Set up cash management in Jovvie Point of Sale

Set up cash management in Jovvie Point of Sale so staff can track the cash in a till and open the cash drawer from the register. Each station has its own cash management settings.

Before you start

• You need to be an administrator or shop manager.
• To open a cash drawer from the register, you need a receipt printer set up for Point of Sale, with the cash drawer connected to it. Use hardware with verified support for your operating system.

Turn on cash management

1. In your dashboard, go to POS > Stations.
2. Find the station and click Edit Station.
3. Open the Cart tab.
4. Go to the Cash Management section.
5. Open Cash Management Mode and choose one:
   • Disabled (the default): cash management is off.
   • Full Cash Management: turns on till sessions and the open drawer control.
   • Open Drawer Only: gives staff the cash drawer control and nothing else.
6. Click Save.

To learn how staff use these features, see Open the till, Close the till, Record paid in, paid out, drops, and adjustments, and Open the cash drawer.

If staff cannot find the cash management actions, check that Cash Management / Open Drawer is shown for the station. See Show or hide register buttons.

Require a PIN for cash actions

You can ask staff for a PIN before certain cash actions.

1. On the Cart tab, go to Cash Management PIN.
2. Enter a numeric PIN. Share it only with the staff who need it.
3. Open Cash Management PIN Requirement and choose one:
   • Never require PIN (the default)
   • Always require PIN
   • Require PIN based on conditions
4. Click Save.

The register only asks for a PIN if you have entered one, so always enter a PIN if you want staff to need one.

Require a PIN for some actions or some users

If you chose Require PIN based on conditions, a PIN is required when either of these matches: the action is in Operations Requiring PIN, or the user is in Users Requiring Cash PIN.

1. Under Operations Requiring PIN, choose Select.
2. Pick the actions that need a PIN: Open Till, Close Till, Void Session, Paid In, Paid Out, Drop, Adjustment, or Open Drawer.
3. Under Users Requiring Cash PIN, choose Select.
4. Pick the users who must enter the PIN.
5. Click Save.

If you pick nothing in a list, that list does not require a PIN for anything.

Choose the cash drawer location

1. On the Cart tab, open Cash Drawer Location.
2. Select the location of the receipt printer that the cash drawer is connected to.
3. Click Save.

The drawer opens when staff use Open Drawer. If you leave None / Disabled selected, or no printer locations are listed, the drawer does not open from the register.