POS Basics: Opening & Closing Shifts

Shift management is critical to maintaining accountability and ensuring accurate daily reconciliations in CrazyPOS. This guide will take you through opening, running, and closing your register shifts.

Opening a Shift

Before you can begin processing sales for the day, you must open a shift. This sets your starting float (cash-in-drawer) and ties all subsequent transactions to the current user.

1. Log into the CrazyPOS Terminal using your staff PIN.
2. If no shift is currently open, you will be prompted automatically with the Open Shift screen.
3. Enter your starting cash float (e.g., $200.00).
4. Add any relevant notes for the opening float (optional).
5. Click Open Shift to confirm. You will now be redirected to the main sales screen.

Managing Cash During a Shift

Occasionally, you will need to add or remove cash from the till without making a sale (e.g., petty cash for store supplies, or dropping cash to a safe).

• Cash In: Found in the Shift menu. Allows you to add cash manually.
• Cash Out: Allows you to safely withdraw cash, requiring a reason to be logged.

Closing a Shift (End of Day/End of Shift)

At the end of your scheduled time, closing the shift generates your Daily Settlement Report.

1. From the main terminal menu, tap Shift.
2. Select Close Shift.
3. Count the actual cash currently in the till and enter this amount. The system will calculate if there is a discrepancy (over or short) based on recorded cash sales.
4. Review the EFTPOS (card) totals and other external payment methods.
5. Click Confirm Close.

Pro Tip: Shift reports are stored permanently in the Admin Console. Managers can view historical discrepancies to track performance.