Set Up a Drawer

Modified on Fri, 23 Feb at 3:42 PM

Drawer Setup Overview

A Drawer represents a physical cashiering window/cash register. Drawers provide two possible statuses: Active and Deactivated. 

Drawers contain Cashiering Sessions and can be configured with specific parameters depending on how the money will be collected. These parameters include:

  • Name. Drawer name (required)
  • Description. Drawer description (optional)
  • Drawer Type
    • Note: Both types offer the same functionality.
    • Physical. Represents a physical cash drawer
    • Virtual. Represents a virtual-only drawer
  • Session Management
    • Opening Balance. The starting balance may or may not be required for each Session in this Drawer.
    • Concurrent Users. Specifies whether multiple users will be allowed to join an open Session within this Drawer.
    • Closing Method. Automatic or manual.
      • Note: Both closing methods ensure that all Sessions that are In Review status will never close automatically. Closing a Session can be done only manually by the user.
      • Automatic. The status for an open Session within this Drawer will change to the one set by the user at the daily cut-off time, either Closed or In Review.
      • Manual. An open Session within this Drawer will remain open indefinitely until the user manually changes its status, either Closed or In Review.
      • Daily Session Cut-Off Time
      • Status for Automatic Drawers

All existing Drawers, including Deactivated ones, are listed on the Drawer Setup page. Both Active and Deactivated Drawers may be edited from the Actions menu on each line, however, only Drawer Name, Description, and Type are editable. Active Drawers may also be deactivated from the same Actions menu.

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