I. Start Shift
Before beginning sales operations, it’s important to log in and set up your register properly:
Navigate to the POS module.
Go to Sales.
Select Location and Register you’re opening
Click on Login to access POS
Select employee from the drop down list
Take a selfie, if required by the system.
Enter your PIN.
Click Open Register
Input the Opening Amount of cash on hand.
Tip: Always double-check your opening balance to ensure accurate cash tracking throughout your shift.
II. Mid Shift
There are two main scenarios that occur during a shift: when staff members take breaks or switch operators, and when handling cash flows through pay-ins and pay-outs.
1. Switching Operators
From the POS view, click the three lines at the upper left corner.
Select Switch Register.
The incoming staff should select the correct Location and Register.
They must enter their PIN to access the POS.
This process ensures all transactions are correctly attributed to the person handling the register at any given time.
2. Managing Cash Flows (Pay-ins and Pay-outs)
From the POS view, click the three lines at the upper left corner.
Select Cash Management.
Record the cash flow as either:
Pay-in: Cash added to the register that is not part of sales (e.g., cash deposits).
Pay-out: Cash taken out for expenses (e.g., water delivery, market purchases).
Proper recording of these ensures an accurate cash trail and accountability.
III. End of Shift
From the POS view, click the three lines at the upper left corner.
Select Close Register.
Count the cash on hand.
Input the closing cash amount.
Click on Close Register to finalize.
If needed, click Print Shift Report for documentation.
Note: Always conduct register closing at the end of every shift. This ensures all transactions and cash movements are properly accounted for before turnover.