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Opening And Closing Shift
Opening And Closing Shift

Using Shift features to create daily settlement or closure from the cashier

Maristella avatar
Written by Maristella
Updated over 2 months ago

Many stores that operate outside of regular business hours (between 8AM and 5PM) need to employ multiple shifts to sustain their operations. Implementing Shift features can simplify the transition between shifts, with the outgoing user or cashier performing a settlement before other users or cashiers takes over. This is particularly relevant for businesses in the Offline Retail or Minimarket industry.
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In DealPOS there is a shift feature that is used to manage employee shifts and also manage reports for each cashier. So it would be easier for the admin to see the cashier performance.

use case shift

I. Active Feature in Setup Page

Step 1. Go to Setup then Click More Menu

More Setup Menu

Step 2. Select Module Configuration

Module Configuration

Step 3. Go to Shift Tab then Enable Shift

Enabled Shift

Note:

Do not forget to click the save button after enabling the shift feature.

Table Properties

Properties

Description

Shift

Enable register closure

Block Offline Order

Block unsynced offline order when close shift

Expected Visible

Avoid user to see how much transaction amount that store get

Invoice Visible

Avoid user to see how much transaction amount that store get

Visitor Mandatory

User must fill visitors before close register

Payment Receive Visible

Display the payment receive tab

Shift Orders Date on Closure

Config is use for active config Posted Date

Start Time - End Time

Setting to set time when the transaction will be assigned

Posted Date

Integrated with config start and end time whether the invoice will be posted a day before or after

Input Days Range

Number of days between opening and closing time

Step 4. Perform sales transactions as usual the system will automatically open the shift.

Submit Opening Cash
My Shift

II. Generate Shift Closure

Step 1. Go to Shift then click Close Register

If you want to make shifts closure print/close shifts, you can press the Closer Register button.

Close Register

Notes:

Other Users cannot access the outlet if you do not close the register.

Step 2. Add Closing Note & Visitors (Optional), then Click Ok

Add Closing Note & Visitors (Optional)

Step 3. Print Active Shift/Reprint

You can print directly when closing by pressing the print button in the upper right corner.

You can also re-print the reported shift on the previous shift tab.

Re Print Shift

Step 4. View Print Result

Print Result

Tutorial Video Opening & Closing Shift


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DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.

With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).

dealpos-trial-indonesia

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