Shifts, the cash drawer & closing the day

A shift is one session on one register. It groups the sales, tips, and cash movements that happened while it was open, which is what makes the drawer reconcile and the Z-report meaningful.

Opening a shift

After signing in and choosing a store and register, open a shift and enter the starting float — the cash already in the drawer. Businesses that require it can make a shift mandatory before any sale can be rung.

Cash movements during the shift

Anything that moves cash in or out of the drawer other than a sale should be recorded under cash management, or the count will not balance:

• Drop — cash moved from the drawer to the safe.
• Pickup — cash brought back to the drawer.
• Paid in / paid out — money taken in or paid out for something other than a sale.
• Safe count — a count of the safe itself.

You can set a threshold that reminds cashiers to drop when the drawer gets heavy.

Closing the shift

Count the drawer and enter the actual figure. SalesPoint360 shows expected against counted and records the variance with the shift, so a recurring shortfall on one register or one person is visible rather than folklore.

The Z-report

The Z-report is the end-of-day fiscal figure for a store — sales by tender, tax collected, discounts, refunds, and the cash variance. Run or print it for any date from Finance → Z-Report.

Reviewing shifts later

Operations → Shifts lists every shift with who ran it, its takings, and its variance. Open one to see the sales it contains and every drawer movement in order.

Handing over

Leave a shift note for whoever takes the next session — a stuck printer, a customer coming back for a return, a promotion starting tomorrow. Notes carry a priority and are shown to the incoming cashier.

Note: your business can rename menu items (Settings → POS Configuration → Menu Labels), so the names in your menu may differ from those shown here.