# The cashier’s manual This manual is for the person who opens, runs and closes the drawer. Read it with the office open in another window: every chapter is one thing you will actually do, walked step by step, with a screenshot of each page you will see — and where a step belongs to someone else, the walk says so. **What you need.** A cashier’s sign-in to the office, and a few minutes per chapter. Nothing here changes your records until you press a save button yourself; the walks show where things are and what happens when you act. **The example shop.** The screenshots and the figures come from **Linden & Vale** — a fictional Toronto boutique with a year of trade, born for these pages. Every figure below was read from its own records on 17 October 2026; nothing is typed by hand. Your own shop’s pages will show your own figures in the same places. ## 1. Open the drawer, run it, and close it In the office this is the play **Open, run and close a till day** — Open the drawer with a counted float, record cash moving in or out outside a sale, open the drawer without a sale when you must, freeze it for the closing count, and close it — the over/short is the shift’s record. The mechanisms in this chapter: [Lists — finding things](/manuals/how-the-office-works/#3-lists-finding-things) · [A record page](/manuals/how-the-office-works/#4-a-record-page) ### What you will do Open the drawer with a counted float, open it without a sale when you must — counted, stamped, reason required — then freeze it for the closing count and close it; the over or short against the expected totals is the shift’s permanent record. A paid-out or a drop outside a sale is the manager’s entry. Your day is mostly at the register; this chapter walks the office’s page of the same till sessions, and the register’s own screens are shown in the register manual when it ships. ### The walk Where it starts: the office’s **Till sessions** page. ![Till sessions — /till-sessions](/manuals/cashier/shots/1-0.png) **Step 1.** Open the till with a counted float. **Step 2.** Not yours — Record cash in or out outside a sale is a manager’s step. **Step 3.** Open the drawer without a sale — counted, stamped, reason required. **Step 4.** Freeze the drawer for the closing count, then close it — the over/short against the expected totals is permanent. ### What you see The example shop is **Linden & Vale**; its drawers count in **CAD**, and the over or short at the close is permanent on the session’s record. ### Try it - Open Till sessions and read today’s open drawer and the last closed one. - Open the drawer with the float you counted, and read the session’s page. - Begin the close, count the drawer, close it, and read the over or short on the session. ### Where to learn more - The till session record and its operations: [Till session](/reference/till-session/). - The same walk as the office runs it: [Open, run and close a till day](/use-cases/run-a-till-day/). - Your course lists the tasks you can do end to end; this one is walked here as your part. ## 2. Ring a cash sale In the office this is the play **Ring a sale** — Start the order, place it — the moment a cart becomes a committed sale — take the payment in cash, card or another tender, and hold an order to pick it up later. The mechanisms in this chapter: [Lists — finding things](/manuals/how-the-office-works/#3-lists-finding-things) · [A record page](/manuals/how-the-office-works/#4-a-record-page) ### What you will do Start the order, place it — the moment a cart becomes a committed sale — and take the payment: cash needs an open drawer, and every tender is permanent once taken. A gift card is a tender like any other once it is on the sale, and a sale paid in the second currency rings like any other — the rate it converts at is the manager’s to set. An order the customer steps away from can be held and resumed. ### The walk Where it starts: the office’s **Orders** page. ![Orders — /orders](/manuals/cashier/shots/2-0.png) **Step 1.** Start the order. **Step 2.** Place it — prices, minimums and reservations run fresh; the cart becomes a sale. **Step 3.** Take the payment — cash needs an open till; every tender is permanent. **Step 4.** Put an open order on hold without losing it, and resume it when the customer is back. ### What you see The example shop counts in **CAD**; in its history 190 gift cards were sold and 189 redeemed. ### Try it - Open Orders and read today’s sales; open one and read its tenders. - Start an order with one line, place it, and take the payment in cash. - Put an open order on hold, then resume it, and read its page — nothing was lost. ### Where to learn more - The order record and its operations: [Order](/reference/order/); the gift cards: [Stored value instrument](/reference/stored-value-instrument/). - The same walk as the office runs it: [Ring a sale](/use-cases/ring-a-sale/). - The course in the office: on the Playbook, open **Learn** and the lesson **Ring a sale**. ## 3. Take a card payment on the reader In the office this is the play **Take a card payment on the reader** — Send the order’s remaining amount to the paired card reader, capture an authorized payment when the money should move, and void a payment that should not have happened — the paper trail stays. The mechanisms in this chapter: [Lists — finding things](/manuals/how-the-office-works/#3-lists-finding-things) · [A record page](/manuals/how-the-office-works/#4-a-record-page) ### What you will do Send the order’s remaining amount to the card reader paired to your till, capture an authorized payment when the money should move, and void a payment that should not have happened — permanent, audited, the paper trail kept. ### The walk Where it starts: the office’s **Payments** page. ![Payments — /payments](/manuals/cashier/shots/3-0.png) **Step 1.** Take the card-present payment on the reader paired to this till. **Step 2.** Capture an authorized payment — the money moves for real. **Step 3.** Void a payment that should not have happened — permanent, audited. ### What you see The example shop is **Linden & Vale**; every card payment it takes keeps the processor’s answer — authorized, captured or voided — on its own record. ### Try it - Open Payments and read today’s; open one and read its status. - Take a card payment on the reader for an open order and read the payment it wrote. - Void a test payment and read the page — the void stands beside the payment, forever. ### Where to learn more - The payment record and its operations: [Payment](/reference/payment/). - The same walk as the office runs it: [Take a card payment on the reader](/use-cases/take-a-card-payment/). - The course in the office: on the Playbook, open **Learn** and the lesson **Take a card payment on the reader**. ## 4. Give a discount — a coupon, points or a staff rate In the office this is the play **Give a discount on a sale — coupon, points or staff** — Apply a coupon code, redeem a customer’s loyalty points or attach an employee discount to an open order — the order keeps the maths and the who. The mechanisms in this chapter: [Lists — finding things](/manuals/how-the-office-works/#3-lists-finding-things) · [A record page](/manuals/how-the-office-works/#4-a-record-page) ### What you will do On an open order, apply a coupon code, redeem the customer’s loyalty points, or attach an employee discount — one employee per order, named in the record. The order keeps the maths and the who; a coupon is re-validated when the order places. ### The walk Where it starts: the office’s **Orders** page. ![Orders — /orders](/manuals/cashier/shots/4-0.png) **Step 1.** Apply a coupon code — re-validated when the order places. **Step 2.** Redeem the customer’s points against the order. **Step 3.** Attach an employee discount — one employee per order, named in the record. ### What you see The example shop counts in **CAD**; the order keeps the maths of every discount and the name of who applied it. ### Try it - Open an order that is still open and apply a coupon code; read the totals before and after. - Redeem a member’s points against it and read the points line the order carries. - Attach a staff discount to a colleague’s own purchase and read who the order names. ### Where to learn more - The order record and its operations: [Order](/reference/order/); the coupons: [Coupon](/reference/coupon/). - The same walk as the office runs it: [Give a discount on a sale — coupon, points or staff](/use-cases/give-a-discount-on-a-sale/). - The course in the office: on the Playbook, open **Learn** and the lesson **Give a discount on a sale — coupon, points or staff**. ## 5. Take a return at the till In the office this is the play **Take a return and refund it** — Create the return, take the goods back — sellable or damaged as received — approve it, pay the customer back on the original method where possible, and close it. At the till with a receipt, one step does the whole walk. The mechanisms in this chapter: [Lists — finding things](/manuals/how-the-office-works/#3-lists-finding-things) · [A record page](/manuals/how-the-office-works/#4-a-record-page) ### What you will do Create the return and take the goods back — sellable or damaged as you receive them. Approving it, paying the customer back and the one-step till return are the manager’s; when a return needs them, it waits on the list until a manager opens it. ### The walk Where it starts: the office’s **Returns** page. ![Returns — /returns](/manuals/cashier/shots/5-0.png) **Step 1.** Create the return. **Step 2.** Take the goods back — stock returns bucketed as you receive it. **Step 3.** Not yours — Approve it is a manager’s step. **Step 4.** Not yours — Pay the customer back is a manager’s step. **Step 5.** Not yours — At the till, with a receipt: approve, receive and refund cash from the drawer in ONE step is a manager’s step. ### What you see A refund goes back the way the customer paid where it can — the example shop takes CAD and USD — once a manager has approved it. ### Try it - Open Returns and read the ones waiting for a manager. - Create a return for an order with a receipt and receive the goods as sellable. - Read the return’s page: what it still waits for, and who can give it. ### Where to learn more - The return record and its operations: [Return](/reference/return/). - The same walk as the office runs it: [Take a return and refund it](/use-cases/take-a-return/). - Your course lists the tasks you can do end to end; this one is walked here as your part. ## With your assistant Connect Claude or ChatGPT on the office page Connect your AI assistant. Ask first: where am I, and what is next? The assistant calls whats_next and answers who you are, what needs your attention and what is yours to do. The ready-made questions: Start my day · What needs my attention · Show me a report · Walk me through a play · Teach me. Over your own records only: Till sessions and drawer reconciliation — the Z report. The plays you can run whole, by shelf: Selling (2) · Payments & fulfillment (1) · Work (3) · Integrations (1) · Manage (1). A change is shown as a rehearsal first. It happens only when the person says yes, as them, within their access. People, devices, card payments and new organizations stay in the office.