Keeping track of your daily sales is essential for any business. With Cococart POS, the Shifts feature helps you review, verify, and balance your transactions at the end of each shift or business day.
To use this feature, go to the More tab on the Cococart POS app. Once there, click on Features.
Find the Shifts on the menu and then toggle it on to enable.
Once enabled, you can start a shift by going to Shifts on top of the left menu and clicking the button that says "Start."
You will then be asked to add the initial cash amount to the drawer. Click Start to proceed.
NOTE:
You have full control over shifts. As the business owner, you can set shifts according to employee shifts (i.e., switching shifts) or according to your sales reconciliation schedule (e.g., daily, weekly).
What happens when a shift starts?
Once a shift has started, all orders made through the POS app will be recorded under the active shift.
You can end a shift by going back to the More tab on the POS app > Shifts, then hitting End.
Upon ending a shift, you’ll be shown your expected cash-on-hand amount. This is the total calculation of the cash tendered by customers minus any change given.
You can then enter the actual cash on hand, and Cococart POS will automatically calculate any discrepancies. If there's a shortage or surplus, it will be reflected clearly under the Expected section. You can also use the Notes field at the bottom to add context or explanations, such as missing receipts, manual adjustments, or cash drawer errors.
If you want to turn off sales reconciliation, simply disable it from the Features menu by sliding the toggle for Shift to the left.