Retail POS: Operation - Close Day

Retail POS: Operation - Close Day



Introduction

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

Note: Only Employees with the proper Role and Permissions settings have access to Close Day.

Navigation: Log in to POS, then select Operations > Close Day
  1. Or Operation > Till Management, then under the Reports tab press Close Day.

  1. You will be able to select multiple employees/users from the Sale Recap Summary screen. Depending on the selection, the Sale Summary Report will be displayed.

  2. When you tap on the Close Day option, the application will validate if there are any Active Receipts, Open Tills, Offline Transactions, Offline status of iPads, Untipped transaction on the respective Business Date.

  3. The Close the Day Checklist screen will appear.
    A screenshot of a phone AI-generated content may be incorrect.

Offline Transactions

If there are no offline transactions, then it will appear in green .
If there are offline transactions, the message 'You have <count> offline transactions' appears along with a red warning symbol .

When you tap on the Offline Transactions warning message, you will be navigated to the Batch screen.


Active Tills

If there are no Active Tills, then it will appear in green . If there are Active Tills, then the message 'You have <count> active tills' appears alongside the red warning symbol .

When you tap on the Active Tills warning message, a screen appears which displays the Active Tills and you can Close or Hold all the Tills.

If there are any active Tills (It will show all Active Tills from the store), then application will show that 'You have [#] till(s) open' with warning symbol .
If Active Till is selected, then a screen displaying all Active Tills appears.

  1. You have the ability to Close the Tills from this screen.
  2. When you select a Till and click Close Till, the respective Till will be closed. If you select Close All Tills, all the Tills available in the screen will be closed.
  3. When user selects cancel button, page redirect to close day Receipt List screen.


Active Cashiers

If there are no Active Cashiers, then it will appear in green . If there are Active Cashiers, the message 'You have <count> active cashiers' appears alongside the red warning symbol .

When you tap on the Active Cashiers warning message: a screen appears which displays the Active Cashier(s) and you can complete the Cashier Out process.

Note: The Cashier Out process will not be completed if there are any active Receipts or active tills.


Clocked In Employees

If there are no Clocked-In Employees, then it will appear in green . If there are Clocked-In Employees, the message 'You have <count> clocked-in employees' appears alongside the red warning symbol .

When you tap on the Clocked-in Employees warning message: a screen appears which displays the Clocked-In Employees.




Retail Insight

The Refund amount will be reflected in the Return Amount field along with Return Percentage.




Item Sold - The number of items sold during a particular period of time.
Last Sale - The date of the last completed sale.
Return Amount - The number of Items returned during a particular period of time.
Return Percentage - The value = (Total Value of Returned Items / Total Sales) x 100.
Total Receipt Count - The number of individual transactions completed.
Margin Percentage - The value = ([Selling Price - Cost Price] / Selling Price) x 100.


Layaway

The Layaway values will be impacted as per the Sale report.