How to Operate Cash Drawers by Department

OPERATING CASH DRAWERS BY DEPARTMENT

This feature gives you the ability to default Cash Drawers by department.  If an Administrator is assigned to a department, the cash drawer will default to that department at the point of sale screen.

Steps to operate Cash Drawers by Department

1. Add Administrator

• Quick Functions -> Add User
• Drop User Type down to select Administrator
• Select Group
• Enter First Name and Last Name
• Gender
• Select Security Template (Tennis Dept)
• Select Department (Tennis Dept) - To add new departments, select <Add New> and enter the department name into the pop up window and Save

**If Administrator is already Shape, simply edit the Administrator record and select the appropriate department.

• Quick Functions -> User
• Select ‘Administrator’ from the User Type drop down
• Enter Administrator’s last name and Search
• Click the ‘Details’ link in the Actions column
• Click the Edit icon
• Select the appropriate Department and Save

2. Assign Cash Drawers and set the defaults for each department

• Functions -> Point of Sale
• Cash Drawers
• Click 'Select' button next to View Cash Drawers
• In the Action column, click the 'Edit' link
• In the 'New Description' field, enter the name of the Cash Drawer (ordinarily, this should match the department name)
• Select the appropriate Department from the drop down list for the Department field
• Enable the box 'Set as default POS Cash Drawer for this department.

When the Administrator takes a payment at POS, the Cash Drawer will default to the department they were assigned on their Administrator record.

**Note - If no department is assigned under the Administrator record, no Cash Drawer will default.  You can still allow a general Cash Drawer default for Administrators not assigned to departments (ex., Managers)