Configure Cash Management

  • Updated

This How-To describes new functions and workflows that are only available in enforePOS 2. This version is exclusively available to customers participating in the enforePOS 2 Early Access program.

In this How-To, you will learn how to activate cash management at the cash register or at the staff member. 

Requirements

Cash Management at the Cash Register

To activate cash management at the cash register, proceed as follows:

  1. Open More in the POS menu.
  2. Tap on your cash register name at the top right.1_EN.png
  3. Tap on Cash Container.
    2_EN.png
  4. In this view, you can activate cash management at the cash register. To do this, select the type of cash container you are using. You can choose between Connected Cash Drawer, Cash Drawer and Wallet.
    • Tap on [Connected Cash Drawer] if you are working with a cash drawer that is connected to your enfore device and should be opened automatically for each transaction.
    • Tap on [Cash Drawer] if you are using a cash drawer that is not connected to your enfore device and does not open automatically for transactions.
    • Tap on [Wallet] if you are working with a wallet or other cash container near the cash register.
    3_EN.png ⮕ You have activated cash management at the cash register.

Cash Management on Staff Member

To activate cash management on the staff member, proceed as follows:

  1. Open More > Staff in the POS menu.
  2. Tap on the staff member. 4_EN.png
  3. Switch to the Cash container tab. 
  4. Activate cash management on the staff member. To do this, select the type of cash container your staff member is using. You have the choice between Connected Cash Drawer, Cash Drawer and Wallet.5_EN.png⮕ You have activated cash management on the staff member.

Deactivate Cash Management during an Ongoing Shift

You have the option of deactivating cash management during an ongoing shift. However, the setting you have made only becomes active after you have started the next shift. If you deactivate cash management during the current shift and you have money in your cash container, you can continue to check out orders as normal with cash management activated until you start your next shift. You will then be asked to take your cash out of your cash container at the end of your shift. In the following, we will show you how to do this:

  1. Select the No Cash Management option in the staff member's Cash Container tab.6_EN.png⮕ You have ended cash management during the current shift.
  2. Open More > Accounting in the POS menu.
  3. Tap on your name in the Staff members / This device section.
  4. Tap on [End Shift].
    7_EN.png⮕ The End shift / Count cash window opens.
  5. Count your cash.
  6. Tap on [Confirm Counting].8_EN.png⮕ You will receive a message that you have deactivated cash management and that you need to remove all the cash from your cash container.9_EN.png
  7. Select a destination where you want to transfer the cash. In our example, we select Bank account.
  8. Enter the total amount of money in your cash container.
  9. Give a reason for the cash withdrawal. In our example, we choose Disposal.
  10. Give a description of the cash withdrawal.
  11. Tap on [Confirm Drawing].10_EN.png⮕ You have removed all the cash from the cash box.
  12. Tap on [End Shift].11_EN.png
    ⮕ You have finished your shift. As soon as you start your next shift, the setting you have made will take effect (cash management deactivated).

Cash management at the Cash Register and on the Staff Member

If you have cash management enabled at both the cash register and the staff member, and you have selected a cash container that is not connected, you will receive the following message when you open an order taking module or start the business day from an order taking module:

12_EN.png

In this case, disable either cash management at the cash register or cash management at the staff member. Alternatively, you can select a connected cash drawer if you have a cash drawer connected to your enfore device. You can learn more about this in the How-To Assign Connected Cash Drawer to Staff Members.

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