Smart Safes

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Revision as of 13:29, 19 September 2024 by Bfultz (talk | contribs) (Created page with "=== '''Courier Pickup''' === * '''Manager must be present when courier is removing money from safe''' * '''Loomis is only allowed to be in the building 10 MINUTES- Any time over this we are charged''' * '''When Loomis enters, the manager needs to quickly meet them in the office, so they complete their job and exit the building.''' * Courier will enter their pin on keypad and then select enter. * A receipt will print with barcodes for the courier * Courier will scan barc...")
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Courier Pickup

  • Manager must be present when courier is removing money from safe
  • Loomis is only allowed to be in the building 10 MINUTES- Any time over this we are charged
  • When Loomis enters, the manager needs to quickly meet them in the office, so they complete their job and exit the building.
  • Courier will enter their pin on keypad and then select enter.
  • A receipt will print with barcodes for the courier
  • Courier will scan barcode
  • Courier will enter a special code given from the scan
  • Courier will select pickup cash on screen
  • Courier will select open door to open vault
  • Once all cassettes are emptied, courier will close vault door
  • Receipt will print
  • Courier will take money to bank for deposit

Change Order- Placing new order

  • Stores will place and receive change 1 time per week
  • Log into DTS Connex
  • Hover over Create and click “Create Change Order”
  • From the drop down, select your location
  • Click “New Order”
  • Enter the increments needed for the change order
  • Click save
  • The next available date will display automatically. Click the gray button to change the delivery date. DTS will not allow you to place more than 1 change order per service day.
  • Select save order
  • Loomis driver will deliver change order on your scheduled delivery date

Change Order- Editing an existing order

  • Log into DTS Connex
  • Any existing orders will be listed on the screen
  • Select “Edit Order”
  • Make changes. Select save.
  • Loomis driver will deliver change order on your scheduled delivery date

Change Order- Cancelling an existing order

  • Log into DTS Connex
  • Any existing orders will be listed on the screen
  • Select “Cancel Order”
  • Select save

Change Order- Adding money into smart safe

  • Select Other on smart safe screen
  • Enter pin
  • Select cash control
  • Select change order deposits
  • Insert bills into bill acceptor
  • Select done
  • Confirm the amount on screen by selecting yes
  • Select done

Add a manager to system

  • Must have correct permissions to set up additional managers
  • Select “other” icon from main screen
  • Enter your pin number
  • Select manager accounts. Select add.
  • Enter new Manager pin (4 digits). Select enter.
  • Reenter pin. Select enter.
  • Enter Manager name using keypad. Select Enter.
  • Select which functions will be allowed to perform. Select done.
  • Select done again to save managers information. Message confirming information was saved will be displayed.

Skimming cash register

  • Select insert bills icon on main screen
  • Enter your pin number
  • Bill accepters will have a sold green light showing it is ready to accept bills
  • Notes are counted as they are accepted and stored in the cassettes
  • You can place bills into either accepter if the green indicator is on
  • Note: You can place up to 25 notes in an acceptor at one time
  • You can see what is being accepted on the screen of the smart safe
  • Once all money is accepted, click done
  • A receipt recording the deposit will print
  • Place receipt in cash till you skimmed

Counting cash register

  • Always have cashier present when counting down their cash drawer
  • Count the drawer down to the drawer bank ($100, $150 etc.)
  • All cash bills that will be deposited:
  • Select other icon on main screen
  • Enter your pin number
  • Select Deposit on screen
  • Enter your pin number
  • Bill accepters will have a sold green light showing it is ready to accept bills
  • Notes are counted as they are accepted and stored in the cassettes
  • Note: You can place up to 25 notes in an acceptor at one time
  • You can see what is being accepted on the screen of the smart safe
  • Once all money is accepted, click done
  • A receipt recording the deposit will print
  • If you skimmed the cash register during the shift you will need to add that amount to this receipt amount to get that total cash deposited from this register

Ending a shift (Creates accounting period on the reports which details any transactions during the shift time frame)

  • Complete insert close in SICOM
  • Complete shift close in SICOM

End of Day Closeout-

  • Closes out the whole day- Runs automatically at 1:00 A.M.
  • If it does not run, please follow the below steps to close the day out:
  • Select “other” from main screen
  • Enter pin number
  • Select “End of day/Shift”
  • End Day. Select yes.
  • End of shift will print 1st. Select done when complete.
  • End of day will print next. Select done when complete.