These unexpected expenses must be recorded so as not to be forgotten. This expense record can be recorded in each shift, depending on who is working at that time. Register Shift is a feature that allows you to open or close transactions as well as physically checks your income in cash or credit for transactions recorded in the DealPOS application. You can also add operational expenses to the Register Shift report by following the steps below in this article :
Table of Content :
I. Enable Shift Configuration
Step 1. Go to Setup, then Click More Menu
Step 2. Select Module Configuration
Step 3. Go to Shift Tab, Enable Shift & Opening Cash Required, then Click Save
Notes :
Give access permission by choosing 'Yes' on enabling shift and opening cash required.
II. How to Use This Function
Step 1. Go to Sell, then Input Opening Cash
At Opening Closure, you can enter the initial cash on the Opening Cash as needed. For example, I will enter opening cash here of 250,000.
Step 2. Make a Transaction
After entering Opening Cash you can immediately make sales transactions as usual. For example, I will make 2 transactions using the Cash and Card payment method.
a. Cash Payment
b. Payment with Debit Card
Step 3. Go to Shift Menu
You can see the transactions carried out at your Outlet.
Step 4. Add Expense
You can add your operational costs to the Expenses column.
Step 5. Close Register, then Click Print
Click Close Register to copy the transaction, and you can print the settlement directly by pressing the print button to print the Register Closure report as shown below :
Print Out a Settlement :
You might also like to read these related articles below :
If you forget to close your register shift, you can add manual shift to see the actual reports based on that shift. You can read the article on how to add manual shift here : Add New Manual Shift
If you have multiple shifts that occur around midnight (during the transition between day 1 and day 2), you can read the article on how to set AM Operations here : How to Set AM Operations
If you want to add Opening Cash on your cashier shift, you can read the article on Opening & Closing Shift here : Opening & Closing Shift
