Shift Management in Loyverse POS

In order to use the ‘shifts’ feature, log in to your Back Office and go to the Settings.

Switch on ‘Shifts’ in the General Settings. Click the ‘Save’ button.

Shifts in Settings


On the Loyverse POS app, go to the ‘Shift’ menu.

Shift menue at the POS

 

Specify the cash amount at the beginning of the shift and tap the ‘Open shift’ button.

cash amount at the beginning of the shift


For cash management during the shift, go to the ‘Shift’ menu and tap the ‘Cash management’ button.

‘Cash management’ button at the ‘Shift’ menu


Let’s say we want to pay in one dollar into the cash drawer and later pay out two dollars.

Enter the amount and tap the ‘Pay In’ button if you put money into the cashier without a purchase.

Amount field and ‘Pay In’ button


Tap the ‘Pay Out’ button if you want to take money out from the cashier.

‘Pay Out’ button
 

All of the cash management histories will be recorded from the ‘Pay in’ and ‘Pay Out’ buttons.

cash management histories


At the end of the day when you close the shift, go to the ‘Shift’ menu and tap the ‘Close shift’ button.

‘Close shift’ button at the ‘Shift’ menu
 

You can see a closed shift form. ‘Expected amount of cash’ is calculated from sales, refunds, and cash paid in/out during the shift. If you enter your ‘Actual cash amount’, you can see the difference between them. Tap ‘Close shift’ to finish the shift.

closed shift form

If you want to hide the ‘Expected cash amount’ from your cashiers, you can restrict their access rights. To do this, go to the ‘Access rights’ menu in the Back Office and open the ‘Cashier’ user group for editing. Deselect the ‘View shift report’ option.

‘View shift report’ option at the access rights

Don’t forget to save changes.

After that, when your cashiers are closing the shift, they can only see the field to enter the ‘Actual cash amount.'

closed shift form with restricted rights

 

See also:

How to Switch User Account to Different Employee in the Opened Loyverse POS

How to add an employee in Loyverse POS