Setup Shift/Cashier for POS
YouTube: Cashier/Shift System
Cashier/Shift System
In this tutorial, you will learn how to configure and use the Cashier and Shift System in Logic ERP. This feature helps businesses track cashier-wise transactions, manage shifts, and perform accurate day-end reconciliation.
Create Shifts for POS
First, define the working shifts in the system.
Navigate to the Main Menu.
Navigate to Setup → Configuration.
Click on Setup Shifts for POS.
Enter Shift Details:
Shift Name
Shift Start Time (In)
Shift End Time (Out)
Click Save.
Result: Shifts are successfully created and ready for assignment.
Create Cashiers
Now, assign users as cashiers and link them to shifts.
Go to the Main Menu.
Navigate to Setup → Configuration.
Click on Setup Cashiers for POS.
Enter Details:
Cashier Name
Username
Shift Name (Select from created shifts)
Click Save.
Each cashier is now linked to a specific shift.
Enable Cashier & Shift System
To activate this feature in billing:
Navigate to the Software File Location.
Open Logic Admin.
Click on Global Settings.
Navigate to POS Options.
Enable Setting
Enable Cashier Shift System in Billing
Click Save
Re-login to Apply Changes
Log out of the software.
Log in again.
When you open the Sale Bill Window, a Cashier Login Dialog Box will appear.
Start Cashier Shift
Enter Cashier Credentials.
Click OK.
The cashier can now start their shift and begin billing.
Close Shift / Day End
At the end of the shift:
Click on Close Current Day.
A new window will appear.
Enter Day-End Details
Provide the following details:
Cash Amount Received
Card / Digital Payment Amount
Currency Denominations (if applicable)
Click Save.
This ensures accurate cash reconciliation at shift end.
View Cashier Shift Reports
To analyze cashier performance and collections:
Go to the Main Menu.
Navigate to Sale Registers.
Open "Cashier + Shift Wise Day Closing Report".
Generate Report
Enter the Date.
Create the report.
Report Includes:
Cashier Details
Shift Information
Total Amount Collected
Payment Mode Breakdown
Currency Denomination Details
Benefits of Cashier & Shift System
Track cashier-wise sales and collections
Manage multiple shifts efficiently
Accurate day-end reconciliation
Reduce errors and fraud
Improve accountability and reporting
Final Outcome
You have successfully learned how to:
Create Shifts and Cashiers
Enable Cashier Shift System
Perform Shift Login and Day Closing
Generate Detailed Reports
Your POS system is now equipped for better control, transparency, and operational efficiency.
Last updated