Cash Drawer Transfers

Overview

The Cash Drawer Transfer feature for Otter POS allows cashiers to move their assigned cash drawer between terminals without losing financial data.

Transferring a drawer makes sure that sales data remain linked to the user, rather than being tied to a single terminal. With this feature, cashiers can close their drawer at one device and reopen it at another, allowing for more flexible and efficient cash management.

Ending vs. Closing a Drawer

In the Otter POS Drawers app, cashiers have the ability to:

End a drawer for a specific shift
Close a drawer to close out their cash transactions for the business day

Check out the difference between closing and ending a cash drawer.

Ending a Cash Drawer

Use the [End Drawer] button to end a specific shift’s cash data tracking. Users can re-start the drawer during the next shift.

Closing Drawer for the Day
Ending a drawer is not “closing out the drawer” for the business day. If you have “ended” a drawer, you will still need to “close” the drawer at the end of the day.
Closing a Cash Drawer

Use the [Close Drawer] button to close out all cash transactions for the business day. Once a drawer has been closed, it cannot be re-opened, only edited.

Transferring a Cash Drawer

If a cashier has completed cash transactions at one POS terminal and needs to move the cash data to another POS terminal, they can do so by transferring their cash drawer.

Follow the steps below to transfer a cash drawer to another Otter POS terminal.

Step	Process	Image
1	Enter cashier or supervisor PIN. Tap Drawers app from the Otter home screen.
2	Select the drawer you would like to transfer under Connected to this Device.
3	Select the [End Drawer] button at the top right of the screen.
4	Enter the shift name in the Drawer Name field. Select the [End Drawer] button in the pop up window and confirm.
5	From another POS terminal, enter PIN. Tap Drawers app from Otter POS home screen.
6	Select the [Start Drawer] button at the top right of the screen next to the inactive drawer.
7	Select the drawer you would like to transfer and click the [Restart Drawer] button and confirm the selection. Your drawer is now transferred.

Restarting a Cash Drawer

A cash drawer can be restarted on a POS terminal by going into History and re-opening the drawer.

Example Use Case
Cashier A has completed their morning shift and ended the cash drawer.

Cashier B has just started their day shit and needs to re-open the cash drawer on that same terminal Casher A was using to continue tracking cash for that business day.

Step	Process	Image
1	Enter cashier or supervisor PIN. Tap Drawers app from the Otter home screen.
2	Select the drawer you would like to transfer under Connected to this Device.
3	Select the [End Drawer] button at the top right of the screen.
4	Enter the shift name in the Drawer Name field. Select the [End Drawer] button in the pop up window and confirm.
5	Go to another Otter POS terminal. Pin into the terminal you would like to transfer the drawer to and click on the Drawers app.
6	Select the History tab from the left side options.
7	Select the drawer you would like to transfer and click [Continue] and confirm the selection. Your drawer is now transferred to another terminal.

FAQs

No, once a drawer is closed and continued on another terminal, the user will NOT be able to re-open the drawer on another terminal since the drawer is now open.

Yes, all cash drawer transfers will continue using the same cash drawer configuration settings as the original drawer setup on the original terminal.