How to open and close your shift in UpeoRetail
Your shift in UpeoRetail is the record of one person's till for one stretch of work. You open it with the cash you start with, sell through the day, then count the drawer at the end. UpeoRetail compares what you counted against what it expected, and a supervisor signs it off.
Why this matters
Without a shift, cash takings have no owner. With one, every shilling is tied to a person and a time, and any shortfall is visible the same day rather than at month end.
Before you start
- Know how much cash you are putting in the drawer to start.
- Know which branch and warehouse you are selling from.
Opening your shift
1. Open the Shift screen
From the Shop menu, choose Shift. The screen describes itself: Open, reconcile and close your till session.
2. Choose where you are working
Pick your Branch and your Warehouse. If you only work in one place, they are usually already filled in.
3. Enter your opening float
In Opening float (cash in drawer), type the cash you are starting with. The screen explains it as Notes and coins you're starting the drawer with.
If you start with an empty drawer, enter 0.
4. Press Open shift
Your till is now open. Every sale you make counts against this shift.
Closing your shift
5. Look at what UpeoRetail expects
At the end of your stretch, go back to Shift. Under Cash reconciliation you see:
| Figure | What it means |
|---|---|
| Total sales | Everything you sold this shift |
| Total collected | Money actually taken, split under Collections by tender |
| Cash sales | The cash part only |
| Cash refunded out | Cash you gave back on refunds |
| Expected in drawer | Opening float, plus cash sales, less cash refunded |
6. Count the drawer
Count the actual notes and coins. Type the figure into Counted cash in drawer.
Variance (counted − expected) appears straight away. Zero means the drawer balances. Anything else is a shortfall or an excess, and you should say why before closing.
7. Close the shift
Press the button at the bottom. It reads Close shift, or Close shift & hand over cash where your shop requires the cash to be handed to someone.
If you are handing over, choose the person under Hand over to first.
8. Hand over and get signed off
The person you named counts the cash themselves. The screen then shows You declared against They counted.
A supervisor presses Approve shift closing. The shift then reads This till session is signed off and closed.
What good looks like
- Variance is zero, or explained.
- The shift shows as Shift approved.
- The cash you handed over matches what the receiver counted.
If something goes wrong
Close shift is greyed out. You have not entered a counted amount yet. Type the figure into Counted cash in drawer first.
You handed over to the wrong person. The screen asks: Handed the wrong amount, or to the wrong person? Press Withdraw to take it back. It then reads The cash is back with you and you can hand over again.
The drawer is short. Close the shift honestly with the real counted figure. Hiding a shortfall by entering the expected amount makes it impossible to find later. Say what happened and let a supervisor look.
You forgot to open a shift. Open one now. Speak to your supervisor about the sales already made, so the day's cash still reconciles.
Checked against UpeoRetail on