Shifts

Stockly → Operations → POS → Shifts.

A shift begins when a cashier opens one on a till and ends when they count the drawer. This page is the record of what the counters have done, and it is what the receipts, the takings and the drawer reconciliation are attached to. No shift is created here, and the only action that writes to a shift is closing one that the till can no longer close, described at the end of this page.

The list

Columns Shift, Till, Cashier, Opened, Closed, Opening float, Expected, Counted and Difference, with filters over the till, the sales channel and the opening date.

A shift that is still running shows open in place of the closing figures. Expected is what the drawer should hold, derived from the opening float, the cash taken and the cash moved in or out; Counted is what the cashier actually counted, and Difference is the gap between the two. Where a till has been removed or nobody was signed in, the row states no till or nobody signed in rather than leaving the column empty.

The shift card

Details opens one shift. A shift that is still open shows the figures it has so far and states that the drawer is counted when it is closed.

The card carries five tabs: General, Counted at closing, Cash in and out, Taken, by method and Every payment. Each tab has an address of its own, so a single tab can be linked to directly and the browser’s back button moves between them.

The drawer holds the opening float, the expected amount, the counted amount and the difference.

Taken, by method lists every payment method used during the shift with the number of payments, the amount taken, the amount handed over and the change returned. The methods the till profile marks as cash are the only ones that can show a handed-over amount and change; they are labelled cash.

Every payment lists the individual payments of every sale, one row each.

Counted at closing lists the drawer count by denomination, with the number of pieces and the value of each. A shift closed without counting the notes and coins carries only the total the cashier entered, and the section states that.

Cash in and out lists money paid in, paid out, taken to the safe or corrected during the shift, each with its amount and the reason the cashier gave.

Closing a shift the till can no longer close

An open shift carries Close without counting in the header of its card. The action is offered only while the shift is open and only to a user who holds the Editor role.

It is meant for a shift that cannot be closed at the counter any more, because the device is broken, was replaced or was removed. A dialogue asks for a Reason, which is required and is kept with the shift as the whole of the record of that closing. The drawer is recorded as not counted: no counted amount and no difference are written, and the till can open a new shift.

What sets the figures

Everything on this page is decided in the till profile of the sales channel: the opening float offered to the cashier, which payment methods count as cash, whether a shift is opened by counting the drawer or automatically, whether it is closed by counting denominations or by entering a single figure, and which notes and coins the counting screen offers.

The till settings hold what applies across the shop — whether the till runs at all, who may sign in and who may approve a discount — and decide nothing about the figures here.

What the cashier does at the counter to produce these figures is described under The shift and the drawer.