Open and close a shift

A shift groups a till's sales into one business day and makes the cash side countable. You start a shift with an opening float. At the end of the day, you count the drawer and close the shift, and the app prints a Z report.

Shift modes

The shift mode is set in the CRM, in this device's settings under Configuration → POS Devices. You can see the current mode in the app under Settings → Shifts → Mode.

• Automatic: the server opens and closes shifts. You don't need to do anything at the till.
• Manual: the cashier opens and closes the shift. Checkout is blocked while no shift is open.
• Disabled: this till doesn't use shifts. Sales are recorded normally, but they aren't grouped into a business day.

Tap Settings → Shifts → Check Now to fetch the latest shift status from the server.

Open a shift

1. Count the cash in the drawer.
2. On the Dashboard, tap Open Shift.
3. Enter the counted amount as the Opening float on the keypad. C clears the entry, and the ⌫ key deletes the last digit.
4. Tap Open Shift.

The dashboard now shows the shift's running time, plus Sales This Shift and Revenue This Shift.

Print an X report during the day

An X report is a reading: you can print it as often as you like, and it doesn't close anything. Open the Cash Register screen from the drawer icon on the dashboard and tap Print X Report. You need a configured receipt printer (see POS app settings).

Close the shift

1. If you use a Worldline card terminal, cut the terminal's day first with Cut Terminal Day. The Z report can then compare what the acquirer settled with what this till recorded.
2. On the Dashboard, tap Close Shift.
3. Count the cash in the drawer and enter the total under Counted cash.
4. Check the Drawer section: Opening float, Cash sales, Expected in drawer and the Variance between the expected and counted amounts.
5. Optionally, add Notes.
6. Tap Close Shift and Print Z.

If the shift won't close cleanly

If the iPad still holds receipts that haven't reached the CRM, the app shows The Shift Will Not Close Cleanly. Tap Retry Sync and Try Again. Use Force Close only as a last resort. The shift is then marked as force-closed, and the unresolved differences are printed on the Z report.

The Z report

After closing, the Z Report shows the whole business day:

• Business date, Status and Reconciliation.
• Sales: the number of sales and refunds, Gross, Net, Tax and Sales without invoice.
• By Payment Method and By Tax Rate.
• Cash: opening float, cash sales, expected and counted cash, and variance.

Tap Print Z Report Again if you need another copy. Tap Start a New Shift to begin the next day.

Related: The POS dashboard, Take a payment, Sync the till with the CRM