When a user signs in to the POS, the system first verifies whether an active shift is available for that user on the current register. The POS requires that users have an active, open shift in order to perform any operations that will produce a financial transaction, such as a sale, return, or customer order. This section describes these shift operations for Store Commerce. Various operations can be performed to change the state of a shift, or to increase or decrease the amount of money in the cash drawer. Shared shifts and stand-alone shifts can be used in the same store. Only one shared shift can be open at a time in each store. Additionally, users must have one or both of the shared shift permissions (Allow manage shared shift and Allow use shared shift). Instead, all registers can share one cash drawer.įor shared shifts to be used in a store, the cash drawer must be configured as a "shared shift drawer" at Retail and Commerce > Channel setup > POS setup > POS profiles > Hardware profiles > Drawer. In this scenario, a separate cash drawer isn't reserved for each register. Shared shifts are most typical when mobile devices are used. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. Shared shiftĪ "shared shift" configuration lets retailers have a single shift across multiple registers, cash drawers, and users. To sign in to and use a shift that was opened by another user, a user must have the Allow multiple shift logon POS permission. It's also typical when store managers don't have their own shifts but can, as required, use the shifts of any of their cashiers. This approach is typical when there are more users than available registers, and the need for flexibility and speed outweighs the potential for loss. Some retailers are willing to sacrifice the level of accountability that single-user shifts provide and to allow more than one user per shift. If more than one user uses a shift, it's difficult to determine who made an error, or who might be trying to steal from the till. If only one user is allowed to use the till that is associated with a shift, that user can be held solely responsible for any discrepancies. Many retailers prefer to allow only one user per shift, to help guarantee the highest level of accountability for the cash in the cash drawer. "Floating till" shifts don't require any special configuration or permission. After the first cashier's break has ended, that cashier can resume their shift when one of the other registers becomes available. Another cashier can sign in to and open their own shift on the register. That register then becomes available to other cashiers. When one cashier is ready to take a break, that cashier suspends their shift and removes the till from the cash drawer. Each register is opened at the start of the day when the cashier opens a new shift and provides the starting amount. Although a register can have only one active shift per cash drawer, shifts can be suspended and then resumed later or on a different register.įor example, a store has two registers. In a "floating till" shift, the shift and cash drawer can be moved from one register to another. "Fixed till" shifts don't require any special configuration. A "fixed till" shift can be used by a single user or shared among multiple users. They aren't moved from one register to another. In a "fixed till" shift, the shift and till are associated with a specific register. Traditionally, this scenario has been used most often. This section describes some typical shift scenarios. ![]() Typical shift scenariosĬommerce provides several configuration options and POS operations to support a wide range of end-of-day business processes for the POS. The Z report indicates whether there is an overage or shortage. The shift is closed, and a Z report is generated. ![]() Finally, at the end of the day, the drawer is counted, and the closing amounts are declared. Sales transactions are then performed throughout the day. ![]() At that point, a user declares the starting amount that the cash drawer contains. Typically, shifts are opened at the start of the business day. For each shift, the amount of money that is expected is compared against the amount that was counted and declared. In Dynamics 365 Commerce, the term shift describes the collection of POS transactional data and activities between two points in time. This article explains how to set up and use shifts in Commerce point of sale (POS).
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