Cashier/Shift System
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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.
Access the software file location using your Logic Admin credentials.
⚠️ Important: Right-click and select “Run as Administrator” when opening the software.
Navigate to Global Settings in the Logic Admin section.
Find and enable ✅: 👉 “Implement Cashier/Shift System in Billing”
Click Save to apply your settings across the system.
🔁 Re-login to the software to activate the new configuration.
Go to the Main Menu and expand the Configuration Menu.
Click on “Setup Shifts for POS”
Define:
🏷️ Shift Name
⏰ Shift Time In/Out
Select “Setup Cashier for POS”
Assign each Cashier to their respective Shifts
While creating a Sale Bill, the system will ask you to select a shift to start your day.
Enter your credentials and click OK to begin the shift.
Input:
Shift Name
Shift Time In/Out
At the end of your shift, click “Close Current Day” to start day-closing procedures.
A pop-up will request:
💰 Cash/Credit Card amounts
💱 Currency Denominations
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.
✅ By completing these steps, you'll ensure every financial transaction is tracked properly, enabling accurate reporting and efficient daily operations with Logic ERP. 🚀