Daily Trading Checklists

16.1 Open the Till

Before you begin

Confirm the business, till, Inventory location, and your cashier identity. Ask a manager to resolve an inactive till or unavailable product; do not use someone else's sign-in.

1. Count the physical cash float and open the shift with that amount.
2. Confirm that the required payment methods are enabled and the receipt printer is available.
3. Check one product by name or barcode and review its displayed price and tax treatment without completing a test sale.
4. In restaurant service, open the till from Start service, and confirm the configured preparation mode and who will carry paper tickets to the kitchen.

Expected result

One open shift on the correct till, a verified opening float, and a ready cashier. A search or a print preview is not a completed sale.

Recovery

If an earlier shift remains open, ask the responsible supervisor to review it. Do not invent closing cash or open another till merely to bypass the discrepancy.

16.2 Complete a Mixed Cash and Mobile Money Sale

Before you begin

This is a training example, not a request to create a production transaction. Assume the displayed sale total is GHS 120.00, and the customer pays GHS 20.00 cash plus GHS 100.00 Mobile Money.

1. Review the items, quantities, customer, discounts, and final total, then choose Charge {total}.
2. Add the cash and Mobile Money payment amounts using the enabled methods.
3. Choose the Mobile Money network, check its merchant number, confirm the receipt using your business's payment-verification procedure, and enter the transaction ID. Typing an ID does not itself confirm a transfer with the provider.
4. Verify the payments total GHS 120.00, then complete the sale once.
5. Confirm Sale complete and the payment breakdown, then Print the customer's receipt in place.

Expected result

One saved sale with the two recorded payment amounts. Only the cash portion belongs in the cash drawer reconciliation. Card, bank, and Mobile Money receipts must be reconciled against their respective external evidence.

Recovery

If the response is unclear after completion, inspect Sales History and the payment evidence before retrying. If a saved sale already records the payment, do not take payment again. A printer failure is resolved by reprinting the existing receipt, not by repeating checkout.

16.3 Close and Hand Over

Before you begin

Resolve unfinished carts and restaurant checks with the next responsible staff member. A parked sale or unpaid bill is not cash received.

1. Review the shift's X-Report, returns, and recorded cash movements.
2. Count physical cash separately from Mobile Money, card, and bank receipts.
3. Enter the actual closing cash. Review any cash variance and record a factual explanation.
4. Ask the supervisor to investigate unexplained differences; never change a sale or make a false cash movement to force a zero variance.
5. Close the shift using the authorized workflow and confirm its saved status.
6. Hand over unresolved payment evidence, print failures, customer credit, and outstanding restaurant work with document references.

Expected result

A closed shift with actual cash, recorded variance, and traceable handover. Accounting posting follows the business's configured integration; do not create a duplicate manual journal because a report was printed.

Recovery

If closing fails, check whether the shift was already closed before retrying and contact a supervisor with the till and shift reference. Do not treat a browser error as proof that nothing was saved.