Cash Drawer Management For Registers

Server End Shift Procedure

Management Button

The Management button is the bar graph icon at the top left of the New Order Screen. Tap the Management Button to view Management functions.

Management Screen

From here you can see each section of Management

Current User Dashboard

At the top of the screen is the stats for the currently logged in user. Below that are the buttons to print stats. The reports will print to the receipt printer connected to this POS station.

Print User Day Report -- Tap to print the current user's daily summary for today.

End Shift -- Tap to start the End Shift checklist.

Print Last Pay Period -- Tap to print a log of clock in/out times for the current user, for the last pay period (defined in Back Office > Labor Settings)

Print Current Pay Period -- Tap to print a log of clock in/out times for the current user, for the current pay period (defined in Back Office > Labor Settings)

End Shift Checklist

The End Shift Checklist steps servers through the steps defined in Back Office > Settings > End Shift. This may include closing or transferring any open orders, entering tips, closing the cash drawer and clocking out. This ensures that servers are not leaving issues that management has to correct later.

Cash Drawers

This section deals with managing cash drawers.

Cash Drawer Type:

• Default -- Registers with physical drawers the cash is put into
• User -- "Drawers" for servers who keep cash in their pockets and settle with the restaurant at the end of the night.
• Bar -- A pair of drawers assigned to one user, each. Requires additional hardware.
• No-Cash -- No cash transactions are allowed on this station. Cash orders must be transferred to another POS station with cash enabled.

Cash Drawer

Here are the cash drawer management functions

• No Sale -- Pops open the physical cash drawer.
• Bank Drop -- Specify an amount to remove from the drawer to put in the safe
• Pay In -- Tap to perform a Pay-In to record when money is added to the cash drawer (e.g. adding change)
• Pay Out -- Tap to perform a Pay-Out to record when money is removed from the drawer.
• Audit -- Tap to perform an Audit. Count the cash in the drawer and compare it to what the system tracked.
• Close -- Perform a final Audit and close the drawer, resetting the count for the next shift.

Performance

This section provides detailed stats about the restaurant's sales performance for the day. Tap the View or Print button.

• End of Day Report -- Tap to print today's daily stat summary for the restaurant
• Meal Report -- Tap to print the Day Report for the selected meal. Meals are set up in Back Office > Settings > Meals
• Dashboards -- Tap to view the sales dashboard.

DashBoards

The sales dashboard shows up to the moment KPI stats that are important to restaurant owners and managers. Tap the Sales Dashboard button to view the dashboard.

• At the top left of the dashboard you can change the view between Day, Week and Month.
• On the top left you have buttons to:
  • Print User -- Tap to select a user from the list and print the User Daily Summary report for the current dashboard view.
  • Print Day -- Tap to print the Restaurant Daily Summary for the current Dashboard View
  • Change Date -- Tap to select a previous day from the calendar to view in the dashboard and print.

You can not change the tiles viewed in the dashboard at the time of this writing.

Inventory

Here you can update the available product count and 86 items on the fly. Tap the Manage Inventory button to manage your product inventory.

Manage Inventory

For products with a fixed count, each sale will deplete the count by one.  Inventory count can be managed from this screen or entered in Back Office > Inventory > Inventory Countdown

• Navigate your menu on the right side of the screen.
• The current count appears  in the top right corner of the product tile
• Tap a product to manage.
• On the left, tap the current count for the selected product, below the product tile
  • Use the on-screen keypad to modify the count
  • Tap Update Inventory to accept the new value
• Or, tap 86 to instantly drop the count to zero.

When the count reaches zero or an item is 86'ed, the item will be greyed out and will require a manager's PIN override to add it to an order. To make an 86'ed product available, increase the product count.