Managing Shifts & Transactions in Point

Managing Shifts & Transactions

Opening a Shift

Before processing sales, you must open a shift:

1. Go to Point > Register
2. Click Open Shift
3. Enter the starting cash amount in the drawer
4. Click Start

All transactions during this shift are tracked under your name and shift ID.

Closing a Shift

At the end of your work period:

1. Click Close Shift in the register
2. Count the cash in your drawer and enter the amount
3. The system compares expected vs actual cash
4. Review the shift summary: total sales, number of transactions, payment breakdown
5. Click Confirm & Close

Voiding a Transaction

If a transaction needs to be cancelled:

1. Go to Point > Transactions
2. Find the transaction by receipt number or date
3. Click the transaction, then click Void
4. Enter a reason for voiding
5. Manager approval may be required depending on your settings
6. Stock is automatically restored if inventory tracking is enabled

Refunds

For partial refunds or exchanges:

1. Open the original transaction
2. Click Refund
3. Select the items to refund and the refund method
4. The refund amount is recorded and linked to the original sale

Sales Reports

Access reports from Point > Reports:

• Daily Sales — Total revenue, transaction count, average ticket
• Product Performance — Best sellers, slow movers, margin analysis
• Staff Performance — Sales by cashier/shift
• Payment Methods — Breakdown by cash, card, e-wallet
• Hourly Trends — Peak hours and quiet periods

Tips

• Always close your shift at the end of the day to keep records accurate
• Use the void reason field to track patterns (e.g., customer cancellation vs cashier error)
• Review daily reports before leaving to catch discrepancies early