Vault Inventory

The Vault Inventory screen provides detailed tracking and management of all cash and chip denominations within your venue. This powerful tool allows authorized staff to monitor inventory levels, track distribution across windows, and maintain accurate records of all monetary assets.

What It Does

The Vault Inventory interface enables precise tracking of every denomination of currency and gaming chips in your operation. It provides a comprehensive view of how these assets are distributed across different storage categories (straps, wrapped, loose, and new) and locations, ensuring accurate accounting and proper inventory control for operational and compliance purposes.

Who It's For

Vault managers, cage supervisors, accounting staff, and compliance officers who need to monitor inventory levels, verify denomination counts, reconcile physical counts with system records, and maintain detailed documentation of all cash and chip assets.

Accessing Vault Inventory

1. From the main CardOpz menu, click on the Vault icon (gray safe icon)

2. Select "Inventory" from the left navigation panel

3. The Vault Inventory screen will display with current inventory details

Interface Components

Date Navigation

Controls for viewing inventory by specific dates:

• Calendar Icon: Opens date picker

• Navigation Arrows: Move forward/backward through dates

• Date Display: Shows currently selected date

• Shift Selection Tabs: Day, Swing, Graveyard shift views

Inventory Control Buttons

Action buttons for inventory management:

• Edit Inventory: Button to modify inventory counts

• Reload: Refresh inventory data display

Main Vault Inventory Grid

Detailed tracking of all denominations by category:

• Cash: Currency denomination listing (Hundreds, Fifties, etc.)

• Straps: Full straps of currency in standard amounts

• Wrapped: Wrapped coin rolls or currency bundles

• Loose: Individual loose bills or coins

• New: New/unopened currency or chips

• Chips: Gaming chip denominations

• Wracks: Chip racks in standard counts

• Racked: Total racked chips by denomination

• Totals: Sum values for each category and overall

Window Inventory Summary

Lower section showing distribution across locations:

• Location: Window/cashier station name

• Total Cash: Cash amount at location

• Total Chips: Chip value at location

Safe Inventory

Additional tracking for secure storage:

• Type: Category of items in safe

• Amount: Value of safe-stored items

• Total: Sum of all safe contents

Using Vault Inventory

Viewing Inventory Status

1. Select the desired date and shift

2. Review denomination-level details for all cash and chips

3. Note the distribution across different storage categories

4. Check window distributions in the summary section

5. Verify safe contents in the safe inventory panel

Editing Inventory

1. Click the "Edit Inventory" button

2. Make necessary adjustments to inventory counts

3. Document reason for adjustments if required

4. Save changes with appropriate authorization

5. Verify updated totals match physical counts

Monitoring Window Distribution

1. Review the Window Inventory section

2. Note cash and chip balances for each location

3. Verify these match assigned window amounts

4. Track changes across different shifts

5. Document any discrepancies between reports

Shift Transition Reviews

1. Toggle between shift tabs (Day, Swing, Graveyard)

2. Compare inventory levels across shifts

3. Document significant changes between shifts

4. Verify proper counts for shift transitions

5. Ensure balanced transfers between shifts

Best Practices

Inventory Management

• Conduct physical counts at regular intervals

• Reconcile system counts with physical counts

• Document reasons for any adjustments

• Maintain separation of duties for inventory control

• Follow consistent counting procedures

Denomination Control

• Monitor high-value denominations with special attention

• Track unusual patterns in denomination distribution

• Maintain par levels for operational efficiency

• Follow mutilation/destruction procedures for damaged currency

• Verify proper storage of all denominations

Operational Efficiency

• Use inventory reports to optimize cash/chip ordering

• Maintain appropriate levels for business needs

• Track seasonal patterns that affect inventory requirements

• Document inventory movement between locations

• Retain historical inventory records for trend analysis

Common Questions

How do I handle discrepancies between physical and system counts?

Document the discrepancy according to venue procedures. Conduct a recount with a supervisor present. If the discrepancy persists, use the "Edit Inventory" function to correct the system count, providing proper documentation and authorization for the adjustment. Follow venue policies for variance reporting and investigation.

What's the difference between the various storage categories?

• Straps: Standard bank straps of currency (typically 100 bills)

• Wrapped: Currency that is wrapped but not in full straps, or wrapped coin rolls

• Loose: Individual loose bills or coins not in straps or wraps

• New: Unopened currency shipments or new chips not yet placed in circulation

How do I transition inventory between shifts?

The system automatically tracks inventory by shift based on the configured shift times in Vault Settings. When conducting physical counts during shift changes, select the appropriate shift tab to document the inventory for that specific shift. Both outgoing and incoming supervisors should verify counts during transitions.

Can I view historical inventory levels?

Yes, use the date navigation controls to select previous dates. The system maintains historical inventory records that can be viewed, but not modified after the accounting day has closed. Historical reports can be exported for record-keeping and analysis.

Related Features

For more information on vault operations, see:

• Vault Dashboard

• Locations/Windows

• Vault Settings

• Employee Cage

• Inventory Reports