Tag Archives: Day close

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How to send reports on email automatically on day close/night audit from eZee Optimus?

Location:
eZee Optimus  >> Switch to Back >> Master >> Outlet Operation >> Edit >> Day Close Settings

Pre-requisite:
eZee Optimus  >> Switch to Back >> Settings >> Email/SMS Providers

How to access:
Please refer below screenshots for configuration

Step 1:  Activate day Close process

Step 2: Active report on day close from each outlet

Step 3:
Configure the Email ID from which system should send an email

Step 4: Go to your email ID and click on link to verified link


Step 5:
Must be verified your email address

Step 6: Now you have to perform day close

Step 7: Check your email box

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How to perform Day Close (Single/multiple outlet) operation in eZee Optimus?

What is Day Close?
Restaurant operations need to settle up at the end of day (or shift). This means making sure all reported revenue reports for the day match payments, credit, refunds, cash, etc and floating cash sums. Variances have to be noted. Settlement accounting or reports need to be generated and saved for historical review.

Location:
Welcome Screen >> Single outlet Day Close or Multiple Outlet Day close

Video:

How to Access:
In the eZee Optimus POS system, Day close can be performed in 2 ways (1) Single outlet wise and (2) Multiple Outlet day close at one time. Day close operation is optional and depends on the property if they would like to do the day close process.

(A) Single Outlet Day Close Process :
Step 1: Tap on Single Outlet day close button to proceed with day close for the current outlet,  a list will pop up which contains the Open Orders(If there is any). User need to take an action on the open order either settle or void.

Step 2: After taking action on open orders. Click on Next to proceed to the next step.

Step 3: Click on Finish to complete the day close process

(B) Multiple Outlet Day Close Process :

All the outlets will be listed down for day close process. There should not be any open or running order. If there is any open order then the system won’t allow the user to perform day close for that outlet. The user has to settle or void the open bill to continue the day close process.

Click on Finish to perform Day Close Process.

             Optimus 2.0 Desktop Application

 

Video:

Step 1:
 Click on the Navigation tab >> Select Day Close option available under Manager sedction. 

Step 2: Settle or Void open order by referring the below screenshot. 

Step 3: Click on Next proceed with next step of Day close

Step 4: Click on Finish button to complete Day close process.

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How to perform Day Close in eZee Burrp 7.0?

What is the Day Close?
Day close will open new day in the software and freeze Audited Data of the day

Location:
Welcome Screen >> Day Close

How to Access:
Kindly follow below steps to perform Day close

Screenshot 1:

Screenshot 2:

Screenshot 3:

Screenshot 4:

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How to send reports on email automatically on day close/night from eZee BurrP 7.0?

Location:
eZee Burrp Backoffice  >> Configuration >> Cost Center >> Outlet Operation >> Edit >> Miscellaneous >>  Active report on day close

Pre-requisite:
eZee Burrp Backoffice >> User Operation >> Users >> Add Email >> Save

How to access:
Please refer below screenshots for configuration

Note: This action can be only perform on server machine

Screenshot 1:
Active report on day close from each outlet

Screenshot 2:
Set report export path

Screenshot 3:
Here select reports that wants into mail, choose user for email, test and save

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How to change Day Close time in eZee Burrp Backoffice 7.0?

What is the Day Close?
Day close will open new day in the software and freeze Audited Data of the day

Location:
eZee POS Backoffice >> Configuration >> Cost Center >> Outlet Operation

How to Access:
Please refer below screenshot in order to change Day Close Time


Note: Here day close time is coming from your computer time format so it can be 24 /12 format, you can change it from your machine

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How to perform Night audit or Day close in eZee Absolute?

Night audit is the process of day close, Many Hotelier also called it Day Close process, it allows the user to change working date and post charges for the same date. This process contain pending action on Reservation, Check-out, settlement and posting charges, It is necessary to perform Night audit, because without this working date will not change and user can’t manage daily operation.

To perform Night audit below 6 steps, we need to take care of.

  1. Pending Reservation
  2. Release Reservation
  3. Room status
  4. Unsettled Folios
  5. Nightly Charge
  6. Create New day
How to access:  In order to perform a night audit refer to the below video and steps.
  

User Privileges: eZee Absolute Configuration >> User >> Edit User >> Privileges >> Front Office >> Access to night audit.

Location: Login into eZee Absolute  >>  Front office >> Night Audit.

 

Step 1 :

 

Take action on pending reservation (where action may be Mark No-Show, Cancel Reservation, Void Reservation, Assign Room, and Check-in)The first steps checks for any pending reservations for the day, which is currently showing as the working date on eZee Absolute. If there are any reservations at all, which needs your attention, they will be listed here with all the basic details and the ‘Action Column’ asking for the action to be taken on the pending reservations. You can void, cancel, mark as No show or do a check-in for the reservation listed.

Take the required action, save the changes, and click NEXT to move ahead to the next step of Night Audit.
 We can also post No-Show Charge and Cancellation Charge

Step 2 :  

 

This step is to release booking for which we have set release date for the bookings. You had to define release date and percentage of advance for that booking, if you get that advance you can collect and post, if you did not get advance you can cancel that booking, else you can change the release date. Select your action and clear release reservation then click on NEXT.

Step 3 :

 

Room Status – Have a glance at all of your rooms (In-House, Due, Block, etc).

Here, action (check-out/amend stay) needs to be taken on the rooms that are supposed to check-out today.

This screen will list all the occupied rooms with the guest’s names along with the arrival and departure information, balance, and room status. The Action Column here on this screen has the option to either amend the stay or do a checkout. The check-out can be performed on zero balance rooms directly from here. If the room balance is non-zero, you will have to go room, clear the outstanding balance, and then check out the guest from the room.

Take the required action, save the changes, and click NEXT to move ahead to the next step of Night Audit.

Step 4 : 

 

If you have any Unsettle folios on this date, you can see list of Folios here, you need to settle it by click on $, ones all unsettle folios are settle, there will be no list there and then you can click on NEXT.

Step 5: 

 

This screen will list all the occupied rooms with the guest names and the folio numbers along with the description and the amount of the night charge for the working date displayed. You can select the rooms, that you want the charges to post or simply do a select all and click on “Post” button to post the charges to the listed rooms. Once the required action has been taken, click on next to move to the final step of Night Audit.

Night Charge >> Select Post All >> Next

Step 6 : 

 

The last step creates a new day by closing the day for which you were doing the Night Audit. After the Night Audit is completed, the data for the last working date will be freeze.

Create a New day >> Finish

Once you agree to this and click on Finish button, the Night Audit wizard closes and the working date on the Front Office
console of eZee Absolute changes to a new date.

Report: We can refer to the night audit report in which we can see all the details and charges for a day.