How to configure Rounding

# ScrapRight Training Guide  
**Setting Up Rounding for Payouts**

This guide explains how to configure **rounding** in ScrapRight — a feature that adjusts customer payout amounts to the nearest convenient denomination (e.g., nearest dollar, 50 cents). Rounding is especially useful for cash transactions to reduce change handling, improve efficiency at the payout window, and keep things simple for both staff and customers.

**Key Rounding Options**  
- No rounding (exact amount).  
- Round to nearest: 5¢, 10¢, 25¢, 50¢, or $1.00.  
- Standard rounding: ≥ halfway up (e.g., $153.75 → $154.00 if rounding to dollar).  
- Always round up (e.g., $153.01 → $154.00).  
- Always round down (e.g., $153.99 → $153.00).  
- Selective application: Only cash, only ATM AP settlements, or all transactions.  
- Display: Show the rounding adjustment on the printed receipt (or hide it).

**Prerequisites**  
- Admin access to ScrapRight.  
- Printers and workstations configured (receipts print correctly).  
- Test in a low-volume or demo ticket to verify behavior.

## Step-by-Step: Configuring Rounding

1. **Access the Organization Settings**  
   - Go to the **Admin** tab (top menu).  
   - Select **Configuration**.  
   - On the left sidebar, click **Organization**.

2. **Locate the Rounding Section**  
   - On the right side of the screen, find the **Rounding** area (usually under Pay Preferences or similar).

3. **Choose Rounding Method**  
   - **Rounding Type**: Select from:  
     - No Rounding  
     - Nearest 5¢ / 10¢ / 25¢ / 50¢ / $1.00  
   - **Rounding Behavior**:  
     - Standard (default) — rounds up if ≥ halfway (e.g., 75¢ on dollar rounds up).  
     - Always Round Up  
     - Always Round Down  
   - Example: For nearest dollar, standard rounding:  
     $153.75 → $154.00 (up)  
     $153.49 → $153.00 (down)

4. **Set Application Rules**  
   - **Round Only Cash Transactions** (recommended for most yards):  
     - Check this box → rounding applies **only** to cash payouts.  
     - Checks, wire transfers, ACH, ATM, etc., pay exact amount (no rounding).  
   - **Round AP Settlements Paid by ATM Separately**:  
     - Check if you want ATM-paid accounts payable (vendor/supplier settlements) to round independently of regular customer payouts.  
   - **Print Rounding on Ticket**:  
     - Check to show the adjustment on the receipt (e.g., "Total: $153.75 → Rounded to $154.00").  
     - Uncheck to hide — customer sees only final amount (cleaner look, but less transparent).

5. **Save Changes**  
   - Click **Save** (usually at bottom or top right).  
   - Confirmation message appears when saved successfully.

## Testing Rounding Behavior

1. **Create a Test Ticket**  
   - Go to **Ticketing** / **Transactions** screen.  
   - Add a customer.  
   - Add material (e.g., "Cans" at a price that creates a non-whole amount, like $153.75 total).

2. **Observe Rounding in Action**  
   - With **cash** selected as payment type:  
     - Payout shows rounded amount (e.g., $154.00).  
     - If "Print Rounding" enabled: Receipt shows original + adjustment.  
   - Switch to **check** or **wire transfer**:  
     - Amount reverts to exact (e.g., $153.75) — no rounding applied.  
   - Test ATM payout (if configured): Verify separate ATM rule if enabled.

3. **Verify Printed Receipt**  
   - Complete payout and print.  
   - Confirm:  
     - Correct final amount.  
     - Rounding line (if enabled).  
     - No rounding on non-cash payments.

## Best Practices & Tips

- **Most Common Setup**: Standard rounding to nearest $1.00, only on cash transactions, print rounding shown.  
  - Reduces coin change hassle.  
  - Transparent to customers.  
- **Transparency vs. Simplicity**: Showing the rounding builds trust; hiding it keeps receipts cleaner (your call based on customer feedback).  
- **State Compliance**: PA and most states allow rounding for convenience — ensure it doesn't conflict with any local payout rules.  
- **ATM & AP Settlements**: Use separate ATM rounding if vendors frequently get paid via ATM and you want to minimize coin dispensing.  
- **Troubleshooting**  
  - Rounding not applying? Confirm payment type is cash and box is checked.  
  - No change after save? Log out/in or refresh page; test new ticket.  
  - Receipt looks wrong? Check Ticket Builder settings (see separate guide) and printer config in workstations.

**Summary of Options Recap**  
- Rounding: None / Nearest 5¢–$1 / Up / Down  
- Apply to: All / Cash only / ATM AP only  
- Display: Show adjustment on receipt (yes/no)

This simple setting improves daily operations and customer experience at the payout window.

Next in series: Related features like Pay Preferences, Check Printing, or ATM Configuration.

Questions? Submit via Help Desk on your Dashboard — include screenshots of your Organization > Rounding section.

Thanks for watching ScrapRight University — keep those payouts smooth and accurate! Have a great day.