Proper Aloha Check Out procedure? 2

[qsrsf]

Hello -

I was hoping someone could help me out on what should be done at the checkout process. I have a few issues which is why I need to double check what is currently being done.

I currently enter a starting bank (petty cash) in the Morning. Employee confirms starting bank. Cash is tendered all day, when day is over employee counts drawer, selects 'Check Out' & enters amount. Employee then prints check out and is done with the drawer. At this point Manage Drawers shows above drawer as empty. Repeat process the next day.

Problems: This process adds every days starting bank to make a running petty cash total. Also daily 'calculated deposit' is not accurate. (A side question: Does the daily deposit have to be manually entered at the BOH?) Is there something missing from the process (like a 'Cash Out')?


Thanks

 

[RokStar]

It depends on your set up, but usually there is a "cash out" or a "drawer out".

In my environment, the manager assigns the cash drawer at the beginning of the day and does a "Drawer IN".

Then when the cashier is finished, he'll do a "DRAWER OUT", take the starting bank out of the drawer, THEN run the cashiers checkout and their "cash owed" should equal the remainder in the drawer.

Again, it depends on your setup, but it sounds like you are missing a drawer OUT somewhere.

 

[qsrsf]

Rokstar -
What happens when you run the employee checkout? When I run the checkout it 'zeroes out' the amount shown in 'Manage Drawers', then I guess I have to manually enter the deposit amount at BOH.

It seems to me since I use a different starting bank everyday that my problem stems from not doing a 'cash out' to remove the starting bank before checkout....

 

[RokStar]

I still think it is the same issue.
Yes, when you run a check out it zeroes the drawer, but it adds all the drawer IN cash to the checkout, without removing it from the petty cash, so to speak.

Before you do a "Check out" try doing a "DRAWER OUT" in 'manage cash drawers'. That should reset your petty cash to balance. The next shift you can then put whatever you want as the daily starting bank, it doesn't matter, as long as you "drawer out" the same amount at the end of the shift.
If that doesn't work, then post more details. Like version #, exact steps and buttons you are using, etc.

 

[qsrsf]

Thanks, It is the same issue, not doing the 'cash out' was the missing step, I was just being a bit lazy by not doing it....

 

[posrescue]

As a side note...
You can skip the cash in and cash out if you run concistant drawer levels. Simply start with xyz in the drawer. At shift end count up to xyz and whatever is left over should match cash due on the checkout.

 

[DTSMAN]

That's the way we train'm. KIS!! Star for you.



Bo

Kentucky phone support-
"Mash the Kentrol key and hit scape."

 

[RokStar]

I was going to add that also, but two things:
One, he said he has inconsistent drawer levels, and two, a lot of companies require the signatures of the manager and employees on both drawer chits for responsibility tracking.

and what, no stars for the rokstar? geesh, tough crowd...
D)

 

[DTSMAN]

KIS = Keep it Simple

Patient tells the doctor everytime I raise my arm like this it hurts. Doctors says don't raise your arm like that. That is kind of how we run our show. When customers step out on their own and start trying to utilize bells and whistles they don't need they can over-complicate the things and cause adverse effects, because with any any large software package, there is always the case of checking one feature that counteracts another. I learn from reading your post and others, and sometimes see things I wasn't aware of, or sometimes see post that remind me of why I don't train customers that way.
I couldn't chime in, because in my years, I haven't had a customer that didn't do the checkout report and balance the drawer back to a standard starting balance that all the clerks start with. When I do run into one I will tell them not to do it that way, as they are doubling the time and paper work that isn't needed if all the clerks just start with the same amount at the sart of their shift.
Sorry Rokstar my dumb philosophy overlooked your knowledgable post.

Bo

Kentucky phone support-
"Mash the Kentrol key and hit scape."