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Restaurant Point of Sale App Shifts

May 7, 2024

Description

How to start and end shifts, with and without a cash drawer, in the Point of Sale app

What's in this article?

Log in to the Restaurant Point of Sale App

Log in with your four-digit PIN  each time you access the point of sale app. Once you log in, you can clock in and clock out, start and end a financial shift, if necessary, enter customer orders, and accept payments.

To log in to the Restaurant Point of Sale App
  1. Tap on the device. The login screen appears.

    login screen from the restaurant point of sale app
  2. Enter your PIN.
  3. Tap Log In. The Point of Sale app home screen appears. 


Clock in to start your labor shift

The Restaurant Point of Sale app contains two types of shifts: Labor and Financial. All employees clock in at the beginning of a shift, but only employees who enter orders or accept payments must start a financial shift. For restaurants with breaks configured, you can also start and end unpaid breaks.

To clock in
  1. At the beginning of your shift, tap Clock In from the Restaurant Point of Sale app home screen.

    Tap clock in on POS
  2. Tap the job code for the job you will perform during this shift.
     
    Select a job role
  3. Select an order mode, either Point of Sale or Phone/Drive Thru.

  4. If you will take payments in the Point of Sale app, start a financial shift; otherwise, you can log out of the Point of Sale app.


Start a financial shift

It is necessary to start a financial shift prior to entering orders or accepting payments. When you start a financial shift, End Shift replaces Clock Out on the Restaurant Point of Sale app home screen.

To start a financial shift
  1. On the Point of Sale app home screen, tap Point of Sale or Phone/Drive Thru. 
  2. Tap Yes to start the new shift.
  3. If prompted, select the cash drawer you want to use.

    NOTE: 
    If the maximum number of users are already assigned to the cash drawer, the drawer is grayed out and you cannot assign yourself to the cash drawer.

  4. (Drawer Checkout Only) If you are the first user assigned to the drawer and the system requires you to enter a starting bank amount:
    1. Tap Open to open the cash drawer so you can count the cash in the drawer.
    2. Enter the cash amount in the drawer and tap Done.

Link to guided demo


Taking a break

Once you clock in, if breaks are required by the restaurant, a Start Break icon is present on the Restaurant Point of Sale app home screen. If you have open orders, the system prevents you from starting a break. Those open orders must be assigned to another person before you can start a break.

To start a break
  1. On the Point of Sale app home screen, tap Start Break.

    Point of Sale app home screen Start Break is selected
  2. If a mandatory break time is required, a prompt appears. Tap Yes.
  3. An end break button with a timer appears.
  4. Tap to log out.
To end a break

You end a break by logging in and tapping End Break. If a mandatory break time is required and you have not been on break for the required time, the system outlines the End Break button in red. You can end a break early with a supervisor’s approval.


End a shift

Prior to clocking out, it is necessary to first end your financial shift. The system does not allow you to end your financial shift if you have open orders. Close the orders or have another Point of Sale app user assume ownership of your tables. Ending a shift will vary depending on whether you have a cash drawer or not. 

Once you end a financial shift, if you tap Point of Sale or Takeout/Delivery, the Point of Sale app prompts you to begin another financial shift.

NOTE:
All stores with Drawer Shifts enabled must declare a cash amount at the end of a financial shift.

To end a financial shift without a cash drawer 
  1. At the Point of Sale app home screen, tap End Shift.
  2. Tap End Shift. 

    Are you sure you are ready to end your shift prompt
  3. Do one of the following:
    • Tap Yes to review and adjust tips. Refer to Point of Sale App Tip Adjustment for instructions on how to adjust the tips on guest checks. After you close the Adjust Tips screen, you can no longer adjust the tips for guest checks.
    • Tap No to not review and adjust tips.
    • Tap No (Don’t show me this again) to no longer receive the Adjust Tips prompt at the end of a financial shift. Your manager can reactivate the Adjust Tips prompt in the Back Office.
  4. Clock out.
To end a shift with a cash drawer

If you are assigned to a cash drawer, when you tap End Shift, you have the option to close the cash drawer or to un-assign yourself from the cash drawer.

  1. Do one of the following:
    To end a shift without closing the cash drawer
    1. At the Point of Sale app home screen, tap End Shift.
    2. Tap De-assign to remove yourself from the drawer.
    3. Clock out.
    To close a cash drawer
    1. At the Point of Sale app home screen, tap End Shift. The End Shift Options screen appears.
    2. Tap Close cash drawer totals.
  2. Do one of the following:
    • Tap Yes to review and adjust tips. Refer to Point of Sale App Tip Adjustment for instructions on how to adjust the tips on guest checks. After you close the Adjust Tips screen, you can no longer adjust the tips for guest checks.
    • Tap No to not review and adjust tips.
    • Tap No (Don’t show me this again) to no longer receive the Adjust Tips prompt at the end of a financial shift. Your manager can reactivate the Adjust Tips prompt in the Back Office.
    • Tap Open to open the cash drawer or tap Skip to not open the cash drawer.
  3. (Drawer Checkout Only) Enter the Declared Cash (total cash counted) you are turning in. Do not include total tip amounts.
  4. (Drawer Checkout Only with Ask for Ending Bank option on) Enter the Cash Amount you are leaving in the drawer.
  5. (Drawer Checkout Only) The Total Cash displays the amount you will be removing from the drawer.
  6. (Drawer Checkout Only) Tap Done. The cash reconciliation screen appears with an over/short amount.

Link to guided demo


Clock Out

Clocking out ends the labor shift for the user.

To clock out
  1. At the Point of Sale app home screen, tap Clock Out. The Clock Out prompt appears.
  2. Tap Yes to return to the PIN entry screen.
  3. If prompted, declare cash tips. Enter amount and tap OK. 

    NOTE: Prompting for declaration of tips at clock out is controlled by the user role settings in Back Office. To enable this option, set the user role POS Settings to Declare Cash Tips at Clock Out.

  4. An employee clock out receipt will print.
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