1. TRU POS   
  2. Shifts

Managing shifts

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  Background

You can use shifts on the terminal to track transactions processed. As you process transactions on the terminal, the amounts transacted are tallied throughout the working day. You can print a receipt that shows the running total at any time. At the end of the day, you can instruct the device to close the shift, which prints out the total amount transacted during the day and resets the counter back to zero. Any transactions processed from here onward is counted towards the next shift and the cycle repeats.

  This process only prints the receipt. Performing this action has no impact on the settlement of transactions processed.

 

Print shift totals

This function allows you to print a receipt showing the total amount transacted on the terminal during the shift so far (without resetting the counter).

Follow the appropriate instructions below for your terminal:

Castles VEGA and Ingenico devices
  1. Tap Menu   icon onscreen.
  2. Select Print shift totals.
Castles Saturn 1000
  1. Tap Totals on main screen
  2. Tap Calculate totals
  3. Enter Manager Passcode, tap  
  4. Tap    to calculate the totals.
  5. A receipt is printed.
  6. Tap Continue to return to the main screen.
  Some of our merchants find it useful to cross-reference this total with the records shown in MyST. Click here to learn how to generate a report in MyST.

Closing the shift

The following instructions explain how to close the shift. This will print the total amount transacted on the terminal during the shift and reset the total back to zero, ready for the next shift.

Follow the appropriate instructions below for your terminal:

Castles VEGA and Ingenico devices
  1. Tap Menu   icon onscreen
  2. Select Close shift

  3. To confirm the end of the shift, select the   or press the green OK button

Castles Saturn 1000
  1. Tap Totals on main screen
  2. Tap Start End of Day
  3. Enter Manager Passcode, tap  
  4. Tap    to start the End of Day processing.
  5. A receipt is printed.
  6. Tap Continue to return to the main screen.

Receipt output

Please see below for information on the receipt layout:

Castles VEGA and Ingenico devices

Receipt example

aevi-shift-receipt.png

Key

  1. Merchant name and address.
  2. Date and time the transaction was processed.
  3. Terminal ID – Unique identifier for the terminal.
  4. Period start / end - Timestamps for when the shift began and ended. "STILL OPEN" is shown when shift has not yet ended.
  5. First / Last trx - Timestamp of the first and [current] last transaction processed during the shift.
  6. SHIFT TOTALS - Total count and amounts of combined sales and refunds. Tips are also shown separately.
  7. TOTALS PER CARD BRAND - There are additional sections showing subtotals calculated from each card brand using data processed during the shift.
Castles Saturn 1000

Receipt example

ks-shift-receipt.png

Key

  1. Merchant name and address.
  2. Terminal ID – Unique identifier for the terminal.
  3. Merchant ID – Unique identifier for the merchant with their acquiring bank.
  4. Date and time the transaction was processed.
  5. Credits - Total count and amounts of sales.
  6. Debits - Total count and amounts of refunds.
  7. Session total - Total of all transactions calculated by subtracting debits from credits.
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Michael Buckley

 

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