When starting a shift, follow the steps below to ensure your cash is accounted for and your receipts print at the correct terminal.
Step 1: To start a shift, navigate to Retail > SellTreez POS.
Step 2: Choose the cash drawer you’ll be responsible for and select the appropriate terminal for your station. This process only occurs when a user is starting a shift or returning from a break (a.k.a. 'pause' shift).
Step 3: Count the money within your cash drawer and confirm the actual starting balance matches the amount displayed on the screen and click Confirm.
- If there’s a discrepancy in the physical cash amount contained inside the drawer and the number displayed on the screen, notify your manager immediately.
Step 4: Now, you’re ready to select customers from the queue and process transactions.
NOTE: Once a shift has been started, an entry will be created in the Cash Handling module on the ‘Shift Report’ tab, which displays real-time balances for each open shift. This module can only be accessed by managers and can be found by navigating to Daily Procedures > Cash Handling.