1. Introduction
2. Enable Shift Management
3. Manage Users
4. Shifts And Cash Adjustment
5. Shift Report Summary
1. Introduction
By enabling SiteGiant POS shift management, you are able to keep track of the cash going in and out of your drawer. You can easily view and track the cash in and cash out activities conducted by your staff through the Shift Report Summary.
2. Enable Shift Management
Step 1: Log in to SiteGiant Seller Center > navigate to SiteGiantPOS under Channels on the dashboard menu > click on Preferences
Step 2: Enable the status of Enable Shift Management > Save
3. Manage Users
Step 1: Navigate to SiteGiantPOS under Channels on the dashboard menu > click on Manage Users
Step 2: Click into the User Name to configure the user settings
💡Tips: You may create your staff account in Account and Staff Management. Learn more on How To Add Staff And Assign Permission
Step 3: Set the POS Pin to login SiteGiant POS system > enable Channel Permissions of SiteGiant POS > assign the Role of the user > Save
4. Shifts And Cash Adjustment
Step 1: Login your SiteGiant POS system on your device
Step 2: Enter the Passcode that you set in the User Info
Step 3: Click on Open Shift and key in the Opening amount in your cash drawer
Step 4: During your usual operations, you may need to cash out from the cash drawer for procurement or other purposes and to cash in into the cash drawer.
Click on the User Name > Shifts > Cash In / Cash Out > fill in Description and Amount > choose either Cash In or Cash Out
Step 5: Sometimes the cashier might be away from the counter or you have a shift rotation, you may temporarily lock the SiteGiant POS access or change the user to log in without close shift.
Navigate to the User Name > click on the Lock icon > enter the Passcode to log in again
Step 6: When the business hour ends, you will need to close shift and balancing the cash drawer.
Click on the User Name > Shifts > Close Shift > calculate the cash in the cash drawer and enter at the Actual Cash Amount column > Close Shift > you can view the Shift Summary of the Cash Drawer and Sales Summary
5. Shift Report Summary
Step 1: Back to SiteGiant Seller Center > navigate to SiteGiantPOS under Channels on the dashboard menu > click on Shift Report Summary
Step 2: Click on the view icon to view the shift report details
Step 3: The Shift Report Details are including the Open and Close Time, the Cash Drawer transaction amount and the Sales Summary
