End Of Day

Manager:  End of Day        

Overview

The End of Day Checklist is a helpful reminder to ensure that all tasks have been completed at the end of day.  The system will confirm that there are no open tickets, that all servers and drivers have performed a close shift, that all cash drawers and cash locations have been closed and reconciled, and that all employees except the person running end of day have clocked off.    A confirmation of success can be printed.      This is accessed by pressing the End of Day icon on the Manager's Home Page. 

Keep in mind, one of the advantages of the Phoenix point-of-sale system is that no formal End-of-Day is required.  Unlike older systems, which actually compressed and deleted data each day to save hard drive and database space, Phoenix is able to store all data on your system for immediate access at any time.   

The End of Day Checklist is simply a reminder to help closing managers remember all system tasks that should be completed each night.

Fields on this screen:

Field Name

Help on this field

End of Day Icon The End of Day icon at the top of the manager's screen accesses the End of Day checklist.  Press this icon to update the status of each End of Day item. 
Last End of Day Notice The line at the top of the End of Day screen displays the most recent End of Day process results (prior to the current run)
Unclosed Tickets If any tickets are open, they will be counted here.  To view open tickets, check the Orders screen.  Keep in mind, this will include ALL open tickets even from previous days.  You can see these on the Orders screen by setting Status to Open, deleting the date from the date field and pressing "Search". 
Drivers Close If any drivers are considered unclosed, this alert will display.  Click on the line to see which drivers must close.

A driver is unclosed if they have a starting bank &/or open delivery orders assigned to them, and have not run a close shift. 

Note:  This may refer to previous day driver shifts if they remain unclosed.  The next time the driver closes a shift, their prior unclosed information will be updated.

Servers Close If any servers are considered unclosed, this alert will display.  Click on the line to see which servers must close.

A server is unclosed if they have a starting bank &/or open table orders assigned to them, and have not run a close shift. 

Note:  This may refer to previous day server shifts if they remain unclosed.  The next time the server closes a shift, their prior unclosed information will be updated.

Cash Locations If any cash locations remain unreconciled, or have transactions since their last close &/or reconcile, this alert will display.  This includes cash drawers and other cash locations.   You must close registers and reconcile all cash locations to clear this alert.
End of Day Deposit This alert indicates if the End of Day Deposit has been made on this date.   
Employees off the clock This alert indicates if any employees are still on-the-clock.   They must clock out to clear this alert. 
Print Confirmation This option allows you to print a confirmation of the results displayed on the screen for your files, if desired. This will print on the local receipt printer for the station. 

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