Overview: Here is a quick break down of the Best Practices for Closing Procedures on the Win POS. We have broken down the steps into a Simple to Advanced list depending on the way you operate your Business.
A Very Simple Closing - After your last Sale...
Run your Daily Sales Summary Report - running this report not only provides your Sales details for the Day, but it also runs a Sync to CAS to ensure all of your Sales Information has pushed to CAS.
POS > Reports > Daily Sales Summary
Logout of the POS
Simple Closing - After your last Sale...
Run your Daily Sales Summary Report- running this report not only provides your Sales details for the Day, but it also runs a Sync to CAS to ensure all of your Sales Information has pushed to CAS.
POS > Reports > Daily Sales Summary
Cash Balance Report- if you are managing your Bank, the Cash Balance Report would be ideal, as it breaks down your Opening Balance, Cash Transactions, and any Cash Payouts or Pick Ups you might have ran. This is helpful for the next step when Closing your Bank.