The “Set Maximum Difference” feature in Odoo 17 POS helps manage cash handling accuracy. It allows you to define an acceptable tolerance level for the discrepancy between the calculated cash balance and the actual cash in the drawer at the end of a shift.
Enable Set Maximum Difference
Set Maximum Difference must be enabled before a session can have the opening and closing balance accounted for. To do this, click the ellipses menu on a session kanban card, then select settings. Make sure this session is not currently open or you won’t be able to make changes.
Click edit then under the Payments section, enable Set Maximum Difference. If you’d like to indicate an Authorized Difference, you can do so here. We will show the effects of setting an Authorized Difference in the next section.
When you’re ready, click save
Set a Cash Opening
Click Dashboard, then click on the new session with Set Maximum Difference enabled.
You’ll be asked to verify or set the starting cash. This amount will auto-populate based on the last closed session. Select open session
Set a Cash Closing
When you are ready to close the session, select close in the top right corner of the PoS screen. This opens the Closing Control window. If a difference is recorded when closing out a session, and you have administrative permissions, it must be recorded in a journal before the session can be closed. However, the Closing Control will lock if a non-admin user enters a difference that exceeds the authorized difference. A manager must approve the closing. Once the session has been closed out, it can be viewed by returning to the ellipsis on the Kanban card and selecting the session under review. This will take you to the sessions page.
Open the session you wish to review, this will take you to a details page. From here, you will see smart buttons that will show you how many orders were taken, what inventory movements were made during this session, and the total in payments made. For this, we’re going to look at the Journal Items and Cash Register smart buttons. Select the Journal Items smart button. From this page, you will be able to review the sales made and there will be a notice stating that a difference was recorded.
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