Purpose

A Cash Tray must be “opened” before payments can be tendered to it. The Cash Tray Open Command is used to open, assign employees, and define the Starting Bank for the Cash Tray.

 

Restrictions

The employee must have the ‘Cashier - (Tray) Open/Close’ Job Right. 

 

Only one employee may be assigned to a cash drawer if the option ‘Locations > Locations > Cash Trays > Drawer Cash Tray Options > One User Per Tray’ is selected.

 

Only drawers configured for the current Station are available for assignment.

 

Procedure to Open a Cash Tray using the Cash Tray Command

·          Select the Cash Tray Command.

·          Select the Open Command. Note: If the user does not have the ‘Cashier - (Tray) Open/Close’ Job Right then approval is required.

 

Figure ct.3 Select Drawer Window

 

·          Select the Drawer.

·          Press the Ok Button.

·          If the current user has the ‘Cashier - Approve Functions’ Job Right then the Cash Tray Assignments Screen is displayed.

 

Figure ct.4 Cash Tray Assignments Window

 

·          Select the employees to assign to the Cash Tray.

·          Press the Assign Button.

·          If the option ‘Locations > Locations > Cash Trays > Drawer Cash Tray Options > Prompt for Starting Bank’ option is selected the Enter Starting Bank Window is displayed.

 

 

Figure ct.5 Enter Starting Bank Window

 

·          Enter the Starting Bank.

·          Press the Ok Button.

 

Figure ct.6 Confirm Window

 

·          Confirm that the Cash Tray assignment and Starting Bank amount are correct.

·          Press the Yes Button. Note: The cash drawer will open after pressing the Yes Button.

 

Related Topics

Configuring Cash Trays

Opening a Cash Tray for Use

Assigning Employees to a Cash Tray

Entering the Starting Bank for a Cash Tray

Cash Tray Inventory Counts

Declare the Amount of Cash in a Cash Tray

Closing a Cash Tray