Shifts

3.1 Opening a Shift

1. Go to the register detail page
2. Click Open Shift
3. Enter your Cashier PIN, or use Choose POS staff manually instead and select the correct active, assigned POS Staff record.
4. Enter the Opening Cash amount (count the cash in the drawer).
5. Click Open Shift to save and confirm the Drawer Owner. The Selling Cashier can later change through the register's PIN workflow without changing drawer accountability.

You must open a shift before you can process sales on a register.

On a Table Service or Hybrid register in a business with Restaurant, the register page offers Start Service instead. It opens the Restaurant Start service screen, which counts the float, signs in the person on the till and runs the before-service checks. Open shift without the checklist opens the dialog above. See the Restaurant manual.

3.2 During a Shift

While a shift is open, you can:

• Process sales on the register
• Record Cash Movements (cash in/out) for petty cash, float top-ups, or other reasons
• View running totals

3.3 Recording Cash Movements

1. On the register page, click Cash Movement.
2. Select the cash-in or cash-out Type that matches the physical movement.
3. Enter the Amount and Reason (e.g. "Petty cash withdrawal", "Float top-up").
4. Add optional Notes.
5. Click Record.

Cash movements are tracked in the shift audit trail and affect the expected cash calculation.

3.4 Closing a Shift

1. Go to the open shift
2. Click Close Shift
3. Count the cash in the drawer and enter the Closing Cash Count
4. The system calculates Expected Cash based on:
   • Opening cash + Cash sales − Cash refunds + Cash in − Cash out
5. Any difference is reported as Cash Variance (over or short)
6. Add closing notes if needed
7. Click Close Shift

On a restaurant till, End Shift replaces Close Shift and opens the Restaurant End shift screen. It lists open and empty orders, counts the drawer, and requires a note when the count is short or over. See the Restaurant manual.

3.5 X-Report (Shift Reconciliation)

1. Go to a shift (open or closed)
2. Click X-Report
3. View a detailed breakdown:
   • Sales by payment method
   • Returns and refunds
   • Cash movements
   • Expected vs. actual cash
   • Variance analysis