Cash Drawer Functions on SkyTab POS

Description: Review how to set up the Cash Drawer and set the starting cash for both a physical Cash Drawer and an Employee Bank(s) on SkyTab POS. 

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Access the Cash Drawers from the Manager > Activity screen.

Cash Drawer vs. Employee Bank

The difference between an Employee Bank and a Cash Drawer is that:

Cash Drawer	Employee Bank
Used when a physical drawer is installed at the POS. All sales taken at the POS are tracked into the drawer it is paired with. Does not open while operating under Employee Bank. Is set for one POS station across users.	Used by employees who do not put cash into a physical drawer but instead carry a bank on them. Used for POS stations that don't have a drawer or for wireless devices such as SkyTab Mobile and SkyTab Glass. Is set for one user across all POS stations.

Daily Functions

The following functions are available to use for users with the appropriate permissions and are accessed by selecting Cash Drawer from the Order Entry screen. The Cash Drawer functions include Cash In, Cash Out, Safe Drop, Close Cash Drawer, and No Sale.

Cash In

Cash In allows you to add cash to the drawer as needed if the drawer requires additional funds. To perform a Cash In, open the Cash Drawer menu by pressing the Cash Drawer button from the Order Entry screen and selecting Cash In. Enter the amount using the number pad. You also have the option of leaving a comment/note attached to the action in order to indicate its purpose.

Cash Out

Cash Out allows you to remove any cash from the drawer. To perform a Cash Out, open the Cash Drawer menu by pressing the Cash Drawer button from the Order Entry screen and selecting Cash Out. Enter the amount using the number pad. You also have the option of leaving a comment/note attached to the action in order to indicate its purpose.

Safe Drop

Safe Drop allows you to remove cash from the drawer and secure it in a safe for the deposit. You may add notes, and it prints out a slip for reference.

To perform a Safe Drop:

1. Tap Cash Drawer on the Order Entry screen.
2. Tap Safe Drop.
3. Enter the amount using the number pad.
   You also have the option of leaving a comment/note attached to the action in order to indicate its purpose.

Close Cash Drawer

To remove the drawer, tap Cash Drawer on the bottom of the Order Entry screen and select Close Cash Drawer. This closes the current drawer and stops payments from being accepted on it.

Insert Drawer

To reinsert a cash drawer, select the Cash Drawer button at the bottom of the Order Entry screen and select Insert Drawer. Once inserted, select OK to commit the drawer with the starting cash amount.  

No Sale

No Sale allows you to open the drawer without processing a transaction or notating how much the cash balance has been altered. To perform a No Sale, open the Cash Drawer Menu by pressing the Cash Drawer button from the Order Entry screen and selecting No Sale.

Setting the Starting Cash

Before using the SkyTab POS system for the first time, you must start the day and tell the system how much starting cash is in your drawer every day, which can be set by:

1. Go to Manager > Settings > Business and navigate to the General tab.
2. Enter the following information about your business model:
   • Start of Business Day: Designate the reset for End of Day, Cash Drawer Management, and Ticket Management.
   • Auto Logout After: Determine how long a terminal can remain idle before the user is automatically logged out.
   • Default Starting Cash In: This is the amount used in drawer calculations for the physical Cash Drawer and the Employee Bank (if applicable).
     • Cash Drawer: Designate the starting cash for all users of a physical Cash Drawer.
     • Employee Bank: Designate the starting cash for all users using a “floating” Cash Drawer.   
   • Starting Cash is Left in Drawer: When selected, this option excludes starting cash from cash expected during drawer counts. For example, if starting cash is $200 and there are $100 in sales + tips in the drawer, the cash expected will be $100.
   • Require Reason for Cash In & Out: This option allows you to require a reason to be entered any time a Cash In or Cash Out operation is performed on a drawer.
   • Email Address - This is the business email address.
   • Message of the Day - Text that displays on the Login screen above the keypad on all terminals. This is used to communicate a reminder or announcement to employees prior to logging in for the day.
   • Show Drawer Equations for Cash In & Out: Show the equations when the Cash In/Out drawer functions are used.
   • Allow Custom Starting Cash: You can override pre-set cash amount each time Cash Drawer or Employee Bank is set.
   • Automatically Close Change Due Dialog: Set a time (in seconds) that lapses before the "Change Due" dialog disappears. If deactivated, you need to press Done to close this message.
3. Once you have entered the information, select Save to commit the changes.