How can I start and end shift?
You can start a shift with open register and opening balance. After recording all the transactions during the shift, you need to settle up all the retail operations at the end of shift (or day).
Please check the video below on "Opening & Closing Register Shifts."
Please check the following knowledgebase to setup the "Cash Register Module."
How to setup the Cash Register Module in RepairDesk?
A. Opening Shift Register
1. After you land on the POS, you will be shown the following screen from where you can start the shift against a register.
2. Once you select the register, a new popup opens where accumulative payment types are displayed at the start of the shift, as the opening balance must be verified. You can verify the "Cash" total after counting the currency of the cash drawer and the accumulative payment type to start the current shift. Once you verify, click "Save" to start the change.
Note: You can set any payment method as an "Accumulative" payment type from Payment Settings
User can add notes if they want .
3. Once the shift is started, all transaction payments, refunds, trade-ins, and manual in/out are calculated automatically under the shift.
What is Manual In/Out?
B. Closing Register Shift
Once shift is completed, You can follow the given steps to end the shift:-
1. Click on the Profile Tab on the header region and select End Shift option to begin a shift.
2. A new popup appears with details like Employee name, Start Shift Time, Close Shift time and Net Payment collection with opening balance of the shift.
3. All payment types are displayed for balance reconciliation but only accumulative payment types have the 'payout' option on close shift popup.
4. In case of cash, You can count currency of cash drawer to verify the cash balance of register. Once you verify the cash payment along with accumulative payment types, overall net position (over/short) is displayed.
5. If you take out the cash from "Cash Drawer" at the time of end shift, You can enter value in cash "Payout". It automatically calculates "Closing Balance" according to the values. Similarly, you can payout accumulative payment types.
6. You can click on "Save" to end the shift. Closing balances are considered as "Opening Balances" of the register for the next shift.
7. You can view transaction log report and download reconciliation PDF report at the time of shift end. Reconciliation PDF report gives complete insight of a shift.
A user can add notes while ending shift.
8. Option to view details for each payment method. the user can click amount and user can view detail.
C. Transaction log report & Z-Report
1. You can click on Profile Tab to access Transaction Log report any time.
It includes non shifts transaction records as well as all the transactions record during the shift. It has power to make multiple selections to register & type filters and give you total control over the data set, so for instance you can just select payments and refunds to get an accurate report of the net value of sales. You can also filter transaction with store and customer in any given time.
It also provides combined total value and you can print or download CSV / PDF report of any specific transactions record.
Added notes will be shown here in transaction log report for start and end shift.
Note: These Notes are displayed on reconciliation report, print reconciliation report and transaction log report.
Z-report allow you to keep track of all your existing and previous shifts. You will also be allowed to keep track of all the reconciliation reports where you can print or download this report. Check the Z-Report knowledgebase for more details
FAQs
Z-report allow you to keep track of all your existing and previous shifts. You will also be allowed to keep track of all the reconciliation reports where you can print or download this report. Check the Z-Report knowledgebase for more details
FAQs
1. How can another employee end a shift they didn’t start?
An employee who has joined an active shift can now end it by selecting the new ‘End Shift’ action in the 9-dots menu. They will be required to verify the total at the end of the shift before closing it.
All shift closures will be reflected in:
Z Report
Transaction Log Report
Reconciliation Report
Employee Activity Log Report
2. What happens when an employee ends a shift that someone else started?
The original shift starter (Employee A) will receive a notification that their shift has been ended by Employee B.
The system will prompt Employee A to start or join a new shift if they wish to continue working.
3. What if the original shift starter (Employee A) has ongoing transactions when another employee (Employee B) tries to end the shift?
If Employee A has active transactions, the system will notify Employee B and prevent the shift from closing until the transactions are completed or reassigned.
4. Can store owners or managers force-close any shift?
Yes, a Super User (such as the store owner or manager) can now end any active shift directly from the Z-Report.
5. Will employees be required to start or join a new shift after ending the previous one?
This depends on the store settings. There is an option to make ‘Start/Join Shift’ mandatory to prevent any transactions without an active shift.