Set up and open the cash drawer on POS, Tablet, and Phone

I. Purpose

The cashiers can use the cash drawer for receiving and dispensing customers’ cash.

Staff can also open the connected cash drawer directly from a Tablet or Phone, without returning to the POS at the counter. Restaurants can enable automatic drawer opening for supported cash payments and refunds, or allow manual opening based on staff permissions.

II. Instruction steps

1. Set up the cash drawer with POS

• Open the POS application on your device
• From the navigation menu, select Settings > General settings
• Select Open drawer upon collecting payment by cash

• Click Open drawer. A PIN code entry form will appear for quick login

2. Set up the cash drawer on Tablet or Phone

1. On the Tablet or Phone, open Settings –> General settings.
2. Find Open drawer upon collecting payment by cash:
3. Enable the setting to automatically open the connected cash drawer for supported cash transactions.

Notes:

• This setting is disabled by default.
• When enabled, the Open drawer button in General settings becomes available.
• When disabled, the Open drawer button in General settings is unavailable.
• Access to and editing of General settings depend on the employee’s View or View & Edit Settings → General Settings permissions.

3. Payment

• Create an order
• On the payment screen, choose the Cash payment method
• Click Pay. The connected cash drawer will automatically open upon payment

On Tablet or Phone:

• Automatic drawer opening applies when completing a partial or full cash payment.
• The system opens the drawer connected to the device processing the payment.

4. Open the cash drawer for cash refunds on Tablet or Phone

1. Open Transactions or Receipts.
2. Select the transaction, receipt, or item to refund.
3. Select Refund and choose Cash as the refund method.
4. Tap Yes, Refund it to confirm.

If Open drawer upon collecting payment by cash is enabled, the system opens the cash drawer connected to the Tablet or Phone.

5. Open the cash drawer for other cash transactions on Tablet

On Tablet, automatic drawer opening also applies to the following cash transactions:

• Gift card: Issue, top up, or refund an e-Gift card or physical Gift card using Cash.
• Orders Hub: Collect payment for an online order using Cash.
• Catering: Collect or refund a deposit using Cash.

After the cash payment or refund is completed, the system opens the drawer connected to the Tablet, provided the automatic-opening setting is enabled.

6. Open the cash drawer manually from the main screen

1. On the Tablet or Phone main screen, tap the cash drawer icon on the toolbar.
2. Follow the applicable permission scenario:

If the employee has Open cash drawer permission, the connected drawer opens immediately.

If the employee does not have Open cash drawer permission:

1. The system displays a passcode entry screen.
2. An authorized user must enter their passcode to approve the action.
3. If authorization succeeds, the connected drawer opens.

If authorization fails, the system displays “You don’t have permission to open cash drawer”

Note: Manual opening from the main-screen icon is controlled by Open cash drawer permission and is independent of whether automatic opening for cash payments is enabled.

7. Open the cash drawer manually from General settings

For employees with access to General settings:

1. Open General settings on the Tablet or Phone.
2. Ensure Open drawer upon collecting payment by cash is enabled.
3. Tap Open drawer.
4. Complete authorization if required:
   • With Open cash drawer permission: The connected drawer opens.
   • Without Open cash drawer permission: An authorized user must enter their passcode.

Note: If automatic opening for cash payments is disabled, the Open drawer button in General settings is unavailable.

III. Notes

1. Cash refunds on POS

On the Transaction/Receipt, when selecting Refund by cash:

• • With Cash drawer permission: Clicking Yes, refund it automatically opens the cash drawer.

• Without Cash drawer permission: The user can complete the refund, but the drawer does not open automatically.

2. Adding tips

Opening the drawer is not yet supported when adding tips from customers

3. Manual opening without permission

If the user does not have Cash drawer permission, choosing to open the drawer will display a quick login PIN code entry form.

On Tablet or Phone, an authorized user must enter their passcode to approve manual opening.

4. Automatic and manual opening

• Automatic opening depends on Open drawer upon collecting payment by cash being enabled.
• Manual opening from the main screen depends on Open cash drawer permission or authorization.
• Manual opening from General settings requires the automatic-opening setting to be enabled and the appropriate permission or authorization.
• The system opens the cash drawer connected to the device performing the action.

Have a nice day!