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.
Table of Content :
I. Configure AM Operations
Step 1. Go to Setup, Click More Menu, then Choose Module
Step 2. Go to Shift Tab, then Enable Shift
Step 2. Scroll Down to 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.
Step 3. 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 transaction into previous days of closing shift, and Save.
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
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
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
Step 2. Go to Sell, then Make Sales Transaction
Step 3. Go to Shift Menu, then Close Register
Step 4. Go to Orders, then Select Customer Invoice
You will see that the Transactions from the last closure shift will be assigned to the Previous day on the recent Closure Shift.
Set AM Operations - Video Tutorial
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