📍 Where can I find this module?
Main Menu > Points of Sale > Cash Register
The Kafinea cash register is an easy-to-use yet powerful connected cash register. It interacts directly with all business management elements: invoices, payments, customer accounts, etc.
Here's how to set up your cash register:
1 - Make sure you have products in your catalog # items
To view the list of items: Menu / Catalog / Products
Items to be displayed at the register must be assigned a category.
2 - Create a default customer account
The generated receipts will be recorded as invoices. If the customer does not have an account with you, Kafinea will need to link the generated invoices to a default account.
Example: Counter Customer, Cash Register Customer, …
Please create this customer account. It will be required when configuring the cash register.
3 - Retrieve your login details for the cash register #.
To log in to the cash register, you will need a username and password. This is one of the users in your Kafinea instance. You can access the list of users via Menu / Configuration / User Management
Please select a user and note the following information:
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User name: this is the user's email address.
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The "Personal Web Service Access Key" is displayed at the bottom of the record . This information will serve as the "password" to access the checkout.
4 - Activate the Points de vente # application
To make the Point of Sale application visible in Kafinea, please follow these steps:
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Click on Menu / Configuration / Settings / Configuration / Application
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Click on Launch application selector
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Tick Point of sale (please don't forget to select the other applications you use)
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Validate
5 - Configuring a caisse #
Go to Menu / Retail Locations / Cash Registers
Create a new cash register
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Provide a name: e.g. Caisse de Test
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Assign the default customer account you created earlier.
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Assign a technical user. Please select here the user whose information you have previously retrieved.
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Record the record
Note: You can return to this page later to configure the checkout process and the printer address to use.
6 - Select salespeople #
Selecting salespeople for a register is optional. If you select them, each receipt can be assigned to a specific salesperson. This information will appear on invoices and can be used for audits, sales statistics by salesperson, and more.
To select salespeople, go to the record and choose salespeople in the Salespeople tab.
7 - Launch the cash register #
To launch the cash register: Click "Launch Cash Register" directly on the cash record .
**Note: **
If the "Launch Checkout" button is not available, please use the following link:
https://apps.kafinea.com/kfnxxxxxxxxxx/cashRegister
Replace kfnxxxxxxxxxx with your Kafinea instance ID.
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The email address should be filled in automatically
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Enter personal key
You'll be asked to provide a deposit, and the cash register should now be ready to go.
ATTENTION: Do not validate receipts if you only wish to test and your instance of Kafinea is in production. Every validated receipt creates an invoice and a payment that are finalized and cannot be deleted in Kafinea. If you unintentionally generate invoices and payments, you will need to issue a credit note to cancel the invoice and record a cancellation payment to cancel the payment.