Cash Drawer Assignment (WIP)

Owned by Rose Eliff (Unlicensed)
Last updated: Mar 09, 2022Version comment
3 min read

For cash control, two cash drawers can be configured to have restricted access:

  • Device must have drawer assignment enabled (devices cannot use drawers if setting is not enabled) 

  • Each cash drawer is assigned to an individual 

  • Per job permission, user cannot complete payment unless assigned to a drawer

  • Each individual is responsible for the money in their assigned drawer. 

  • Cash out reports can be run by drawer or by employee for financial accountability. 

  • Both drawers share one printer (separate printers not required) 

Account feature toggle required

4.7 Enable drawer assignment (Contact your NorthStar representative to enable this setting for your account) 



Configuration 

Similar to user cashout, cashing out by drawer provides:

  • Drawer-specific sales information via the cashout report

  • User accountability for the over/short of the drawer assigned to the specific user

Sites > Devices > edit device > Device Peripherals - select Enable drawer assignment 

Sites > Printers - Select drawers assigned to this printer 

Jobs > Permissions

Select:

  • Allow user to assign staff to a cash drawer

  • Payment requires drawer assignment 



Operation

  • Device: Configure device to enable drawer assigment

  • Printer and drawers: Assign drawer(s) to printer

  • Set job permissions: 

    • Management job to assign staff to drawers 

    • Server job to require drawer assignment for payment 

Management role: 

  • From Cashier Menu, tap Cash Drawer Assignment

    • If user does not have permission, the button will be disabled

  • All users for site are displayed in alphabetical order for easy selection; select user 

    • User should have permission set to require drawer assignment for payment 

    • Search field available to search for user by name

  • Select cash drawer to assign user to 

  • Tap Publish Changes 

Unassign users from drawers

Users are unassigned from their assigned drawers when: 

  • User clocks out

  • House cashout is performed: all users are unassigned from all drawers

  • Drawer cashout is performed: all users assigned to the drawer are unassigned

  • Cashout is performed: user is unassigned from their drawer 

  • End of day: all users are unassigned from their drawers

Server role:

  • Perform a transaction 

  • Apply payment 

    • If user's job requires cash drawer assignment and user is not assigned, message "Cash drawer assignment required" will prompt user to see the manager for assignment 

DAILY CASH REPORT

  • DSR can be filtered by cash drawer