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SellTreez: Introducing Round Up & Rounding to the Nearest (Nickel Only)

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Written by Treez Support
Updated this week

Overview

SellTreez offers new flexible rounding options to help you manage cash transactions smoothly. In addition to rounding down, you can now choose to round up to the nearest nickel or round to the nearest nickel using a balanced (bankers) approach—either automatically at checkout or manually when your cashier selects it.

How to Access Round Up Settings

Available in ST v69.6.0 and later

  1. Log in to SellTreez

  2. Navigate to the Configuration menu

  3. Select Config Page

  4. Click on Point of Sale

  5. Navigate to Rounding Configuration

⚠️ Before You Begin

Round Up is implemented as a non-inventory fee line item. Before enabling this feature, review your local tax and compliance requirements to determine whether the Round Up fee should be configured as taxable or non-taxable.

By default, the Round Up fee is non-taxable.

  • If marked taxable, the Round Up amount increases the taxable subtotal and recalculates tax.

  • If marked non-taxable, it adjusts the final total, with no impact on taxes.

Jump to Configuring the Round Up Fee as Taxable

Round Down remains a discount and is not affected by this update.

Rounding Configuration Options

Under Rounding Configuration, you will see the following settings:

Rounding Mode

You can only select one at a time:

  • Disabled

    • No rounding applied to transactions

    • Transactions display exact totals, including pennies

  • Auto

    • Automatically applies rounding when the cashier selects checkout

    • Best for: High-volume locations where speed is essential

  • Manual

    • Displays a rounding button at checkout that cashiers can click manually

    • Gives cashiers control over when to apply rounding

    • Best for: Locations that want flexibility (e.g., round only on cash transactions or only upon customer request).

Rounding Direction

  • Always Round Down

  • Always Round Up*

  • Rounding to the Nearest (Bankers)*

Rounding Denomination

  • Nickel*

  • Dime

  • Quarter

  • Dollar

*If Rounding Direction = Always Round Up or Rounding to the Nearest (Bankers), the denomination is locked to Nickel only.

Currently, Round Up and Rounding to the Nearest (Bankers) support nickels only. Support for additional denominations—similar to Round Down—may be introduced in a future release.

How Round Up Works

Round Up increases the transaction total to the next nickel and is applied as a non-inventory fee line item called: Round Up Fee

This fee:

  • Can be configured as taxable or non-taxable

  • Works in both pre-tax and post-tax configurations

  • Is included in the transaction totals as a separate fee

  • Is refundable

  • Is included in sales reporting and exports

  • Can only be added once per ticket

  • Will be automatically removed if the cashier navigates away from the payment screen after applying rounding and returns to the cart without completing the sale

What Is Rounding to the Nearest (Bankers)?

Rounding to the Nearest (Bankers) rounds the transaction total to the closest nickel.

Instead of always rounding up or down, the system:

  1. Identifies the nearest lower nickel

  2. Identifies the nearest higher nickel

  3. Determines which amount is closer

  4. If exactly halfway between two nickels, apply “round half to even”.

This method creates the most statistically balanced outcome over time.

Examples

Original Total

Result

Direction

26.521

26.50

Down

26.523

26.55

Up

26.525

26.50

Down (even)

26.575

26.60

Up (even)

After the direction is determined:

  • If rounding down → Applied as a discount

  • If rounding up → Applied as a fee

This rounding configuration determines direction only. The discount and fee behaviors remain unchanged.

Configuring the Round Up Fee as Taxable

By default, the system-generated Round Up fee is created as non-taxable. If your local regulations require rounding fees to be taxed, you can update this in your Tax Configuration settings.

To update the tax setting:

  1. Navigate to the Configuration menu

  2. Select Config Page

  3. Click on Taxes

  4. Select Point of Sale Tax Setup

  5. Click Edit and proceed to the Medical or Adult Use tab

  6. Locate the appropriate tax label row to update and select the Applies to Products dropdown.

  7. Select the checkbox for Round Up Fee under Non-Cannabis to make it taxable

    1. Unselect the checkbox to make it non-taxable

  8. Repeat as needed for other tax labels or the Medical or Adult Use tabs

  9. Save your changes

Once updated:

  • If taxable → The Round Up fee increases the taxable subtotal and recalculates tax.

  • If non-taxable → The fee only adjusts the final transaction total.

If you are unsure how rounding fees should be treated in your jurisdiction, consult your tax advisor or local tax authority before enabling this feature.

Reporting & Receipts

Round Up

  • Displays as a separate non-inventory line item

  • Included in sales reporting

  • Taxable amount depends on tax configuration

  • Included in gross and net sales totals

  • Filterable in the Product Sales Report

Round Down

  • Continues to appear as a discount

  • No changes to existing reporting behavior

Related Articles

👉 How Do I Round Down Transaction Totals?

Need Help?

If you have questions about configuring your rounding options or need assistance, please contact SellTreez Support.

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