Retail Cashier Control

POS Shifts

Use shifts to connect a cashier, terminal, stock center, opening float, sales, and closing evidence.

Start a shift

1. Log in as the cashier or supervisor who will operate the register.
2. From the main dashboard, click Retail.
3. Click POS Shifts or open POS and follow the shift prompt.
4. Click Start Shift.
5. Select the Terminal or workstation.
6. Select the Stock Center for the branch or counter being sold from.
7. Enter the Opening Float.
8. Confirm the expected end time if the shift screen asks for one.
9. Click Start or Open Shift.

Sell during the shift

1. Click Open POS.
2. Confirm the active shift badge is visible before making sales.
3. Run sales normally with cash, M-Pesa, card, manual, or split tender.
4. Do not share one cashier shift across two people unless the business has approved that control.
5. If the cashier logs out, log back in and confirm the same active shift is shown before continuing.

Close a shift

1. At handover or end of day, click Retail, then click POS Shifts.
2. Open the active shift.
3. Click Close Shift.
4. Enter counted cash, counted mobile money evidence, card totals, and any other channel totals requested by the screen.
5. Add a note for shortages, excess cash, tips, cancelled receipts, or network delays.
6. Click Close or Submit Close.
7. Review the variance summary before leaving the screen.

Managers should review shift variances before posting final day-end reconciliation, especially where cash and M-Pesa evidence arrive at different times.