Paying a supplier from the drawer needs a manager
Who is involved
| Role | What they do |
|---|---|
| POS cashier | Needs cash taken out to pay a supplier. |
| POS manager | Records the payout with a reason and a note. |
Step by step
- POS cashier
Opens Cash in or out and chooses Paid a supplier.
What they see:The till says that reason needs a manager's approval.
- POS manager
Signs in on the till and records the amount with the reason and a note.
What they see:The amount is accepted if the drawer holds at least that much.
- POS cashier
Opens the X-report.
What they see:Expected cash has fallen by the payout, which is listed under cash out.
- POS manager
Later reads the session's change history and audit trail.
What they see:The payout is marked with who, when, reason and note.
Who is told what
No message is sent; the payout is recorded in the audit trail and marked as notable.
Related
- Point of Sale
- A cashier closes the shift and the accountant books it
- A customer returns goods and a manager approves the refund
- A discount above the cashier's limit needs a manager
- The right person is told when a drawer is off or a refund is large
- The till sells what the catalogue says, at the catalogue's prices
- Team workflows