Intro to Big Bag Management

Summary

This guide explains how to manage money bags when preparing cash and cheques for off-site collection. The process involves closing your till/shift, managing both Small Bags and Big Bags, and registering sealed bags for off-site pickup. Ensure you include the Small Bag number during cashing up.


Step-by-Step Guide


1. Manage Money Bags Used for Depositing Money Off-Site

Unassigned Small Bags

These are individual money bags that have not yet been grouped or assigned to a Big Bag.

  1. Go to the Front of House section of the system.

    Front_of_House.png

  2. Navigate to Big Bag Management.

    Screenshot_2023-06-01_at_16.14.40.png

  3. Click on Unassigned Small Bags.

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  4. Select the Small Bag you want to manage and choose one of the following options:

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    • Create Big Bag

    • Assign to Open Bag




Option A: Create Big Bag

Use this option to group one or more Small Bags into a new Big Bag.
a) Click Create Big Bag.

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b) Confirm by clicking Create Big Bag again.


Option B: Assign to Open Bag

Use this option to add a Small Bag to an already open Big Bag.
a) Click Assign to Open Bag.

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b) Select the open Big Bag you want to assign it to.
c) Click Assign to complete the process.

Screenshot 2025-01-23 at 10.10.55.png


2. Manage Big Bags

Big Bags are larger money bags containing one or more Small Bags, which are prepared for off-site collection.

  1. Go to the Front of House section of the system.

    Front_of_House.png

  2. Navigate to Big Bag Management.

    Screenshot_2023-06-01_at_16.25.10.png

  3. Navigate to the Big Bags Tab.

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  4. To adjust the contents of a Big Bag:
    • Click Edit.

      Screenshot 2025-01-23 at 10.13.07.png

    • Select the Small Bag you wish to remove.
    • Click Remove Small Bags.

      Screenshot 2025-01-23 at 10.14.34.png Screenshot 2025-01-23 at 10.15.50.png

  5. Once you are satisfied with the Big Bag’s contents, click Seal Bag.

    Screenshot 2025-01-23 at 10.16.40.png

  6. A confirmation prompt will appear—click OK to proceed.

    Screenshot 2025-01-23 at 10.17.21.png

3. Register Sealed Bags for Off-Site Collection

  1. Once the Big Bag is sealed, navigate to the bottom-left corner and click Register Bag Off-Site.

    Screenshot_2023-06-01_at_16.30.05.png

  2. Enter the following details:
    • Collection Reference: The reference provided for the off-site collection.
    • Sealed Bag Number(s): The number(s) of the sealed Big Bag(s).

      Screenshot_2023-06-01_at_16.35.31.png

  3. Click Register Off-Site to confirm.
  4. A confirmation message will appear in the top-right corner of your screen to indicate success.

    Screenshot_2023-06-01_at_16.37.14.png

By following these steps, you can effectively manage Small Bags, consolidate them into Big Bags, and ensure proper registration for off-site collection.

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