Stores that operate beyond regular business hours (between 8AM - 5PM) normally require multiple Shift to support their operations. Enabling Shift features is useful so that when the first Shift has ended the user/cashier can do Settlement before the next user/cashier takes over the operations. You will usually find this scenario if the business you run is a Offline Retail/Minimarket.
In DealPOS there is a shift feature where this feature is used to manage employee shifts and also manage reports for each cashier. So it would be easier for the admin to see cashier performance.
This article will explain to users a way to enable/disable the shift module and also will introduce users to all of the shift configurations on the setup menu.
Table of Content :
I. Enable / Disable Shift Module
Step 1. Go to Setup, Click More Menu, then Select Module
Step 2. Go to Shift-Tab, Enable Shift, then Click Save
Notes :
Other configurations on the shift module will be explained in the next section: Shift Configuration.
Step 3. Configuration was Saved
Notes :
Users can directly make sales transactions with the shift module: Sales Transaction with Shift Closure.
II. Shift Configuration
Shift Section :
Field | Description |
Enabled | To enable or disable shift |
Opening Cash Required | Input opening cash when signing in to an outlet will be inputted when making sales transactions (one time at the beginning of the shift) |
Block Offline Order | To block unsynchronized offline orders when the closing shift |
Access Control Section :
Field | Description |
Expected Visible | Avoid users to see how much transaction amount that store get |
Visitor Mandatory | To make user must fill in visitors before the closing shift |
Invoice Visible | Avoid users seeing invoices from the shift that they want to close |
Payment Receive Visible | To display payment receive tab |
AM Operations Section :
Field | Description |
Shift Orders Date on Closure | To activate posted date configuration |
Start Time | Used to set when the transaction will be assigned to |
End Time | Used to set when the transaction will be assigned to |
Posted Date | Integrated with Start Time & End Time whether the invoice will be posted a day before or after |
Restriction :
Field | Description |
Input Days Range | Maximum number of days between opening & closing shift time |
Notes :
For the shift days range restriction, the store owner should remind the cashier to close the register before the shift maximum days range. Because the cashier can't close the shift if the shift time exceeded the shift maximum days range.
You might also like to read these articles below :
To use the shift feature Sales Transaction with Shift Closure.
To add a new manual shift, you can check this article Add New Manual Shift.
If you want to add operational expenses on register shift, you can check this article Register Shift with Operational Expense
If you want to set up closure printing configuration, maybe you can check the steps in this article Closure Printing Configuration
