Shifts, Z-reports and X-reports

Overview

With the ‘shifts’ feature, you can enable working in shifts for the POS system. This allows you to register cash flows (in/out, expected cash in drawer) on a per-device basis.

Start a shift

When shifts are enabled for the channel, the user is prompted to start a shift via a modal.

Here the user inserts the amount of money that is currently in the cash drawer. This amount can also be 0.

Creating an X-report

If you want to create a rapport without ending the shift, you can use the x-report functionality. Open the order history and click the ‘reports’ button. In the reports modal you can choose to create an x-report.

Ending or refining the shift and creating a z-report

Via the ‘active shift’ button in the header you can end or refine a shift. Refining in this context means adjusting the cash in the cash drawer by taking cash out, or putting cash in.

When you want to end a shift, count the amount of cash in the drawer and insert it in the ‘end amount’ field. You can optionally add a note to explain any differences or for any other purpose. Submit that amount to verify it. If the amount is not the same as the expected amount, an error will appear, and you can retry with a correct amount.

After inserting the amount you can end the shift via the ‘end shift’ button. This will automatically open the z-report modal.

In the z-report view you can view and print the z-report. After closing this modal, you will be prompted to start a new shift.