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Here are the steps on how to create manual checkout:
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Under Details Group, Enter Manager Name
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Manager Name will be filled by the Username. |
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Enter Manager Password
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Manager Password will be filled by the Password. |
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Enter Shift close date
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Automatic End of Day:
- Store → Activities → End of Day
2. Click New button to create new End of Day
3. Supply Info in the following: Store No , End of Day Date, Shift No and End of Day Type: Automatic.
4. Select Register files and import day.
5. Clicking save will add all sales to end of day. Select Departments totals to verify info.
6. Payment options will show all Method of Payments. Amount can be edited.
7. Customer Charges and Customer Payments will show any charges or payments from customers from the day.
Note: Customer, Type, Comment, Unit price, Quantity, Tax, and Amount can be edited in Charges. Customer, Invoice, Payment, Discount, Payment Method, Check no, and Comment can be edited in Payments
8.Sales Tax Totals- any sales tax collected for the day will appear here. Shift Physical- used for counts and invoice received, transferred, and adjustments.
Note: Items can be grouped together to show in count group in item location.
9. Deposits screen is where all cash taken in is entered.
10. Receive Lottery is where tickets coming into store are entered, Return Lottery is where tickets that are picked up by lottery are entered. Click add to begin.
11. ATM- used to keep track of ATM money. Withdrawals, Replenished, End Balance Actual can be edited.
12. Change Fund is used to keep track of drawer money that revolves and petty cash located in safe.
Note: These are set up in Store under Change Fund
13. Mark up/Down shows any made for the day
14. Post Preview will generate GL's for the day. Click Save button to proceed.
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To add more details, click Department Totals
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Department Totals will be automatically list down based on store's location and item's location. In Automatic, details came from xml file imported. |
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Click Pump Totals
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Pump Totals will be automatically list down based on selected store's pump items. In Automatic, details came from xml file imported. |
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Click Payment Options
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Payment Options will be automatically list down based on selected store's payment option items. In Automatic, details came from xml file imported. |
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Click Customer Charges
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Click Customer Payments
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Click Sales Tax Totals
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Click Deposits
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Click Item Movements
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Item Movements will be automatically list down based on store's location and item's location. In Automatic, details came from xml file imported. |
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