Title:

Perform Partial |Full Shift Close

Summary:

Shifts can be closed by the individual cashiers if they have the access of closing shifts or shifts can be closed by a user with Administrative access for closing shifts.

The cashier will need to hold the shift using Hold Shift function for an administrator to close the shift without logging into the POS processing screen. Below are the steps which you can perform in closing a shift successfully.

Steps to perform:

Step 1. Select ShiftàHold Shift|Close Shift

Step 2. When Close Shift is selected from the tree view, the screen will show all the shifts which are on hold. The user will need to select the shift they want to close by clicking on the Close button for the relevant Shift number.

Step 3. Enter the Till Amount and click on Next for the Selected Payment Type.

Use "Short Surplus Buffer" to automatically add the variance in Staff current balance. To enable "Short Surplus Buffer", login to Backoffice and go to 237-Configuration, amend the value of the config “Short Surplus Buffer” to your preferred buffer amount

Step 4. Click on FULL Close when closing the end of day shift for the cashier. This means that the system will assign a new shift number for the same cashier on NEXT Login.

Full Close – all Till payments with the shift will be reconciled and the shift will closed.

Partial Close - selected payments within the shift is reconciled and the shift is NOT closed. The reconciled amount is removed from the Till and the cashier can continue with the Shift.

Once the shift is successfully closed, the system will print Shift Close report.