Cash Management - Actions (HQ) – TRAY

Cash Management – Actions (HQ) allows the site to configure POS functions to allow a user to add or remove value from your cash drawer (or server bank) without performing a transaction or to open a till/drawer without changing any values (No Sale). On TRAY, these Actions can be configured to represent several different functions, either positive, negative, or zero value.

Permission Requirements: View No Sale, Add No Sale, Edit No Sale, Delete No Sale

Actions

To access Actions, navigate to the Cash Management tab at the site, then click on the Actions tab.

Add No Sale

Below are the steps to setup a “No Sale” Action on the POS (i.e. Making change for a customer, etc.).

Click on the "Add Action" key in the top right corner to open the "Add No Sale" prompt.

Cash Management - Actions Fields

FIELD	DESCRIPTION
ACTION	The name of the action.
REASON	Choose from the list of pre-defined "reasons" (if none are entered, the user will be prompted for a custom reason). For more information on setting up Reasons, see the Cash Management – Reasons (HQ)
DESCRIPTION	The description of the actions purpose (optional).
VALUE TYPE	Positive, Negative, or Zero (no change).
TYPE	Drawer Loan - Adding money to the cash drawer Drawer Pull - Pulling money from the cash drawer

Cash Drop

A unique no sale Action can be created called "Cash Drop". On the POS, Cash Drop will appear next to the "No Sale" key in the functions tab. To set up properly, ensure that the name of the action is "Cash Drop" and Value Type is "Negative".

A Cash Drop will not be tracked with the other no sales and will not affect the overall cash position of the restaurant. The cash drop only reflects on the Server Checkout that is printed from the POS, accounting that a server has paid the restaurant.

Cash Out (Gift Card)

A unique no sale action can be created called "Cash Out". On the POS, Cash Out will appear next to the other "Gift Cards" key(s) in the functions tab. This function clears out the remaining balance of a gift card and converts it to cash for the customer. To set up properly, ensure that the name of the action is "Cash Out", and Value Type is "Negative".

A Cash Out will not be tracked with the other no sales in the "No Sales" report. They will instead be tracked with other gift card related actions in the "Gift Cards" report. The transaction data will be accounted for in applicable Sales or Payments reports.

NOTE: Cash out is not the same as "Wipe". Cash out will reduce the cash position of the restaurant as well as remove the balance from the gift card.