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How to manage shift and it’s importance in eZee Optimus?

eZee Optimus facilitates shift management. Using shift management efficiently makes the cashier’s tasks very easy as when the user’s shift is over, they are just one click away to know the total amount collected by them, and it gives a bifurcation of payment received through different payment modes.

Video:-

Step 1Log in with the link https://app.ipos247.com/app/cloudPOS/#!/login/, using your login credentials, Enter the balance here which is handed over by an another user or enter 0 if there is no opening balance.  It is good for hoteliers to manage the same as shift so error won’t occur and all can manage own shift and get the total amount and how many orders they have taken during the shift.

Step 2: Balance will get add on the top of the opening balance. Take orders as per guest requests, either as dine-in or take away once you finish the order it will display in the running orders as follows and settle the order.

Step 3: Once the user’s shift is over, click on your user name and click on shift management, you will get an option to end the shift.

Step 4: Click on end shift will give you an option to add the actual closing amount collected as per the orders, and then you can close the shift after clicking it will ask you to confirm click on ok and at the end you may print the details of your shift.

 

            Optimus 2.0 (Desktop Application)

Video:-

Step 1: Same you can do from the Optimus 2.0 application as follows, once orders are settled you can click on 4 blocks in square shapes in the corner to get the shift management option, you can add the balance while log in to system if given.

 

Step 2: When the user’s shift is over he/she has to close the shift, so that when they come on the next day they can open a new shift with a new balance.

Go to Order Summary  >>  Select Shift Management.

 

Step 3: Click on End Shift.

 

Pre-requisite: Permission to user to manage shift.

eZee Optimus >> Switch to back >> Setting >> User>>Edit User>>Manage Operation by shift should be enabled to manage shift.