Cash Register Shifts

In Sarah, each cash register is operated through shifts. A shift represents the period in which a user (or group of users) is responsible for a cash register's money.

Working with shifts allows you to:

• Know who handled the cash register at each moment.
• Record the initial cash of each shift.
• Control intermediate income and expenses.
• Facilitate cash closing and counting.

Shift opening

1. Go to Cash Registers → Open shift.
2. Select the cash register you want to operate.
3. Indicate the initial amount (petty cash or cash you start with).
4. Assign the responsible user (normally who will be at POS).
5. Confirm the opening.

While the shift is open:

• All POS sales associated with that cash register are automatically recorded in the shift.
• You can record cash movements (manual income/expenses).

Operation during shift

Common actions during a shift:

• Record sales from POS.
• Record extra income (for example, cash register replenishment).
• Record expenses (minor expenses, cash withdrawals).

Each movement is associated:

• To the cash register.
• To the shift.
• To the user who performed it.

Shift closing

When you finish the day (or work period):

1. Go to Cash Registers → Open shifts.
2. Select the shift you want to close.
3. Indicate the counted amount in the cash register (actual cash).
4. Sarah will automatically calculate:
   • Theoretical balance according to sales and movements.
   • Difference between expected and counted.
5. Confirm shift closing.

The shift will be marked as closed and won't accept more movements.

Best practices

• Use one shift per user and day to facilitate control.
• Avoid sharing users: create separate users with their own permissions.
• Always record manual movements (income/expenses) to avoid unexplained differences.

To see how this information is reflected in reports, consult Cash Reports.