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 the incoming user or cashier takes over. This is particularly relevant for businesses in the Offline Retail or Minimarket industry.
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
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
[Tutorial Video] Opening & Closing Shift
You might also like to read these articles below:
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
