Step 9: Learn Daily Operations
Mae M.
Last Update há 2 dias
Once your POS is fully set up and tested, it is important to understand daily operational tasks. These processes help ensure accurate sales tracking, cash handling, and smooth day-to-day store operations.
1. Opening a shift
Before processing any sales, a shift must be opened.
a. Open the POS Terminal. Enter Employee Pin
b. Click Open Shift then enter the Cash Starting Amount if your store uses cash drawer then click Open Shift again.
Once opened, the shift status will show as Active, and transactions can begin.
2. Closing a shift
At the end of the business day or cashier session, the shift should be closed.
a. From the left menu, select Shift.
b. Review the Shift Summary, including:
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c. Click Close Shift then enter the Closing Amount counted from the cash drawer then click Close Shift again to finalize.
3. Daily Reconciliation
At the end of the day, verify that POS totals match actual cash and payment records.
a. Review the Shift Summary after closing the shift.
b. Compare the following:
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c. Check Over or Short values to identify discrepancies. Accurate reconciliation helps prevent errors and ensures reliable reporting.
4. Troubleshooting Common Issues
If issues occur during daily operations, review the following:
| Use Sync in the POS or verify product availability in the dashboard. |
| Check printer connection, IP address, and terminal assignment. |
| Review tax settings and product pricing in the dashboard. |
| Verify employee status, role, and assigned store. |
| Ensure all orders are completed or canceled before closing. |
Most issues can be resolved by syncing data or reviewing configuration settings.
Next Step
Step 10: Go Live - https://biyo.tawk.help/article/step-10-go-live