Note: When ending the day, we would recommend that the manger is the last member of staff to clock off and end shift so they have access to open tickets that need closing. At the end of a day there should be no members of staff still logged into the POS system and all financial shifts closed. This will prevent orders been carried over to the next day and their sales been incorrectly assigned to the wrong day.
There are a few steps to follow to end the day:
- Ensure all transactions are closed
- End Shift function (Using the Centegra Plus End Shift screen) or
- End Shift (as above in “Ending a Shift in Silver”) and Clock out within the NCR Silver POS
How Do I Check For Open Transactions
To recall a saved ticket press while on the POS and choose 'Recall/Reprint'.
You will then be presented with a screen showing open and closed tickets.
You can then open the 'Open Orders' (if they were created by someone else you may need to press on it and 'take ownership' to be able to recall the ticket. Review the ticket and decide if it needs to be paid off or voided/deleted.
Once all open tickets have been dealt with you will need to perform the 'end shift' function of Centegra Plus.
How Do I Use the End Shift Function?
At the EPOS, swipe up from the bottom of the centre of screen to view the quick access menu. Select the Centegra icon as highlighted below to access the till functions menu.
This will open up a dashboard which will show you the sales reports for the day. On the right side you will see the below menu where you will select 'End Shift':
For sites that cash up by till, the Centegra icon selected above will direct you to the relevant till based on the physical till that you're using. It is also possible to view other tills by selecting the button displaying the required till name.
Within each till (or for all tills consolidated), the time and date of the shift Start is displayed. This start time is the date time that the previous shift for this till ended.
By default, the End date time will default to the time that the shift end page for the till (or site) was accessed. If required, this date can be changed to alter the shift end time, however this cannot be in the future and must be at least 5 minutes after the shift started.
To end the shift, confirm that the END date time is correct and then select END SHIFT.
A pop up will display showing the details of the end shift; check this is correct then select CONFIRM to end the shift.
Once confirmed, this will create a Pending cash up record within the back office for the shift for the selected till (or for all tills, if set to cashing up by site).
If required, repeat this for each till. This can either be completed via each physical till at the relevant time, or by selecting the required till button within the shift end section of the current till to switch to the shift end data for that till.
To run your cash up reports you will need to access Centegra Plus. Please allow up to 5 minutes after the last transaction is closed for all figures to be updated.
Depending on your subscriptions you will either need to run reports to cash up from Centegra plus -> transaction media, or access the cash up module from the till / Centegra plus cash up module.
You can then end your shift in NCR Silver if you hadn’t done so already.