The shift lifecycle
Opening a shift
On the Shift screen (/pos/shift), open a shift by entering the opening balances (the cash float in the drawer, and any other starting amounts). Once open, the counter unlocks for that till and you can start selling.
1
Open the Shift screen
Go to
/pos/shift. If no shift is open, you are prompted to open one.2
Enter opening balances
Record the starting cash float (and any other mode balances). This is what you counted into the drawer.
3
Start selling
The counter unlocks. Every sale during the day is tied to this shift.
Closing a shift
At end of day, close the shift with a count of what is actually in the drawer. The screen shows the expected amount per payment mode (opening float plus the day’s takings) so you can compare it against the counted total and spot any difference.1
Open the Shift screen
Return to
/pos/shift and choose to close the open shift.2
Count and enter closing amounts
Enter the counted total for each payment mode. The expected amount is shown alongside for comparison.
3
Close and get the Z-Report
On close, the shift is finalised and the Z-Report becomes available, breaking down cash and every other mode.
The Z-Report is the branded end-of-day cash-count report. It is your record of the shift for reconciliation and handover.
Field guide: the cash shift
Upstream and downstream
Before: a store and terminal must exist and you must be signed in with a selling role. After: closed shifts feed the Z-Report and reconcile the day’s cash against sales.Best practices
- Open a shift before the first sale of the day, not partway through.
- Count the drawer honestly at close and compare against the expected amount before finalising.
- Keep one open shift per till at a time to keep accountability clear.