Cashier/Shift System

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Setting Up Cashier and Shift Systems in Logic ERP

This comprehensive guide will help you seamlessly set up the Cashier and Shift Systems in Logic ERP to boost your operational efficiency. ✅ By following these steps, you'll ensure accurate transaction records and detailed financial reports, crucial for running your business smoothly.

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🔧 Enable Cashier Shift System

🔐 Log in to Logic Admin

• Access the software file location using your Logic Admin credentials.

• ⚠️ Important: Right-click and select “Run as Administrator” when opening the software.

⚙️ Enable Settings

• Navigate to Global Settings in the Logic Admin section.

• Find and enable ✅: 👉 “Implement Cashier/Shift System in Billing”

💾 Save Changes

• Click Save to apply your settings across the system.

• 🔁 Re-login to the software to activate the new configuration.

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🛠️ Configure Cashier and Shifts

🧭 Navigate to Configuration

• Go to the Main Menu and expand the Configuration Menu.

🕒 Setup Shifts for POS

• Click on “Setup Shifts for POS”

• Define:

  • 🏷️ Shift Name

  • ⏰ Shift Time In/Out

👤 Setup Cashier for POS

• Select “Setup Cashier for POS”

• Assign each Cashier to their respective Shifts

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🛒 Starting / Ending a Shift

🧾 Creation of Sale Bill

• While creating a Sale Bill, the system will ask you to select a shift to start your day.

🔐 Log In to Start Your Shift

• Enter your credentials and click OK to begin the shift.

🕓 Entering Shift Information

• Input:

  • Shift Name

  • Shift Time In/Out

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🚪 Closing the Current Day

🔚 Select “Close Current Day”

• At the end of your shift, click “Close Current Day” to start day-closing procedures.

💵 Enter Financial Details

• A pop-up will request:

  • 💰 Cash/Credit Card amounts

  • 💱 Currency Denominations

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📊 Generate Reports

📂 Access Report/Queries

• To view report, navigate to the Report/Queries window and then select Sale Register

• Locate the option Cashier + Shift Wise Day Closing Report. for instructions and enter the desired Date for a comprehensive report.

• To access the report, click on "Create" to view "Cashier Shift Wise Day Closing Report".

• The software will automatically generate a report, will consist of all the currency denominations.

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✅ By completing these steps, you'll ensure every financial transaction is tracked properly, enabling accurate reporting and efficient daily operations with Logic ERP. 🚀