CloudPOS.vu — Shift & Day Close Guide

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Quick Reference

📂 Open Shift → 🛒 Sell → 📂 Close Shift → 📊 End Day (Z-Report)

📂 Shift

One cashier's working session. A cashier opens a shift, processes sales, then closes it. Multiple shifts can run in one day.

📊 Fiscal Day

Spans one or more shifts. Closed by running the Z-Report (End Day). A new fiscal period opens with the next shift automatically.

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Typical day: Cashier 1 opens shift → sells → closes shift → Cashier 2 opens shift → sells → closes shift → Manager runs End Day (Z-Report) to close the fiscal period.

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Open Shift

When a cashier logs in and no shift is open on the terminal, the Open Shift dialog appears automatically.

Open Shift — enter the opening cash float to start the shift

Steps

1

Count the cash in the drawer at the start of your shift.

2

Enter the amount in the Opening Cash field.

3

Click OPEN SHIFT — the shift is now active and you can start selling.

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The opening cash amount is used to calculate cash variance in the Z-Report (expected cash vs actual cash). Always count and enter the correct amount.

After opening, the POS selling screen is ready to use. The shift status badge on the terminal card changes to SHIFT OPEN.

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Close Shift

When the cashier finishes their session, click Close Shift in the POS top bar.

Close Shift — count the cash in the till and enter the amount

Steps

1

Count the cash in the till.

2

Enter the counted amount in the dialog. The difference (vs expected cash) is calculated automatically.

3

If there is a difference, provide a reason (required when cash doesn't match).

4

Click CLOSE SHIFT to end the shift.

Shift Closed — with option to print the X-Report

After closing, you can print the X-Report — a summary of the shift's sales without closing the fiscal period.

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The X-Report is a mid-day report. It shows sales totals but does not close the fiscal period. You can print it anytime without affecting the day.

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After Shift Close — What Next?

After closing a shift, the POS shows two options:

After shift close — Open New Shift or End Day

📂 Open New Shift

Start a new cashier shift. The fiscal period remains open. Choose this when another cashier is taking over, or when you're continuing sales.

📊 End Day

Run the Z-Report and close the fiscal period. Choose this at the end of the business day when all sales are done.

⚠️

End Day should only be done once per day, after all cashiers have closed their shifts. It closes the fiscal period and generates the final Z-Report for accounting.

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End Day — Z-Report

Click End Day to open the Fiscal Period Report (Z-Report). This is the final report of the day.

Z-Report — complete financial summary for the fiscal period

What the Z-Report Shows

💰 Total Sales

Gross sales for the entire fiscal period (all shifts combined).

🧾 Tax Collected

VAT breakdown by rate — needed for VAT returns.

💵 Payment Breakdown

Total per payment method: cash, card, bank transfer, etc.

📊 Cash Variance

Expected cash vs actual cash — based on opening cash, sales, and closing cash.

Steps

1

Review the report — verify sales totals, tax, and payment breakdowns.

2

Click CLOSE Z REPORT to finalize the fiscal period.

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Closing the Z-Report is irreversible. The fiscal period is permanently closed. A new fiscal period opens automatically with the next shift. This is required for accurate VAT and accounting reporting.

Stock Sales Report

After closing the Z-Report, the Stock Sales Report appears showing exactly which products were sold and in what quantities:

Stock Sales Report — product-level breakdown for inventory reconciliation

Use this report to reconcile inventory and verify stock levels before the next business day.

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Common Questions

Can I open multiple shifts in one day?

Yes. Each cashier opens and closes their own shift. The fiscal period spans all shifts until you run End Day.

What happens if I forget to close a shift?

A ⚠️ warning appears on the terminal card after 24 hours. The shift can still be closed normally. The next shift cannot open until the current one is closed.

Can I print the X-Report without closing the shift?

Yes. The X-Report can be printed at any time from Admin Mode. It shows current totals without closing anything.

What's the difference between X-Report and Z-Report?

📊 X-Report

Mid-day snapshot. Can be printed anytime. Does not close anything. Resets nothing.

📊 Z-Report

End-of-day final report. Closes the fiscal period. Irreversible. Required for VAT reporting.

Do I need to close all shifts before running End Day?

Yes. All shifts must be closed before you can run the Z-Report. Close each cashier's shift first, then End Day.