CCS Point of Sale
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guides:general:general_balancing_procedures [2011/02/27 02:44] markphillips |
guides:general:general_balancing_procedures [2018/12/23 12:11] (current) |
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| ====== Daily Cash Deposits and Procedures ====== | ====== Daily Cash Deposits and Procedures ====== | ||
| - | CCS has several types of procedures that you may implement in your business to keep track of income and expenses.\\ | + | CCS has several types of procedures that you may implement in your business to keep track of income and expenses at your point of sale terminals.\\ |
| The policies you implement to maintain auditing control are very important to ensure you don't have overages, underages and when you do balance, you haven't missed errors by users.\\ | The policies you implement to maintain auditing control are very important to ensure you don't have overages, underages and when you do balance, you haven't missed errors by users.\\ | ||
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| Here are some example procedures for Overages/Unders | Here are some example procedures for Overages/Unders | ||
| [[guides:general:balanceoverunder|Example Balance Over-Under Guide]] | [[guides:general:balanceoverunder|Example Balance Over-Under Guide]] | ||
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| + | ===== Cash Policies ===== | ||
| You should determine your policy guidelines in combination with CCS can do. Here are the following guidelines which you would outline: | You should determine your policy guidelines in combination with CCS can do. Here are the following guidelines which you would outline: | ||
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| - End of Day Procedures | - End of Day Procedures | ||
| - | ===== Additional policies might include: ===== | + | ===== Additional Policies might Include ===== |
| - Petty Cash | - Petty Cash | ||
| - Cash Drop | - Cash Drop | ||
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| + | ===== Using CCS to Implement your Policies ===== | ||
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| + | ==== Starting Day Procedures ==== | ||
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| + | CCS will help with Starting Day Procedures by recording the amount your employees start with, be they servers or cashiers. This would be the section below labeled: "Balance Sheets" | ||
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| + | === Mid Day / Shift End Procedures === | ||
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| + | Once you have reviewed the Balance Sheet section, you will see some of those features applied to this section. For example, Cash Drop, employees will do this during the middle of the day as well as the closing of the shift. | ||
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| + | Other sections that are included in the mid day to end of day procedures are: voiding, refunding and processing sales. These options are what would be considered the general Point of Sale Transactions. | ||
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| + | Most notable of policies in this second section would be, how to allow voids to happen. Voids are audited, this means even if a cashier were allowed to do a void, their voids would be tracked. There could be two options: | ||
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| + | - Allow all users to perform voids. Then use he Reporting Section to review voids. | ||
| + | - Allow only Managers, Assistant Managers to void. Make cashiers close and print a receipt when they expect an order to be voided, they will then have to give this to receipt to he management, when appropriate, to be voided. | ||
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| + | <note>This would be an example of where you have an option, but it's generally accepted that a regular cashier can not perform a void.</note> | ||
| ===== Using CCS with your Policies ===== | ===== Using CCS with your Policies ===== | ||
| - | [[guides:general:balancesheets|Cashier Drawer Balance Sheets]] - Tracks the individual cash drawers that are used, based on shifts.\\ | + | [[guides:general:balancesheets|Balance Sheets]] - Tracks the individual cash drawers that are used, based on shifts.\\ |
| [[guides:general:balancesheets#Cash Drop Deposits|Cash Drop]] - Allows cashiers to drop excess amounts of cash they have collected during the day.\\ | [[guides:general:balancesheets#Cash Drop Deposits|Cash Drop]] - Allows cashiers to drop excess amounts of cash they have collected during the day.\\ | ||
| Day Reporting - Reset the day to start a new business\\ | Day Reporting - Reset the day to start a new business\\ | ||
| + | ===== Additional Policy Reference ===== | ||
| + | [[http://www.foodservicewarehouse.com/education/restaurant-operations/preventing-employee-theft.aspx| Manage Employees & Theft Policies]] | ||
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