At the end of each user’s shift (or whenever an audit of the workstation’s transactions is to be performed), the shift must be ”closed” in the Order Manager. Use the ZOut() function, which is assigned to the SHIFT+F1 key combination by default, to close a shift. Make sure that system parameter, UseShiftForFunctions is set to True so that HotKeys 13-24 will be visible at the top of the POS screen when the Shift key is pressed. See the Knowledge Base article, POS Setup - HotKeys, for more information about adding or changing hot keys.
Press the Shift key to see the set of POS function keys that are available by default:
1. Click the button on the POS screen (see figure above) or enter the key combination (Shift+F1). The program will open the Select a Printer form, providing that system parameter UsePrinterMenu is set to True. Otherwise, the Shift Close Report will be sent to the workstation’s default printer:
2. Click Print. After the report has been printed, the program will then prompt the user:
If Yes is selected the program will close the POS form or the entire program, if the workstation is only permitted to open the POS system of Order Manager. Refer to Computer Startup Screens in the List Maintenance function of the program (Main Menu>Maintenance Menu>List Maintenance). See the Knowledge Base article, Defining Task Specific Workstations, for instructions. The next time the program is opened, the user will be prompted to start a new shift, as shown in the No response below.
If No is selected, the user will be prompted to establish a new shift and verify the starting amount of cash in the drawer before the POS interface is re-opened:
3. Complete the daily audit of the user’s drawer. Refer to the Knowledge Base article, Daily Audit, for more details.
Created 12/18/09
Modified 6/28/10