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Configuring cash floats

After creating a cash float in the Back Office, you’ll need to configure its settings to assign the float to a physical cash drawer, POS device, and/or POS users.

  1. From the main navigation menu, go to Configuration > Devices > Float management.
  2. On the Float management page, select Edit next to the cash float you want to configure.
    Restaurant-BO-Editing-Cash-Floats.png
  3. Apply the desired settings to the cash float. To learn about each setting, see the Cash float settings table.
  4. Click Update to save changes.
    Restaurant-BO-Update-Cash-Floats.png

Cash float settings

Section Setting Definition
Cash float Name Cash float Name Rename your cash float, if desired.
Physical drawer Printer to use to send commands to the cash drawer

If using a physical cash drawer connected to a receipt printer via a cable, select the printer from the drop-down menu to link its drawer to the cash float. After selecting a printer, additional settings will appear:

  • Cash drawer for this device - Choose the primary or secondary drawer connected to the printer.
  • Open the drawer when completing a cash payment - Automatically opens the drawer when a cash payment is accepted.
  • Open the drawer when completing a non-cash payment - Automatically opens the drawer when a non-cash payment is accepted.
  • 'Open drawer' user permission required to open the drawer during a transaction - The drawer will only open when the user logged in to the POS belongs to a user group with the User can open the cash drawer using the Open drawer button permission.
Float management Float counting mode

Controls the behavior around counting the float at the POS:

  • Float counting is disabled - The float cannot be counted at the POS and will always be opened for the default amount entered in The float amount when opening the user’s bank field.
  • Float counting is allowed - Users can count and enter the actual float amount or they can accept the default float amount without counting.
  • Float counting is mandatory - Users must count and enter the actual float amount.
The float amount when opening the user's bank (can be 0) The default amount that the float will be opened for at the POS unless a user counts and enters the actual float amount.
Allocate non-cash payments to this float instead of the user's bank Adds non-cash payments to the Drawer report and automatically opens the cash drawer when a non-cash payment is accepted.
Connections Devices allowed to use this cash float Define which POS devices this float is associated with.
Employee groups allowed to use this cash float Define which user groups’ orders will contribute to the float amount.
Employee groups that can manage this cash float Define which user groups can open the float.

 

What’s next?

Now that you’ve set up cash float settings from the Back Office, you can use the cash drawer or user wallet feature on the POS. Using this feature enables you to count your cash before and after a shift. See Counting a cash float for more information on how to use a cash drawer with the Restaurant POS app.

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