POS: Operation - Close Day

POS: Operation - Close Day



Close Day is the last step before ending the Business Day.

Navigation: Log in to POS, then select Operations > Close Day


Select Date

Select a specific Date for generating the report.
  1. This selected Date will appear in the generated report.
  2. Only past or present Dates can be selected - future dates are not allowed.

Header Tiles


  1. Total Net Sale: Displays the total net sale amount.
  2. Gross Sale: Shows the total amount of all sales before deductions, such as discounts or refunds
  3. New Customers: Indicates the number of new customers counted during the period.
  4. All Employees: Displays the number of employees.


Details

You can select multiple Employees/Users from the Sale Recap Summary screen. Depending on the selection, the Sale Summary Report will be displayed.


Employee Selection


A dropdown that enables the selection of a specific Employee to filter the Sales data displayed in the report.


Processing Options





Close All Cashiers

This button can be pressed once by a Role with the Permissions to send all cashiers Close Out reports to the Back Office.

If there is an Active Till

  1. A pop-up with the message 'You have an Active Till. Do you want to close the Till?' appears.


  2. If Yes is selected, you will be taken to the Active Till screen under Till Management.
    1. If No, the pop-up message will close without any further action.

If there isn't an Active Till

The confirmation pop-up message 'Cashier out saved successfully' appears. This confirms that closing all cashiers has successfully completed.


If there is an Active Check

A pop-up with the message 'Cannot close the shift, Store have [x] Active Check' will appear (where [x] is the number of Active Checks).

  • If Cash is selected, the active check will be paid with cash and closed.
  • If Void is selected, the active check will be voided.
  • If Cancel is selected, the pop-message will close without any further action.


Close The Day

After clicking the Close The Day option, the application will validate if there are any Active Checks, Open Tills, Offline Transactions, Offline status of iPads, or Untipped transactions on the current Business Date.



Print

Use this to print the Closing Report. Please refer to the Till Management KB Article, under Reports.


Auto Print Close Day Report

Back Office

Navigation: Log in to the BO for your Store, then select Settings > Application > General Settings



For the Auto Print Close Day Report toggle:
  1. If YES is selected, the system will automatically print the Receipt when Close Day is performed.
  2. If NO, the Receipt won't be printed.

POS

If YES was selected for the Auto Print toggle in BO, the system will trigger the printing of the Receipt automatically when Close Day is performed.
If NO, the Receipt will need to be printed manually (if needed).


Receipt




Get Confirmation Before Close Day

To navigate to the Close Day screen:
  1. Select Operations > Till Management > Reports > Close Day
  2. Select Operations > Close Day


Manual Close Day

  1. On the Close Day screen, select Close The Day at the upper-right.


  2. A pop-up with the message 'Do you want to close the day' with Yes and No options appears.


  3. Click Yes, and the Close the day Checklist screen appears.
    1. If No is selected, the pop-up message will be closed.

  4. Once the following items are highlighted in green, the Submit button will be enabled (available to click):
    1. You have 0 active check(s)
    2. You have 0 till open
    3. You have 0 open cashier(s)


    4. Even if any (or all) of the others are highlighted in red, the Submit button will still be available.
    5. If No is selected, the pop-up message will be closed.


Automatic Close Day

During the Business Start Time, when logging into the app

  1. A pop-up with the message 'Do you want to close the day' with Yes and No options appears.
    1. If No is selected, you can continue to create the sale. But the business date will not be changed.

  2. Click Yes, and the Close Day pop-up appears (manager access pop) where a Manager's 4-digit PIN must be provided.


  3. Once the PIN is entered: click Continue to perform Close Day.

  4. If the entered PIN is valid, you will be taken to the Close the Day screen.

    1. If the given PIN is invalid: an alert message appears, and you won't be navigated to the Close the day screen.

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