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.
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.
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
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.
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.
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.
You can also re-print the reported shift on the previous shift tab.
Step 4. View Print Result
Tutorial Video Opening & Closing Shift
Related Articles
To Add a new manual shift, 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 set up closure printing configuration, maybe you can check the steps in this article Closure Printing Configuration
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).