Configure Cash Management

  • Updated

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

Requirements

  • You have finished your shift
  • You have closed your business day

Cash Management at the Cash Register

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

  1. In the POS menu, open Sales > Sales Settings.
  2. Tap on Cash Container.
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  3. 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.
    2_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 Business Account > Staff Members in the POS menu.
  2. Tap on the staff member. 3_EN.png
  3. Tap on the Cash Container tab. 4_EN.png
  4. Tap on your POS location. 5_EN.png ⮕ The Cash Container window opens.
  5. Activate cash management on the staff member. To do this, select the type of cash container your staff member is using. You can choose between Connected Cash Drawer, Cash Drawer and Wallet.
  6. Confirm your selection with SingleSelectionCheck.svg.6_EN.png⮕ You have activated cash management on the staff member.

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:

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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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