Advanced Cash Drawer Management Setup for SCIS

This topic applies to

Applies to

SuiteCommerce InStore

The following instructions are for administrators using SuiteCommerce InStore (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 Drawer Management subtab.

    2. Check the Advanced Cash Drawer Management box.

    3. Select a Close Shift Receipt Template.

      Note

      If you need to view certain fields on the Close Shift Receipt Template, create a custom receipt template.

      Because SuiteCommerce InStore is a managed SuiteApp, any changes to default receipt templates will be overwritten by automatic updates to SCIS. 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 bank accounts to track funds collected in cash drawers.

    Tip

    You will use this bank account when you create an SCIS Cash Drawer record in a later step (Step 3a).


    1. Go to Lists > Accounts > New.

    2. Create a bank account 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 bank account you created in Step 2b. 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.

    Note

    Role permission should be in place by default. 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.

When Advanced Cash Drawer Management is set up, the sales associate opens a shift by entering the amount in the cash drawer and selecting a register. The sales associate is not allowed to enter a sales transaction without selecting a cash drawer and register.

Selecting a cash drawer and register 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.