How to manage till shifts?
Till shifts in Ticketing are used to manage the period that the system is open for in order to keep track of transactions and payments during this period. A till shift will generally run from first thing in the morning to the end of the operating day at a site. It is possible for till shifts to change during the day if necessary, i.e. if a night shift starts.
Starting the Shift
As long as the previous shift was closed when the Ticketing program starts then the user does not need to indicate that a shift has started and the system will automatically start a new till shift.
Note: The shift being started is only valid on the computer that Ticketing is running on. Each computer used at a site will maintain its own shift.
Previous shift not closed
If the previous shift was not closed when Ticketing was closed down the previous day then the operator will be presented with the above form. They should click on the Yes button to start a new shift.
Closing a Shift
When the operations for the day are complete the user should close the Ticketing program by selecting the Exit Program option under the X system menu.
You will then be presented with the option to end the till shift. Click on the Yes button to close the shift. Closing the shift will trigger the system to produce two end of shift reports.
Note: If the operating shift is not ending and the program is being closed because the users are changing, then the No button should be used to maintain the current shift. Alternatively when operators are changing over they can use the switch user option from within the system menu to avoid the risk of ending the shift prematurely.
End of shift reports
When a till shift is ended two reports will be produced. The first report is the Till Check Report, and it will report the taking for the shift and details on the shift. The second report will show any vehicles that have Pay Later (temporary accounts) that are still outstanding.
Till Check Report
The Till Check Report shows the following details about the till shift.
- The From and To date time of the shift. The To value will be the date and time the report is printed. This will also indicate the site the report was printed at.
- Operator Shifts are shown in the order the operators log into and out of the system.
- The first issued ticket number and the last issued ticket number for the shift.
- Summary of cash payment methods processed during till shift. Note: This will include corrections made to tickets issues in previous shifts.
- Summary of money collected through accounts. Note: This will include corrections made to tickets issues in previous shifts.
- Temporary summary shows the amount of money transacted through Pay Later (temporary accounts). Opened is the amount of money added to temporary accounts plus any amount still outstanding. Added is the total of any money added to temporary accounts during the shift.Paid indicates the total of any money used to pay out a temporary account.
Note: Values reported in this report could be for tickets that were previously issued in another shift but corrected in this shift.
Temporary Account Report
This report lists all vehicles that have transactions recorded for that were paid into an open temporary account.
- Shows the date range for the shift the report was run against.
- Shows the license plate for any vehicle that is linked to an open temporary account.
- Shows the amount of money outstanding for the vehicle.
- Shows the total amount of money recorded under open temporary accounts.
Starting a new shift without closing ticketing
It is possible to start a new till shift without closing the Ticketing program. This could be used for indicating the start of a night shift at the site.
To do this click on the Till Check button at the top right of the screen and then select Yes to start a new shift.
Product Shift Totals
It is possible to include a running total for deliveries recorded for a customer and / or contract during the activate shift. Once a new shift is started these values these totals will reset back to 0.
If a ticket is replaced the value shown in the new ticket will be related to the till shift of the original ticket not the currently active till shift.