Operate SupaTill and reconcile each sales channel

How to do it

1. Assign POS operate, discount, return/refund, reconciliation and configuration permissions separately. Finance view controls channel books; Finance approval controls historical cost reconciliation.
2. Configure each register against its own active shared sales channel. Allocate available stock in Sales channels & stock. SupaTill checks both that allocation and the product’s physical stock, including concurrent checkouts.
3. Open a shift with its counted opening float. At checkout select an existing CRM customer or enter the walk-in customer’s name, email and international phone. Exact matching reuses the Contact; conflicting identities require review. The original acquisition source is retained and additional register/channel sources are recorded. Customer creation does not grant marketing consent.
4. Review product quantities, line discounts where permitted, product tax rates and item HSN/SAC. India place of supply uses the reviewed two-digit state code. Every item rate must have a current Finance rule. Record the verified external payment; cash receipt references can be generated automatically.
5. Park and recall baskets when needed. A recalled basket is claimed to one operator, its edits can be parked again, and a consumed basket cannot be sold twice. If a saved sale is interrupted, use Resume sale with its original request and order.
6. Use Shifts & sales for full saleable-stock returns. The original Order is marked Returned, stock and its cost are reversed, and one original-invoice credit note is issued. Record a refund only after returning funds. A cash refund is assigned to the open drawer paying it, including when the original sale shift is already closed.
7. Record float top-ups and bank drops as cash movements with references and reasons. These clearing entries do not change revenue. Close a shift after recovering pending sales; variances and supervisor closes require reconciliation access and a reason.
8. Open Finance → Channel P&L, or SupaTill → Channel P&L with Finance view access. Filter posting dates, channel and currency; inspect source-linked journals, balances, operating order statistics and export. Tag expenses to their channel. Shared costs remain unallocated until a reviewed policy supplies an allocation. Analytics Builder also includes customer sources, POS sales, ledger channel dimensions and channel profit/loss.

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