Point of Sale Terminals

Created 20 November 2025 • Updated 20 November 2025

POS Operations

The following page outlines the process for managing finance related activities on the Aztec Point of Sale terminal, including opening terminals, session change, skims, and machine claims.

POS Operations Topics

Opening Terminals

Terminals must be opened before you can place orders or take payments. If a terminal is in Closed for Trading status, it is not operational until it has been opened.

With Inserts

Follow these steps to open the point of sale terminal with a drawer insert:

  • Tap Open Terminal

  • Tap the required Drawer Insert

    If there are no drawer inserts displayed then inserts will need to be floated in Finance → Cash Management → Floats

  • The terminal will be in an Open for Trading status

Follow these steps to open the point of sale terminal without selecting an insert:

  • Tap Open Terminal

  • Tap No Drawer Insert

  • The terminal will be in an Open for Trading status

  • When an insert has been floated tap Assign Terminal Drawer

  • Tap the required Drawer Insert

Without Inserts

Follow these steps to open the point of sale terminal without inserts:

  • Tap Open Terminal

  • The terminal will be in an Open for Trading status

Starting Money Belt Sessions

Money belt sessions are started by individual point of sale operators to record payments taken through iServe, PIN Pads when performing Pay at Table transactions or point of sale terminals.

If you’re unsure where a payment will be recorded on point of sale terminals, check with your system administrator to confirm the setup. As a general rule, if a cash drawer opens when you take a payment, the money should be placed in the drawer and will be recorded against the terminal rather than the money belt.

With Floats

Follow these steps to start a money belt session with a float:

  • Tap Start Money Belt Session

  • Tap the required Money Belt Float

    If there are no money belt floats displayed then money belts will need to be floated in Finance → Cash Management → Floats

  • The operator will now have started their session

Without Floats

Follow these steps to start a money belt session:

  • Tap Start Money Belt Session

  • The operator will now have started their session

Skims / Uplifts

A skim, also known as an uplift, is performed when a terminal or drawer insert holds too much money. For security purposes, the excess cash is removed and stored securely elsewhere.

There are two options available:

  • Enter the exact amount uplifted at the time of the skim

  • Use the Count in Office option, which records that the skim has taken place but requires the money to be counted and reconciled later in the Finance module. This must be completed before making a declaration

Follow these steps to enter a skim:

  • Tap Skim Drawer

  • If prompted enter a Reference | tap OK

  • Enter the Value Skimmed | tap Enter

  • Select a Safe (if more than one configured)

  • Tap Yes to confirm

    or

  • Tap Count In Office

  • Tap Yes to confirm

  • Complete the Skim in Finance → Cash Management → Skims

    The skim must be completed before proceeding a declaration

Increase Float

If you’re using drawer inserts and need to add extra float funds without swapping notes for coins, use the increase drawer float option to perform this action.

Follow these steps to increase the float:

  • Tap Increase Drawer Float

  • If prompted enter a Reference | tap OK

  • Enter the Value of Float Increased | tap Enter

  • Select a Safe (if more than one configured)

  • Tap Yes to confirm

Machine Claims

Machine claims allow point of sale operators to provide guests with a cash payment in the event of a machine discrepancy. When the machine collector visits the site, they will review the claim and decide whether it is valid and should be reimbursed.

Follow these steps to enter a machine claim:

  • Tap Enter Machine Claim

  • Select the required Machine

  • Enter the Claim Value | tap Enter

  • Tap Yes to confirm

  • From the open cash drawer handover the cash claim value to the guest

Session Change

At the end of a trading session, the terminal should be session changed. This action updates the finance module with the latest status and prepares the terminal for declaration.

Follow these steps to perform a session change:

  • Tap Session Change

  • Tap Yes to confirm

  • The terminal will now be in a closed for trading state

During the session change there maybe other prompts that require actioning:

  • Closing active accounts because setup prevents open accounts

    • Which could be for the entire site or by sales area

  • Serving delayed orders

End Money Belt Session

When a front of house operator who has an active money belt session is finishing up they will need to end their money belt session.

Follow these steps to end a money belt session:

Depending on your organisations processes you maybe required to run a 'Money Belt Report' prior to ending the session which will enable reconciliation of all monies taken.

  • Tap End Money Belt Session

  • You might be prevented from continuing if there are open accounts, either

    • Pay and close the accounts

    • Transfer Ownership to another front of house operator

  • The final end of session report will be generated and printed

  • Tap OK to complete