# Features

## Cash Management

Cash Management in Store OS helps retail staff and managers track and reconcile all cash transactions during in-store operations. It ensures real-time visibility of the cash register, supports secure shift/session handling, and provides complete accountability through logs, receipts, and audit trails.

#### Why It's Needed

* **Real-time tracking** of cash flow for every transaction - cash-ins (sales) and cash-outs (refunds, expenses).
* Ensures **cash handling accountability** across staff, stores, and devices.
* Reduces the risk of fraud or mismatch in end-of-day reconciliation.


#### Who Uses It

* **Cashiers / Store Staff**: For shift initiation, order checkout using cash, adding/removing money from the till, and daily reconciliation.
* **Store Managers / Head Cashiers**: For real-time monitoring, approvals, cash deposits, and session closure.
* **Admin / HQ Executives**: For oversight, audit trails, and variance approvals.


## Key Capabilities

#### 1. Session Initiation

A cashier must **start a shift/register** before accepting any cash payment.
Opening balance can be set manually with an optional denomination breakdown (note x quantity).
Only one active session is allowed per user per device.
If a cashier logs into another device, they're prompted to:

* End the previous session, or
* Carry it forward to the new device (checkout actions only; other features remain accessible).


#### 2. During Session

* Track total cash available in the drawer (auto-updated with every cash transaction).
* Open and close the cash drawer (manual trigger or on action).
* Remove cash at any point with:
  * **Mandatory amount**
  * **Free-text reason**
  * Optional document upload (PDF, JPG, PNG, DOC)
  * Optional approver selection from a staff dropdown
* View real-time session ledger:
  * Cash-ins (orders)
  * Cash-outs (refunds, expenses)
  * Balance in drawer
  * Breakdown by staff, device, and store


#### 3. Session Closure

* Users are prompted to close the session at the end of day or shift.
* Physical vs expected cash comparison is displayed.
* Discrepancy entry required if mismatch occurs.
* Print or export a session summary receipt for reconciliation.


## Store Manager Capabilities

* Perform all cashier actions
* View **cash flow dashboards** per user/device/store
* Provide **petty cash** to cashier with denomination breakdown
* Initiate **bank deposit entries** (manual or extension view)
* Approve or force-close registers for staff if required
* Review **cash audit trail** and manage accountability


## Admin Capabilities (via Extension)

Install/enable Cash Management extension at company or sales channel level
Define single or multi-register usage policies
Control access permissions for key actions (closure, approval, deposits)
View and download:

* Active/closed registers
* Session receipts (A4 and thermal)
* Cash deposit history


Audit trail includes:

* Activation/deactivation
* User role changes
* Session approvals/declines


## Supported Platforms

* **Store OS native app** (Android, iOS): For staff actions at store level
* **Fynd Commerce (Extension)**: For store managers and admins to monitor, approve, and configure