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POS Cash Drawer - Cash Drawer Function
POS Cash Drawer - Cash Drawer Function

This article guides you on using the cash drawer feature on Peblla POS.

Updated over 4 months ago

In this article, you will learn how to use the cash drawer feature on Peblla POS. This includes instructions on how to open the cash drawer, view cash operation records, an introduction to the training mode, and an overview of the cash drawer feature. Enabling the cash drawer recording feature helps accurately track cash inflows and outflows, improves accounting accuracy, and plays an important role in shift handovers and sales statistics.

Table of Contents:

Tutorial

How to Open the Cash Drawer

Click [Toolbox] on the POS main page.

Select [Open Cash Drawer]

① If the cash drawer recording feature is not enabled:

The cash drawer will open directly.

② If the cash drawer recording feature is enabled:

A pop-up window will appear, the window will display the current cash balance. The operator needs to select either the cash deposit or withdrawal option, specify the reason for the operation, enter the amount, and then click [Save & Open] to open the cash drawer.

Cash Operation Record Queries

Click [Cash Report] to view cash transactions and records of manual cash drawer openings under normal circumstances.

Cash Transaction Reports:

① You can filter the records based on transaction time.

② The table headers include POS name, POS SN, total cash amount of orders, cash refunds, net cash value, and cumulative balance adjusted manually for non-business transactions (which accumulates with each operation and can be negative).

Manual Cash Drawer Opening Records for Non-Business Transactions:

① Click [Open Cash Drawer Record].

② Enter the PIN code to clock in the record.

③ You can filter the records based on POS SN, operator, operation type, and time. The table includes the reason for the operation, operator, opening time, type, and amount.

Offline Mode:

The cash drawer recording switch configuration is not displayed in offline mode. If the cash drawer recording feature was enabled before going offline, the cash balance will be calculated normally, and the data of cash drawer opening records will be saved locally. Once connected to the internet, the data will be synchronized to the cloud.

Training Mode: Queries for Virtual Order and Opening Records

In Training Mode, orders are recorded separately, and the data of cash drawer openings in normal mode and Training Mode are independent and do not affect each other.

Click [Training Mode] on the POS main page.

Enter the PIN code with appropriate permissions.

Training Mode Page Overview:

① You can enable Training Mode and set the retention time for virtual orders.

② In Training Mode, you can view historical virtual orders and the total sales amount of virtual orders based on time.

③ For cash drawer openings outside of business orders in Training Mode, you can query manual operation records based on operation type and time, as well as the cumulative adjustment amount outside of business orders.

The actual amount of the cash box = Operation Summary + Sales Summary.

Manual calculation is required.

Cash Drawer Notification Feature

Once this feature is enabled, a notification will be sent to the subscribed email or mobile phone every time the cash drawer is opened.

① In the Store Portal, click [Settings] - [Notification] to open the page. Click [Add] to add the email or mobile phone number to receive the notifications.

② Enter the recipient's name, email address, or mobile phone number, and click [Save] to add it successfully.

③ Check the box for [Open Cash Drawer Notification] to enable the feature.

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