Penny Rounding Overview

1. POS Global Device Settings Configuration 

                                                                                                     Figure 1.1 

1. Scroll down to the Enable Penny Rounding setting
   

                                                                                               Figure 1.2

1.1. Enabling Penny Rounding 

                                Figure 1.1.1

1. Enable Penny Rounding: When this setting is disabled, the POS follows the current process without rounding. No additional rounding options are shown. When it is enabled, the following settings also appear, as displayed below:

1.1. Automatic Rounding: When enabled, the POS automatically rounds the final total without showing any prompts, and it disables the Prompt to Round option.

1.2. Prompt to Round: If Prompt to Round is ON and Automatic Rounding is OFF, the POS will ask/prompt the cashier whether they want to apply rounding.

If Prompt to Round is OFF, no message will appear.

1.3. Notify Customer: When enabled, it displays a message on the Customer Facing Display (CFD) informing the customer that the total has been rounded. When disabled, no message is shown on the CFD.

1.4. Rounding Direction: Defines how the system calculates rounding.

1. Round Up: Always rounds up to the next $0.05 (5 cents).
   
2. Round Down: Always rounds down to the previous $0.05 (5 cents).
   
3. Use Midpoint: Rounds to the closest $0.05 based on the total amount.

                             Figure 1.1.2

1.5. Rounding Up Department: Choose the department from the drop-down list. Rounded-up amounts are always recorded as a positive open department sale under the selected department, even if that department is configured with a negative POS flag.

                             Figure 1.1.3

1.6. Rounding Down Department: Choose the department from the drop-down list. Rounded-down amounts are always recorded as a negative open-department sale under the selected department, even if that department is configured to enforce positive values.

                               Figure 1.1.4

2. Location-Specific Settings Configuration 

This feature allows users to define location-specific penny rounding settings, giving each store the flexibility to customize how rounding is applied at checkout.
You can tailor rounding rules, prompts, and department assignments according to local policies or business needs.

Navigation: Maintenance >> Locations >> Edit Locations >> Manage POS Settings >> Other Settings

                                                                              Figure 2.1

1. To Enable Penny Rounding, check the checkbox against the setting.

                                                                         Figure 2.2

1. Check or uncheck the checkboxes next to each setting to enable or disable it.

Note: These settings function the same way as the options described earlier under POS Settings.

3. POS Panel Button Configuration

A new “Penny Round” button can be configured on the POS panel to support manual penny rounding by the cashier. This button supports all the same standard configuration options as any regular POS panel button.

If the cashier uses this button to perform manual penny rounding, the system will not apply any additional rounding during tendering.

Navigation: Maintenance >> Settings & Panels >> Panels >> Edit Panel >> Add New Button >> Button Settings

                                                                       Figure 3.1

Penny Round button configuration is the same as other POS button configurations. For more, read here: POS Panels.

1. Once configured, click "Save Changes"; the button will get configured in your POS panel.
   

                                                                       Figure 3.2

4. Penny Rounding Flow on Transactions

4.1. Check the Enable Penny Rounding Setting

• If this setting is ON, the system evaluates the final total for rounding.

• If OFF, the system processes the transaction normally with no rounding.

4.2. Validate Total Transaction Amount

• If the total is already at a $0.05 increment, the system does not adjust.

• If not, the system moves to the rounding logic.

4.3. Rounding Logic

4.3.1 Automatic Rounding

                                            Figure 4.3.1.1

4. When Automatic Rounding is OFF, the system checks for Prompt to Round.

4.3.2 Prompt to Round

If Prompt to Round is enabled, the system shows a one-time prompt when a cash payment is used or selected during split tender:

                                             Figure 4.3.2.1

1. When the cashier selects Yes, rounding is applied.
2. When the cashier selects No, no rounding is applied, and the cashier may later use the "Penny Round" button if needed.
   
3. Once responded to, the prompt doesn't appear again in the same transaction.
   

If Prompt to Round is disabled, the system does not display any rounding prompt, and the cashier must use the "Penny Round" button for manual rounding.
However, the system may still apply automatic penny rounding when items are added or removed from the transaction, depending on the store’s rounding configuration.

1. Impact of Cash Discounting

The prompt and rounding logic depend on whether Cash Discounting is enabled on the POS:

When Cash Discounting is enabled, and Cash Mode is chosen as the payment mode.

• When the cashier presses Cash Tender, the prompt appears.
  
  
                                              Figure 4.3.2.2

1. If Yes, rounding is applied.
   
2. If No, no rounding is applied; the cashier may use the "Penny Round" button manually.
   

When Cash Discounting is enabled and Non-Cash Mode is chosen as the payment mode.

1. When a Non-Cash Tender is used, the system does not round and does not display the prompt.
   
2. If the cashier later chooses Cash Tender during the transaction, the prompt appears, and rounding is applied according to the Yes/No response.

When Cash Discounting is disabled and Cash Mode is chosen as the payment mode.

1. When Cash Tender is pressed, the prompt appears.
2. Rounding occurs only if the cashier selects Yes.
   

When Cash Discounting is disabled and Non-Cash Mode is chosen as the payment mode.

1. When Non-Cash Tender is pressed, the system performs no rounding and does not display the prompt.
2. If the cashier later uses Cash Tender during split tender, the prompt appears, and rounding follows the user’s selection.

1. Manual Penny Rounding Button

4.3.3 Notify Customer

1. If enabled, the CFD displays “The total amount has been rounded.”
   
                                                          Figure 4.3.3.1
   
2. If disabled, no message is shown.
   

4.3.4 Apply Rounding

The system applies rounding based on the configured Rounding Direction:

1. Round Up: Always rounds to the next $0.05

Example:

1. Original Transaction Total: $30.94
   
2. Rounded Total: $30.95
   
3. Rounding Difference: +$0.01
   

                                                              Figure 4.3.4.1

In the Round Up case, the system always rounds the amount up to the next 5-cent increment. So whether the total is $3.91, $3.92, or $3.93, it will always round up to $3.95.

1. Original Total: $26.61
   
2. Rounded Total: $26.60
3. Rounding Difference: –$0.01
   

                                                               Figure 4.3.4.2

In the Round Down case, the system always rounds the amount down to the previous 5-cent increment. So whether the total is $26.61, $26.62, or $26.64, it will always round down to $26.60.

Rule:
Round to the nearest $0.05 based on which value the total is closest to. If the amount falls exactly in the middle between two $0.05 points (for example, $0.025 above or below), the system always rounds UP to the next $0.05.

Example:
If a transaction total ends at 7.13 cents, the nearest two rounding points are 7.10 cents and 7.15 cents.
Since 7.13 cents is above the midpoint, the system rounds up to 7.15 cents.

4.3.5 Record Rounding Adjustment

After rounding is applied:

1. The entry is reported under the Round Up Department or the Round Down Department.
   
2. The system always enforces the correct positive (up) or negative (down) value, even if the department’s POS flag has a negative sign configured.
   

4.3.6 Recalculation After Transaction Changes

1. The system recalculates the transaction total.
   

1. The rounding value is automatically updated based on the new total.
   

1. If the updated total no longer requires rounding (e.g., it already ends in a 5-cent increment), the rounding is removed.