{"id":10084,"date":"2018-02-01T11:33:35","date_gmt":"2018-02-01T11:33:35","guid":{"rendered":"https:\/\/kb.sambapos.com\/?p=10084"},"modified":"2019-02-26T10:48:22","modified_gmt":"2019-02-26T10:48:22","slug":"2-3-4-b-how-to-add-cash-register","status":"publish","type":"post","link":"https:\/\/kb.sambapos.com\/en\/2-3-4-b-how-to-add-cash-register\/","title":{"rendered":"2.3.4.b. How to Add Cash Register?"},"content":{"rendered":"

1. Adding Accounts<\/strong><\/span><\/p>\n

#Restaurant Acccounts
\n#Income Accounts
\n#Expense Accounts<\/p>\n

2. Adding Transaction Types<\/strong><\/span><\/p>\n

2.1. Adding Income Transaction
\n2.2. Adding Expense Transaction
\n2.3. Cash Transfer Transaction Type
\n2.4. Work Period Change Transfer Transaction<\/p>\n

3. Adding Document Types<\/strong><\/span><\/p>\n

3.1. Adding Income Document
\n3.2. Adding Expense Document
\n3.3. Adding Open Cash Drawer Document
\n3.4. Adding Close Cash Drawer Document<\/p>\n

4. Account Screens<\/strong><\/span><\/p>\n

4.1. Adding Cash Register Screen<\/p>\n

5. Usage of Cash Register<\/em><\/strong><\/span><\/p>\n

 <\/p>\n

1. Adding Accounts<\/strong><\/span><\/h2>\n

Manage > Accounts > Accounts > Batch Create Accounts<\/p>\n

#Restaurant Accounts<\/strong>
\nMain Vault
\n#Income Accounts<\/strong>
\nGeneral Incomes
\n#Expense Accounts<\/strong>
\nGeneral Expenses
\nGreengrocer Expenses
\nProduct Purchase Expenses
\nBill Payment
\nStaff Costs<\/p>\n

\"\"<\/p>\n

 <\/p>\n

2. Adding Transaction Types<\/strong><\/span><\/p>\n


2.1. Adding Income Transaction
\n2.2. Adding Expense Transaction
\n2.3. Cash Transfer Transaction
\n2.4. Work Period Change Transfer Transaction<\/p>\n

2.1. Adding Income Transaction\u00a0<\/strong><\/span>
\nManage > Accounts > Account Transaction Type > Add Account Transaction Type<\/p>\n

– Account Transaction Type Name: <\/strong>Income Transactions
\n– Source Account Type (Debit) : <\/strong>Income Accounts
\n– Target\u00a0Account Type (Credit) : <\/strong>Payment Accounts
\n– Default Source Account: <\/strong>General Incomes\u00a0<\/strong>
\n– Default Target Account : <\/strong>Cash
\n– Currency: <\/strong>Blank<\/p>\n

\"\"<\/p>\n

2.2. Adding Expense Transaction
\n<\/strong><\/span>Manage > Accounts > Transaction Type > Add Account Transaction Type<\/p>\n

– Account Transaction Type Name: <\/strong>Expense Transactions
\n– Source Account Type (Debit): <\/strong>Payment Accounts
\n– Target Account Type (Credit): <\/strong>Expense Accounts
\n– Default Source Account: <\/strong>Cash
\n– Default Target Account:<\/strong>\u00a0Blank
\n– Currency: <\/strong>Blank<\/p>\n

\"\"<\/p>\n

2.3. Cash Transfer Transaction
\n<\/strong>Manage > Accounts > Transaction Type > Add Account Transaction Type<\/span>
\n<\/strong><\/span><\/p>\n

– Account Transaction Type Name: <\/strong>Cash Transfer\u00a0Transactions
\n– Source Account Type (Debit):\u00a0<\/strong>Payment Accounts
\n– Target Account Type (Credit):\u00a0<\/strong>Restaurant\u00a0Accounts
\n– Default Source Account:\u00a0<\/strong>Cash
\n– Default Target Account:<\/strong>\u00a0Main Vault
\n– Currency:\u00a0<\/strong>Blank<\/p>\n

\"\"<\/p>\n

 <\/p>\n

2.4. Work Period Change Transfer Transaction
\n<\/strong>Manage > Accounts > Transaction Type > Add Account Transaction Type<\/span>
\n<\/strong><\/span><\/p>\n

Account Transaction Type Name: <\/strong>Work Period Change Transfer Transaction
\nSource Account Type (Debit): <\/strong>Restaurant Accounts
\nTarget Transaction Type (Credit): <\/strong>Payment Accounts
\nDefault Source Account:\u00a0<\/strong>Main Vault
\nDefault Target Account: <\/strong>Cash
\nCurrency: <\/strong>Blank<\/p>\n

\"\"<\/p>\n

 <\/p>\n

3. Adding Document Types<\/strong><\/span><\/p>\n

3.1. Adding Income Document
\n3.2. Adding Expense Document
\n3.3. Adding Open Cash Drawer Document
\n3.4. Adding Close Cash Drawer Document<\/p>\n

3.1. Adding Income Document<\/strong><\/span>
\nManage > Accounts > Document Types > Add Document Type<\/p>\n

3.1.1. General Settings:\u00a0<\/strong><\/p>\n

– Name:<\/strong>\u00a0Income Document
\n– Button Header:<\/strong>\u00a0Income
\n– Button Color:<\/strong>\u00a0Color Selection
\n– Account Template: <\/strong>Income Accounts
\n– Default Amount:<\/strong>\u00a0Blank
\n– Description Template: <\/strong>Blank
\n– Exchange Rate:<\/strong>\u00a0Blank
\n– Add Account Transaction: <\/strong>Income Transactions<\/p>\n

3.1.2. Income Document Printing Template<\/strong>
\n3.1.3. Income Document Mappings<\/strong><\/p>\n

\"\"<\/p>\n

3.2. Adding Expense Document
\n<\/strong>Manage > Accounts > Document Types > Add Document Type<\/span>
\n<\/strong><\/span><\/p>\n

3.2.1. General Settings<\/strong><\/p>\n

– Name: <\/strong>Expense Document
\n– Button Header:\u00a0<\/strong>Expense
\n– Button Color:\u00a0<\/strong>Color Selection
\n– Account Template:\u00a0<\/strong>Expense Accounts
\n– Default Amount: <\/strong>Blank
\n– Description Template:\u00a0<\/strong>Blank
\n– Exchange Rate:\u00a0<\/strong>Blank
\n– Add Account Transaction:\u00a0<\/strong>Expense Transactions<\/p>\n

3.2.2. Expense Document Printing Template<\/strong>
\n 3.2.3. Expense Document Mappings<\/strong><\/p>\n

\"\"<\/p>\n

3.3. Adding Open Cash Drawer Document
\n<\/strong>Manage > Accounts > Doument Types > Add Document Type<\/span><\/span><\/p>\n

3.3.1.\u00a0 General Settings<\/strong><\/p>\n

– Name:<\/strong>\u00a0Open Cash Drawer
\n– Button Header:<\/strong>\u00a0Open
\n– Button Color:<\/strong>\u00a0Color Selection
\n– Account Template:<\/strong>\u00a0Payment Accounts
\n– Default Amount:<\/strong>\u00a0Blank
\n– Description Template:<\/strong> Blank
\n– Exchange Rate:<\/strong> Blank
\n– Add Account Transaction:<\/strong>\u00a0Work Period Change Transfer Transaction<\/p>\n

3.3.2. Open Cash Drawer Document Printing Template<\/strong>
\n 3.3.3. Open Cash Drawer Documents Mappings<\/strong><\/p>\n

\"\"<\/p>\n

3.4. Adding Close Cash Drawer Document
\n<\/strong>Manage > Accounts > Document Types > Add Document Type<\/span><\/span><\/p>\n

3.4.1. General Settings<\/strong><\/p>\n

– Name:<\/strong>\u00a0Close Cash Drawer
\n– Button Header:<\/strong>\u00a0Close
\n– Button Color:<\/strong>\u00a0Color Selection
\n– Account Template:<\/strong>\u00a0Payment Accounts
\n– Default Amount:<\/strong>\u00a0Blank
\n– Description Template:<\/strong>\u00a0Blank
\n– Exchange Rate:<\/strong>\u00a0Blank
\n– Add Account Transaction:<\/strong>\u00a0Cash Transfer Transaction<\/p>\n

3.4.2. Close Cash Drawer Printing Template<\/strong>
\n 3.4.3. Close Cash Drawer Document Mappings<\/strong><\/p>\n

\"\"<\/p>\n

4. Account Screens<\/strong><\/span><\/p>\n

4.1. Adding Cash Register Screen<\/strong><\/span>
\nManage > Accounts > Account Screens > Add Account Screen<\/p>\n

– Name:<\/strong>\u00a0Cash Register
\n– Filter Type: <\/strong>Work Period
\n– Display\u00a0<\/strong>as Tree:<\/strong>\u00a0[X]
\n– Display Summary: <\/strong>Blank
\n– Account Templates:<\/strong>
\n– Income Accounts:<\/strong>\u00a0Show Details [X]
\n– Expense Accounts:<\/strong>\u00a0Show Deatils [X]<\/p>\n

\"\"<\/p>\n

Cash Register User Interface<\/strong><\/p>\n

\"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

1. Adding Accounts #Restaurant Acccounts #Income Accounts #Expense Accounts 2. Adding Transaction Types 2.1. Adding Income Transaction 2.2. Adding Expense Transaction 2.3. Cash Transfer Transaction Type 2.4. Work Period Change Transfer Transaction 3. Adding Document Types 3.1. Adding Income Document 3.2. Adding Expense Document 3.3. Adding Open Cash Drawer Document 3.4. Adding Close Cash Drawer […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,15,1],"tags":[],"class_list":["post-10084","post","type-post","status-publish","format-standard","hentry","category-installation","category-2-3-sambapos-detailed-setup","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/10084","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=10084"}],"version-history":[{"count":14,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/10084\/revisions"}],"predecessor-version":[{"id":13708,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/10084\/revisions\/13708"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=10084"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=10084"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=10084"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}