Otter POS: Opening and Closing a Cash Drawer

Overview

In order to process cash transactions, a cash drawer will need to be created and closed out at the end of the shift. Cash drawer management is located within the [Drawers] app in Order Manager.

Use this guide to open and close cash drawers in Order Manager.

Starting a New Cash Drawer

At the start of shift and before a cash transaction can be processed, a cash drawer needs to be opened within the [Drawers] app. If you do not open a cash drawer prior to a cash transaction, you will receive an error instructing you to start a cash drawer during the checkout flow.

How to: Open a New Cash Drawer

Step	Process	Image
1	Navigate to the [Drawers] app.
2	Click [Start drawer].
3	Enter Drawer Information Add a name for the Drawer Add employee access to the drawer. Enter the starting balance. Name the Drawer as a Date While naming the drawer is optional, it's recommended to use the date as the drawer name for easy reference.
4	Select [Start Drawer] and [Confirm] to save.	Start drawer Confirm start drawer
5	Current drawer details will appear on the screen. Cash transactions can now be taken for orders.

Closing a Cash Drawer

Drawers can be closed in the [Drawers] app in Order Manager. Current open drawers can be found in the Current tab. All closed drawers can be found in the History tab under the “Closed drawers” section.

How to: Close a Cash Drawer

Step	Process	Image
1	Navigate to the [Drawers] app.
2	Click on [End drawer].
3	Fill in the following fields: Add the [Drawer name] Add the [Ending balance]
4	Select [End drawer]. Then tap [Confirm end drawer] to save.	End drawer Confirm end drawer
5	Previously closed drawers can be located in the [History] tab, under the “Closed drawers” section.
6	Tap on the closed drawer to review the Drawer Report details.

Pay-Ins / Pay-Outs

Here’s how to add or deduct dollars from your cash drawer for out-of-pocket expenses (e.g., if you need to purchase additional milk for your smoothie shop):

How to: Pay-In / Pay-Out

Step	Process	Image
1	Select [Pay In or Out].
2	Enter the total amount to be added or deducted for the pay-in/pay-out transaction.
3	Select [Confirm].
4	The total deducted and the total amount added will be displayed in the "Paid In/Out" section.