In this article
Move transactions to new work shift
This article is a quick overview of Work shift setup, mainly based on screenshots.
If you need to close down the POS terminals by work shift and need to make a statement per shift, you can choose a work shift closing method for your store. The closing of the store procedure ensures the correct handling of shifts, taking into consideration overlapping and continuing past midnight.
Work Shift Setup
On the Store Card, click the Relatedaction, then Store - Work Shift - Work Shift Setup. This table contains the defined work shifts for each store.
Work shifts are used to collect transactions that belong to one statement. You can define up to 9 work shifts for a 24 hour period. Work shifts cannot overlap each other, but you can have one work shift overlap days.
In the example below there are four shifts:
The Date Reference field gives you a chance to control to which of the two days the work shifts belong. This field is only important when a work shift covers two dates.
There are two options:
- End Time: The Transactions during the work shift are marked with a shift date that follows the end time of the work shift setup.
- Start Time: The Transactions during the work shift are marked with a shift date that follows the start time of the work shift setup.
Note: It is not necessary to set up work shifts if the Closing Method of the store is Date and Time.
At the POS Terminal
If you use the closing method Shift, each staff member must use his or her ID and the relevant work shift number when logging into the POS terminal.
The program then creates one open Work Shift for that particular date, for each work shift setup that has been set up in the store. It also opens a Work Shift Entry.
Statement
The store Statement is limited to just one work shift if you use the Shift closing method to close a store. Therefore, if you have three work shifts set up in a store, you need to create three statements every day.
When the Statement for the work shift has been posted, the Status of the work shift becomes Posted.
Move transactions to new work shift
When you have posted the statement, you can log on the POS terminal using the same shift, but you will not be able to calculate the statement.
From the Transaction Register it is possible to move the transactions to a new work shift.
