To open/close a shift, please click on the username in the top-right corner of the screen and select the Shift Switch option. You can also find it under More in the main menu.
How to open a shift?
In case there is no open shift, you can open a new shift. Go to the Shift Switch window and:
1) Check the Actual Start Balance of each account. It should be the same as your real balance on those accounts.
> In case the actual balance you really have on cash or credit card is different from the once calculated by the system, enter the correct amount in the table as Actual Start Balance (1). It will create a discrepancy and set the new starting balance for the shift.
2) Select your user on the list and enter your password (it's the same password that you use to log in to FrontDesk Master)
3) Click the Open Shift Now button to start your shift.
Once your shift is open, the system assigns all transactions and changes made in the system to the currently open shift switch.
When you end your shift or at the end of the day, you can close your shift, or make a shift switch with another user.
How to close a shift?
To close a shift, without opening a new one instantly, open the Shift Switch window where you can see your shift summary. In the table, you can see the following details:
- Money at the start - the balance of the account when you started the shift
- Incoming - all incoming transactions made during the shift
- Outgoing - all outgoing transactions made during the shift
- Ending balance - the balance of the account at the time
1) Check the Actual ending balance of each account. It should be the same as the money on the real account (in your cash box, credit card account, etc.)
> In case the ending balance reported by the system doesn't match with the real balance, create a discrepancy by changing the Actual ending balance manually. The new balance will be used as start for the next shift.
> If at the end of the shift you always transfer money to start and end the shift with the same balance, the system can calculate the balance to transfer automatically for you. Check Shift Switch settings options here.
2) Find your user in the Closing now section and enter your password.
3) Click the Close Shift Now button to close your current shift.
How to switch shifts?
You can switch shifts with another user (close your shift and open a shift by another user) within the same Shift Switch window. Open your current shift in the Shift Switch window and:
1) Check the Actual ending balance of each account. It should be the same as the money on the real account (in your cash box, credit card account, etc.)
2) In Closing now find your user who is ending their shift. Enter your password.
In Opening now find the user who is starting their shift and let them enter their password.
> You can close shift using another user - it doesn't have to be the same user who started the shift.
3) Click the Switch Shift Now button to finish your shift and start the shift of another user.
> The system will automatically log the new user into the system and log out the user who ended their shift.
Inventory check
During the opening, closing the shift or making a shift switch, you may be asked to check and confirm the item inventory.
You will see a new tab in the Shift Switch window, Point of Sale: Inventory.
There, you need to check the quantity of listed items and confirm it by entering the actual quantity of the items. Once done, you will be able to perform the shift switch.
> In case the quantity doesn't match, enter the correct number to register a discrepancy.
