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Cash Drawer Reporting

Cash Drawer Reporting

Owned by Former user (Deleted)
Last updated: Jun 27, 2014

Volanté has the capability to report based on cash drawers.

If this feature is used, the cashier would:

  1. Start a cash drawer
  2. Process sales
  3. Close the cash drawer
  4. Print a report to indicate how much media was collected

Access

In the POS, there are 2 locations where you can access the Cash Drawer Config Dialog:

  1. User Home Screen
  2. Admin Options Screen

For each cash drawer entry, you can display a report for the duration of the usage of the cash drawer.

In the Reporting Module, there are 2 reports to display Cash Drawer Information:

  1. System Reports - Media Reports - Cash Drawer Banking (Cash)
  2. System Reports - Media Reports - Cash Drawer Banking (Media)

 
 

POS Cash Drawer Report

Setup

To setup the cash drawer configuration report, go to BackOffice > Hardware > Terminal Setup > Basic Setting Tab

  • Cash Drawer Rep: select the desired customize report from the drop down list

To setup a customized report, go to BackOffice > Reports V2 > Customize Reports Tab

  • For more details on how to setup customize report click here

  • You can setup a Profit Center filter to be used with this report so that if a cash drawer is shared between 2 terminals, the report will be be based on the terminals selected

Usage

To use the cash drawer report, go to POS > User Home Screen > Cash Drawer Config

Select "Display Report"

Filters 

By default, the report will print with filters:

  • Current terminal
  • Assigned employees
Additional Filters

Additional filters can be applied to the Cash Drawer report using terminal interfacelink. 

  • When you start using a cash drawer, Volanté will check the terminal interfaceLink to see if there are any filters specified for the cash drawer report. And save the filters with the cash drawer entry.
  • When you go to print the report for a cash drawer entry, it will use the filters associated with it (from terminal interfaceLink when the drawer was started).

Example on How to Use Terminal interfaceLink Filters

CASH_DRW_REP2_TERM:OWN
When this filter is used, the cash drawer report will only display data from this terminal
Note: Once this filter is used, it will override any PC Filter setup with the Customize Report

CASH_DRW_REP2_TERM:ALL
When this filter is used, the cash drawer report will display data from all terminals
Note: Once this filter is used, it will override any PC Filter setup with the Customize Report

CASH_DRW_REP2_EMP:ASSIGNED
When this filter is used, the report will only display for the assigned employee

CASH_DRW_REP2_EMP:ALL
When this filter is used, the report will only display for all employees

Reporting Module Report

These 2 reports provide information based on the start and end time of the cash drawer, also using the terminal/employee filters associated with the cash drawer useage.

ReportDescription
System Reports - Media Reports - Cash Drawer Banking (Cash)This report provides the following information: open and close cash position of the drawer, Paid In/Out amounts, Collected Cash From sales, Overage/Shortage on Cash amount based on Opening and closing position and also cash collected. It does not include any other forms of media payment collected.
System Reports - Media Reports - Cash Drawer Banking (Media)This report provides the following information: open and close cash position of the drawer, Paid In/Out amounts, all payment media collected (including Cash), Overage/Shortage on Cash amount based on Opening and closing position and also cash collected.

 

 

 

See Also:

 

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