Shift Management in Loyverse POS
Shift management is beneficial when you have a growing business. Learn how to open/close shifts as well as how to manage your cash registers.
To use the shift feature, log into your back office and go to settings.
Scroll down to the General Settings and switch on ‘Use shifts.' Click ‘Save.'
On the Loyverse POS app, go to the ‘Shift’ menu.
Click on the ‘Open shift’ button and specify the cash amount at the beginning of the shift.
For cash management during the shift, go to the ‘Shift’ menu and click on the ‘Cash management’ button.
We’ll follow the example of you paying in one dollar to your cash drawer and then later paying out two dollars from your cash drawer.
Click on the ‘Pay In’ button if you put money into the cashier without the purchase.
Click on the ‘Pay Out’ button if you want to take money from the cashier.
All of the cash management histories will be recorded from the ‘Pay in’ and ‘Pay Out’ buttons.
At the end of the day when you close the shift, merely go to the ‘Shift’ menu and tap ‘Close shift.'
You can see a summary report of your shift. ‘Expected amount of cash’ is calculated from sales, refunds, and cash paid in/out during the shift. If you enter your ‘Actual amount of cash’, you can see the difference between them. Click ‘OK’ to finish the shift.
If you want to hide from your cashiers field ‘Expected amount of cash’ you can restrict access rights. For this go to ‘Access rights’ menu at the Back Office and open the ‘Cashier’ user group for editing. Deselect ‘View expected amount in cash drawer’ option.
Don’t forget to save changes.
After that, at the summary report of a shift, your cashier can see only ‘Shift beginning’ and ‘Cash amount at the beginning of shift’ information and the field to enter ‘Actual amount of cash.'