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 access the item list: Menu / Catalog / Products
Products that are to appear on the cash register must have a category.
2 - Create a default customer account
The till receipts generated will be recorded in invoices. If the customer does not have an account with you, Kafinea will need to associate the generated invoices with 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 connect to the cashier you'll need a username and password. This is one of the users of your Kafinea instance. The list of users is accessible via Menu / Configuration / User management
Please choose a user and note the following information:
- User name: this is the user's email address.
- The "Personal webservice access key" displayed at the bottom of the user's record . This information will be used as the "password" to access the cash register.
4 - Activate the Points de vente # application
To make the Point of Sale application visible in Kafinea, please follow these steps:
- Click on Menu / Configuration / Settings / Configuration / Application
- Click on Launch application selector
- Tick Point of sale (please don't forget to select the other applications you use)
- Validate
5 - Configuring a caisse #
Go to Menu / Points of sale / Cash registers
Create a new cash register
- Provide a name: e.g. Caisse de Test
- Assign the default customer account you created earlier.
- Assign a technical user. Please select here the user whose information you have previously retrieved.
- Record the record
Note: you can return to this point at a later date to configure checkout behavior and the address of the printer to be used.
6 - Select salespeople #
The selection of salespersons for a till is optional. If you select one, it will be possible for each ticket to be assigned to a salesperson. This information will appear on invoices, and will be used for checks, sales statistics by salesperson, etc.
To select salespersons, go to the checkout record and select salespersons in the Salespersons tab.
7 - Launch the cash register #
To launch the checkout: click on Launch checkout directly on the checkout record .
Note:
If the Launch checkout button is not available, please use the following link:
https://apps.kafinea.com/kfnxxxxxxxxxx/cashRegister
Replace kfnxxxxxxxxxx with the identifier of your Kafinea instance.
- The email address should be filled in automatically
- 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.