Company: Link Technologies
Case No: L12499
Logged By: Sanjay (Link Technologies) on 30 Sep 2015 11:41AM
Priority: Not Applicable
Product: Other
Group: To be assigned
Time Taken: 0.00
Assigned To: Sanjay (Link Technologies)
Circulation: Sanjay
Resolve By: Wednesday, 30 September 2015 11:41 AM [3103 days since logged date]
Status: Closed
Subject: Closing a SHIFT in Link Point of Sale
Summary:    

When a user logs into Link Point of Sales, a SHIFT Number is allocated to the user. All transactions performed by the user is allocated to this shift number. The shift remains OPEN until the user or the store manager closes the shift. Once the shift is closed, the user is logged out of the system. When the user logs back in, a new shift number is allocated. When a shift is closed, a summary of transactions together with TILL amounts are printed. This is similar to the "z-report" in the traditional cash register system. Shift close should process should be aligned with your banking process as this will allow you to match your banking amount with the shift close report.

There are two places from which you can close a shift.

  1. Closing a shift from the POINT OF SALE screen - Use this method if it is safe to count cash at the POS terminal. (Details covered in this post)
  2. Closing the shift from the Main - This method is used when you need to reconcile the TILL in a secured area away from the POS Terminal (Refer to user guide for more details)

Closing a shift from the POINT OF SALE screen

Before you close a shift, you should count the contents of the cash drawer grouped by the payment method. You should therefore know the value of the cash drawer by each payment type.

To close a shift, perform the following steps:

  1. Select the Close shift option from the SHIFT menu option as shown in figure 1 below.
  2. The close shift form appears as shown in Figure 2 below. Enter the counted values into the Till Amount column (marked as 1. in figure 2 below) then click NEXT (Number 2 on Figure 2)
  3. You should now see the screen which summaries your shift giving you the option to PARTIAL CLOSE or FULL CLOSE your shift. Refer to figure 3 below.
    1. PARTIAL CLOSE: Contents of the till can be removed for safe storage. You get to keep the same shift number and do a full close at a later time. Use this option if you have excess funds in the till that poses a security risk.
    2. FULL CLOSE: Use this method when you are ready to take the till contents to the bank.
    3. Back button is used to go to the previous screen where you can correct/re-enter Till Amounts
    4. Summary of till and System amounts including the variance.
  4. ?You may exit the process at any time by using the EXIT button. To close the shift, press the button labeled FULL Close or PARTIAL Close
  5. A summary of the shift will be printed. The user will be logged out and the shift is now closed.

Figure 1 - Select the close shift option from the menu

"Image has been removed to reduce document size."

Figure 2 - The Close shift screen where you should enter the values based on ACTUAL IN TILL amounts

Figure 3 - The Close shift summary screen

"Image has been removed to reduce document size."


Audit Notes:
If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12499 in the subject line of all emails regarding this issue.

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