Define Cash Drawer Settings for a Terminal Scheme

To define cash drawer settings for a terminal scheme:

Xenial PortalData ManagementOrdering SettingsHardwareTerminal Scheme

  1. Open the Drawers section of the terminal scheme record.

  2. From the Banking Mode dropdown, select the desired banking mode for cash drawer sessions.

    • Employee - Cash drawers are assigned to a specific employee. Only the employee assigned to the drawer may sign on and perform transactions during the cash drawer session.

    • Terminal - Any employee with the appropriate user role permissions may sign on and perform transactions during the cash drawer session. The manual drawer assignment function is not available.

    • None - Terminal is only used for order entry, not to tender orders and collect payments (e.g. Drive Thru Order Taker, Linebuster, Tableside Ordering). A cash drawer session is not associated with the terminal.

  3. Enable the desired settings for the selected banking mode.

Employee Settings

The following drawer settings are available for the Employee banking mode.

  • Require Drawer Starting Amount Confirmation - Prompt the assigned employee to confirm the amount of cash that is in the physical drawer when a new drawer session is assigned to them. This setting is enabled by default.

  • Require Drawer Assignment - Assign an employee to every drawer session. This setting is enabled by default.

  • Require Manual Drawer Assignment - Manually assign an employee to each drawer session. If this setting is NOT enabled, a drawer is automatically assigned to the employee who signs on to a terminal.

  • Prompt for Drawer Assignment on Sign On - Prompt employees to accept the drawer assignment when they sign on to a terminal. This feature enables the employee to immediately start using the terminal without having to manually assign the drawer to themselves. This setting is not available if Require Manual Drawer Assignment is selected.

  • Require Manager Permission for Drawer Assignment - Manager must provide permission for each drawer assignment.

  • Allow Manager to Access Cashier Assigned Drawers - Managers can access drawers assigned to another employee.

  • Close Drawer on Clock out - Close the drawer session when the employee assigned to the drawer clocks out.

  • Paying Tips - Enable managers to payout tips to employees. When enabled, the Pay Out Tips function is available from the Functions screen of the Ordering application for this terminal scheme.

    • To define the date to start calculating tips paid out to employees, use the Pay Out Tips Start Date field in the Back Office section of the Company and Site Preferences editors.

    • To select the General Ledger account to use for tips paid out to employees, use the GL Account for Tips Out field in the Gratuity section of the Company and Site Preferences editors.

Terminal Settings

The following drawer settings are available for the Terminal banking mode.

  • Require Drawer Starting Amount Confirmation - Prompt the assigned employee to confirm the amount of cash that is in the physical drawer when a new drawer session is assigned to them. This setting is enabled by default.

  • Require Manager Permission for Drawer Assignment - Manager must provide permission for each drawer assignment.

  • Paying Tips - Enable managers to payout tips to employees. When enabled, the Pay Out Tips function is available from the Functions screen of the Ordering application for this terminal scheme.

    • To define the date to start calculating tips paid out to employees, use the Pay Out Tips Start Date field in the Back Office section of the Company and Site Preferences editors.

    • To select the General Ledger account to use for tips paid out to employees, use the GL Account for Tips Out field in the Gratuity section of the Company and Site Preferences editors.

"None" Setting

The following drawer setting is available when a banking mode is not used.

  • Paying Tips - Enable managers to payout tips to employees. When enabled, the Pay Out Tips function is available from the Functions screen of the Ordering application for this terminal scheme.

    • To define the date to start calculating tips paid out to employees, use the Pay Out Tips Start Date field in the Back Office section of the Company and Site Preferences editors.

    • To select the General Ledger account to use for tips paid out to employees, use the GL Account for Tips Out field in the Gratuity section of the Company and Site Preferences editors.