Cash Tray Management

The RetailOps Point of Sale tool allows you to accept cash from your customers for a quick and seamless transaction. Prior to using your cash trays, you will need to have your 80mm receipt printers configured and ready to print. Supported Peripheral Hardware

Create New Cash Trays

1. Navigate to the left hand Navigation menu > Admin > Cash Trays
2. Select [Add Cash Tray].
3. Enter a name for the cash tray. (Maximum of 12 characters)
   • We recommend naming your cash trays in such a way that your users will know which facility the cash tray belongs to. Example:  BroadwaySt 1
4. Select [Print Labels] to print a barcode for the cash tray. This barcode can be scanned when opening a new cash tray session. 

Note: Cash trays are associated to a facility based on the receipt printer selected during a cash tray session.

Example: If you select printer: "San Diego Facility Receipt Printer", and cash tray "SD-1", your transactions will show in the "San Diego" facility. If you select printer: "Arizona Facility Receipt Printer" and cash tray "SD-1", your transactions will show in the "Arizona" facility.  

Cash Tray Status

Cash trays may be deactivated and reactivated to keep your system tidy. To deactivate a cash tray, click the green checkmark next to the tray name. To reactivate a cash tray, select [Show Inactive] and toggle the red X to a green checkmark. 

Cash Tray Functionality

Cash Tray Session:

Open Session: To operate the POS system a cash tray must be opened in the POS tool. To do this navigate to the POS section and at the top right select "Drawer" and "Start Session." You will then be prompted to either Scan the Cash Tray Barcode, or manually select a cash tray from a list of available ones.

To finish opening the session you will need to count in the cash tray, and a new session will be opened. 

Close Session: To close the cash tray session you will need to navigate back to the drawer in the POS tool and from the drop down list, select "close session" and count out the drawer. 

Known issue: Users can presently open one cash tray in multiple facilities at the same time. Scanning cash tray barcodess instead of using the manual tray selection can help prevent this.