Managing Storefront Cash
When Scouts record cash sales at a storefront, the cash is listed as due from the site, not due from the Scout.
At the end of a shift, Scouts have two options:
Option A: Cash to Credit®
Scouts can use the Cash to Credit feature to settle the amount due. See Cash to Credit: Quick Guide for Parents & Scouts
Option B: Turn in the Cash
Scouts give the cash to their leader. For storefront sales, this often means placing the cash in the designated cash box that will be returned to the leader.
Always follow your unit’s specific instructions for handling cash.
As a Leader, You Have Two Options to Settle Cash Due:
Option A: Cash to Credit®
Leaders can use Cash to Credit® when closing out the storefront using the Close out Storefront feature. See Using Cash to Credit
Option B: Record the Cash Collected
Steps to record cash collected:
Go to Storefronts from the main navigation menu
Find the store you want to manage.
Click on the store.
Select the Cash tab.
Choose Collect from storefront.
Enter the amount of cash received.
Click Record collection.
Cash Adjustments
If your cash on hand does not match your remaining cash (the cash sales that have not been converted to credit), you can make an Adjustment on the Cash tab. This will likely be a rare occurrence when a mistake was made, for example, collecting $20 for a $25 product.
You can also use the adjust feature to put your cash back in the cash drawer. If you collect it and then decide you would like to do Cash to Credit. Enter an adjustment to put the cash back in the drawer and then proceed to Convert cash to Credit.
If you accidentally collect the wrong amount, use the Adjust button to make an adjustment. No entries (neither adjustments nor collections) can be deleted. Only adjustments can be made.
Managing Storefront Inventory
As a Leader, You Have Two Options to record inventory:
Option A: Use the Close Out Storefront button to count inventory coming back to the storefront and automatically adjust any discrepancies.
Option B: Manually move inventory from the storefront back to the unit:
Transfer inventory coming back from the storefront.
Go to Storefronts from the main navigation menu
Find the store and click on it.
Click on the Inventory page.
Input Qty for individual items and click Submit Transfers.
Or Click Return All to Unit
How Do I Convert a Storefront Sale to an Individual Sale (or Vice Versa)?
Convert a Storefront Sale to an Individual Sale
Go to Storefronts.
Find the store with the sale.
Go to the Sales tab.
Click the order.
Click Reassign and confirm
Convert an Individual Sale to a Storefront Sale
Ensure the Scout is signed up for the correct storefront shift (must be the same date).
Go to Sales.
Click the order.
Click Reassign, select the shift, and confirm.
Can I move a sale to a different unit?
This situation most often comes up at a storefront when a parent or youth begins logging sales under a sibling's account. Unfortunately, sales cannot be moved from one unit to another, so parents should take care to make sure they are logged in to the correct account before recording any sales.
Cash sales can be refunded in the incorrect unit and re-recorded in the correct unit.
Credit card sales cannot be moved or transferred between units.
Where Can I See a Log of Cash and Inventory Adjustments?
We recommend exporting a Sales Report for each storefront site at the end of the day.
Steps:
Go to Storefronts.
Locate the site and click the down arrow.
Select Reporting.
Export the Sales Report.
This report shows:
Beginning inventory
Items sold
Adjustments made
Remaining inventory