Create a Shift

 

Once this button is clicked, the 'Select a Shift to Work On' window opens.  The Active Shift section will be in collapsed mode if there are no open shifts. The POS section will display all data that is ready to be imported from the register(POS).

 

If data will be entered manually and/or a blank/empty shift is desired, please go to Step 3.

If there is no data in the POS section and there should be,  My Pricebook can check for data by clicking the Check for New Sales to Import button. The system will go check to see if any data has come in.  It is a good idea to use this button if the My Pricebook program has been running for a few days.  My Pricebook checks for new data when it is launched.

 

Select the POS(Register) data by clicking in the box next to the date of the data to be imported into the new shift.

 

Click on the  Create New Shift button.

 

If a blank shift is being created the following window appears:

Click Yes to continue or No to go back to the Shift Select window.

 

The Create a Shift Box will appear:

The business date will be set to the same date as the data to be imported.

Select the Shift from the drop down arrow in either box next to Shift.

Select the Cashier from the drop down arrow in either box next to Cashier

If the information looks correct click Create, if it is not correct, click cancel to start again.

 

If a blank/empty shift is being created, this is your last step and you are ready to go to the Retail Sales section!

 

Shifts can be deleted. And, when they are deleted, the opportunity to imported the data again will be available.

 

After clicking Create, My Pricebook opens a windows and displays the results of the import of data as it happens..

When the import completes, the following window appears:

After reading the messages in the previous window, click the OK button and both windows will close and My Pricebook will move to the Shift Paper menu with the newly created shift selected.

You are ready to go to the Retail Sales section!