Retail POS Shift Management

Session or shift management uses to manage the cash flow at counter more effectively. It track all the cash flow at counter.

Business rules

• Session or shift will be created by the user by selecting the employee, counter, date and Opening cash.
• Cash like sales cash from customers, any additional withdrawal and deposit in counter also tracked efficiently.
• It allows to login only the session created user at their mapped counter. Others are restricted to login in to the POS.
• There is a menu named session management under sales screen, Admin user need to open that menu to create the shift or session to the cashier user.
• Once session is created by admin, then cashier will logged in to the application and start doing the POS transactions.
• Other than sales cash by sales bill entry, cashier also have option to deposit and withdraw cash from the counter.
  • Deposit – When the certain cash amount is added to the counter, cashier will do deposit entry in shift creation screen by using the deposit function key. Press the deposit function key, enter the deposited amount and enter the reason for deposit and save the entry. Cashier can enter the denominations also for deposit entry.
  • Withdraw – When the certain cash amount is taken out from the counter, cashier will do withdraw entry in shift creation screen by using the withdraw function key. Press the withdraw function key, enter the withdraw amount and enter the reason for withdraw and save the entry. Cashier can enter the denominations also for withdraw entry.
• Once the cashier completed the shift, they will update the collection by entering the following details,
  • Physical cash at the counter – Denomination wise
  • Credit card payment at the counter – Total amount
  • Wallet payment at the counter – Total amount
• After collection, cashier will save and get the collection print out with only cashier entered details.
• Once collection done, admin will check and verify the collection entry from the cashier by using the function key called “view session”. In view session admin can see the actual system’s tender wise sales and cashier entered tender wise sales.
• If the collection entry is not matched with actual sales, admin will not close the session.
• So, cashier can re enter the collection entry, system should allow to enter collection entry multiple times and also it should be tracked.
• When admin wants to close the session, admin user need to click on the function key called “close session”.
• Once the session is closed, other users will not allowed to login the application until new session created and mapped to other cashiers.

Retail POS Shift Management workflow