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How to Start Bank

There are three approaches for operate payments which are Cashier bank, Server bank, Driver bank.

1. Cashier Bank
This is a centralized payment operating concept, each payment is operated by cashier. Each
work station must install drawer and set enabling Cash Tray at Back Office. The authorized
employee has to “START CASHIER” function before start operating payments on each shift.

2. Server Bank
This is a distributed payment operating concept, each authorized server in the restaurant owned
his bank. Each server has to start his bank before start operating payment against his shift.
During the shift, each server has to take care the received payments of his bank until end of shift
and close the bank.

3. Driver Bank
This bank is for Delivery and Online Delivery order type, the concept of this bank is to focus on a
delivery driver. Each delivery driver has to start his bank against his shift, then he will be able to
close orders he delivered, to keep a record of his work.
Remark: See Start/Close Driver Bank on Delivery Chapter

 

Cashier BankServer bankDriver Bank
Dine InXX
Take OutXX
Pick Up, Online Pick UpXX
Delivery, Online DeliveryXX
Bar TabXX
Start Cashier Bank

Before starting cashier operation on each cashier work station, the authorized employee must Start
Cashier by follow below steps:

1. Go to the bottom of order page, click “MORE” button, the “MORE” window will show up.

2. Click “START CASHIER” button, the count starting money window will show up.

Start Cashier Button
Start Cashier Button

3. Enter starting money if any, click “CONFIRM” button, the Start Cashier process is completed.
Remark: The restaurant can set to ‘Print Money Count slip’ automatically after started Cashier

Figure - Count Starting Money on Cash Tray
Figure – Count Starting Money on Cash Tray
Start Server Bank

Before starting payment against each shift, each authorized server has to start his server bank by follow
below steps:

1. Go to the bottom of order page, click “MORE” button, the “MORE” window will show up.

2. Click “START SERVER” button, the Start Server Bank window will show up and display Server
Name differently as follows:

❖ If the logged on employee has permission to Start and Close Server Bank for other, the
window will show all Server name.
❖ If the logged on employee is in employee group setting Use Server Bank, the window will
show his name.
❖ If the logged on employee is not in employee group setting Use Server Bank, and he has
no permission to Start and Close Server Bank for other, the window will not show Server
name.

A server who is already started his server bank, his name will show in grey and unselectable.

3. Select desired Server name.

❖ Click “CONFIRM” button if you want to start a server bank.
❖ Click “CANCEL” button if you don’t want to start a server bank.

Figure - Start Server Bank window
Figure – Start Server Bank window