Part 2: Opening Procedures and Float Management

📚 Part 2: Opening Procedures and Float Management

A smooth start to your shift ensures accurate records and a professional experience for customers. Every cashier must follow a standard opening procedure before processing any transactions.

What is a Float?

A float is the starting amount of cash placed in your till at the beginning of a shift. It is used to give change to customers. The float amount is set by management and is typically kept consistent across shifts. Any discrepancy must be reported before you begin trading.

Counting and Verifying Your Float

Before signing on to the POS system, count your float carefully. Count each denomination separately — R200 notes, R100 notes, R50 notes, coins, etc. Record the total and verify it matches the expected float amount. Report any discrepancy to your supervisor immediately.

Logging On and POS Setup

Once your float is verified, log on using your unique cashier ID and PIN. Check that the receipt printer has paper, the barcode scanner is functioning, and the EFT terminal is connected. Run a test scan to confirm the system is operational.

Float Security

The cash drawer must be closed between transactions. Never leave your till unattended when it is open. If you need to step away, lock your terminal and inform a supervisor. This protects both you and the business from cash loss.

🔑 Key Takeaways

• Always count your float before your first transaction.
• Discrepancies must be reported immediately — never assume it will balance out.
• Log on with your personal cashier ID so all transactions are traceable.
• Keep the cash drawer closed between transactions at all times.