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Shift Management

Shift management is a central feature of the SHOPLINE POS system, empowering you to schedule cashiers based on your store's specific needs efficiently. This optimizes staff coverage during peak hours and can potentially reduce labor costs. Additionally, you can pre-set convenient register opening and closing operations, such as printing shift reports and cash tracking, ensuring accurate and efficient cashier workflow.

 

In This Article

 

 

Opening and Closing Registers

For store staff using the SHOPLINE POS app, opening and closing the register is a daily ritual marking the start and end of their shifts, making it one of the most fundamental and crucial features.

 

Opening Register

  1. Log into your SHOPLINE POS app. Go to Home > Cart and tap Open Register.
    1.1.1.1.jpg

    Alternatively, click the hamburger menu icon in the upper left corner, go to Reconciliation > Shift, and tap Open Register.
    1.1.1.2.2.jpg
  1. If you have enabled cash tracking, additional steps are required to open the register:
    2.1 Manually count or use the counting tool to calculate the cash balance from the previous closing and enter the amount. Tap Next.
    1.1.2.1.jpg

    2.2 Key in the deposit amount if needed and click Complete.
    1.1.2.2.jpg

    2.3 Confirm the cash records and tap Start Cash Register to open the register.
    1.1.2.3.jpg
Notes: 
  • If there is a discrepancy between the reserved and counted amounts, the system will prompt you to add a note. 
  • Step 2 can be skipped if cash tracking is disabled. For how to enable cash tracking, refer to the Cash Tracking section.

 

Closing Register

  1. In your SHOPLINE POS app, click the hamburger menu icon in the upper left corner.
    1.2.1.jpg

  2. Go to Reconciliation > Shift and tap Off duty in the lower right corner.
    1.2.2.2.jpg

  3. If you have enabled cash tracking, several more steps are required to close the register:
    3.1 Tap the Actual collected field to access the counting tool for counting the cash collected from the current shift.
    1.2.3.1.jpg

    3.2 On the Counting Tool page, set the numbers of paper money and coins of different face values based on the cash in the cashier and tap Complete.
    1.2.3.2.jpg

    3.3 If there is a difference between the payment system and actual payment, tap + to add notes and tap Save.
    1.2.3.3.1.jpg1.2.3.3.2.jpg
Note: Step 3 can be skipped if cash tracking is disabled. For how to enable cash tracking, refer to the Cash Tracking section.

 

  1. Click Confirmed without error, check the cashier and off shift.
    1.2.4.jpg

  2. Tap Off duty and exit POS to close the register.
    1.2.5.jpg
Note: If automatic closing report printing is enabled, the shift report will print automatically after closing the register. See the Automatic Printing of Shift Reports section for details.

 

 

Automatic Printing of Shift Reports

This feature automatically prints shift reports upon closing a register, ensuring accurate recording and tracking of all transactions, especially during shift changes or when staff go off duty. To configure this setting:

  1. From your SHOPLINE admin panel, go to POS > Settings > Shift and closing settings.
    2.1.jpg

  2. In the Shift management section, check the Print shift ticket automatically when staff are off duty option. Then, click Save.
    2.2.jpg

Once the option is enabled, the system will automatically print the closing report immediately after the employee closes the register and exits the POS.

 

 

Cash Tracking

When you need to monitor and log the cash balance from the previous closing, as well as the cash-in and cash-out during register opening and closing, you can activate Cash tracking in your SHOPLINE admin panel.

 

Enabling Cash Tracking

  1. From your SHOPLINE admin panel, go to POS > Settings > Shift and closing settings.
    3.1.1.jpg

  2. In the Shift management section, enable Cash tracking.
    3.1.2.jpg

  3. Set the default amounts of petty cash applicable to all stores or a specific store. Click Save when you’ve finished setting up.
    3.1.3.jpg

With Cash tracking enabled, store staff can adjust the cash balance from the previous closing at each shift and review the cash tracking history.

Note: Petty cash refers to the default cash set aside by the cashier. To facilitate the manager's control of cash-in and cash-out, when the staff closes the register at the end of a shift, the system will prompt the staff to withdraw an amount equal to the actual payment minus the petty cash. This ensures that the cash balance remains consistent after each shift.

 

Viewing Cash Tracking

To access cash tracking details, follow these steps:

  1. In your SHOPLINE POS app, click the hamburger menu icon in the upper left corner.
    3.2.1.jpg

  2. Go to Reconciliation > Cash tracking to view the history of cash-in and cash-out for each shift.
    3.2.2.2.jpg

  3. Tap a single entry to access the specific details.
    3.2.3.jpg

  4. The explanation for each operation type is specified below:
    3.2.4.jpg
    • Reserved cash: the amount of the default petty cash.
    • On-duty counts: the cash amount in the cashier confirmed by the on-duty staff member.
    • Counted amount: the amount in the cashier counted by the system according to the orders in the current shift, including the cash amount at on-duty counts + the cash amount received + the cash amount deposited - the cash amount withdrawn - the cash amount refunded.
    • Off-duty counts: the actual amount in the cashier confirmed by a staff member when off duty.
    • Handover cash: off-duty counts amount - reserved cash.
    • Deposited cash: the amount of cash placed into the cashier.
    • Withdrawn cash: the amount of cash taken out of the cashier.

 

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