Set up POS Payment Bins
Payment bins are used for storing paper and coin cash deposits, as well as non-currencies like lottery tickets and vouchers, in case their relocation needs to be tracked. Physically, a bin is a cash drawer for a POS system or a safe in the manager’s office/bank. There are also in-transit payment bins that are used as intermediary storages for cash when it is transferred from one POS unit into another.
When counting cash, the calculated amount for that bin should be balanced with the physical amount found in the cash drawer. Therefore, it is important to insert the starting float for the bin the first time it is created with the Insert Initial Float functionality.
Create cash drawers/bank/safe/in-transit bin
To create cash drawers, banks, or safes, follow the provided steps:
- Click the
button, enter POS Payment Bins and open the related link. - Create New.
- Add a number of cash drawers in the No. field.
- Add Description (e.g. Cash Drawer)
- Choose the POS store and POS unit that will have the cash drawer in the POS Store and POS unit fields.
- Select Cash Drawer in the Bin Type dropdown.
- In the Eject Method field set TEMPLATE as the method in which the cash drawer will be ejected.
After selecting the template eject method, the Eject Method Parameters need to be set. - Click Eject Method Parameters.
Name, Description, and Data Type are automatically populated. - Set the value to EPSON_CASH_DRAWER.
Create virtual bins
To create virtual bins, follow the provided steps:
- Click the button, enter POS Payment Bins and open the related link.
- Create New.
- In the No. field add Auto_Bin.
- Add Description (e.g. Virtual Bin).
- Choose the POS store and POS unit that will have the cash drawer in the POS Store and POS unit fields.
- Select Virtual in the Bin Type dropdown.
Next steps
POS Posting setup
Each cash drawer or virtual drawer can be posted on a different G/L account.
- Open the POS Posting Setup
- Select the POS Store Code.
- Select the POS Payment Method Code.
- Add an Account.
