Skip to main content
Sign in MENU

Starting the Day

MS Info
  • Updated
To ensure a smooth start to your day as a manager, follow these steps:

If the computer is turned off, power on the terminal located at the back of the screen.

Allow the system to boot up, as it should automatically log into Windows. If it doesn't, enter the username and password as required.

At the start of your new business day, and before you take any new sales in the system, verify the nightly closeout ran and the batch settled.

Video Outline

  • 00:12 – The Sales Reports Dashboard provides a quick way to verify a successful closeout from the night before.
  • 00:27 – As a secondary check, go to the Daily Sales Summary to view yesterday’s sales
  • 00:43 – Lastly, check to make sure your credit card charges batched.

Step 01

Before you begin using the registers, make sure that last night's closeout process has run successfully.

  1. Check the Sales Reports Dashboard (Managers Menu -> Reports Menu -> Sales Reports)

Each new day starts with a blank dashboard and zero salesVerify-Successful-Close-Sales-Dashboard.png

Step 02

Verify that the sales from the previous day have been properly recorded.

  1. Access the Managers Menu > Reports Menu > Daily Sales Summary.
  2. Find the column displaying yesterday's date and ensure it contains the correct sales data.
  3. Access the Managers Menu > Reports Menu > Daily Sales Summary.
  4. Find the column displaying yesterday's date and ensure it contains the correct sales data.

Step 03

Confirm that the credit card charges have been batched.

  1. The onscreen spreadsheet should be empty, indicating that the data has been sent for payment processing.
  2. Access the Managers Menu > Credit Card Menu.

    What if the charges are still present?
    If you notice that the charges are still displayed on the screen, it means that the batch failed during the closeout process. In this case, please manually batch the charges by following these steps:

  3. Tap on "Batch Charges".
  4. Wait for the prompted message confirming that the batch has closed successfully. The credit card window will then appear blank after all charges have been sent.
  5. Once you have completed the manual batch process, tap "Exit" to finish.

By diligently carrying out these open-to-close managerial tasks, you can ensure a smooth start to your day and maintain accurate records for sales and credit card transactions.

Related articles