Cash Drawer Setup

OVERVIEW

In order to balance the drawer for the daily transactions, the cash drawer must be configured. The configuration process includes setting the system to start using a cash drawer, defining the printing parameters, identifying the tender types allowed for each drawer transaction, and determining the drawer assignment.

Cash Drawer Configuration:

1. Set General Cash Drawer Parameters

2. Identify Tender Types for Reconciliation View

3. Assign Cash Drawers to Workstations or Employees

Once the cash drawer configuration is complete, the system will be ready to open a starting bank, count the drawer at the end of the day, and Other Cash Drawer transactions. See Cash Drawer Overview for further details.

SETUP PROCESS

Begin the Cash Drawer Configuration process by clicking:

TOOLS | SYSTEM SETUP | CASH DRAWER SETUP

This will open up the three tabs used to define the parameters for configuring the cash drawer.

1. Set General Cash Drawer Parameters

In the General tab, verify the Cash Drawers Used On System box is checked. Once this is checked, the other parameters will become enabled.

• Warn On Drawer Amount

• Blind Count

• Print Options

By checking the Warn On Drawer Amount parameter, the system will issue a warning flag when the amount of money in the cash drawer exceeds the dollar amount specified on the screen. The warning flag used is the standard windows ‘information’ icon of a lower case letter ‘i’ in a blue circle and will appear in the upper left hand corner of the Transaction Information box in the POS screen.

The Blind Count parameter is utilized in the Count Drawer screen. Checking the Blind Count parameter allows the counterman to enter the actual dollar amounts in the drawer without any knowledge of the system drawer count calculations. When the Blind Count parameter is NOT checked, a column is displayed in the Count Drawer screen showing the tender amounts that the system calculated the drawer to have.

The system is set up to have all Print Options selected. Click on a check box to unselect a specific printing option.

2. Identify Tender Types for Reconciliation View

In the Reconciliation View tab, verify the default types (coin, check, coupon, etc.) allowed by each of the different drawer transactions.

• Starting Bank – amount of money in the drawer at the start of the day

• Drawer Pick-Up – decrease amount of cash in drawer; cash drop to store safe

• Bank Drop – decrease amount of cash in drawer; cash drop to bank

• Paid In – increase the amount of cash in drawer

• Paid Out – remove money from cash drawer for business expense

• Drawer Count – tender types used in the total drawer balance

• Include in Deposit – tender types to include in bank deposit

3. Assign Cash Drawers to Workstations or Employees

Cash drawers can be configured by workstation or by employee:

1. • Assigning the cash drawers by workstation allows any of the employees to access any of the workstation cash drawers.

   • Assigning the cash drawer by employee (clerk) designates a cash drawer number to a specific employee - restricting the employee to only use the designated cash drawer. When configuring cash drawers by employee, each employee is usually assigned their own drawer.

In the Drawer Assignments tab, select ‘clerk’ or ‘workstation’ from the Open Drawer By drop down box. Click New to assign a cash drawer to a workstation or clerk. Select an already assigned workstation or clerk and click Edit Selected to delete or modify.

Note: If changing the Open Drawer By field selection of Workstation or Clerk, a message will appear to remind you to also update the drawer assignments accordingly.