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Drawers

The Drawers setting should contain a list of the till drawers in your cash machines and tills. Enter a separate record for each till drawer. You must do this if you are using work sessions, because you will need to specify both a Machine and a Drawer when opening and closing sessions and in cash transactions.

After entering a Drawer in this setting, you should configure it as follows:

  1. Enter a POS Balance record for the Drawer, dated the day before you first use it and with a zero balance (the balance will be calculated to be zero automatically).

  2. When you specify a Drawer together with a Local Machine in a POS Balance or POS Session record for the first time, you will establish a link between the Drawer and the Local Machine (i.e. between the Drawer and the cash machine or till). The Drawer will then be offered as a default in future transactions entered on that Machine. The term "Till Drawer" is used in this documentation when referring to this Drawer/Local Machine combination.
Usually, you will need one Drawer for each Local Machine. If you need more than one Drawer per Machine, select the Allow Multiple Sessions per Machine option in the POS Settings setting.

To work with Drawers, first ensure you are in the Point of Sales or Restaurant modules. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre (or use the Ctrl-S/⌘-S keyboard shortcut). Double-click 'Drawers' in the resulting list: If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Drawers' in the 'Settings' list. The 'Drawers: Browse' window opens, listing the available Drawers. Select 'New' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android) to create a new item.

In the Drawer entry window, you should enter a code and a short descriptive text. The code may contain up to five characters, and you may freely mix letters and numbers. Click the [Save] button or tap √ to save changes.

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