Close Register

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Close Register

You can use this screen to close any registers that are currently open.

 

Topics

How Do I Close a Register?

How Do I Reconcile by Payment Type?

How Do I Enter Special Deposits?

 

 

How Do I Close a Register?

To close a register:

 

1.Click on the Point of Sale menu item.

2.Select Close Register. The Close Register screen will open.

3.A list of registers will appear on the right side of the screen. You can type part of a register's title into the Search Register field to narrow the list and choose the correct option.

4.When you select a register, if that register has an open batch, counting fields will appear.

5.In the first field, enter the total amount if cash that is in the drawer.

 

When counting the total amount of cash in your drawer, you can click on the Counting Helper option. This will allow you to enter the number of pennies, dimes, one-dollar bills, five-dollar bills, etc. to reach your grand total.

 

6.The amount of cash that will be left in the drawer (after the money for the deposit has been removed) can be entered into the second field.

 

You will only need to enter the amount of cash in the drawer. However, there is also a tool for helping you to review/reconcile other Payment Types.

 

7.After you have entered the correct amounts, click on the Close Register button.

 

If there is a discrepancy between the amount you counted in the drawer and the records kept by ProPharm for this register, the Close Register button will change to say Confirm Variance and Close. Check to make sure that you counted the amount in the drawer correctly. If necessary, you can proceed despite the variance.

 

8.After you have closed the register, a pop-up window will appear, asking you if you want to print a Closing Report. Choose Yes or No.

 

NOTE: ProPharm will not prompt you to print the Closing Report at this time if your pharmacy requires a Second Count. If the "Use Second Count" option has been turned on, ProPharm will not prompt you to print this report until the Second Count has been completed.

 

The record of this closed register will be saved as a "batch." The batches can be grouped together at the end of the day to create a deposit.

 

 

How Do I Reconcile by Payment Type?

Below the cash amount fields, you will see buttons for different Payment Types (Cash, Check, Manufacturer Coupon, etc.). The total amount of sales for each Payment Type will be listed below each button. You can click on these buttons to review each payment that was made for that Payment Type.

 

Checkboxes will appear next to each payment, and you can mark each box as you review that payment. This will help ensure that the correct amount has been entered. As you check each payment, a count of the amount that has been checked will appear at the bottom of the screen along with the grand total for this Payment Type. When you have checked each payment, the amount checked should match the total.

 

 

How Do I Enter Special Deposits?

You can use Special Deposits to enter miscellaneous checks that you have received (e.g., third party payments). These Special Deposits will be attached to the register batch.

 

To enter a Special Deposit:

 

1.While you are working in the Close Register screen, go to the "Special Deposits" section and click on the Add Deposit button.

2.A pop-up window will appear. Enter a Description of the check.

3.Enter the Check Number.

4.Enter the Payor.

5.And finally, enter the Amount of the check.

6.Click Save Deposit. This Special Deposit will be added to your register batch.

 

See Also

Registers

Checkout