The Cash Drawer module is to track and manage the money in your tills.
YUMAPOS updates in real-time the balance for each terminal’s cash drawer based on its activity including sales, cash in and out, refunds and withdrawals.
The cash drawer log records all events related to cash drawer including cash transactions, refunds, start and end of shifts, X and Z report generation.
With this log you can not only see the current balance of cash in this terminal’s drawer, but also the history of changes. This way you can effectively track your till cash over time and root out any discrepancies.
Again, in the Cash Drawer log all previous X and Z reports are available. To review or print the report you need just open up the report you want and tap print.
In the top right corner, you’ll find all necessary information about your cash drawer balance.
Balance means current cash amount in the drawer – not including outstanding payments or withdrawals.
Below you can see values which affected balance within the shift including cash sales, refund, cash in and cash out, when money were placed into cash drawer without sales or taken out of cash drawer. Bank withdraw and tips are also there.
When starting or ending a shift, and when opening or closing the cash drawer, you can manually edit the balance in the cash drawer. This is handy for rebalancing the cash across several tills, accounting for missed amounts, or addressing discrepancies in the current balance.
However, because your cash is calculated in real time, there should rarely be differences between the calculated and real balance.
Manually changing the balance will always override the calculated amount for display in the ‘balance field’.
However, the calculated balance field will still show the amount of cash Yuma has tracked in the drawer.
The main operation in Cash Drawer module is opening and closing the cash drawer, done regularly at the start and end of a shift and also during the shift.
If Cash Drawer has not been initially opened, the YumaPOS will not allow for new orders to be created or current orders to be processed.
To initialize the cash drawer, the member of staff needs to tap the Cashier In button. The cash drawer will be opened and the cashier can verify the amount of cash in the till against the amount displayed within YumaPOS. If the numbers match up, the cashier can tap cashier in and begin operating as usual.
Cashier out is a similar concept – making sure the numbers in the system match the amount in the till, before ending the shift with the Cashier Out button.
A cash drawer check can also be done at any time during the shift. Cash drawer checks are also available in the log history.
The ‘add tips’ and ‘cash in’ buttons will add to the balance amount in YumaPOS. Information about these operations are displayed in log history.
Cash Out and Bank Withdraw will lower the balance amount in YumaPOS after taking cash from the drawer. Once again, these actions are displayed in the log history.
If your cash drawer till is connected to your terminal and correctly installed, the ‘Open Cash Drawer’ button will automatically open your till. This is not displayed in the log history.