AM Operations is a feature that allows you to assign daily transactions to a single day during the midnight shift when the date changes (e.g., between 11:00 PM and 5:00 AM). You can assign the transactions created from that time range to either the previous day (-1 day) or the following day (+1 day) (the day before a closing shift or on the closing shift) by following the steps outlined in this article
I. Configure AM Operations
Step 1. Go to Setup, Click More Menu, then Choose Module
Step 2. Go to Shift, then Enable Shift
Step 3. Scroll Down to AM Operations
Notes:
If we don't make any changes to the Shift Order on Closure to Yes, the default Date from the Invoice will be adjusted to the current time during the closure shift.
Step 4. Configure AM Operations
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 transactions into the next days of the closing shift, and click the save button.
Table of Index
Setup Name | Description |
Shift Orders Date on Closure | This configuration is used to assign the invoice date when closing the register. |
Start Time | This form is used to set the start time for when AM Operations will begin working. |
End Time | This form is used to set the End time for when AM Operations will stop working. |
Posted Date | To assign the transactions on -1 day or +1 day (the day before closing shift or in the closing shift) |
II. Using AM Operations
Step 1. Setup the AM Operation
In the example below we're going to add AM Operation for the transactions created between 08.00 AM - 05.00 PM will be set into the next date (+1).
Step 2. Go to Sell then Make Sales Transaction
We make a sales transaction on the 14th of February.
Step 3. Go to Shift Menu then Close Register
Step 4. Go to Orders then Check Invoice Date
You will see that the invoice date from the last closure shift that occurred on the 14th of February will be changed to the next day (15th of February) on the recent closure shift.
[Tutorial Video] AM Operations - Assign Invoice Date To The Next Day Or Previous Day
Related Articles
If you forget to close your register shift, you can add a 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 Expenses on the shift closure, you can read the article about Register Shift with Operational Expenses
If you want to add Opening Cash on your cashier shift, you can read the article on Opening & Closing Shifts here: Opening & Closing Shift
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