SCIS Cash Drawer Management Setup

This topic applies to

Applies to

SuiteCommerce InStore

Administrators must first complete general Cash Drawer Management setup steps whether or not they plan to use Advanced Cash Drawer Management in SuiteCommerce InStore (SCIS). This section includes general setup steps, as well as steps for setting up Advanced Cash Drawer Management.

For reference information about the custom fields and records that are used in Cash Drawer Management, read the section on Cash Drawer Management custom fields and records.

To set up Cash Drawer Management in SCIS:

  1. Go to Setup > Company > Locations.

  2. Click Edit next to each location using SCIS, and then click Save.

    This action triggers the automatic creation of an SCIS Store Safe Account and SCIS Cash Drawer Difference account for each Location. The accounts are also saved on Location records automatically.

  3. Ensure the Use Cash Drawer Account box is checked on the SCIS Payment record used for cash, and for any payment method for which you want the cash drawer to open.

    1. Go to Customization > Lists, Records, & Fields > Records.

    2. Find the SCIS Payment Method record, and click List in that row.

    3. View or edit the SCIS Payment record used for cash. Ensure the Use Cash Drawer Account box is checked. This box must be checked on all payment methods for which you want the cash drawer to open.

SCIS Advanced Cash Drawer Management Setup

The following instructions are for administrators using SCIS with Advanced Cash Drawer Management capabilities.

To set up Advanced Cash Drawer Management:

  1. Enable Advanced Cash Drawer Management on the SCIS Settings record.

    1. Go to Customization > Lists, Records, & Fields > SCIS Settings. Click the Cash Management subtab.

    2. Check the Advanced Cash Drawer Management box.

    3. Select a Close Shift Receipt Template.

      Note

      If needed, create a custom Close Shift Receipt Template, and then select your custom receipt template.

      Because SuiteCommerce InStore is a managed SuiteApp, any changes to default receipt templates will be overwritten by periodic automatic updates. For more information, read Customizing a Receipt Template for SCIS.


    4. (Optional) Check the Hide Expected Cash on Shift Close box. When this box is checked, sales associates cannot see the expected amount in the cash drawer when they are closing a shift.

    5. (Optional) Check the Mandatory Open Shift box. When this box is checked, Sales associates cannot enter an order unless they have entered the amount in the cash drawer and selected a register.

    6. Click Save.

  2. Create one or more register accounts. You must use this register account when you create an SCIS Cash Drawer record in a later step.

    1. Go to Lists > Accounts > New.

    2. Create one or more accounts with the location (and subsidiary, if applicable) defined on the account record.

  3. Create an SCIS Cash Drawer record for each cash drawer and printer combination.

    1. Go to Customization > Lists, Records, & Fields > SCIS Cash Drawer.

      • Name - Enter a name for the cash register or cash drawer.

      • Register Location - Select a location for the cash drawer. The options on the list are sourced from the list of locations set up in your NetSuite account.

      • Printer/Register– Enter the name of the printer associated with the cash drawer.

      • Register Account – Select the account for the cash drawer. The Register Account field is filtered by location.

    2. Click Save.

  4. Ensure the SCIS Clerk role includes Edit-level permission for the SCIS Closing Drawer and SCIS Opening Drawer transactions. For more information about the SCIS Clerk role and related permissions, read SCIS Clerk.

  5. Assign the SCIS Store Manager role to an employee, and set it as an authorized role In SCIS permissions. For more information, read SCIS Store Manager.

With Advanced Cash Drawer Management, the sales associate opens a shift by entering the amount in the cash drawer and selecting a register. This action creates an SCIS Shift record automatically in the NetSuite backend. The shift record shows opening and closing shift time, the register used, and includes links to the opening drawer and closing drawer transactions. For more information about Cash Drawer Management tracking, read SCIS Cash Drawer Management Workflows and Tracking.

Advanced Cash Drawer Management Calculator

When you use Advanced Cash Drawer Management, the SCIS user interface includes a Calculator. Administrators must configure SCIS Quick Cash Denomination records for the calculator to be most useful. For more information, read Modifying Cash Payment Denominations.

If cash denominations have not been configured, then the calculator does not show any cash values. The calculator is useful for sales associates when they enter an opening drawer or closing drawer transaction, and when entering a cash drawer adjustment.