Configuring Your Register
After you've Configured Your Outlet or have created a new Register, you'll want to configure your registers. You've got a number of different options relating to how your Register works so we'll cover the major parts here, but feel free to adjust your Register further.
Configuring General Settings
The first thing you'll likely want to do is to modify the general settings for the register as this controls the underlying functions of Shopfront in relation to the register.
- Open the Menu
- Select Setup
- Select General
- Change the tab to Registers
- Select the Register you wish to customise
You should go through most of the settings on this screen (for more details on each one, press the question mark next to the setting) and customise them, but we'll detail some of the commonly used.
Default Receipt Template
Section: General
This is the receipt template that will be displayed by default when a sale is completed, whilst you can change the template on the sell screen we would highly recommend adding the most common receipt to speed up sales. If you need to create or edit a receipt template, check out our handy article.
Login After Sale
Section: Sell Screen
This is really up to personal preference as to whether logging in after each sale is required, if you use individual devices for each user we'd suggest turning this off, but if you're constantly switching devices then you should enable this.
We'd also suggest potentially turning this off and using the auto logout time which will detect when a user hasn't been active and automatically log them out.
Register Settings
In addition to the general settings, there is a specific register settings page which should be used to further customise the register and what's available through it.
- Open the Menu
- Select Setup
- Select Registers & Outlets
- Press Edit next to the Register you wish to modify
Payment Methods Available in the Register
You'll want to select which payment methods are available to use for the register, simply toggle the payment methods to be enabled and save which will allow those payment methods to be used after the register next synchronises.
Set a Float for Each day of the Week
You can specify a fixed float for each day of the week on this page as well, simply enter the value under specified day and press save. If you'd like more information about register closures, check out our article.
Modify Register Closure Print Settings
Print Options
You can set one of three printing options for each section of the register closure report individually.
| Print Table | Include a detailed table of the section when printed |
| Print Total | Include the sum of the section when printed |
| Don't Print | Exclude section from printing |
Register Closure Sections
You can set each section of possible register closure data individually. Only applicable data will be shown. For example, if the gift card sections are enabled for print but no gift cards were sold or redeemed, these sections will not appear on the printout.
| Payment Method | The sum or breakdown of payments received by payment method |
| Tax | The sum or breakdown of tax for the day |
| Movements | Cash management logged in Shopfront, e.g. safe drops |
| Account Sales | Sales finalised for account customers with the payment method On Account, e.g. debtors |
| Account Payments | Payments received for customer account sales |
| Refunds | Refunds processed |
| Discounts | Discounts given on sales or products by applying manual discounts, this does not include promotional discount amounts |
| Sold Gift Cards | The sum or breakdown of sold gift cards |
| Redeemed Gift Cards | Gift cards used as payment method to partially or fully pay off a sale |
| Loyalty | Loyalty collected by loyalty customers |
| Notes | Toggle to include notes entered at the time of register closure |
| Close Register Tags | Toggle to include selected tag totals, enter which tags to include below by typing and selecting from the dropdown menu. Multiple tags can be selected |
| Payment Subtype Totals | Relevant for integrated EFTPOS terminals as it details your payments received by the card type, such as AMEX, MasterCard, VISA |
| Statistics | Displays revenue and profit information for the trading period |
How to Show the Sales Value for Specific Products on a Register Closure
To view revenue for specified products in your register closure view page, this can be achieved by applying Close Register Tags.
Before applying Register Closure Tags, you will need to ensure that a tag has been applied to all of the products that you want to show the revenue for. For instructions on how to apply products to a tag read our article about Classifications.
Applying Tags to Close Register Tags
Follow the steps below to apply Close Register Tags.
{note}This process will need to be repeated for each register that you want the Tag Revenue to appear on.{/note}
- Select the Menu icon
- Select Setup > Registers & Outlets
- Find the register(s) that you will be applying the tags to and select Edit
- Scroll down to Close Register Tags, search and apply the designated tags
- Select Save
Viewing Register Closure Tags
After closing a register which has Close Register Tags, the accumulated revenue will appear separately for each tag. This will also be printed on the register closure printout summary.
The following articles provide further information on How to Perform a Register Closure and the Viewing Previous Register Closures.