Workstation Set

A Workstation Set is made up of Multiple Workstations.

All transactions that have a tender on it that points to a form of a bank account, that have been entered on a Workstation that is part of a workstation set will be part of the End of Day Count and End of Day Shift.

All transactions that have a tender on it that point to a form of a bank account, will be part of a Shift.
At the end of the day, all workstations that are part of a workstation set will be counted and the shift will be closed for that workstation set.

Once the Shift is closed, if any reversals on a later date are made to any source record that were on a closed shift will be accounted for on a current open shift for that workstation. 

Note: Bank Payments and Bank Deposits, if they are not to be part of a shift or cash count please ensure that these transactions are entered on a workstation that is not part of a workstation set.

Note: If a transaction that was on a previous ended shift, has been reversed at a later date due to eg a wrong tender please ensure these reversals are done on a workstation that is not part of a workstation set as it will cause cash count variances for the current open shift.

Note: If a cash count was accidently entered incorrectly and the shift has been closed. The system will create a Bank Variance. If this Bank variance is not a true variance then reverse the banking transaction.

Note: Once a shift is closed you cannot re open it.

Setting up Workstation Sets:

1. Log onto Readysell>Administration>Workstation Sets
2. Click on New

3. Create a Name to stand for your workstation set

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4. In the detail area click on Insert
5. Click on the Search Filter and Highlight all the workstations that are going to make up the one workstation set and then click on OK
6. Clck on Save.