Open and close a register shift each business day in the Retail POS (S-Series) app to control when a register is available to run transactions, make balancing the cash drawer easier, and maintain accurate reporting.
Only Register Managers can open and close register shifts. Register shifts cannot be opened or closed in BackOffice.
Table of Contents
Open a Register Shift
A Register Manager must open a register shift to begin each day in the Retail POS (S-Series) app. Register shifts enable cashiers to run transactions and make balancing the cash drawer easier at the end of the day.
Visit our full Starting Your Day article to learn how to perform other beginning-of-day actions, such as clocking in.
Sign into a register as a Register Manager.
Signing in is only necessary if more than 1 employee is set up in BackOffice. Not sure how to sign in? Visit our Starting Your Day article to learn how.
If using the Retail POS (S-Series) app for Android, tap ‘Yes’ to confirm the opening amount.
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Wait for the register to automatically sync with BackOffice.
After the register gets updates, the Retail POS (S-Series) app for iOS will automatically load the default home screen, and the Retail POS (S-Series) app for Android will return to the register menu.
(Optional) Tap ‘Sign Out’ on the Main Menu (iOS) or register menu (Android) to let another user sign in.
The user signed into the register will be linked to all sales, returns, and other register actions performed while they are signed in.
‘Sign Out’ is only available when more than 1 employee is set up in BackOffice.
A Register Manager must close the register shift to end each business day in the Retail POS (S-Series) app. After a register shift is closed, cashiers will not be able to run transactions until the next shift is opened, and managers will be able to see if the cash drawer is over or under its expected amount.
Visit our full Ending Your Day article to learn how to perform other close-of-day actions, such as clocking out.
Sign in to the Retail POS (S-Series) app as a Register Manager.
Signing in is only necessary if more than 1 employee is set up in BackOffice. Not sure how to sign in? Visit our Starting Your Day article to learn how.
If using the Retail POS (S-Series) app for Android, tap ‘Yes’ to confirm the closing amount.
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(Optional) Review the shift report, then tap ‘Print Z Report’ to print a copy to a connected receipt printer.
Z reports recap the entire register shift and tell you if the drawer total was over or under the expected amount. Visit the X and Z Reports article to learn how to filter the report by employee or reprint a previous shift’s Z report.
