Adding Outlets and Cash Registers in Hike

Adding Outlets & Cash Registers in Hike

For many businesses, either new or existing, the need for scaling can quickly become a priority. Turning one Outlet into potentially a hundred, or even just expanding the operations of an existing store to add more Cash Registers, are some of the more exciting (and at times daunting) parts of running a business.

To do this, businesses need a reliable point-of-sale solution that can easily handle the requirements of a growing business, and that’s where Hike POS comes in.

Indeed, adding new outlets requires a system that, amongst other things, can:

  • Streamline inventory management and even stock transfers between all stores and sales channels, with product updates done in real-time.
  • Gain a complete, analytical overview with customizable reporting across all stores. Track the latest data in sales and revenue, making the business decision process easier.

In addition, incorporating additional cash registers can further enhance a business by:

  • Eliminate long waiting queues by having multiple checkout points – process sales faster to earn more $$$!
  • An online cash register (as Hike POS is) doesn’t bog down a business with expensive server costs and hidden extra costs, as all data is stored on the cloud.

With the scaling retailer in mind, Hike POS can achieve all these functions and much, much more, giving users a streamlined experience to grow their business.

Important: Before making any changes to your Outlets & Cash Registers, please note that changing your existing store setup could affect your Hike subscription fee. Find out more about Hike’s subscription plans.

Outlets & Cash Registers Overview

Note: Before making any changes to your Outlets & Cash Registers, please note that changing your existing store setup could affect your Hike subscription fee. Find out more about Hike’s subscription plans.

Before we look at how to how to add your new Outlets or Cash Registers, let’s look at the Outlets & Registers section in Hike, to give you an overview on how the screen is presented so that you can easily understand the information.

Note: Both, adding an Outlet and/or adding a Cash Register, will be done on this page.

To begin, select Store Setup on the Hike menu and navigate to the Outlets & Registers screen.


This is where you’ll find all your existing Outlets (+ Store Information) and Cash Registers, and where you’ll be able to create or edit Outlets and Cash Registers, as per your requirements.

+ ADD OUTLET

Select +ADD OUTLET to begin adding a new outlet in Hike.

+ ADD CASH REGISTER

Select +ADD CASH REGISTER to begin adding a new register in Hike within a store. Select the register from the outlet in which you want it to operate.


Outlets and Cash Registers List View

The Outlets and Cash Registers List View are in reference to the columns occupying the section. Below we’ll go through what each column means:

Outlet

Lists the outlet(s) you currently have in Hike.

Clicking on an Outlet’s name, triggers the Outlet Info window to slide open, with further details that you can also edit.

Note: Adding extra outlets will incur extra subscription fees.

Cash Registers

Lists the register(s) you currently have in Hike

Clicking on the Register name triggers the Edit Cash Register window to slide open, with further details that you can also edit.

Clicking the +ADD CASH REGISTER button, starts the process of adding an additional register.

Note: Adding extra registers will incur extra subscription fees.

Address & Opening Hours

Lists the address and weekly trading hours of that particular outlet.

Edit

Clicking on the EDIT button triggers the Outlet Info window to slide open, with further details that you can also edit.

Adding a New Outlet in Hike


Important: Before making any changes to your Outlets & Cash Registers, please note that changing your existing store setup could affect your Hike subscription fee. Find out more about Hike’s subscription plans

In this section, we’ll cover how to add a new Outlet to your Hike subscription - for when the time is right for you to scale your business. You can read all about how to add a new Cash Register for your store here.

To begin, select Store Setup on the Hike menu and navigate to the Outlets & Registers screen.


Select the +ADD OUTLET button on the top-right to commence the steps in adding another outlet.

Note: If you currently only have one outlet, this may result in paying a higher subscription fee.


Once you’ve clicked on +ADD OUTLET, a new window will slide open where you will need to complete the relevant fields to add the new outlet. You can always edit any of these details at any time.


Outlet Info

Name

The name of your outlet, this can be up to 50 characters long. This is the only mandatory field.

Default Tax

Choose what the default tax rule will be for the sales at this outlet from the drop-down list.

If your requirement is not there, you may need to add a new tax rule.

Receipt Template

Choose what the default receipt template will be for sales at this outlet from the drop-down list.

Email

Your outlet’s email address, which can appear on the receipt.

Phone

Your outlet’s phone number, which can appear on the receipt.


Address

Street Address

Your outlet’s street address, which can appear on the receipt.

City / Suburb

Your outlet’s city/suburb, which can appear on the receipt.

State / Territory

Your outlet’s state/territory, which can appear on the receipt.

Postal / Zip Code

Your outlet’s postal/zip code, which can appear on the receipt.

Country

The country of your outlet, which can appear – abbreviated – on the receipt.


Opening Hours

Complete the table to set your standard outlet operating hours

Day

Day of the week.

Open?

Choose whether the store is open on that particular day.

  • Toggle the button to TICK to mark the outlet as open.
  • Toggle the button to CROSS to mark that outlet as closed.

Opening Hrs.

Will typically default to 9.00am to 9.00pm default opening hours, but select your own times using the drop-down box.

8._Opening_Hours.png

Save

Once you have completed all the relevant details, click the SAVE button.

You can always return at any time to EDIT your settings.

Editing an Outlet in Hike

To EDIT your new (or any) Outlet in Hike, simply click on the name of the Outlet in the Outlet column or click EDIT at the end of the row, to trigger the Information Screen for that outlet to slide out.


From there, you can edit the outlet’s details to your liking.

Click SAVE once you are done.

Deleting an Outlet in Hike


Important: Before making any changes to your Outlets & Cash Registers, please note that changing your existing store setup could affect your Hike subscription fee. Find out more about Hike’s subscription plans.

Let’s run through how you would delete an Outlet in Hike, should you need to.

To begin, select Store Setup on the Hike menu and navigate to the Outlets & Registers screen.


Once there, to delete an Outlet simply click either on the name of the Outlet you’d like to delete from or the EDIT button at the end of the Outlet’s row.


Once you reach the Outlet’s edit screen, at the bottom left corner of the page is the button DELETE THIS OUTLET, which you’ll need to select.


A pop-up window will appear asking you to confirm the deletion.




Click CONTINUE, and the outlet will be deleted.

Please note, if there won't be any register left after delete, you won't be able to access the sales history linked to the deleted register which means you won't be able to refund the previous sale. However you will still be able to check the register report under reporting section. 

Adding a New Cash Register in Hike


Important: Before making any changes to your Outlets & Cash Registers, please note that changing your existing store setup could affect your Hike subscription fee. Find out more about Hike’s subscription plans.

In this section, we’ll cover how to add a new Cash Register to your Hike subscription.

To begin, select Store Setup on the Hike menu and navigate to the Outlets & Registers screen.


On this page, we’ll go through how to add an extra cash register to your outlet. In adding a new cash register, you could streamline your sales and process transactions quicker.

With your Cash Registers listed under each of your outlet, select +ADD CASH REGISTER, underneath the outlet you want to add a new cash register to.


Add Cash Register

Once you’ve clicked on +ADD Cash Register, a new window will slide open where you will need to complete the relevant fields to add the new register. You can always edit any of these details at any time.

Cash Register Name

The name of your new cash register. The name can be up to 50 characters long, i.e. Cash Register 3. This is a mandatory field.

First Receipt Number

The first number to appear on your receipt, you can start from 1, or any number thereafter, but it must be a number. This is a mandatory field.

Receipt Number Prefix

This can be any reference number or letter. This will appear at the start of receipt number, i.e. MEL003. This is an optional field.

Receipt number suffix.

This can be any reference number or letter. This will appear at the end of receipt number, i.e. 003MEL. This is an optional field.

17._Add_Cash_Register.png

SAVE

Once completed, click the SAVE button.

You can always return at any time to EDIT your Settings.

Editing a Cash Register


To EDIT your Cash Register, simply click on the name of the register in the Cash Registers column, to trigger the Information Screen for that register to slide out.

18._Edit_Cash_Register.png

From there, you can edit the register’s details to your liking.

Click SAVE once you are done.

19._Edit_Cash_Register_3.png

Deleting a Cash Register

Important: Before making any changes to your Outlets & Cash Registers, please note that changing your existing store setup could affect your Hike subscription fee. Find out more about Hike’s subscription plans.

Let’s run through how you would delete a Cash Register in Hike, should the need arise.

To begin, select Store Setup on the Hike menu and navigate to the Outlets & Registers screen.


Once there, to DELETE a Cash Register, simply click on the name of the register you’d like to delete from the Cash Registers column.


Once you reach the Register’s edit screen, at the bottom left corner of the page is the button DELETE THIS REGISTER, which you’ll need to select.


A pop-up window will appear asking you to confirm the deletion.


Click YES to continue, and the cash register will be deleted.

Opening & Closing a Cash Register in Hike Overview


Your cash register is an essential part of your retail operations, whereby you are able to manually check your cash and card taking from a day of sale, against the sales and payments made in Hike.

Generally, retailers will open and close their register on a daily basis so as to get the most effective information on all your reports.

Hike affords retailers two ways in which to Open a Cash Register:

  • Via Process Sale Screen
  • Via the Cash Register Screen (This is also where you would Close a Cash Register)

As opening and closing a cash register will generally be the first and last actions you perform on a trading day, it’s important to know exactly how to do them.

Here, we’ll walk you through all the information you need to successfully open and close your Hike Cash Register.

Opening a Cash Register (via Process Sale Screen)

As mentioned, Hike offers retailers two options to open their Cash Register:

  • Via Process Sale Screen
  • Via the Cash Register Screen

In this section, we’ll cover how to open a Cash Register using the Process Sale Screen. You can read all about how open a Cash Register using the Cash Register Screen here.

To begin, select Point of Sale on the Hike menu and navigate to the Process Sale screen.


Once you’ve entered the Process Sale Screen, you’ll notice – assuming that no register is presently open – that you will be able to open your register, and submit a float right then and there.


Select OPEN REGISTER to bring up the float amount, and enter your float value.

Click on OPEN once you have entered the amount, and your cash register will be open, and you will be able to start selling immediately.

26._Opening_Float.png

Opening a Cash Register (via Cash Register Screen)

The alternative method to open your cash register, involves accessing the Cash Register section via the Hike menu.

To begin, select Point of Sale on the Hike menu and navigate to the Cash Register screen.


On your Cash Register screen, select OPEN REGISTER.


Enter the value of your opening float and click OPEN.


This will now bring up the Cash Register screen, where you can get detailed information on all your transactions.

If you’re looking to add a new Cash Register, get a detailed summary of just exactly how to add one here

Closing a Cash Register


Once you have completed a sales day, it becomes time

  1. To close a cash register, select Point of Sale on the Hike menu and navigate to the Cash Register screen.


  2. Before closing your register, ensure that you are satisfied that you have successfully completed the PAYMENT TALLY, as it cannot be amended afterwards.
  3. Once you are satisfied, click on the CLOSE REGISTER button – Hike will assume at this point that you have confirmed that the PAYMENT TALLY is correct. Once this is done, it cannot be undone.
  4. A pop-up window will appear asking you to confirm that Hike will Close This Register.


  5. Select CONTINUE to proceed.
  6. After this, you will be given the option to print a Shift Report, before being returned to the Cash Register section, where you will need to choose your register to begin again.

33._Print.png


    • Related Articles

    • Switching Outlets & Registers on Hike’s iPad POS

      Switching between multiple Outlets and/or multiple Cash Registers, with Hike’s robust iPad POS is a streamlined, and simple process. First, draw up the Hike menu by clicking on the hamburger icon (☰) on the top-left of the screen and select Cash ...
    • Setting up your Cash Register in Hike

      The Cash Register serves as a critical function of your business, given it is the place where your sale transactions are stored. Indeed, it is also the primary place where you and your staff will process sales, and as such the need for a quick, ...
    • Setting up your Thermal Receipt Printers and Cash Drawers with Hike POS

      Thermal Receipt Printers are a popular printing device for retailers around the world, to generate quick and efficient receipts for their customers. As a cost-effective solution, these thermal receipt printers have enhanced the way retailers do ...
    • Creating & Adding Products in Hike

      Your products are the lifeblood of your business, for obvious reasons, and the need to ensure you add each new item into your point-of-sale correctly, is essential. From customizable product tags and descriptions to setting up things like inventory ...
    • Switching Outlets & Registers on PC/Mac

      Switching between multiple Outlets and/or Cash Registers on PC/Mac is a simple process. You will need to have an internet connection when switching it. First, please navigate to Point of Sale >>> Cash register from the menu on the left. Second, on ...