash-chained audit trail.

Open the sandbox Open the live till About Lock Box Register

Getting started

GuideGetting started with Lock Box RegisterWhat Lock Box Register is for, what each access level can do, and where everything is.ArticleSupervisor authorisation: the two-person ruleWhich actions need a second person, how they approve in the till, and what is recorded.GuideOpen a cash sessionStart trading: choose the float mode and record the change float.

Taking payments

GuideTake a paymentFind the customer, add the items, and take cash, card or a split payment.GuideDiscounts and custom amountsGive a discount on a line, or charge for something that is not in the catalogue.GuideReceipts: email, print and duplicate copiesIssue the receipt the way the customer wants it, and make a duplicate later.GuideVoid a sale or give a refundCorrect a mistake or give money back. The original sale is never changed or deleted.GuideFind a transactionSearch and filter every receipt, void and refund, with totals for what you have chosen.

Cash control

GuideCash position, X reads and cash movementsSee what should be in the box, take an X read, and record pay-ins, pay-outs and bank drops.GuideClose the session: blind count and Z readCount the box, explain any difference and issue the Z read that closes the session.

Management

GuideReports and exportsTakings, corrections, VAT and accounting codes for a period, and Excel exports with the columns you choose.GuideThe audit trailEvery action in the till, in order, chained so that a changed or removed entry shows.GuideControl settings and the approval matrixFor administrators: the station, tolerances, thresholds, receipts and which actions need a second person.GuideProducts, categories, codes and selling groupsFor administrators: the catalogue, its categories and accounting codes, and who may sell what.

Questions and answers

Why can't I see an item on the till?

Each item lists the selling groups allowed to sell it, and the catalogue shows only what your group may sell. A note under the catalogue says how many items are not available to your group. An item may also have been withdrawn. Ask an administrator to add it to your group or reinstate it.

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Can I delete or edit a sale?

No. Financial records are never edited or deleted, by anyone. While the session is open, void the sale; after that, give a refund. Both are new documents linked to the original, so the receipt numbers stay unbroken.

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Does the till take card payments?

No. It records them. Take the payment on your card terminal and type the terminal's reference if you like; the till never stores a card number. Card money never enters the lock box.

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Is an emailed receipt actually sent?

Not yet. Email receipt records the receipt as issued to that address, but no mail service is connected, so nothing is sent. Use Print A4 if the customer needs a copy now.

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Can two cashiers share one terminal?

Not yet. The till serves one signed-in person per browser session. To hand over, sign out at the front door and let the next person sign in. Take an X read at a handover if you want a snapshot of the position.

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Is the data in the sandbox real?

No. The sandbox's people, customers, products and six weeks of trading are fictional, and they are reset every night. Reset demo data, at the foot of the menu, rebuilds them straight away. Try anything you like.

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