Opening & Closing a Cash Drawer

How to: Open and close a cash drawer.

Environment: Comsense Enterprise

In this article:

  1. Using Cash Drawers in Comsense
  2. Accessing Cash Drawer
  3. Opening a Cash Drawer
    1. Deleting Float Line Items
  4. Cashing Out a Cash Drawer
  5. Closing a Cash Drawer

Using Cash Drawers in Comsense

Cash drawers act like retail store cash drawers, each cash drawer:

  • Can only have one cashier at a time
  • Can have a float
  • Requires a cash-out when closing the cash drawer

You need a cash drawer any time you move money around in the system. This includes:

  • Processing customer payments
  • When a customer has 0.00 available credit or insufficient credit
  • Applying a deposit to an order
  • Completing a shipment that has a deposit

Accessing Cash Drawer

Enterprise > Order Entry > Cash Drawer

Click image to enlarge
Advantage Navigation menu; shows the location of Order Entry and Cash Drawer
Image 1: Enterprise Left-Hand Navigation Menu

Opening a Cash Drawer

In the fillable line item:

  1. Select the cash drawer
Click image to enlarge
Cash Drawer window; shows the Cash Drawer drop-down list.
Image 2: Cash Drawer Drop-Down List
  1. Select the cashier
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Cash Drawer window; shows a selected cashier.
Image 3: Cashier Field

In the Float pane:

  1. Add any applicable float money
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Cash Drawer window; shows the float line items in the Float pane.
Image 4: Float Line Items

In the top toolbar:

  1. Click Release
  2. Click Save & Close

The cash drawer is now ready for use in the system.

Deleting Float Line Items

In the Float pane:

  1. Right-click on the line item
Click image to enlarge
Cash Drawer window; shows the float line item drop-down menu and the location of Delete Float.
Image 5: Delete Float
  1. Click Delete Float

The float line item is deleted.

Cashing Out a Cash Drawer

Before closing a cash drawer there must be an unreconciled difference of 0.00. To achieve an unreconciled difference of 0.00, cash-out the difference.

Click image to enlarge
Cash Drawer window; shows an example of an unreconciled difference.
Image 6: Unreconciled Difference

In the Cash-out pane, Enter the denominations and quantity of the cash-out.

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Cash Drawer window; shows the cash-out and an unreconciled difference of 0.00.
Image 7: Cash-Out & Updated Unreconciled Difference

The unreconciled difference is now 0.00 and you can close the cash drawer.

Closing a Cash Drawer

In the Cash Drawer window:

  1. Select the cash drawer line item
  2. Click Close
Click image to enlarge
Cash Drawer window; shows the location of the Close button.
Image 9: Close Button
  1. Click Confirm
Click image to enlarge
Cash Drawer window; shows the location of the Confirm button.
Image 10: Confirm Button
  1. Click Save & Close

The cash drawer is now closed.

*Note: It is important to confirm the cash drawer because it is the transaction that creates the general ledger journal entry and removes the cash drawer from the list of open cash drawers.

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