Please switch to an account area for the cash register, for example, SALES. or PROSHOP.

Now open the cash register with the button Cash register in the PC CADDIE icon bar or via Accounts/Cash register:

The opened cash register window looks like this:

Enter the search abbreviation of the required customer in the field Customer (F9), the full name or just a part of the name, then all matching names will be displayed. Another option is the button for the list function right next to it. If you are working with a Cherry keyboard you can swipe through the magnetic strip of a DGV-membership card and the customer will be selected immediately

If the person does not exist yet, you can Register new person. Or, if you do not want to register this new person, setup one person you will continue using for these postings, e.g., for renting out golf cars. Set up a new person like „guest“ or „occasional customer“ for these situations.

There are a number of possible options for selecting an article using the field Article:

• Entering the search abbreviation of the article
• Entering the article's name or a part of the name
• Button list function (F2)
• By scanning the article with existing labels and bar codes

After clicking OK the last article will be listed in the cash register. Select the article and you could adjust the amount be entering the number in the field No. For the quick selection of articles, we recommend the quick selection mode, see chapter Cash register - quick selection.

In the cash register window you can see the customer on the left-hand side and the selected article on the other side:

You can select multiple articles for one single customer one by one.

Start the payment process by selecting Payment (F12). The payment window looks like this:

1. Now you select the payment method by putting the cursor in the according field, the amount will switch instantly to that position. What kind of payment methods can be selected in this window, can be defined in another section here: Cash register - method of payment
2. Set up the printing of receipts according to your needs.
3. The function Invoice to account will be explained in the next chapter.
4. Prints a provisional receipt without completing the payment process.
5. This option provides the possibility to transfer the payment to another person. You will see the following window:

Enter the relevant person and the payment will be posted to this person.

Press OK and the payment process is completed. Press Repeat (F4) in the cash register and you can view all made postings.

f you are working with inventories of the articles and the minimum stock of the article is reached, you will receive the appropriate information:

With this option you can transfer outstanding items to the accounts (open item postings). The payment can be done at a later date. If you click the button Post as invoice to account during the payment procedure, the following window will pop up:

Click OK and the transaction is completed.

When selecting this customer in the cash register at another time, you will see the outstanding amount coloured in red or a credit coloured in green at the top right.

If you have set up a so called OI area, the outstanding items will be transferred to this open item area automatically. Please contact PC CADDIE Support to set up this specific account area.

Credit from Member Petra should be transferred to Member Paul.

• - Open the person with credit in the cash register
• - Press CHARGE OFF (F12)
• - Enter desired amount with minus sign at CASH (1)
• - Click OK
• - Yes, leave it open (2)

• - Open the person to which you want to transfer the credit in the cash register
• - Press CHARGE OFF (F12)
• - Enter desired amount with plus sign at CASH (1)
• - Click OK
• - Book as credit (2)

An entry that has not been paid yet and is still listed in the cash register, can be removed by using the button Delete (F5).

An entry that has been paid can only be retrieved to the cash register with a reversal procedure as long as no daily balance was performed. To do this, select Repeat (F4). The next window will show all posted entries. Select the entry you want to reverse and select Reversal (F5). You have the following options:

Click Reverse payment and pay again and the Payment will be cancelled and the article retrieved to the cash register for further editing. The button Cancel invoice is not needed.

Now you have the option to change the item booking (for example, reduce the number) or to change the payment method: Pay(F12). If you have to cancel the article completely, click Reversal (F5)

With OK, a reversing entry will be made and you can select Pay-out to complete this transaction. Now the posted entry has been reversed completely. Go to Repeat and you will see that the first entry is marked with the letters „rev.“ for reversal.

As soon as a daily balance was performed, all transactions are completed and will no longer be visible when selecting Repeat. With the option Archive it is possible to retrieve postings to the cash register.

After entering the customer and the invoice number, which have to found in the account entries in advance, the following window will open:

Select Reactivate invoice for reversal and the complete entry will be retrieved and listed in the cash register. To adjust the entry, select the article an click Reversal.

Another option for reversing entries is using negative numbers. Select the customer once again in the cash register and enter the article you want to adjust, then enter the correcting number in the field Number with a negative sign, e.g., „-1“:

Confirm your inputs with Tab or Enter. To complete the transaction, select Pay-out and the according payment method, or select post to account to add the amount as credit to the customer's account. You will get the following options:

Use Post as credit and the amount remains as credit.

After you have booked an article in the cash register you can adjust the price with the button Special (F7).

1. In the discount field you enter the percentage rate, e.g., 10 %, the price will be reduced be 10 %. You can also enter a calculation based on the purchase price, e.g. EK19 (purchase price plus 19%).
2. The individual price can be adjusted.
3. The total can be adjusted.

Press OK and PC CADDIE will ask for the reason of discounting the price:

This reason will be printed on the receipt. After that the new article will be adjusted in the cash register.

If a customer is buying several articles and should get a total discount of 10 %, use the button Discount while processing the payment.

By entering the discounts, the amount to be paid is calculated automatically. Complete the transaction with OK.

Accounts/cash reports opens the following window:

1. Bediener-Abrechnung
2. Tages-Abschluss
3. Alten Abschluss drucken
4. Alten Abschluss detailliert
5. EC-Cash Belastungen kopieren
6. Liste der Preisänderungen
7. Offene Kunden ins Konto buchen

You can access the cash-book via Pay-in/-out. More information is available here: Cash book

Post outstanding items

The key combination: Strg(Ctrl) + F11 opens the cash drawer without a key.