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SellTreez: Configure Transaction Rounding in POS

Written by Treez Support
Updated this week

Overview

SellTreez allows you to round transaction totals in POS to simplify cash handling and checkout workflows.

You can configure rounding to:

  • Always Round Down (applied as a discount)

  • Always Round Up (applied as a fee)

  • Round to the Nearest (applied as a discount or fee depending on direction)

Rounding can be applied automatically or manually by the cashier when entering the order checkout step in SellTreez POS.

🔔 What's New (v69.12.+)

Starting in v69.12+, Round Up and Round to the Nearest now support all denominations:

  • Nickel ($0.05)

  • Dime ($0.10)

  • Quarter ($0.25)

  • Dollar ($1.00)

Previously, these options were limited to nickel rounding only.


How to Access Rounding Settings

  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



Rounding Configuration Options

Under Rounding Configuration, you will see the following settings:

Rounding Mode

You can select one at a time:

  • 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).

  • Disabled

    • No rounding applied to transactions

    • Transactions display exact totals, including pennies

Rounding Direction

  • Always Round Down

    • Rounds the total down to the selected denomination

    • Applied as a discount

  • Always Round Up

    • Rounds the total up to the selected denomination

    • Applied as a non-inventory fee

  • Rounding to the Nearest

    • Rounds to the closest selected denomination

    • Behavior depends on direction:

      • Rounds down → applied as a discount

      • Rounds up → applied as a fee

Rounding Denominations

  • Nickel ($0.05)

  • Dime ($0.10)

  • Quarter ($0.25)

  • Dollar ($1.00)


How Rounding is Applied

Round Down

  • Applied as an item-level discount

  • Decreases the final total

  • Impacts taxes if taxes are calculated after discounts

  • Tracked in the Sales Discount Report

Round Up

  • Applied as a non-inventory fee line item

  • Increases the final total

  • Tracked in the Sales Product report

Tax behavior:

  • Taxable → increases taxable subtotal and recalculates tax

  • Non-taxable → increases total only (no tax impact)

Round to the Nearest

  • Determines whether to round up or down

  • If exactly halfway between two values, rounds to the nearest even value to keep totals balanced over time (Bankers Rounding).

Nearest (Bankers Rounding) Examples:

Nickel ($0.05)

  • $10.025 → $10.00

  • $10.075 → $10.10

Dime ($0.10)

  • $10.05 → $10.00

  • $10.15 → $10.20

Quarter ($0.25)

  • $10.125 → $10.00

  • $10.375 → $10.50

Dollar ($1.00)

  • $10.50 → $10.00

  • $11.50 → $12.00

Additional Notes

  • Rounding is applied at checkout, not while building the cart

  • Rounding is removed if the cashier navigates away from the checkout payment screen before completing the order

  • Rounding can only be applied once per transaction

  • Rounding can only be applied within the POS

  • Rounding is not applied if the transaction total already matches the selected denomination.

  • Review tax settings before enabling Round Up or Round to the Nearest, as these may impact tax calculations


Configuring the Round Up Fee as Taxable

By default, the system-generated Round Up fee is non-taxable. However, if your tax is configured to apply to “Everything,” it will also apply to the Round Up fee.

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

Important
If tax is currently set to “Everything,” simply unchecking Round Up may still result in it being taxed.

To explicitly exclude it:

  1. Check Round Up Fee

  2. Then uncheck it

  3. Save changes

This ensures it is no longer treated as an “Everything" tax.

✔ Confirm by:

  • Verifying Applies to Products no longer shows “Everything”.

  • Running a test transaction in POS


Special Handling for Low Totals with Round Down

For totals under $1.00, round down applies safeguards to prevent totals from reaching $0 while still eliminating pennies:

Transaction Total

Behavior

$0.05 or less

No rounding applied. Total remains unchanged.

$0.06 - $0.10

Rounds down to $0.05

$0.11 - $0.24

Rounds to nearest $0.05 (or $0.10 if dime selected)

$0.25 - $0.99

Rounds to selected denomination (or nickel if dollar selected)


Need Help?

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

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