Close Device Business Day and End Shift

  • Updated

The central daily closing has been started and you, as a staff member, want to close your device business day and end your shift? Or maybe the central daily closing has not yet been started, but you, as a staff member, would like to close your device business day early because you finish work early? With enforePOS, this is possible. In this How-To, we'll show you how to do it.

Close Device Business Day

In the following section you will learn how to complete the business day on a device.

Requirements

  • You have started your device business day
  1. From the POS menu, open Sales > Accounting.
  2. Tap on your device.
  3. Close the device business day. There are 2 possible use cases:
    1. The owner or authorized person has already started the daily closing process
    2. The daily close has not been started yet, but as a staff member, you want to close the business day of your device independently, e.g. because you finish work earlier than planned.
    The following tabs describe how to proceed in each case.
  • Daily Closing has already been started

    A warning is displayed at the top of the screen indicating that the daily closing has already been started. Next to your device, as well as in the Current Business Day field, you will see the Daily Closing status.

    1. Tap on [Close Business Day].1_EN.png
  • Daily Closing has not been started

    Requirements

    • You have the user rights to complete your device business day
    1. Tap on [Request Close Business Day] to request the daily closing for your device.2_EN.png⮕ A warning appears at the top of the screen to inform that you have requested the daily closing. The status next to your device indicates that your device is in daily closing.
    2. Tap on [Close Business Day].3_EN.png

If you have open orders and have activated the option Orders must be completed before closing, you will receive a notice that there are pending jobs on the device. You can now switch to your order taking module to process, cancel or reset the open orders.

If you manage your cash at the cash register, you will be prompted to count your cash after tapping on [Close Business Day]. After the cash count, tap on [End] and then make a cash withdrawal if necessary.

⮕ The preliminary closing summary is displayed.

  1. Tap on CloseButton.svg.4_EN.png⮕ You have completed the business day on the device.5_EN.png

End shift

Requirements

  • You have started your shift
  1. From the POS menu, open Sales > Accounting
  2. Tap on the staff member.
  3. Tap on [End Shift]. 6_EN.png

    If you still have open orders and have activated the option Orders must be handed over before closing, the Transfer Orders window will open. You will be asked to transfer your open orders to another staff member.

    If you manage your cash on the staff member, you will be prompted to count your cash after tapping [End Shift]. After the cash count, tap on [End] and then make a cash withdrawal if necessary.

    ⮕ The preliminary staff member report is displayed.
  4. Tap on CloseButton.svg.7_EN.png ⮕ You have finished your shift.8_EN.png

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