How to Create a Cash Register

Setting up a cash register in Mantle is simple and customizable. Follow these steps to create one:

1. Access the Cash Register Settings
   • From the left-hand menu, select SETTINGS.
   • Navigate to CASH REGISTER.
     • Note: Make sure you’ve already created your store location. If not, check out [How to Add a Store Location] ([link to guide]).
2. Create a New Cash Register
   • On the Cash Register screen, click NEW CASH REGISTER.
   • A pop-up window titled Cash Register Details will appear (see screenshot).

   

3. Fill in Cash Register Details
   • Serial Number:
     • For Mantle hardware: Use the provided serial number to trigger the open-drawer command.
     • For other hardware: Choose a unique serial number to identify the register.
   • Store:
     • Select the store location where this register will be used.
   • Staff Members:
     • Assign staff to the register.
     • For registers shared by multiple staff, select all relevant team members.
   • Description:
     • Enter a description to identify the register (e.g., “Register One” or “Register Near the Front Door”).
   • Opening Balance:
     • Specify the amount of cash you typically start with in this register.
   • MX Merchant Terminal:
     • If using MX Merchant, assign the terminal to this register.
     • If not set up yet or if you’re using standalone hardware, leave this blank.

     Note: Other fields in the Cash Register Details window are locked and will activate once the register is in use.

4. Save Your Register
   • Click SAVE to finalize your setup.
   • Your new register will now appear in the Cash Register list.