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Assign A Bank To A Driver

A driver may need to have some cash on hand to make change while making deliveries. To assign this cash, navigate to the Dispatch screen.

Select the driver you want to assign the cash to and click Driver Status.

The Driver Status window will popup. You will see under financial summary that there is no cash currently assigned. Click on the "Assign Bank" button.

A new window will popup with a keypad. Enter in the amount of cash you want to assign the driver and click Assign.  

Once you have assigned the cash, the "Cash Assigned" field will update with the amount.

Tip:  You can specify if a bank is required, and the default amount, in Configuration / Order Types / Delivery / Driver Management column.  Also, you should check the configuration in Tax/Tender/Cash - Cash Management to determine where the cash for the driver bank comes from. 

To learn how to perform a specific task concerning deliveries or drivers you can view the articles and videos within the Dispatch Screen section of our knowledge base.

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