End of shift 1
At the end of every shift (when the funds are taken out of the till), a Z-out (reset) end of shift report must be performed.
The Z report will reset the till back to the predefined “Starting Cash” amount (which is set through AccuPOS Management), and at the same time will update Sage 50 with sales information and tendering totals for that shift.
AccuPOS recommends running a Z-out report at the end of every shift (or day, depending on the company setup), even if there had only been one transaction.
It is much easier to keep sales information organized for one day rather than over multiple days.
It’s also more organized for the accounting end with Sage 50.
Table of Contents
- Step 1: Before you Z-Out
- Step 2: Performing the Z-Out from both the Point of Sale and Management
- Step 3: Checking the Sales Information
- Step 4: Check Tender Summary Account
Before you can reset the till, there are few things that need to be done in order to ensure that the information gets to Sage 50 safely on the initial reset.
- Tender all suspended transactions on the till to be reset.
If there are any open sales, the till will not be allowed to reset.
You must load all saved orders and tender them out or cancel the transactions.
If you need to keep those suspended sales open, load them with a different till number and save them again.
That will move the suspended transaction to the new till.
To load a saved order, hit the Load Order button on the Point of Sale.
- Log the till out. As well as having no sales pending, the till in question needs to be logged out completely.
This means that no one can be logged in, even if there are no new transactions being rung in for that till.
To log out of a till, hit the Logout button on the Your Shift tab.
You may also press the Cash Till button and select a different cash till number to continue taking sales (24 hour operational business).
- Make sure the AccuPOS Sage 50 Adapter is up and running and Sage 50 is opened and logged in with administrative access and in multi-user mode.
You must also be logged into the same company file in Sage 50 that the Adapter is pointing to.
*For more information on setting the Adapter path, please refer to the Sage 50 Initial Setup Guide.
**For more information on making sure the network paths are set correctly, please refer to the AccuPOS Network setup guide.