Close Device Business Day and End Shift

This How-To describes new functions and workflows that are only available in enforePOS 2. This version is exclusively available to customers participating in the enforePOS 2 Early Access program.

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

  1. In the POS menu, open 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.

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 and process, cancel or postpone open orders. You can find out how to do this in the How-To Process open orders when completing the device business day and Process released 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]. 

  1. Count your cash.
  2. Tap on [Confirm Counting].3_EN.png
  3. Make a cash withdrawal if necessary. We explain to you how to do this in this How-To.
  4. Tap on [Close Business Day].4_EN.png⮕ The preliminary Z-report is displayed.
  5. Tap on CloseButton.svg.5_EN.png

    You have the option of automatically printing the Z-report at this point. You can find out which settings you need to make in this How-To. 

    ⮕ You have completed the Business Day on the device.

End shift

Requirements

  1. In the POS menu, open 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. You can find out how to do this in the How-To Transfer Open Orders to Other Staff Members.

    If you manage your cash on the staff member, you will be prompted to count your cash after tapping [End Shift].

  4. Tap on [Confirm count].7_EN.png⮕ The preliminary staff member report is displayed.
  5. Make a cash withdrawal if necessary. We explain to you how to do this in this How-To.
  6. Tap on [End Shift].8_EN.png
  7. Tap on CloseButton.svg.9_EN.png

    You have the option of automatically printing out the staff report at this point. You can find out which settings you need to make in this How-To. 

    ⮕ You have finished your shift.

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