Till and User Assignment


Till and User Assignment


You can assign a till to a cash drawer and assign users to a till using several methods:

  • Manually

  • Using Quick Start

  • Using Allow All

You must assign the till to a cash drawer and assign a user to the till in order to perform cash transactions on the till.

Assigning a Till to a Cash Drawer


You must assign a till to a cash drawer before you can assign users to the till.

  1. Select the function to assign a till to a cash drawer.
  2. If multiple cash drawers are available, highlight the appropriate drawer, and then click OK.
  3. Select the till, and then click OK.
  4. If prompted, enter the starting amount, and then click OK
  5. Click Yes at the prompt to confirm. Starting amount funds are transferred from the safe to the till. The cash drawer opens (if connected).

Assigning a User to a Till


Depending on the configuration, you can assign one or more users to the till session on the workstation. Users that are assigned to a till session are automatically assigned to a second till that is also assigned to the workstation to support acceptance of multiple currencies based on change configuration for a currency class. For example, if users are assigned to one till (with Euro currency only) and change is issued in US Dollars, access is required for the second till on the same workstation that has US Dollars only. Thus, users from both till sessions are automatically assigned to both tills so that change can be issued.

  1. Select the function to assign a user to a till.
  2. Depending on your configuration, select one of the following:

    • Highlight an employee, and then click Add to add the employee to the assigned list. Repeat this step if more than one employee can use the till.

    • Click Add All to add all employees to the assigned list.

    If you attempt to assign a till that already belongs to another user when the configuration is restricted to a single user per till, the following error message appears: Only One Employee can be Assigned to Till.

  3. Click Save to complete the assignments.
  4. Click Yes at the prompt to confirm.

Performing Quick Start


Quick Start allows you to quickly assign a user and till to a cash drawer on the workstation. This operation combines the Assign Till and Assign User operations. You must configure the user with a cash drawer in order to perform Quick Start.

  1. Select the function to Quick Start a till.
  2. If prompted, highlight the appropriate till, and then click OK.
  3. If prompted, select the cash drawer (if more than one cash drawer is available).
  4. If prompted, enter the starting amount, and then click OK.
  5. Click Yes at the prompt to confirm. The application transfers starting amount funds from the safe session to the till session.

Allowing Access to the Till


A manager can allow any user to perform transactions on the till, but only assign workstation operators that actually use the till. Allowing access:

  • Opens the till to all workstation operators who can sign on to the workstation to which the till is assigned

  • Assigns the workstation operator when performing a transaction that is tracked by ECM

  1. Select the function to assign a user to a till.
  2. Click Allow All.
  3. Click Save.
  4. Click Yes to the message indicating that all workstation operators can use the till.

Unassigning a User From a Till


Unassigning a user from the till does not close the till; it prevents the user from performing additional transactions on the till. Users that are unassigned from a till session are automatically unassigned from a second till that is also assigned to the workstation to support acceptance of multiple currencies based on change configuration for a currency class. For example, if users are unassigned from one till (with Euro currency only) and change is issued in US Dollars, access is removed for the second till on the same workstation that has US Dollars only. Thus, users from both till sessions are automatically unassigned from both tills.

  1. Select the function to unassign a user from a till.
  2. Depending on the configuration, select one of the following:

    • Highlight an employee, and then click Remove to remove the employee from the assigned list. Repeat this to unassign more than one employee.

    • Click Remove All to remove all assigned employees.

  3. Click Save to complete the unassignments.
  4. Click Yes at the prompt to confirm.

Unassigning a Till From a Cash Drawer


Use this operation to swap the current till for another during a shift change. Unassigning the till from the cash drawer does not close the till; it restricts the till to a limited number of operations (count, transfer, cash deposit). After unassigning a cash drawer, you can assign the till to a different cash drawer on either the same or a different workstation. You can also take the till to the back of house and reconcile it.

  1. Select the function to unassign a till from a cash drawer.
  2. Click Yes at the prompt to confirm.

Last modified: Wednesday, 16 March 2022, 11:55 AM