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What your branch's settings control · presentation 4 of 5 · for the branch operator — you run one shop end to end Read the transcript · Back to the series

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What your branch's settings control · presentation 4 of 5

Where the money lands when you press Cash

You can say what makes a payment button appear on your counter at all…

What has to exist before you can take money

Step 1 — Know why a payment button exists at all

You will stop looking for a setting that hides buttons.

Where this step sits
    flowchart TD
  s1["1. Know why a payment button exists…"]
  s2["2. Know what every method needs behind…"]
  s3["3. Understand what the branch default really…"]
  s4["4. Explain the zero-total bill in the…"]
  s5["5. Check that your takings and your…"]
  s6["6. Know the two corrections you cannot…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s1 here;
  

Step 2 — Know what every method needs behind it

You will recognise a failure that happens after the sale rather than during it.

What this step names
  1. The sale is recorded
  2. The money is not placed
  3. Nothing at the counter tells you

Step 3 — Understand what the branch default really does

You will stop expecting it to control the posting.

What this step names
  1. Your branch has a default settlement method for each kind of tender…
  2. Card
  3. Voucher
  4. E-wallet
  5. The rest

The bill that settles itself

Step 4 — Explain the zero-total bill in the wrong cash book

You will be able to answer a question accounts will eventually ask.

Where this step sits
    flowchart TD
  s1["1. Know why a payment button exists…"]
  s2["2. Know what every method needs behind…"]
  s3["3. Understand what the branch default really…"]
  s4["4. Explain the zero-total bill in the…"]
  s5["5. Check that your takings and your…"]
  s6["6. Know the two corrections you cannot…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;
  

Proving the day

Step 5 — Check that your takings and your Z Report agree

You will catch a mismatch on the day rather than at month end.

Where this step sits
    flowchart TD
  s1["1. Know why a payment button exists…"]
  s2["2. Know what every method needs behind…"]
  s3["3. Understand what the branch default really…"]
  s4["4. Explain the zero-total bill in the…"]
  s5["5. Check that your takings and your…"]
  s6["6. Know the two corrections you cannot…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;
  

Step 6 — Know the two corrections you cannot make yourself

You will not spend an afternoon on either.

Where this step sits
    flowchart TD
  s1["1. Know why a payment button exists…"]
  s2["2. Know what every method needs behind…"]
  s3["3. Understand what the branch default really…"]
  s4["4. Explain the zero-total bill in the…"]
  s5["5. Check that your takings and your…"]
  s6["6. Know the two corrections you cannot…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s6 here;
  

NarrationSlide 1 of 10

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