Workflow

Locations, registers and shift control

This section covers physical/operational locations, registers and shift-controlled selling.

32 connected guidesLive filterPermission-aware instructions
32 guides
Guide

Create a POS location

Create a POS locationAdd a tenant-scoped operating location with name, code, address and timezone.

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Choose a location code

Choose a location codeUse an uppercase A–Z, 0–9 and hyphen identifier that is unique in the tenant.

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Choose a location timezone

Choose a location timezoneUse a valid PHP timezone so date-based reporting and operations are consistent.

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Set a location address

Set a location addressStore the operational address displayed to authorised staff.

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Activate or deactivate a location

Activate or deactivate a locationControl whether a location is available for active operational selection.

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Understand the default Main Location

Understand the default Main LocationKnow how activation creates and selects the first default online-stock location.

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Troubleshoot a duplicate location code

Troubleshoot a duplicate location codeChoose a different tenant-unique code.

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Troubleshoot an invalid location

Troubleshoot an invalid locationCorrect the name, code, timezone or tenant relation.

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Review existing locations

Review existing locationsUse the location register to compare code, timezone and status.

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Create a POS register

Create a POS registerAdd a register with a tenant-unique code and assigned location.

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Choose a register code

Choose a register codeUse the same uppercase code rule and avoid duplicates.

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Assign a register to a location

Assign a register to a locationSelect an existing tenant location.

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Activate or disable a register

Activate or disable a registerControl register availability while respecting open-shift protection.

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Understand the default Main Register

Understand the default Main RegisterKnow how activation creates REG-01 against the first location.

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Troubleshoot a duplicate register code

Troubleshoot a duplicate register codeChoose a different tenant-unique register code.

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Troubleshoot a register that cannot be disabled

Troubleshoot a register that cannot be disabledClose its current open shift before disabling it.

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Troubleshoot an invalid register

Troubleshoot an invalid registerCorrect the name, code, location or tenant relation.

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Open a register shift

Open a register shiftSelect an active register and enter a non-negative opening float.

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Understand the opening float

Understand the opening floatRecord the cash present before sales begin.

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Understand one open shift per register

Understand one open shift per registerPrevent overlapping shift ownership and reconciliation.

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Use the Shifts page

Use the Shifts pageOpen, close and review shift history under the Sell capability.

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Close a register shift

Close a register shiftEnter the blind counted amount and an optional handover reason.

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Perform a blind cash count

Perform a blind cash countCount the drawer before comparing it with the expected value.

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Understand expected cash

Understand expected cashCalculate opening float plus captured cash plus paid-in minus paid-out minus cash-drop values.

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Understand counted cash and variance

Understand counted cash and varianceCompare the blind count with expected cash.

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Understand shift HMAC evidence

Understand shift HMAC evidenceKnow that the close snapshot is signed to make later tampering detectable.

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Troubleshoot a shift that will not open

Troubleshoot a shift that will not openConfirm the register is active and has no current open shift.

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Troubleshoot a shift that will not close

Troubleshoot a shift that will not closeConfirm a current shift exists and the counted amount is valid.

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Troubleshoot the open-shift-required message

Troubleshoot the open-shift-required messageOpen a shift for the selected register before checkout.

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Understand paid-in, paid-out and cash-drop limitations

Understand paid-in, paid-out and cash-drop limitationsKnow that the expected formula includes these values, but version 1.0.0 has no UI to post them.

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Review shift history

Review shift historyInspect opening, closing, expected, counted and variance details.

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Run the end-of-shift checklist

Run the end-of-shift checklistClose the till, review variance and retain the handover note without altering historical transactions.

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