Effective cash management is essential for a POS operation, from processing cash transactions to ensuring accurate reconciliation and everything in between!
The Drawers app for Otter POS helps empower you to manage and track cash inflows & outflows across multiple tills to get an accurate picture of your daily transactions.
Follow the walkthrough steps in this article to help guide you through the process: Cash Drawer Setup Guide
Key Features
Within the Drawers app, you can start, end, & close/reconcile a cash till, track cash drawer details (like drawer users, cash balances, & pay-ins/payouts), and review historical closed drawer data directly with the Otter POS device.
Only Manager and Supervisor users have the permissions to access the Drawers app.
There are two different tabs within the Drawers app: Current and History.
Review the table below to discover what features are available in each tab.
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Current tab features:
- Start new drawers and end drawers that are no longer in use
- See the current drawer assigned to the till and any active remote drawers
- Review the drawer details, including the start time stamp, started by, terminal started on, starting balance, and pay-ins & pay-outs
- Edit drawer details for active drawers
- Add pay-ins and payouts to the drawer log
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History tab features:
- See recently ended and closed drawers
- View the drawer details like started & ended information, starting balance, and pay-ins & pay-outs
- Close out a drawer that is no longer in use
- Edit drawer details for ended and closed drawers
- Print till close report
Cash Drawer Missing Warning
Once cash management is enabled, there will be a red warning on the payment screen in the cash option if there is no active cash drawer in place. Tapping the warning will allow the cashier to open a new cash drawer without losing their current transaction.
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"No drawer" error message |
Start a drawer to use cash |
Enabling Cash Management
The Drawers app can be enabled by toggling ON the Cash Management feature in the POS Settings within the Otter Dashboard.
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Step 1
On the Otter Dashboard homepage, click on [Apps] and select [POS] from the dropdown.
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Step 2
In the left side navigation menu, select the correct settings tab based on Brand, Location, or organization.- Brands: settings specific to individual brands
- Locations: settings specific to individual locations
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Settings: settings specific to an entire organization (all brands & locations)
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Step 3
In the left side navigation menu, select the [Cash drawers] tab. -
Step 4
Toggle ON the [Cash management] setting. This setting will enable the use of the Drawers app on your device.
Assigning a User to a Cash Drawer
Assigning a Cash Drawer is an optional feature that assigns a cash drawer to a specific POS user (like a Cashier or a Supervisor). The action of assigning a cash drawer is performed at the very start of a shift, at the time the cash drawer is opened.
Once a cash drawer has been assigned, only that specific user's pin code (or a Supervisor's pin code to override) can complete cash transactions on that open drawer. Think of assigning a cash drawer as a way to prevent any member of a restaurant team from opening, closing, and processing transactions from the cash box.
If a user is not assigned to the cash drawer when opening, all users will be able to process cash transactions on the cash drawer.
Assign the specific user under the [Checkout access] field when starting a new cash drawer.
“Approval needed” error will appear if the user checking out is not assigned to the drawer.
Verify who is assigned to a drawer using the [Edit drawer] option and check the user listed under [Checkout access].
Editing Cash Drawers
You have the ability to edit cash drawer events such as pay-ins/pay-outs and starting drawer balances within the Drawers app on the Otter POS terminal. Edited values will be highlighted with a pencil icon. The name of the user who edited the values is shown in parentheses to the right of the pay-in/payout reason.
Step Process Image 1 Pin into the Otter POS terminal as a Supervisor user. 2 Navigate to the Otter Home Screen and select the [Drawers] app on the Otter home screen. 3 Select the drawer you would like to edit from the list of available drawers. 4 Select [Edit drawer] at the top of the screen. 5 Update the [Starting balance] and click [Save].
Step Process Image 1 Pin into the Otter POS terminal as a Supervisor user. 2 Navigate to the Otter Home Screen and select the [Drawers] app on the Otter home screen. 3 Select the drawer you would like to edit from the list of available drawers. 4 Select [Pay in or out] at the top of the screen. 5 Under the History section, select the pay in or out event you want to edit. 6 Update the [Amount] and click [Save]. 7 Press [Confirm save] to finalize the edit. 8 Edited paid in and paid out values will be highlighted with a pencil icon. The name of the user who edited the values is shown in parentheses to the right of the pay-in/payout reason.
Step Process Image 1 Pin into the Otter POS terminal as a Supervisor user. 2 Navigate to the Otter Home Screen and select the [Drawers] app on the Otter home screen. 3 Click on the [History] tab in the left-side navigation menu. 4 Select the closed drawer you would like to edit from the list of available drawers. 5 Select [Edit drawer] at the top of the screen. 6 Update the closing balance field [Actual balance] and click [Save].
FAQs
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Yes. Cash drawer edits are currently viewable within the Drawers app on the “Drawer details” page. This ensures transparency and accountability by providing a detailed record of any adjustments made to pay-ins and pay-outs.
Edited values will be highlighted with a pencil icon. Details on which user edited the values are shown in parentheses to the right of the pay-in/payout reason.
- The default permissions set only allow Manager & Supervisor user roles to access the Drawers app.
If you want to make adjustments to which users have access, please reach out to Support for assistance.
- The default permissions set only allow Manager & Supervisor user roles to access the Drawers app.
If you want to make adjustments to which users have access, please reach out to Support for assistance.
- Reporting on cash transactions can be found in the POS Transactions report within the Otter Dashboard.
Step Process Image 1 Log in to the Otter Dashboard. 2 Click [Apps] and select [Financials] from the dropdown menu. 3 Select the [POS Transactions] tab in the left-side navigation menu. 4 Utilize the [Payment Method] filter to populate cash transaction data.
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