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How to Create a Register
How to Create a Register
Miles Dinsmore avatar
Written by Miles Dinsmore
Updated over a week ago

You can create a register to track the cash being held for specific purposes. For instance, you could create a register for budtenders to use as a sales register, a register to keep track of supply chain transactions between a specific partner organization, and a register to collect extra funds from other registers.

  1. Open the App Drawer and click Facility Settings.

  2. Click Registers.

  3. Click Create Register.

  4. Enter the information about the register in the fields provided. Required fields are marked with an asterisk.

    • The option you select from the This register is for drop-down menu determines how the register can be used:

      • Accounts payable/receivable: Registers of this type are available for selection when handling transactions for the supply chain.

      • Vault: Registers of this type are available for selection when you close a sales register.

      • Sales Transactions: Registers of this type are available for selection when performing a retail sales transaction.

    • This Register collects from is applicable if the register is a vault. Select the sales registers and the accounts payable/receivable registers that this vault register can collect from when a user closes a register.

  5. Click Save to create the register and add it to the Register Listing page.

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