As with server banks, the POS will not allow you to check out a cash drawer until all of its tickets are closed by their associated servers. To complete a server checkout, each server should reconcile and close their tickets in the Cash Drawer screen.
In the POS, select the menu icon in the top right corner, and then select Cash Drawer. The POS displays the Cash Drawer Checkout screen, which is similar to the Server Bank screen. It includes a copy of the Server Checkout Report. The Cash Summary section lists totals for cash transactions, tips, and paid in/paid out transactions. It also displays the amount of cash expected to be in the drawer before and after the checkout.
It shows Expected Cash in Drawer and also indicates where the drawer that was used was attached. When a server checks out a cash drawer, the system expects that the Expected Cash in Drawer after Checkout remains.
In the Transfer Tickets section, the server can transfer all open tickets to another staff member by selecting Select Staff. The POS displays a panel listing available staff members. If the servers selects a staff member, the POS will transfer all open tickets to that staff member.
The same rules that apply to a Server Checkout also apply to a Cash Drawer Checkout:
- Servers must close all tickets and pay all incomplete transactions before the POS will allow you to check out the drawer.
- For reporting purposes, one entry is the specific person’s checkout for the drawer and another entry is the drawer in its entirety; this accommodates multiple servers working from the same drawer.
- When you check out a cash drawer, that drawer will be detached. A new drawer must be attached before anyone can perform new cash transactions on that iPad.
Once a checkout is completed, the manager can review its details in the Daily Review screen. In the POS, select the menu icon in the top right corner. In the list, select Manager, then select Daily Review.