Watch this first. It shows how the main parts of the app fit together over one working day. Each part has its own short tutorial if you want more detail.
Before you start
- A manager opens and closes the register.
- A cashier makes the sale.
- A manager approves the refund with their PIN.
- An admin reviews the report.
Steps
- Manager: open Staff and tap Open Caja. Type the cash you are putting in the drawer in Opening Cash, then tap Open Caja again.
- Cashier: sign in and tap Checkout on the home screen.
- Type a product name in Search products and tap the product to add it to the cart.
- Tap Process payment. Type the cash the customer gives you in Amount tendered.
- Tap Process payment again to confirm. When the receipt shows, tap Done.
- Manager: sign in, open Payments, find the sale, and tap Refund.
- Tick the item to refund. Open Reason and choose one, for example Wrong order.
- Tap Request approval. In the Manager Access Required window, the manager enters their PIN.
- Wait for the message that the refund was processed.
- Admin: sign in and open Reports. The Daily Caja Report opens first.
- Choose the register session in Select session. Review Total Revenue, Cash Reconciliation, and Top 10 Products.
- Manager: open Staff and tap Close Caja. Count the drawer, type the amount in Closing Cash Count, and tap Close Caja.
- Read the Caja closed — reconciliation summary, then tap Close.
What's next
Go deeper with Complete a cash sale and Open and close the register.