> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Cash Shifts

> Open and close a cash shift at the Point of Sale counter, track expected amounts, and produce the Z-Report for end-of-day reconciliation.

Every selling session runs inside a cash shift. A shift gives each till a start, an end, and an accountable cash count, so end-of-day reconciliation is clean and disputes are rare. A **POS Cashier**, **POS Manager**, or **Pharmacist** can run a shift.

## The shift lifecycle

```mermaid theme={null}
flowchart LR
    A[Open shift with float] --> B[Sell during the shift]
    B --> C[Close shift with count]
    C --> D[Z-Report generated]
    style A fill:#14f1b1,color:#05133C
    style C fill:#14f1b1,color:#05133C
    style D fill:#14f1b1,color:#05133C
```

## 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.

<Steps>
  <Step title="Open the Shift screen">
    Go to `/pos/shift`. If no shift is open, you are prompted to open one.
  </Step>

  <Step title="Enter opening balances">
    Record the starting cash float (and any other mode balances). This is what you counted into the drawer.
  </Step>

  <Step title="Start selling">
    The counter unlocks. Every sale during the day is tied to this shift.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="Open the Shift screen">
    Return to `/pos/shift` and choose to close the open shift.
  </Step>

  <Step title="Count and enter closing amounts">
    Enter the counted total for each payment mode. The expected amount is shown alongside for comparison.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Info>
  The Z-Report is the branded end-of-day cash-count report. It is your record of the shift for reconciliation and handover.
</Info>

## Field guide: the cash shift

| On the shift           | What it holds                                          |
| ---------------------- | ------------------------------------------------------ |
| Opening balances       | The float and starting amounts you counted in.         |
| Sales during the shift | Every sale tied to this session.                       |
| Expected amounts       | Opening plus takings, shown per payment mode at close. |
| Closing count          | What you actually counted, per mode.                   |

## 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.