admin:float-operations

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admin:float-operations [2017/08/16 13:00] – [Float PIN] matas.biliusadmin:float-operations [2017/10/20 08:24] – [Organization and Shop settings] matas.bilius
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 Float personal identification number or PIN is an extra Float Operations security feature used in the case when Float Operations are disabled and can be conducted only by the Shop managers (administrators) rather than the Cashiers themselves. Float personal identification number or PIN is an extra Float Operations security feature used in the case when Float Operations are disabled and can be conducted only by the Shop managers (administrators) rather than the Cashiers themselves.
  
-Float Operations are all the transactions carried out between Shop managers (HQ) and the cashier's Tills. While Cash operations are all Payout and Payin transactions carried between the Cashier and the Punter. Float Operations assist HQ in controlling and following all the money flow through the Shop and/or Organization.+Float Operations are all the transactions carried out between Shop managers (HQ) and the cashier's Tills. While Cash operations are all Payout and Payin transactions carried between the Cashier and the Punter. Float Operations assist HQ in controlling and following all the money flow through the Shop and/or Organization, but they are not the same as cash operations.
  
 ==== Cashier and Administrator Roles in the Float Operations ==== ==== Cashier and Administrator Roles in the Float Operations ====
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 To understand Float operations one must understand how the Float operations work in the Aardvark's system. Different scenarios to use Float Operations: To understand Float operations one must understand how the Float operations work in the Aardvark's system. Different scenarios to use Float Operations:
  
-  * Administrator enables Cashier Float Operations for a specific Shop and Cashiers themselves are able to carry out Float Operations +  * Administrator enables Cashier Float Operations for a specific Shop and Cashiers themselves are able to carry out Float Operations (i.e. count money and remove/add from/to a till as well as doing rest of the accounting) 
-  * Administrator disables Cashier Float Operations for a specific Shop and Cashiers must bring the money to the Shop manager, who does the accounting and carries out the Float Operations through Administrator's UI (Shift Log) +  * Administrator disables Cashier Float Operations for a specific Shop and Cashiers must count and bring the money to the Shop manager, who does the accounting and carries out the Float Operations through Administrator's UI (Shift Log) 
-  * Administrator disables Cashier Float Operations for a specific Shop and sets-up a Float PIN for Shop manager's account, then he can carry out Float Operations through Cashier's interface by Adding or Removing cash float and providing his Float PIN and username to complete the tasks+  * Administrator disables Cashier Float Operations for a specific Shop and sets-up a Float PIN for Shop manager's account, then he can carry out Float Operations through Cashier's interface by Adding or Removing cash float and providing his Float PIN and username to complete accounting tasks (i.e. count the money and independently carry out the Float operations without the need to disturb Cashier's work)
  
 NB: Float Operations can be done only on an active Shift. NB: Float Operations can be done only on an active Shift.
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 ==== Organization and Shop settings ==== ==== Organization and Shop settings ====
  
-To enable or disable Float operations for the Cashier, the administrator must do this through the Shop settings or Organization settings in the **[[admin:management|Management]]** tab.+To enable or disable Float operations for the Cashier, the administrator must do this through the Shop settings or Organization settings in the **[[admin:management|Management]]** tab. Bear in mind that Administrator can always use Float Operations through his interface (Shift Log in the Shifts Detailed Report).
  
   - Access **Management** in the Admin UI   - Access **Management** in the Admin UI
  • admin/float-operations.txt
  • Last modified: 2017/10/20 08:26
  • (external edit)