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Getting started with ATM & Cash Logistics Optimizer

What ATM & Cash Logistics Optimizer is for, who uses it, what you need before you start, and your first steps.

Applies to ATM & Cash Logistics Optimizer as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

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On this page
  1. What it is for
  2. Who uses it
  3. Before you start
  4. Steps to get started
  5. Where to go next

The ATM & Cash Logistics Optimizer forecasts cash demand for each ATM, branch vault and teller cash recycler from its own history, calendar and local events. It recommends replenishment orders that weigh the cost of idle cash against delivery costs and the risk of running out, within your holding limits and carrier schedules. Your cash operations team reviews and approves every order, and deliveries and discrepancies are tracked through to reconciliation.

What it is for

Many banks and credit unions set ATM and branch cash orders from fixed par levels, spreadsheets and the judgment of branch staff. Machines and vaults hold more cash than they need to avoid running out, and that cash earns nothing while it sits there. Orders are placed by phone or email, carrier charges are hard to check against what was ordered, and discrepancies between ordered, delivered and counted cash are tracked by hand. Few teams can say how much idle cash they carry or what each delivery costs.

  • Par levels are set once and rarely revisited, so cash builds up in machines and vaults
  • Holidays, paydays and local events are handled from memory
  • Orders, carrier charges and deliveries are reconciled by hand
  • There is no clear view of idle cash or the cost of each delivery

Who uses it

  • Cash operations and branch operations teams at banks and credit unions
  • Branch managers responsible for vault and teller cash
  • Treasury and finance teams who answer for the cost of non-earning assets
  • Vendor management teams who oversee armored carriers and cash-in-transit providers
  • Internal audit and security officers, who need evidence of cash controls

Before you start

  • Your organization licenses ATM & Cash Logistics Optimizer from Moraph.
  • A Moraph client account in that organization, signed in.
  • Access to ATM & Cash Logistics Optimizer in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
  • For setup: the product administrator role.

Steps to get started

  1. Sign in at app.moraph.com with your Moraph account.

  2. Open ATM & Cash Logistics Optimizer from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

  3. Check your role: what you can see and do depends on it. See Roles and permissions.

  4. Product administrators: work through Set up ATM & Cash Logistics Optimizer before your team starts.

  5. Everyone else: start with Everyday tasks.

Where to go next

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