AM Operations is a feature that allows you to assign daily transactions into one day during the midnight shift that occurs during change of the day ( for example: between 11.00 PM - 05.00 AM). You can assign the transactions on -1 day or +1 day ( the day before a closing shift or in the closing shift ) by following the steps below in this article:

I. How to Setup

Step 1. Go to Setup menu then choose Module on More Menu - Shift - Enabled Shift

setup menu
module configuration

Step 2. Scroll down to AM Operations*

module config AM Operations

*If we don't make any changes on the Shift Order on Closure to Yes, the default Date from Invoice will be adjusted to the current time during closure shift:

customer invoice

Step 3. Set Shift Orders Date on Closure to Yes, Set the time for an opening shift on the left form and closing shift on the right form, Choose Posted Date -1 to assign transaction into previous days of closing shift, and Save

AM operations

Setup Name

Description

Shift Orders Date on Closure

This config is used for active config Posted Date

Left Form (Time)

This form is used to input opening shift Time

Right Form (Time)

This form is used to input closing shift Time

Posted Date

To assign the transactions on -1 day or +1 day ( the day before a closing shift or in the closing shift )

II. How to Use

Step 1. Set the AM operation

On the example below we're going to add AM Operation for the transactions between 03.00 PM - 05.00 PM will be set into previous date

AM operations

Step 2. Go to Sell Menu then Sell the products

sell

Step 3. Go to Shift Menu then close register

close register

Step 4. Go to the Orders menu and select Customer Invoice

customer invoice

And you will see that the Transactions from the last closure shift will be assigned to the Previous day on the recent Closure Shift

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 want to Include Operational Expense on the shift closure, you can read the article about Register Shift with Operational Expense

  • If you want to add Opening Cash on your cashier shift, you can read the article on Opening & Closing Shift here: Opening & Closing Shift

DealPOS Demo

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