Store open & Store close

 

1. Store Open

1.1 Start the store session

Clock in and tap on “Open Store & Clock In” button. This step should be done by the admin or manager.

 

 

 

1.2 Assign Cash drawer /Staff Bank

From Clock in the dialog assign cash drawer. If you do not see any drawer assign button, go to the back office and check if the cash drawer is enabled.

By default Drawer initial balance is set to 00 USD. Make sure you have set the correct amount of your choice.

 

 

Staff Bank is used when Users are carrying customer cash payments in a bag. Assigning a Staff Bank is similar to assigning a Drawer. This is very helpful as more than one user cannot be assigned to Drawer at the same time.

 

 

Please note, if the user cannot Open Store, then User may not have Privilege to “Open” or “Close” store. Please check back office for setting up that permission.

Just go to back office–> admin–>user type–>select preferred user type–>edit

 

 

2. Store Close

2.1 Adjust tips & capture transactions

Go to the clock in screen and follow the steps below:

 

2.2 Tips pay out

From the clock in screen pay the tips with the following steps:

 

2.3 Close Cash drawer /Staff Bank

Clock In in as Admin/ Manager. Check if all drawers and staff banks are closed with Store Status Button. If not all Drawers are closed, select drawer/ staff bank and close it.

To close drawer

 

 

 

2.4 Close Staff Bank

 

 

2.5 Clock out employees

Notify all of your employees to clock out. If some employees forget to clock out before leaving the store you should force clock out them. The admin/manager whoever is closing the store should not clock out in this stage.

 

 

2.6 End the store session

2.4.1 Make sure all tickets are closed prior to closing store, If there are open tickets left and all drawers are closed, open a drawer, take payment and close drawer.

2.4.2 Capture all Authorized tickets.

Finally, close store with Close Store button from Store Status.