When we open a store, there must be such a thing as operating hours, where these operating hours help customers to know when the store is open and when the store is closed.
If there are several employees in the store, there must be a shift change. Where the shift change is the change of working hours between employees.
For this reason, it is necessary to activate it for the shift so that the change in employee hours can be recorded in the system.
In DealPOS there is a shift feature where this feature is used to manage employee shifts and also manage reports for each cashier. So it would be easier for the admin to see cashier performance.
Table of Content :
III. Report Settlement
IIII. Unable to close shift
I. Active Feature in Setup Page
Step 1. Go to Setup, then Click More Menu
Step 2. Select Module Configuration
Step 3. Go to Shift Tab, then Enable Shift
Notes :
Required cash Function to open small cash or change money at each opening.
If you enable Opening Cash Required "Yes", every time the User wants to open the shift a pop-up box will appear to enter the opening cash.
Perform transactions, as usual, the system will automatically open the shift.
II. How to Use This Function
Step 1. Go to Shift, then Click Close Register
If you want to make shifts / close shifts, you can press the Closer Register button
Notes :
Other Users cannot access the outlet if you do not close the register.
Step 2. Add Closing Note & VIsitors (Optional), then Click Ok
Step 3. Print Active Shift / Reprint
You can print directly when closing by pressing the print button in the upper right corner or you can also re-print the reported shift on the previous shift tab.
III. Report Settlement
IIII. Unable to close shift
For shifts that cannot be closed, we have 2 ways :
1. Performing close shifts through Outlets - Register
2. Add configuration max days for closed shift, because our system records it as 7 days, and you can add more than 7 days
You can Close Shift using Register :
Step 1. Go to Outlet, then Click Registers
Step 2. Click Register Want to Close
Step 3. Click End Shift
Step 4. Then Click OK
Note :
If you already Click OK, The shift will be automaticly update to End Shift
You can Adjust Configuration Max days for Closed Shift :
Step 1. Click Setup then More Menu > Module
Step 2. Click Module, Then Shift
Step 3. Scroll to Down, and Input Days Range for End Shift
Opening & Closing Shift Tutorial Video
You might also like to read these articles below :
To Add new manual shif, you can check this article Add New Manual Shift
If you want to add operational expenses on register shift, you can check this article Register Shift with Operational Expense
If you want to setup closure printing configuration, maybe you can check the steps in this article Closure Printing Configuration
