Automated Cash Rounding at the POS

Vori now offers a fully automated cash rounding system. This feature saves time for your cashiers and shoppers by eliminating the need for pennies during cash transactions.

Table of Contents

• How It Works

• What the Shopper Sees

• Setup & Configuration

• Refunding Cash Rounding

• Technical Details

How It Works

Vori has a fully automated cash rounding system. Unlike other POS systems that require manual adjustments, Vori detects when a transaction is being paid in cash and applies the rounding logic instantly.

• Card vs. Cash: Rounding only applies to cash payments. Transactions made via credit, debit, or other digital methods are processed to the exact penny.

• Rounding Up: If the total ends in $0.03, $0.04, $0.08, or $0.09, the system rounds up to the nearest $0.05.

• Rounding Down: If the total ends in $0.01, $0.02, $0.06, or $0.07, the system rounds down to the nearest $0.05.

• Split Payments: If a customer pays partially with a card and the remaining balance with cash, the rounding logic will only apply to the final cash portion.

Example:

• A total of $6.18 paid in cash will automatically add a $0.02 "Cash Rounding" line item to reach $6.20.
  
  

• A total of $16.31 paid in cash will automatically apply a -$0.01 "Cash Rounding" credit to reach $16.30.
  
  

What the Shopper Sees

To maintain transparency, rounding appears as a clear line item on the printed receipt.

• Line Item: A product named "Cash Rounding" is added to the basket.

• Department: It is typically categorized under a department called "Cash Adjustments."

This ensures the shopper understands exactly why their total changed by a few cents.

Setup & Configuration

Setting up cash rounding is a simple two-step process in the Back Office.

1. Create the Cash Adjustment Department & Rounding Product

You must first create a specific department and a "placeholder" item in your product catalog to track these adjustments.

1. Create the Department: In your Back Office, create a new department named Cash Adjustments.
   
   

2. Create the Product: Within the Product Catalog, create a new item named Cash Rounding.

   1. Assign Department: Link the Cash Rounding product to the Cash Adjustments department.

   2. Barcode: Assign a unique barcode that does not conflict with existing products.

   3. Price: Set the retail price to $0.01. (Note: The POS will automatically override this price during the transaction).
      
      

2. Contact Vori to Enable 

After the department and product are added to your catalog, contact Vori Support. We’ll map the item to your store’s backend settings and complete the setup so the rounding logic is fully activated at the register.

Refunding Cash Rounding

When processing a refund on a transaction that included Cash Rounding, the Cash Rounding adjustment appears as its own selectable line item on the refund screen — separate from the purchased items.

The cashier controls whether it's included in the refund:

• To include the rounding adjustment: Select all items including Cash Rounding. The refund total will reflect the full amount paid.
• To exclude the rounding adjustment: Leave Cash Rounding unchecked. Only the selected items will be refunded.

Example: A transaction totaling $16.05 with a $0.02 Cash Rounding adjustment:

• Refunding 3 items (Cash Rounding excluded) → $16.03 refund
  
  
• Refunding all 4 items (Cash Rounding included) → $16.05 refund
• 

Once items are selected, tap Issue Refund to proceed to the Select Refund Method screen, where you can choose to return funds via Card, Cash, or Gift Card.

Technical Details

• Price Overrides: Even if a staff member accidentally changes the price of the "Cash Rounding" item in the catalog, Vori’s logic will override it at the POS to ensure the rounding remains mathematically correct (similar to how the system handles WIC).

• Reporting: Because the rounding is tied to a specific product and department, you can easily track the total impact of rounding (net over/short) in your sales reports.