End of Shift - Procedure
This guide covers the standard End of Shift (EOS) routine. Some of End of Shift screens will display differently depending on how the EOS setup is done, so click HERE for more information on EOS setup if need.
All of the figures shown during the End of Shift routine are calculated from the last time an EOS was completed.
Running the End of Shift
1. From the main Retailer screen, click on End of Shift.
2. Review Graphs: Performance graphs will be displayed.
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.
Click Next.
Click Next.
3. Navigate Reports: Click Next to cycle through the daily reports.
4. Cash Count: If enabled, you will be prompted to enter the physical count of notes and coins in the till.
Add in the exact amounts from the till and click Next.
Stock Transfers: If your store uses Multi-Store, review the Inter-Store Transfer Summary when it appears and click Next.
5. Transfer Sales:
If everything was okay up to this point, click Yes when the prompt appears asking to 'Transfer End of Shift Sales now'.
Click No here to go back and investigate any issues.
You can click Previous to return to prior screens, then fix anything that may need fixing and redo the End of Shift.
You can click Previous to return to prior screens, then fix anything that may need fixing and redo the End of Shift.
Once done, click Finish.
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