End of Shift Procedure

We have a video guide going through the end of shift procedure - 🎬 End Of Shift

This advice sheet demonstrates the most common operation of the End of Shift routine. Various settings on your system will affect the visibility of some reports and/or screens.

This End of Shift process can be run on multiple terminals as needed, but if you use the Xero accounting link, or MYOB Ezylink accounting link, the End of Shift must be setup to only process on one terminal on behalf of all terminals.

Click HERE for information on setting up the End of Shift procedure.

All of the figures shown during the End of Shift routine are calculated from the last time an EOS was completed.

1. From the main screen of Retailer, click on the End of Shift button.
2. A series of progress bars will run, then a screen of graphs will display:
• The Sales By Terminal graph shows you the sales total for the period, per terminal. You can use this to determine which terminal performed the most sales during the day.
  
• The Sales By Time graph shows you the number of sales performed in each hour of the day, which can be used to determine your busiest (and quietest) times of day.
  
3. Click Next to move through the different reports that were selected in the End of Shift setup.
4. At some point you will prompted to count the notes & coins currently on hand. Enter the values and click Next.
5. If you use Multi-Store, the Inter-Store Stock Transfer Summary will display at the end of the reports.
6. Click Next to begin the End of Shift Sales Transfer process.
   
7. Confirm by clicking Yes and Retailer will process the sales data for the period and clear them from the daily sales.
8. Click Finish.

Reprinting End of Shift Reports

Click HERE for instructions on reprinting End of Shift reports.

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