Cash & Carry Page – Overview

Modified on Sun, 6 Apr at 7:43 PM

The Cash & Carry Page in HANA POS is a dedicated area built to manage cash-related activities and walk-in sales with transparency, speed, and accuracy.

Whether you're handling a simple cash payment or reviewing daily sales, this page centralizes everything needed for smooth front-desk operations.

It’s especially helpful for florists and retail locations with frequent in-store customers. It allows staff to manage drawer balances, process direct cash transactions, and track day-to-day financial activity without entering complex order management screens.

This article explains each available option on the Cash & Carry page and links to more detailed guides on using each one.

1. Reconcile

The Reconcile function allows you to perform a cash reconciliation at the end of the business day or shift.

Why it matters:

Helps verify that the actual physical cash in the drawer matches the expected balance in the POS system.
Identifies any overages or shortages that may point to missed entries or operational errors.
Creates an end-of-day cash log for accountability and staff rotation.

How it works:

You’ll count the cash and input it into the system.
The system will show a comparison between expected and actual values.
This balance is recorded and carried over to the next day as the starting point.

Learn how to perform a Cash Reconciliation in HANA POS

2. Payout

The Payout option is used when you need to withdraw cash from the drawer for one-time expenses.

Why it matters:

Keeps your financial records transparent by logging any money that leaves the drawer outside of regular sales.
Useful for scenarios like paying a delivery person, buying supplies, or reimbursing staff.

How it works:

Enter the payout amount and reason (e.g., "Petty Cash", "Vendor Payment").
The payout is subtracted from the drawer balance and recorded in your cash activity log.

How to Record a Payout in HANA POS

3. Sales History

The Sales History option displays all transactions for a selected date, including payment method and order details.

Why it matters:

Provides a quick way to review past orders without going through the full Order Management module.
Ideal for end-of-day review, auditing, or finding details about a specific sale.

What you can do:

Filter by date
View order ID, payment method, amount, and transaction time
Cross-check with printed receipts or drawer totals

View and Filter Sales History in HANA POS

4. Open the Drawer

This option allows staff to open the cash drawer manually, without needing to process a sale.

Why it matters:

Applicable when adding or removing cash, counting bills, or verifying drawer contents.
Maintains flexibility while also ensuring drawer access is controlled and tracked.

Best Practice:

Limit access to authorized users to reduce the risk of unrecorded transactions.
POS logs should reflect when and by whom the drawer was opened manually.

How to Open the Cash Drawer Manually

5. Default Values

The Default Value setting lets you configure pre-set values for standard transaction fields to speed up order processing.

Why it matters:

Reduces repetitive manual entry, especially during peak hours.
Ensures consistency in transaction details like taxes, delivery fees, or tip amounts.

Examples of default settings:

Setting a default delivery charge
Pre-selecting a fulfillment method (e.g., pickup or walk-in)
Defaulting to a specific payment type

How to Set Default Values for Your Shop

6. Walk-in Settings

The Walk-in Settings option lets you control how walk-in customer transactions behave in the POS.

Why it matters:

Walk-in customers are familiar with floral and retail shops.
These settings ensure that orders can be processed quickly without unnecessary prompts or errors.

Configurable options:

Automatically assign a default customer profile (e.g., “Walk-in Customer”).
Auto-printing a receipt upon payment.
Enabling or disabling fulfillment steps.

How to Configure Walk-in Settings in HANA POS

Summary

Understanding the Cash & Carry Page and using each option effectively ensures better cash control, faster order handling, and more accurate sales reporting.

Whether you're reconciling cash at the end of the day or configuring walk-in settings for smoother checkout, each tool plays a vital role in daily shop operations.