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office:closing_the_shift [2009/03/06 01:27] markphsd |
office:closing_the_shift [2009/11/11 03:37] markphsd |
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| - | ====== Daily Operations - Closing a Shift in the POS Terminal ====== | + | ====== Daily Operations - Starting and Closing shifts in the POS Terminal ====== |
| - | Cashiers and Servers must close their shift and balance their totals before they leave each day. The Pending Orders screen allows the cashier or server access to the closing procedures. | + | Cashiers and Servers must start and close their shift to balance their totals. |
| - | 1. Before closing the shift make sure there are no pending orders open. Otherwise you will have to go back and close these orders first. | + | ===== Setup of Employees ===== |
| - | 2. From the Pending Order screen click on the "Closing Sheet" button. | + | Cashiers and servers have different settings for the cash drawers and balance reports. Depending on your operation you may have cashiers and servers, servers only or cashiers only. |
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| + | CCS Office - Control Panel - POS Terminal | ||
| + | |||
| + | 1. To set the prompt so a cashier or server initiates their report when they clock in, check off these settings in the Office under 'Positions - User and Authorizations' | ||
| + | * Prompt Start and Close Cash Drawer (if the employee is a server or a cashier) | ||
| + | * Is Cashier Employee (if employee works as a cashier) | ||
| + | |||
| + | ===== Employee Processes ===== | ||
| + | |||
| + | 1. Clock in. Upon clocking in the user will be taken to the Drawer Balance Screen. | ||
| + | |||
| + | * Input the starting values | ||
| + | * Press the 'Start Shift' button from the toolbar on the top of the screen. | ||
| + | |||
| + | 1. Before closing the shift make sure there are no pending orders open. Otherwise you will have to go back and close these orders first. | ||
| - | {{:office:closingsheetbutton.jpg|}} | + | 2. From the Functions screen click on the "Closing Sheet" button. |
| 3. The closing sheet screen allows the user to enter the cash in the drawer or if a server, cash in hand. | 3. The closing sheet screen allows the user to enter the cash in the drawer or if a server, cash in hand. | ||
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