Shifts
Overview
Shifts are used to group transactions for a certain workstation together. Usually, there is one shift per workstation per day.
Every Readysell transaction is linked to a shift whether you count the shift or not.
Shifts are assigned to Sales Invoices
Any transaction that has a tender on it, except for cash book transactions will be on a shift.
Only transactions that are of a countable transaction type for a countable tender are included in cash counts.
Readysell can also configure multiple registers as one "Workstation Set" for the purpose of combining registers for end of day cash count. This means that all money physically received for customer payments/receipting via cash, cheque or card will have to be inputted at the front counter at POS1 or POS2.
This also means that you have two registers being POS1 and POS2 but one cash drawer. The sales/receipting on the two registers will be combined as one cash count in that one workstation set.
For a summary of how sales and cash/read reports relate to each other, see also : Reports Training Guide
Every transaction is linked to a shift. The reason why every transaction needs to be in a shift, is that Readysell can't be sure exactly which transactions any particular dealer will want to track. So while we focus our zread and related reports on particular transactions such as those with a cash basis. We have to log every transaction into a shift to allow flexability in report when and if required
Shifts can automatically close at a fixed time in the day or you can count selected shifts and end them manually
You can count shifts for one computer/workstation individually and you can count a group of workstations together. If you want to count a group of workstations together those workstations have to be in the same workstation set.
If you should add a workstation to a workstation set later down the track, please ensure that all outstanding shifts for this workstation have been closed before doing so. If there are shifts left open for any workstation that has been added to a workstation set, all work carried out on that workstation will be assigned to the lastest opened shift and that shift will have a prior date. Please ensure to manually close all open shifts.
Cash basis tenders are normally set as count required. If the cash related to a tender that is set to count required is not counted, such as when you fail to enter a count or if there is a variance on the cash counted. Then the system will automatically create a banking to stand for the variance.
The date on shifts is the date the shift STARTED. If you are having trouble extracting reports, look at the dates on the shifts from this list of shifts themselves. By looking at the shifts, you should be able to see which date was used to start the shift/s you are interested in.
Getting Started
- Ending a shift
- Entering and declaring a cash count and ending shifts at end of day
- Running a Z-Read report by workstation and/or by workstation set
- Submitting cash count before ending a shift
- Cash Count Variance Correction
- End of Day Simplified
Reference
Buttons
Refer to Common Buttons
Image | Field | Reference |
|---|---|---|
 | Cash Count |
|
 | End Shift |
|
Fields
| Name | Description |
|---|---|
| Shift Number | A unique number assigned to this shift when it is created. Assigned from the SHIFT-NUMBER document number. |
| Status | The status of the shift. Either:
|
| Start Date | The date when the shift was started. Usually the date of the first transaction created after the previous shift was ended. |
| End Date | The date the shift was ended. |
| Shift Date | The system-assigned "working date" of the shift. Based on the following rules:
|
| Cash Count Date | The date when the cash count for this shift was performed. |
Shift Lines
Shift lines show a summary of the shift's transaction grouped by the tender. Only transactions that use tenders are counted in the summary.
| Name | Description |
|---|---|
| Tender | A tender which has either been used or counted as part of this shift. |
| Value | The value or any transactions processed against this tender as part of the current shift. |
| Counted Value | The value counted against this tender when the cash count was performed. |
| Variance | The variance between the counted and transaction values. |
Shift Details
Shift details are the full list of transactions associated with a particular shift. They include both tender (such as sales and payments) and non-tender (such as stock adjustments) transactions.
| Name | Description |
|---|---|
| Date | The date and time (local to the workstation) when the transaction took place. |
| Tender | The tender (if any) used as part of the transaction. |
| Transaction Type | The transaction type of the transaction. |
| Transaction Number | The transaction number of the transaction. |
| Reference Number | The reference number (if any) generated by the workstation for the transaction. |
| Value Ex Tax | The value of the transaction (excluding tax) |
| Tax Value | The tax value of the transaction |
| Value Inc Tax | The value of the transaction (including tax) |
| Shift Detail Action | A categorisation of the type of action this shift detail represents:
|
| Created By | The user who performed the action. |
Added flag to Readysell Permissions - "Can Override Shift" in roles. If this is enabled, the user can manually edit the "Shift" on any transaction before it is posted.