The Shift Paperwork is where you will check the shift report information that was imported from the register. Alternately, you can enter the shift information manually. Shift paper work collects all the data about the day's shift(s). Multiple shifts can be imported/entered for one day. The Shift Paperwork section records all of the Sales and Receipts in the register for the day. This information can then be reported and/or sent back to the home office.
The Tender Over/Short Department in Settings>Configuration must have a value for Shift Paperwork to close
The Shift Paperwork home screen gives visual clues about the status of each activity:
A check mark means the activity has been looked at and is completed
A dash means the activity has been looked at and possibly changed, but has not been completed.
An empty box means this activity has not been looked at and needs to be worked on and completed.
All activities must be completed and have check marks before the shift can be completed.
Please click on the steps listed below for a description..
Enter all in-house customer charge or payment transactions for the shift. Go to Customer Charges/Payments for instructions.
Please Note: This section may not be on your menu if your store does not use Customer Charges/Payments. If you need this feature and it is not there, it can be turned on in Settings>Configuration.
Check the imported sales numbers or enter those numbers for the shift. Trackables, Payouts and Customer Charges/Payments also update numbers in Retail Sales. Go to Retail Sales for instruction.
A check mark means the activity has been looked at and is completed
A dash means the activity has been looked at and possibly changed, but has not been completed.
An empty box means this activity has not been looked at and needs to be worked on and completed.
