RetailPOS processesHow to

Set up POS Payment Bins

Each POS unit can have multiple payment bins and different setup. You can set cash drawers and virtual drawers.

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:

  1. Search for POS Payment Bins and open the related link.
  2. Create New.
  3. Add a number of cash drawers in the No. field.
  4. Add Description (e.g. Cash Drawer)
  5. Choose the POS store and POS unit that will have the cash drawer in the POS Store and POS unit fields.
  6. Select Cash Drawer in the Bin Type dropdown.

Note: For the Bin Type there are also Bank and Safe options that have the same function as the Cash Drawer. If you need to reference a bank, or a safe instead of a cash drawer, choose one of those options instead. For in-transit bins, it’s necessary to choose Safe as the bin type.

  1. 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.
  2. Click Eject Method Parameters.
    Name, Description, and Data Type are automatically populated.
  3. Set the value to EPSON_CASH_DRAWER.

Note: It’s not necessary to configure the Eject Method for bins like Bank, Safe and In-Transit bins, as they aren’t physical bins attached to POS units, and thus can’t be ejected.

Create virtual bins

To create virtual bins, follow the provided steps:

Tip: Virtual bins are used for payment by card.

  1. Search for POS Payment Bins and open the related link.
  2. Create New.
  3. In the No. field add Auto_Bin.
  4. Add Description (e.g. Virtual Bin).
  5. Choose the POS store and POS unit that will have the cash drawer in the POS Store and POS unit fields.
  6. 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.

  1. Open the POS Posting Setup
  2. Select the POS Store Code.
  3. Select the POS Payment Method Code.
  4. Add an Account.

POS_GL

See also