What is a Shift Summary?
A shift summary is a report generated based on your end-of-day reconciliation. This report is often accessed by or given to the bookkeeper so that they can compare this to the takings that arrived in the actual bank accounts or the accounting software for the business.
Shift Information
Shift Number
An ID number is automatically generated and assigned to the end-of-day report once a shift is created on a POS device
Device name
The name of the device on the shift is performed
Store
The Store shift end was completed at
Opened By
The staff member who opened the shift
Created At
The date and time the shift was opened
Close By
The staff member who performed shift end. If the shift is active, it will display the pending
Closed At
The date and time the till was closed
Recorded
The system total expected from all sales for the period, inclusive of money ins and outs, and refunds
Counted
The counted amount is the totals entered during the closure of the shift
Variance
This is the variance between the expected and the actual amounts
Payment Breakdown
This focuses on the payment methods within the chosen report. Under each payment method, see the payments, refunds, money in/out, and tips - all contributing to the recorded, counted, and variance amounts.
The Total Collected for Card & Online Payment Types represents the total amount that has been processed via integrated payments. The Total Collected will include the payment surcharge, if any.
Sales Summary
Number of Sales
Number of sales orders that have been completed during the shift
Transaction Count
Total number of transactions completed during the selected shift for all payment types
Refund Count
The total number of refunded transactions during the selected shift for all payment type
Gross Sales
The overall revenue from sales transactions within the selected shift before deducting discounts, surcharges & returns
Returns
Gross Sales of the products that are in the refund transactions.
Discounts
The total of discounts added to sales, including manual discounts & automatic discounts
Surcharges
The total of surcharges added to sales, including manual surcharges & automatic surcharges
This doesn't include the payment surcharge
Net Sales
Total amount of product sales in the shift after sales, returns & discounts are deducted
Tax Amount
Total Tax amount collected for products sold in the shift
Sales Amount
Sales Revenue generated by products sold within the shift
Tips
Total Tips collected on all Payment Types
Cash Rounding
Total cash rounding number that have been added/removed to the order while completing a cash payment
Payment Surcharge
Payment surcharge collected as a result of processing Card & Online payments
Total
Total Revenue generated in the shift, including Tips & Payment surcharge
Sales Average
Average sales per the shift. Net Sales/Total Number of Sales
Cost of Sales
If a 'Cost Price' has been input on each of the product's product settings it will display here
Total Profit
The sell price minus the cost price of a product
