My Pricebook can have multiple shifts open at time, however only 1 shift may be worked at time. Creating a shift automatically makes the new shift the active shift. There will time where a shift will need to be selected(activated) to work with. When exiting My Pricebook, all work on a shift is saved, but when you go back into My Pricebook, you must Select the shift to continue to work on the shift.
Some times a shift may need to be deleted to start fresh or import data again.
Select Desired Shift
Please note the status:
Working means this shift is the current working(active) shift.
Working - PAUSED means this shift is created but not active.
The Shift Select window always highlights the Working shift.
To select a shift to work on, the easiest way is to just double click on the shift desired and My Pricebook selects that shift and goes to the Shift Paperwork screen with the shift selected ready for the next step.
1. The easiest way is to just double click on the shift desired and My Pricebook selects that shift and goes to the Shift Paperwork>Retail Sales Entry screen with the shift selected and ready to go!
2. Follow these instructions:
a. Unload the Working shift by clicking the 'Pause this shift' button
b. The button will change to say 'Work on this Shift'
c. Click on the shift in the grid to be worked on.
d. Click on the "Load Selected Shift" button
e. My Pricebook will go to the Shift Paperwork>Retail Sales Entry screen with the selected shift loaded and ready to go!
2. If the shift has a status of Working, the shift needs to be paused or deactivated first. Click the 'Pause this shift' button. If this is not done and the Delete button is clicked, the system will give a warning that it cannot delete the shift.
3. Click the Delete Shift button.
4. Confirm deletion in the confirmation window:
5. Click Yes to delete or No to go back
6. Clicking Yes removes the shift from the Select Shift window and the My Pricebook system
Please note if the shift that was deleted was created using imported data, the data will be available to import again. To do this please close the Shift Select window and follow the instructions in the Create a Shift section.
