Setting up cash management

  • Updated on Jan 8, 2025
  • Published on Nov 15, 2024
  • 3 minute(s) read
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Technical configuration

The following section involves working with technical configurations and APIs. Contact your IT support team for more information.

Retailers must first enable the cash management capabilities before setting up the cash drawer configurations within the stores. Enabling cash management is done at the retailer's global level.

Turning on this capability will make options available for setting up and configuring cash drawers within each store via Associate App. While enabling cash management globally makes the capability available to the stores, each store must still complete its specific cash drawer configuration to use all the features.

Enabling cash management globally

This enables cash management globally for your business, across all stores configured to use NewStore Associate App. This feature also enables users to set up cash drawers via NewStore Associate App.

To enable cash management:

  1. Use the Update app configuration method.

  2. Set capabilities > cash_management to true.

Configuring cash management settings

After enabling the feature, users can continue configuring stores to use cash management and set up cash drawers using Associate App. See in this article how to do that.

After this feature is enabled, users can add cash drawers via Associate App.

Setting up stores to use cash management

While using Associate App tap within the App to access cash management. Users with the correct permissions should see the Cash Management menu. Retailers should decide which type of cash drawer configuration to use within the store. Stores can only have one type of cash drawer configured within each store location: integrated or non-integrated.

Note

Integrated cash drawers leverage Associate App and its checkout and payment flow to initiate the automatic opening of the cash drawer during sales, refunds, and non-sales transactions.

Non-integrated cash drawers will require the user to physically open the drawer during the checkout and payment flow using a key or other mechanism. Associate app records transactions for each drawer type but only interacts with the opening of integrated cash drawers.

Using integrated cash drawers within a store

Retailers who want to use integrated cash drawers must first ensure they have installed and configured their cash drawers by connecting them to the store network. The cash drawer must be connected to the same WiFi network as Associate App. To learn which integrated cash drawers are supported, refer to the list of supported cash drawers here.

To set up and configure the integrated cash drawer, follow these steps:

  1. Connect integrated cash drawer(s) to the same WiFi network as Associate App.

  2. Tap , and select Cash Management.

  3. Tap Settings.

Note

When setting up a store for the first time, users will select the Do not use Cash Management option under the Store Operation Mode. Users must add a drawer type before they can enable Cash Management.

  1. Tap Add an integrated drawer.

    • A scanning window appears, scan the barcode on the cash drawer.

    • Define the drawer name.

    • Define the recommended cash float for the drawer.

      • Drawer uses local currency defined for the store.

    • Save the drawer configuration.

  2. In the Store Operation section of the configuration, select Use Integrated Cash Drawers.

  3. If the retailer has more than one integrated cash drawer in a single store, repeat steps 1 to 4, and then continue with the daily open process.

Using non-integrated cash drawers within a store

Associate App does not interact with a non-integrated cash drawer to unlock the drawer. However, all transactions are tracked in NewStore, and daily summaries are also available.

To set up and configure the non-integrated cash drawer, follow the steps below:

  1. Tap , and select Cash Management.

  2. Tap Settings.

  3. In the Non-Integrated Drawers screen tap Configure non-integrated drawer.

    • Define the drawer name.

    • Define the recommended cash float for the drawer.

      • Drawer uses local currency defined for the store.

    • Save the drawer configuration.

  4. In the Store Operation section of the configuration, select Use Non-Integrated Cash Drawers, and then continue with the daily open process.

Displaying the expected amount for cash counting

  1. Retrieve the current configuration using the Get cash drawer configuration method.

  2. Set expose_count_expected_amount to true.

  3. Apply the updated configuration using the Update cash drawer configuration method.

Once configured, NewStore Associate App displays the expected amount when the associate performs a cash audit for the associated drawer. See Performing an intra-day audit count of cash drawer.

Enabling cash rounding

To enable cash rounding in Associate App for stores in countries where this is a requirement:

  1. Use the Update app configuration method.

  2. Set release_toggle > cash_rounding_enabled to true.

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