How to Set Up Cash Room

Cash Room is a tool that allows you to keep track of the cash at every stage of an Event at your venue.

Listed below is the correct workflow for setting up your Cash Room. Please make sure that these steps are completed before actively using Cash Room for your Events.

• Note: Cash Room functionality is only available during Events. These must be created prior to using Cash Room. For more information, please see How to Create an Event. 

Configure Events & Starting Banks

When you create your Event, there are some fields you want to pay extra attention to when considering using Cash Room features:

1. Set the appropriate start/end times for your Event. See How to Create an Event for more detailed information. 
2. Click Select Locations.
3. Click the pencil icon next to specific Locations set up your Starting Banks, which will be reflected in the Cash Room when the Event starts. 
4. Configure the correct starting banks for your Locations.

• Note: When using Cash Room, you have the option of tracking sales by Location (which will lump sales from all terminals at the Location together) or by Terminal (which shows sales per terminal). If you choose to track by Terminal, it is highly recommended to name each terminal for effective tracking. 

  This can be done on the device Home Screen of the Station Duo by tapping the pencil icon next to Terminal Name or in the Settings page of the Flex.

• Note: If you have several recurring events that share the same info, such as start/end times, starting banks, locations, etc. we recommend creating an Event Template. 

There is no requirement for using any specific denomination, but just keep in mind that the total input must be a multiple of the denomination used. For example, if you are inputting a value under Quarters, a valid amount would be $2.00, but not $2.01. 

Name your Terminals

When using Cash Room, you have the option of tracking sales by Location (which will lump sales from all terminals together) or by Terminal (which will show sales per terminal). If you choose to track by Terminal, it is highly recommended to name each terminal for effective tracking. This can be done on the device home screen by tapping the pencil icon next to Terminal Name.

Here, you will have the option to give the Terminal a unique name that will then show up in your Cash Room view. You also have the ability to give this Terminal a Default Location, which is recommended if your device is primarily used for that Location. This setting can also be toggled off at any time. 

You may also edit the Terminal Name and set the Default Location under the Settings page of the Flex:

1. Tap the pencil icon next to the Terminal Name.

2. If prompted, enter a Manager pin.

3. Delete the existing Serial Number and type the desired Terminal Name.

4. Tap Submit.

 

 

Confirm Your Changes

Now that you have successfully configured your Event and Cash Room settings, you can navigate over to the Cash Room view in Manager and confirm that everything is to your liking prior to your event. 

1. View the Cash Room under Events > Cash Room.

2. Select the appropriate Event in the filter.

3. You will then be able to see the Location(s) that are active in that Event. If you track by Terminal, you will also see the devices that are actively taking sales at each Location. (Again, very important to name your Terminals).

4. Once your Event begins, you can use the blue Print, Cash Drops, & Update Tills buttons for Cash Room activities.

How to Use Cash Room

With your devices and events prepared, you will now be able to begin using Cash Room. To learn more about Cash Room during an Event, check out the article How to Use Cash Room.