The shift and the drawer
A shift is what every sale hangs on: the receipts, the takings and the drawer reconciliation are all attached to one, because a sale outside a shift could not be attributed and the evening count would have nothing to measure against.
The record of what the shifts did is read in the administration, under Shifts. Everything on this page is what the cashier does at the counter to produce it.
Opening
Section titled “Opening”The first screen of the day, and it cannot be skipped: Count the drawer and type what is in it. Nothing can be sold until the shift is open. The field is In the drawer and the keypad is under it.
The suggested opening float from the till profile arrives in the field as a suggestion. The cashier has counted the drawer and may type a different amount; the configured figure is not enforced.
Opening the shift in the profile decides whether the question is asked at all:
| Setting | What happens |
|---|---|
| Only when this counter takes cash | asked where the profile marks a payment method as cash |
| Always | asked on every till of that channel |
| Never — open the shift automatically | the till opens the shift itself, with nothing counted |
The top bar says which it is: Shift number, or No shift open.
Cash in and out
Section titled “Cash in and out”Cash in and out on the rail, or F10 on the sale screen. Money that moves without being a sale: the float put in, the drop taken to the safe, change ordered in, a correction somebody has to make.
Four types; the type states the direction of the movement and the amount is always positive:
Cash in, Cash out, To the safe, Correction.
Every movement can carry a Why, and Book it records it. A movement that is not booked makes the expected cash at closing wrong and leaves the difference unexplained.
The X report
Section titled “The X report”Where the shift stands, without closing it. The figures are the ones the closing will be measured against and come from the same source, so a midday check and the evening close report the same figures.
It reads: each payment method used, with how many payments and how much; Turnover; Receipts; Average receipt; In the drawer as it was at opening; and Should be there. Under them, every cash movement of the shift with the reason the cashier gave.
The names of the payment methods are frozen on each payment when it was taken, so a shift that ran under a method since renamed or deleted still reports under the name the cashier saw.
Close the shift leads on from here, carrying the expected figure.
Closing
Section titled “Closing”Which screen appears is decided by Count the drawer at closing in the till profile.
Counting. Every denomination is its own row and the cashier types how many pieces of each. The total is arithmetic nobody types, and the server works it out again from the same rows rather than taking a posted total. Which notes and coins are offered is the profile’s list, or the till’s own where the shop has not made one. This is what makes a shortfall traceable afterwards, because a single total does not show which denominations are missing.
One figure. Counted, with Leave it empty to close on the amount the till expects. under it. This is sufficient for a one-person shop or for a counter that takes only cards.
Difference is the gap between what is there and what should be, and Why the difference is required before the shift closes, in both modes and on the server as well: A difference needs a reason before the shift can close. It is the only free text the till insists on.
Close the shift ends it. The shift, its takings, its counted drawer and its cash movements are then on the shift’s card in the administration → Shifts.