Check Out the Cash Drawer

Users must be assigned to a cash drawer. To check out the cash drawer so you can use POS, perform these steps:

  1. In the Point of Sale Setup form, select the Cash Drawers tab.
  2. Select the cash drawer and click Check Out. (Cash drawers are set up as described in Setting up the Point of Sale Feature.)
  3. The User Name is set to your user ID.
  4. In the Starting Balance field, specify how much cash is in the cash drawer at the start of the shift or prior to login. This value must be greater than 0.00.
  5. For a cash drawer used with service orders, you can optionally specify a Partner ID to use as a default on new service orders. The Partner field is not used with customer orders.
  6. Save the record.
  7. The Check Out Date field is populated based on the current system time.
Related topics
Processing Orders with Point of Sale