End of Day Activities |
  
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End of Day Activities |
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Although there are no hard and fast rules about what should be done at the end of the business day, here are some recommendations and suggestions.
1) Make a Backup - this is essential. If you do not have an automated process, then be sure that one person will perform the backup before leaving.
2) Check for Suspended Transactions - these were only meant to be temporary holds on invoices. If the store is closing and the customer will not be returning, then recall or retrieve each one and either void it or choose to Hold As a Layaway or Order. (see Suspended Transactions)
3) Balance all of the Cash Drawers - this process updates the GL Journal and other reporting screens. (see Balance Cash Drawers)
4) Process Returns From Customers - items which were returned and which were not immediately returned to stock could be reviewed and dispatched as needed. (see Process Customer Returns)
5) Retrieve Web Orders - if you are using POSitiveCommerce you should be checking for customer orders throughout the day. Now might be a good time to check for new orders.
6) Send To Web Store - if you are using POSitiveCommerce you could update the website with changes made to your inventory. Although the process is usually automated, you can choose to push an update at any time.