Cash-drawer-based day openings and closings
Drawer count is typically used in store setups where cash-drawers are mobile within the store.
With this setup, typically each employee is assigned a cash-drawer that they use during their shift and for each sale they process. Users can use any of multiple computer POS stations within the store but always deposit cash payment within their assigned cash-drawer.
By default Erply supports Register-based count, where any employee counts the cash in the cash-drawer of a computer POS station at the beginning of the day, and any employee counts the cash left in the cash-drawer of the POS station at the end of the day.
With this setup, X-reports are issued per day opening period and per register / POS station.
When Drawer count is enabled, an employee is expected to count the content of their personal cash-drawer when opening the day in Erply, using any POS station within the store. At the end of their shift, the employee is expected to count the content of their personal cash drawer and close the day in Erply at any POS station within the store.
With this setup, X-reports are issued per day opening period and per employee / mobile cash-drawer.
Drawer count can be enabled from different places within Erply applications.
You can also contact Erply support to enable Drawer count.
|⚠️ When Drawer count is enabled, only employees who were assigned a drawer ID are allowed to open the day and make sales in the POS. This is to make sure that any sale made at the POS is recorded towards the correct drawer.|
To set up the drawer ID, simply go to an employee card in Erply POS (under Settings > Employees) and fill in the “Drawer identification” field.
Drawer IDs are strings that can contain letters and numbers. Drawer IDs are case and space sensitive.
An employee can only be assigned 1 drawer ID.
But 1 drawer ID can be assigned to multiple employees.
ℹ️ Drawer IDs can also be set and retrieved by API, for integrations built between Erply and third party applications. Please refer to the
Opening and closing the day with Drawer count follows the same steps at the POS as with Register count.
With Drawer count enabled, you will notice that when opening or closing the day, instead of the register name, the drawer ID is showed at the top of the window.
An X-report is a report listing all sales paid at the POS during a day opening period.
With Drawer count enabled, X-reports are generated per drawer ID instead of per register.
X-report can be generated:
An X-report is essentially a Z-report issued for a specific drawer ID (or specific register with default setup).
A Z-report allows to report on multiple shifts a time.
A Z-report can be issued from the Back-office under Reports > Z Report.
A Z-report will show the counts broken down either by drawer ID or by register, depending on whether Drawer count is enabled or not.
When Drawer count is enabled, each row of the Payment summary report corresponds to a day opening period recorded for a specific drawer ID.
Frodo and Sam are two employees of the same store.
Frodo uses the store’s only computer and open the day at 8am. After logging in Erply POS, he is prompted to count the content of the drawer D1.
Sam starts his shift at 10am, logs in Erply on the store’s computer after Frodo logged out. Sam is prompted to open the day and counts the content of his drawer D2.
Throughout the day Frodo and Sam make sales on the same computer but collect cash payments in their respective cash-drawers. They make sure to log in with their username and password before starting to use the POS and log out when they are done with the computer.
At the end of the day, each in turn logs in the POS at the computer, closes the day, counts the content of their cash-drawer and deposits extra cash in the safe, logging out of Erply after they are done.
Gandalf and Sarum are two employees sharing the same drawer.
On both their employee cards in Erply back-office, the drawerID is set to D3.