POS - Store Management: Shifts

Updated 6 months ago by Cultivera Team

POS Back Office: Store Management - Shifts

The Shift page shows a list of Open and Closed Shifts, including Open/Close dates, the total amount sold, and whether a Shift has any cash discrepancies. You can generate an X-Report or Z-Report from here, depending upon whether the Shift is opened or closed. A Manager may close a Shift from the Back Office using the "Close" button, as well as Edit Shift Closing Totals as needed.

1. Navigate to Store Management, then select Shifts.

   

1. Shifts that are Open will allow you to view X-Reports, or you may Close the Shift by selecting the red "Close" button. Closed Shifts will allow you to generate a Z-Report for that Shift.

   

2. Select a Shift Number to take you to that shift's Shift Details page.

   

1. The Orders drop-down menu can be found at the bottom of the Shift Details page and lists transactions performed on that Shift.

1. The Activities drop-down menu can also be found at the bottom of the Shift Details page.

Edit Closing Shift Totals

Once a Shift has been closed, if needed, you may Edit the Shift closing totals including Closing Drop Amount, Left In Drawer Amount, Cash Drop, Pay In, or Pay out within the Shift Details page.

1. From the Shifts page, select the Closed Shift you wish to edit.

   

2. On the Shift Details page, you may Edit the Closing Drop, Left In Drawer, Cash Drop, Pay In, or Pay Out by Selecting the pencil box icon next to the value you need to modify.

   

3. Input the correct amount, then select Update to save.

   

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