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How to Set AM Operations
How to Set AM Operations

Set the transaction date/time within a specific period of time to the previous or next date when closing a shift

Ezzan avatar
Written by Ezzan
Updated over a week ago

AM Operations is a feature that allows you to assign daily transactions into one day during the midnight shift that occurs during a 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. Configure AM Operations

Step 1. Go to Setup, Click More Menu, then Choose Module

Module Configuration

Step 2. Go to Shift, then Enable Shift

Enable Shift

Step 3. Scroll Down to AM Operations

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.

Default Invoice Date After Close 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.

Configure AM Operations

Setup Name

Description

Shift Orders Date on Closure

This config is used for active config Posted Date

Start Time

This form is used to input opening shift Time

End Time

This form is used to input the 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. Use AM Operation

Step 1. Setting AM Operation

In the example below we're going to add AM Operation for the transactions between 08.00 AM - 05.00 PM will be set into the next date.

Setting AM Operation

Step 2. Go to Sell, then Make Sales Transaction

We try to make a transaction on the 26th of May.

Make Sales Transaction

Step 3. Go to Shift Menu, then Close Register

Close Shift

Step 4. Go to Orders, then Check Invoice Date

Check Invoice Date

You will see that the invoice date from the last closure shift that occurred on the 26th of May will be changed to the next day (27th of May) on the recent closure shift.


Tutorial Video


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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