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
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.
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.
Step 2. Go to Sell, then Make Sales Transaction
We try to make a transaction on the 26th of May.
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 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
