Overview
Cash management is an important part of a POS offering. The Drawers App for Otter POS helps empower restaurant owners and operators to manage and track cash inflows and outflows across multiple tills to get an accurate picture of the daily transactions in a restaurant.
Drawers Key Features
The new Drawers feature has a new app and new workflows to allow users to start, end, and then close (reconcile) a cash till. Review the following workflows for this feature:
Till Management via the Drawers App
This allows a user with the appropriate privileges to open the drawer app and manage the till lifecycle:
Otter App Page | What does it do? | Photo |
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Home page Drawers App |
Click on the Drawers app, on the Home page, to access cash drawer details. | Drawers app on the Otter Home Screen |
Current |
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Current tab in the Drawers app |
History |
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History tab in the Drawers app Detailed Drawer History |
Cash Drawer Missing Warning
Once cash management is enabled for a location, there will be a red warning in the check out flow, on the cash option, if there is no cash drawer in place. Tapping the warning will allow the user to immediately kick off the open cash drawer flow without loosing their current transaction.
"No drawer" error message | You must start a drawer to use cash |
Cash Drawer Hardware
The Volcora 13" Cash Register Drawer for Point of Sale (POS) System needs to be installed before you can complete cash transactions through the Otter POS terminal.
Cash Drawer Setup
Follow the instructions below to connect a cash box to the POS Terminal. Once connected, cash boxes can be enabled by toggling on the “Cash” feature in the [POS App] within Otter Dashboard.
Volcora 13" Cash Drawer Setup Walkthrough
Step | Process | Image |
---|---|---|
1 | Connect your cashbox using a RJ-12 or RJ-11 cable (Standard phone jack). | |
2 | Plug the other end of the cable into the bottom of the connected printer. | |
3 | Go to Otter Dashboard. | |
4 | Select [POS] from the App drop-down. | |
5 | Under Cash Management, toggle on [Use cash drawers]. |
Large Size Cash Drawer (Star Micronics CD4) Setup Walkthrough
If you are struggling with connecting a Star Micronics CD4 cash drawer, which is the larger size cash drawer, it is most likely because the cable is one directional. Please follow the steps below to swap the cable.
Step | Process | Image |
---|---|---|
1 | Turn off the printer. | |
2 | Swap the direction of the cable. | |
3 | Make sure the cable is plugged into the right port in the printer and the cash drawer. | |
4 | Turn the printer back on. |
Additional Cash Management Articles
- Otter POS: Connect your cash drawer
- Otter POS: Assign a Cash Drawer to a User
- Otter POS: Opening and Closing a Cash Drawer
- Otter POS: Cash Drawers Troubleshooting
- Otter POS: Cash Discounts
Frequently Asked Questions
Who has access to this feature?
All organizations that have opted into Otter POS Cash Management
Does this feature have added costs?
No, it is available to all Otter POS customers.
Can all users access the Drawers app?
Currently, the out of the box permission set only allows Managers/Supervisors to access the Drawers app. If any adjustments need to be made, please reach out to our customer support team.
Our support team is available via the following channels:
- Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of your POS device.
- Telephone or SMS/text - Call or text us anytime at 1-727-268-8471 for prompt service from our Otter POS support experts.
- Email - Send us an email at otterpossupport@tryotter.com and get a response within 24 hours.
Can all users start or close a drawer?
Currently, the out of the box permission set only allows Managers/Supervisors to start or close a drawer. If any adjustments need to be made, please reach out to our customer support team.
Our support team is available via the following channels:
- Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of your POS device.
- Telephone or SMS/text - Call or text us anytime at 1-727-268-8471 for prompt service from our Otter POS support experts.
- Email - Send us an email at otterpossupport@tryotter.com and get a response within 24 hours.
Where can I view reporting on all cash and credit transactions?
Reporting on transactions can be found in the
[POS transactions] tab in the Otter Dashboard.
- Login to your Otter Dashboard.
- Select the [Financials] app.
- Then select the [POS Transactions] tab.
Need help? Our support team is available via the following channels:
- Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of your POS device.
- Telephone or SMS/text - Call or text us anytime at 1-727-268-8471 for prompt service from our Otter POS support experts.
- Email - Send us an email at otterpossupport@tryotter.com and get a response within 24 hours
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