Shift Management

Track the cash in your till from the start to the end of a session. Each cashier opens a shift at the beginning and closes it at the end, generating a reconciliation report.

For Cashiers

Opening a Shift

1. On the POS screen, click the Play button (shift icon) in the cart header.
2. Count the cash in the till and enter the starting cash in till.
3. Click Open Shift.

INFO

If your admin has enabled "Require shift before sales", you must open a shift before the Charge button becomes active.

Taking a Break

You do not need to close your shift for a break. Simply leave the POS. Your shift stays open and all sales during the day are linked to it. Multiple cashiers can have open shifts simultaneously. Each has their own independent shift.

Closing a Shift

1. Click the Stop button in the cart header.
2. The modal shows your current running totals:
   • Transactions: number of completed sales
   • Total Revenue: total sales amount
   • Cash Tendered: total cash received from customers (gross)
   • Change Given: total change returned to customers (if any)
   • Card Payments: total card sales
3. Count the physical cash in the till (without looking at the expected amount - a blind count).
4. Enter the cash counted in till: the total you physically counted.
5. Click Close Shift.
6. The summary screen shows:
   • Starting cash in till + Cash Tendered − Change Given = Expected Cash
   • Your Counted cash (what you physically counted)
   • Variation = Counted cash − Expected Cash (green = over, red = short)

What to Do If There Is a Variation

1. Recount first. Count again carefully, including coins.
2. Check for change errors. Did you give too much or too little change on a transaction?
3. Accept if minor. Small differences may be acceptable.
4. Escalate to manager for large unexplained variations.

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For Managers and Admins

Viewing Shifts

Navigate to Shifts in the sidebar:

• Filter by date range or use quick presets (Today / Last 7 Days / This month)
• Search by cashier name
• Rows with a variation are highlighted (red = short, green = over)
• Click any row to see the full reconciliation detail

Force Closing a Shift

If a cashier forgot to close their shift:

1. Go to Shifts, find the OPEN shift.
2. Click the row to open the detail modal.
3. Click Force Close.
4. Enter the cash counted in till on behalf of the cashier.

Requiring Shifts Before Sales

1. Go to Settings → Shift Settings.
2. Toggle "Require shift before sales" ON.
3. When enabled, the POS Charge button is disabled until a shift is open.

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FAQ

Q: Does a cashier need to close their shift for a break?

A: No. The shift stays open. Close it at the end of the full working session.

Q: What if a cashier forgets to open a shift?

A: If "Require shift before sales" is disabled, sales proceed without a shift. If enabled, the Charge button is blocked until a shift is open.

Q: Can I reopen a closed shift?

A: No. Start a new shift if needed.

Q: What does a variation mean?

A: Short (red, negative) = less cash than expected. Possible causes include giving too much change. Over (green, positive) = more cash than expected. Zero = perfect reconciliation.

Q: Why is the expected cash not shown before I enter my count?

A: This is intentional. It is a blind count. You count the physical cash without knowing what the system expects, ensuring an honest reconciliation.

Q: Can a manager see all cashiers' shifts?

A: Yes. The Shifts page (Manager + Admin) shows all shifts for the store, filterable by date and cashier.

Q: What if a sale is voided after a shift is closed?

A: The shift list row does not update automatically. However, opening the shift detail modal shows the live reconciliation including the void.

Q: Can multiple cashiers have open shifts at the same time?

A: Yes, one per cashier. A cashier cannot open a second shift while one is already open.

Q: What happens to sales made before shifts were introduced?

A: Pre-shift sales have no shift link and appear in Sales History and Reports, but are not included in any shift reconciliation.

Q: Why does the close modal show "Cash Tendered" and "Change Given" as separate numbers?

A: Because both matter for reconciliation. Cash Tendered is the total cash that came in from customers. Change Given is the cash that went back out. The formula Starting Cash + Cash Tendered − Change Given = Expected Cash gives you the exact amount that should be in the till. Combining them into one net figure would hide mistakes like giving too much change.