Madame Illa is opening a second shop in Abomey-Calavi, and Prudence Kiki will run it. The shop needs its own cash register, so that the money taken there is counted apart from the Akpakpa shop. Illa also wants customers to pay by MTN MoMo at that counter, not only in cash. This page follows her through the set-up of a register. The same steps apply to any business with more than one counter.

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Create a register

Illa creates the register with Create a cash register. The name must be unique among the company’s registers, and she must list at least one cashier: an agent account or a member of the same company and organization. For example, she lists Prudence. The register starts closed and unlocked. Exowpee creates what it needs with it:
  • a ledger account that holds the register’s balance, and a cash account named after the register;
  • a payment method labelled cash, with no money account;
  • a cashier record for each listed person, and a seller record for each. The seller is active only if the register has the seller option, is_seller.
List cash registers shows the registers of the company, filtered by name or by session state, open or closed. View a cash register shows one of them.

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Change a register

Later, Illa renames the register or changes its options, such as seller mode, automatic invoice printing or linear POS, with Edit a cash register. A locked register cannot be edited, and the cashiers are not changed here: use Sellers and cashiers. When seller mode changes, all the register’s sellers are deactivated, then those of active cashiers are reactivated if the register is now a seller.

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Choose the payment methods

Prudence’s customers pay by MTN MoMo. Illa sets the register’s payment methods with Set register payment methods, choosing the money accounts the register accepts and, if she wants, cash. Existing combinations are updated and the others are left as they are. Each account needs at least one incoming or outgoing method, the method must be accepted by the account type and allowed by the company’s plan, and the company must hold an operation grant on the money account for that direction. The accounts are described in Money accounts and payment methods. To check what is set, Illa uses List register payment methods or View a register payment method. To stop accepting a method, she uses Remove register payment methods, which removes several at once. Past payments do not change.

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Take a register out of service

If the Akpakpa shop’s second counter is no longer used, Illa locks it with Lock a cash register. The register cannot be opened or edited, and its sellers become inactive. The cashiers are kept. Unlock a cash register puts it back in service. The cashiers must be sent if the register has none left, and are refused if it still has some. Sellers are reset, then those of active cashiers are activated when the register is a seller. If the register will never be used again, Delete a cash register removes it with its cashiers, sellers and payment method settings. The register’s ledger account, its cash account and past payments stay as they are.

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The rules

  • Locking and deleting a register need it to be closed.
  • remove_cashiers is not supported when locking.
  • The name of a register is unique inside the company.
  • Adding payment methods is refused on a locked register.

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All the actions of this topic

  • List cash registers: Lists the cash registers of the company, filterable by name and by whether a session is open or closed.
  • Create a cash register: Creates a new cash register with its cashiers. It starts closed and unlocked with a default cash payment method.
  • View a cash register: Shows the details of one cash register.
  • Edit a cash register: Changes the name and options of a cash register, such as seller mode, automatic invoice printing and linear POS.
  • Delete a cash register: Deletes a closed cash register together with its cashiers, sellers and payment method settings. Accounting accounts and past payments stay as they are.
  • Lock a cash register: Locks a closed cash register so it cannot be opened or edited, and deactivates its sellers. Used when a register is taken out of service.
  • Unlock a cash register: Puts a locked cash register back in service and reactivates its sellers. Cashiers must be supplied when the register has none left, and are refused when it still has some.
  • List register payment methods: Lists the ways each cash register can take or make payments, filterable by register, money account, method and label.
  • Set register payment methods: Chooses which payment methods, linked to which money accounts, a cash register accepts or pays out, with cash optionally included. Existing combinations are updated.
  • Remove register payment methods: Removes several payment methods from cash registers in one call.
  • View a register payment method: Shows one payment method configured on a cash register.
From other topics, also used here:
  • Create a money account: Creates a money account for the organization and chooses which companies may receive and/or pay out through it.