Configure the POS balancing feature
The setup of the POS balancing feature is mainly done in the POS End of Day Profile. You can define different profiles, and attach them to an individual POS unit, giving it its own profile.
To configure the POS balancing feature, follow the provided steps:
- Click the button, enter POS End of Day Profile, and choose the related link.
- Click New to open a blank NPR POS End of Day Profile Card.
- Populate the fields while referring to the EOD reference table.
- Search for POS Actions Profiles, and create a new POS Named Action Profile (or edit an existing one).
- In the End of Day Action Code field, provide POS Action BALANCE V4.
In this way, you’re notifying the system that the new balancing function is used.
- (Optional) If you want to have a screen in which you can count the denomination one by one, and insert the counted quantity, navigate to the specific POS Payment Method Card that you wish to configure.
- Click Denominations, and set up denomination for each type of currency that you’re going to accept on the POS in the window that is displayed.
- Open the POS Payment Bin for the POS unit that needs to be balanced, and click Insert Initial Float in the ribbon.
- Open Report Selection - Retail.
- Select Balancing Receipt in the Report Type, and set the print template to EPSON_END_OF_DAY_X.
- Select Large Balancing Receipt, and set the Report ID : 6014459 – Balancing Report -A4-POS.
Set up the counting and transfer process
When you click Cash Count on the POS, you are presented with the counting screen. In the top-right corner, you can see which currencies have been received in the POS, that require counting and balancing of the POS unit.
If the button is marked in read, that means that the currency hasn’t yet been counted. After the count is completed, there will be a green tick next to it.
For more information about individual fields and options on the Counting screen, refer to the reference guide.
Generate end-of-day report (POS balance)
Once the necessary configurations are complete, you can move on to balancing the POS at the end of the work shift.