POS Shift Management

1. Introduction

POS Shift Management allows store owners to keep track of their cashiers' shifts, including opening, closing, and all transactions made during a shift. This feature helps to ensure that all cash transactions are recorded accurately and that any discrepancies can be identified and resolved quickly.

2. How to open & close shift

Open Shift

Step 1: Go to EasyStore’s admin panel > Channels > Point Of Sale > View Point Of Sale > click on the menu on top left

Step 2: Click Open Shift

Step 3: Key in your Starting Cash Amount > Open Shift

During Shift

You can check the cash flow during the operation hour.

Step 1: Go to EasyStore’s admin panel > Channels > Point Of Sale > View Point Of Sale > click on the menu on top left

Step 2: Click Shift to check the Shift Summary

Close Shift

Step 1: Go to EasyStore’s admin panel > Channels > Point Of Sale > View Point Of Sale > click on the menu on top left

Step 2: Click in Shift > Close Shift

Step 3: Key in the Actual Closing Cash and put Remark (optional) > Close Shift

Step 4: System will auto-generate the daily Shift Summary, you can choose to Print or save it as PDF for reference.

3. How to record cash in and cash out transactions

Step 1: Go to EasyStore’s admin panel > Channels > Point Of Sale

Step 2: Choose the exact location where the staff located

Step 3: Click on Shift to record any cash in or cash out transactions
(Exp: A staff withdraws cash from the cash drawer to purchase items for the store's operations).

💡 Tips: You can also check the current status of the cash drawer.

4. How to view the overall shift report summary

Step 1 : Go to EasyStore’s admin panel > Reports > Shifts

💡Tips: If you wish to check the Shift Summary Details again, just click on the Date/Time to view

5. FAQ that you should know

Q : Which EasyStore's Plan includes POS Shift Management feature?

POS Shift Management feature is available for EasyStore's Retail Plan (Essential, Growth and Success)

⭐️ More features are waiting for you in Retail Plan⭐️

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Q: How many people can open & close shifts?

Only 1 person is allowed to open and close the shift. If the shift has been opened by Staff A, Staff B will not be able to open another shift if the shift was opened by staff A. Once the shift has opened, it will remain open until you close the shift.

💡 Tips: Two shifts are not able to exist at the same time.

Q: If Staff A opened the shift in the morning, is it necessary for Staff A to also close the shift?

It's not required for the same staff member who opened the shift in the morning to also close the shift. As long as the staff members are working within their assigned shifts, it's possible for different staff members to open and close the shift.

Q: If I have more than 1 location, then can be different people to open & close shifts?

Yes, the different location allows different staff to open and close shifts. But only one shift can exist for each location.

Updated on: 07/03/2024

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