Overview

Assigning a Cash Drawer is a feature that designates 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 (or a Supervisor pin code to override), can complete cash transactions on that open drawer.

Cash Drawer Defaults to Full Access
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.

Assigning a Cash Drawer User

Any user (employee/team member) at the location can be assigned to a drawer by setting the Checkout Access to the user’s name when starting the cash drawer at the beginning of the shift.

Cash App Access Limitations
Only Manager and Supervisor users have the permissions to access the Cash app.

Follow the steps below to assign a cash drawer.

Step 1

From the Otter POS home screen, tap the [Cash] app.
Step 2

Click [+ Start drawer here].
Step 3

To assign the drawer to a single user, select a user from the Checkout access dropdown.

Be sure to fill in the Drawer name and Starting balance.
Step 4

Tap [Start drawer] > [Confirm start drawer] to assign the new drawer to the selected user.

Viewing the User Assignment

Once a drawer is assigned, you can view within Drawer details the current drawer assignment. Follow the steps below to view drawer assignment.

Step	Process	Image
1	From the Otter POS home screen, tap the [Cash] app.
2	Select the drawer you would like to view.
3	In the Drawer details tab, you can see the drawer assignment under Checkout access.

Assigned Cash Drawer Checkout

Once a cash drawer has been assigned, if a team member other than the assigned user attempts to process a cash transaction, an error message Approval Needed will appear on-screen.

There are a few ways to proceed:

Assigned user processes cash order: Ensure the assigned checkout user is logged into the POS to process the cash transaction.
Supervisor override needed: A Supervisor/Manager user PIN code is required to override and allow non-assigned user to process the transaction.
Assign a new drawer: The currently-assigned cash drawer can be closed. A new cash drawer and user can be assigned to the terminal.

Follow the steps below for a Supervisor override for processing a transaction:

Step 1

Build a cart and click [Pay].

If the logged-in user is the employee the drawer is assigned to, there will be no change in experience.
Step 2

If the user is not assigned to the drawer, the cash button will show the warning Approval needed and will require a manager's override.

Click on the [Cash] payment method.
Step 3

Enter PIN in using the Checkout User or Supervisor PIN. This is required in order to process the cash payment for the order.
Step 4

If you’re a Supervisor/Manager user, after selecting the [Cash] payment method, a pop-up will appear informing you that the drawer is currently assigned to a different user (the user’s name will be listed).

Confirm if you want to continue or cancel the transaction.
- If you select [Cancel], it will take you back to the payment method screen.
- If you select [Confirm], it will bypass the assigned user and allow you to process the cash transaction.