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Shift Management in Loyverse POS

Shift management is extremely useful when you have a growing business. Learn how to open/close shifts as well as how to mange your cash registers.

 

In order to use the shift feature, log into your back office and go to settings.

settings

 

Scroll down to the General Settings and switch on ‘Use shifts’. Click ‘Save’.

use shifsts

 

On the Loyverse POS app, go to the ‘Shift’ menu.

shifts

 

Click on the ‘Open shift’ button and specify the cash amount at the beginning of the shift.

openshift

 

amount

 

For cash management during the shift, go to the ‘Shift’ menu and click on the ‘Cash management’ button.

cashmanage

 

We’ll follow the example of you paying in one dollar to your cash draw and then later paying out two dollars from your cash draw.

pay in
Click on the ‘Pay In’ button if you put money into the cashier without the purchase.

 

pay out
Click on the ‘Pay Out’ button if you want to take money from the cashier.


All of the cash management history will be recorded from the ‘Pay in’ and ‘Pay Out’ buttons.

payhistory


At the end of the day when you close the shift, simply go to the ‘Shift’ menu and tap ‘Close shift’.

closeshift

 

 

You can see a summary report of your shift. ‘Expected amount of cash’ is calculated from sales, refunds and cash paid in/out during the shift. If you enter your ‘Actual amount of cash’, you can see the difference between them.  Click ‘OK’ to finish the shift.

shiftclosing

 

See also:

How to Switch User Account to Different Employee in the Opened Loyverse POS

How to add an employee in Loyverse POS