Vault Locations/Windows
The Vault Locations/Windows screen provides comprehensive management of all cash and chip distribution points within your venue. This interface allows authorized staff to create, configure, and monitor all cashier stations, bank locations, and financial transaction points throughout your operation.
What It Does
The Locations/Windows interface enables precise management of all financial transaction locations in your venue. It provides tools for creating new cashier windows, configuring operational parameters, assigning working capital, and monitoring distribution of cash and chips across all points. This functionality ensures proper oversight of all financial assets and maintains appropriate controls for operational and compliance purposes.
Who It's For
Vault managers, cage supervisors, accounting staff, and compliance officers who need to establish and manage cashier stations, monitor distribution of financial assets, configure operational settings, and maintain proper controls over all transaction locations.
Accessing Locations/Windows
From the main CardOpz menu, click on the Vault icon (gray safe icon)
Select "Locations/Windows" from the left navigation panel
The Locations/Windows screen will display with all configured locations
Interface Components
Location Management Controls
Top section providing location creation and management:
Add Location: Button to create new transaction location
Search: Find specific locations by name or attributes
Show Entries: Control how many locations display per page
Location Grid
Displays all configured locations with detailed information:
Name: Full location name/identifier
Short Name: Abbreviated name for reports and displays
Section: Gaming area or department designation
Working Capital: Assigned operating limit
Total Cash: Current cash balance
Total Chips: Current chip value
Location Type: Functional category (Cage, Floor Transaction, etc.)
Vault: Associated vault designation
ID: Unique identifier for the location
Actions: Edit and delete options
New Location Modal
When creating a new location, a modal appears with fields:
Location Name: Full name of the new location
Short Name: Abbreviated identifier
Location Type: Functional category selection
Cage Imprest: Working capital configuration
Vault: Parent vault assignment
Section: Gaming area or department
Total Cash: Initial cash balance
Total Chips: Initial chip balance
Action Buttons: Cancel or Confirm creation
Using Locations/Windows
Viewing Locations
Access the Locations/Windows screen to see all configured locations
Review location details including balances and assignments
Use search functionality to find specific locations
Navigate between pages for additional location listings
Note current cash and chip distributions across all points
Creating New Locations
Click the "+ Add Location" button
Enter required information in the creation modal:
Location Name: Descriptive name of the window or location
Short Name: Brief identifier for reports
Location Type: Functional category from dropdown
Cage Imprest: Working capital assignment
Vault: Parent vault relationship
Section: Gaming area or department
Initial balances: Starting cash and chip values
Click "Confirm" to create the new location
Managing Existing Locations
Use the Edit icon (pencil) to modify location settings
Update configuration parameters as needed
Monitor cash and chip balances for operational oversight
Use Delete icon (trash) to remove unused locations
Document changes according to venue policies
Location Type Configuration
Select appropriate Location Type when creating or editing:
Cage: Primary cashier windows
Floor Transaction: Mobile or satellite cash locations
On Floor Cage: Secondary cage locations on gaming floor
House Accounts Office: Administrative financial locations
Configure appropriate working capital based on type
Assign to appropriate sections based on venue layout
Set proper authorization levels according to location type
Best Practices
Location Setup
Create descriptive, consistent naming conventions
Assign short names that are easily identifiable
Configure appropriate working capital based on business volume
Group related locations by section for easier management
Document location purposes and special instructions
Financial Controls
Regularly verify balances against physical counts
Maintain proper working capital levels for operational needs
Monitor high-volume locations with increased frequency
Implement dual control for sensitive operations
Document all configuration changes
Operational Efficiency
Create location types that match your venue's workflow
Configure section assignments to match physical layout
Maintain adequate working capital without excess funds
Monitor transaction patterns to optimize location configuration
Regularly review location utilization for potential adjustments
Common Questions
What is the difference between Location Types?
Location Types define the primary function and operational parameters of each window or station:
Cage: Primary cashier windows for player transactions
Floor Transaction: Mobile or satellite locations (typically for chip purchases on the floor)
On Floor Cage: Secondary permanent cage locations on the gaming floor
House Accounts Office: Administrative financial locations handling non-gaming transactions
What is "Cage Imprest" and how is it used?
Cage Imprest refers to the established working capital assigned to a location. This is the standard operating amount that the location should maintain. It serves as both the starting balance reference and the expected balance during reconciliation processes.
Can I move a location from one vault to another?
Locations are generally associated with a specific vault for operational and accounting purposes. While the vault assignment can be modified using the Edit function, this should only be done during appropriate accounting periods and with proper documentation, as it affects financial reporting and reconciliation.
What happens if I delete a location?
Deleting a location removes it from active use in the system. However, historical transaction records associated with that location are maintained for reporting and audit purposes. Before deleting, ensure the location has a zero balance and all transactions have been properly reconciled.
Related Features
For more information on location management, see:
Vault Dashboard
Vault Inventory
Vault Settings
Employee Cage
Location Activity Reports
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