Overview

Assigning a Cash Drawer is a 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 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.

How to Assign a User to a Cash Drawer

When opening the cash drawer, any Otter user at the current location can be assigned to the drawer directly, by opening up the Drawers app on the Otter home screen.

 

Step	Process	Image
1	Navigate to the [Drawers] app.
2	Click [Start drawer].
3	In the modal, you will notice a new option called [Checkout Access]. By default, all cashiers are allowed to use the drawer.
4	To assign the drawer to a single user, select the user from the dropdown that appears.
5	Select [Start drawer] to save and assign the new drawer to the user.

 

Step	Process	Image
1	Access the [Drawers] app.
2	Select the [Current] tab.
3	[Checkout Access] will display the name of the current user assigned to the drawer.
4	The user assigned will also display on the printed report created at the time the drawer is closed.

Checking out when a Cash Drawer has been assigned

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:

• The User the cash drawer has been assigned to must be logged into the POS to process the cash transaction.
• A Supervisor/Manager user PIN code is required to override the setting and process the transaction.
• The currently-assigned cash drawer can be closed, and a new user can be assigned.

 

Step	Process	Images
1	Build a cart and click [Pay]. If the currently logged-in user is who the drawer is assigned to, there will be no change in experience.
2	If someone else is logged in, using the cash button will show a warning and need a manager's override.

Frequently Asked Questions

Follow these FAQ’s for troubleshooting a cash drawer assigned to a user.

 

Step	Process	Image
1	Click on the [Approval needed] error message.
2	Enter the specific user PIN assigned to the drawer, not the role PIN (e.g., do not use the supervisor's PIN).
3	If the user PIN doesn't work, end the current cash drawer session and start a new one.

Still need help? Reach out to our team:

Live Chat		Text/SMS Message		Email
Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard.		+1 (888) 681-8837 Send us a text to the number above for assistance over text message.		Send us an email at otterpossupport@tryotter.com.

Updated February 05, 2025 20:50