We recommend that you familiarize yourself with the Cashier’s Daily Routine article as it covers order taking and processing.
- Sign in to the system by swiping your card or entering your PIN. You will be taken to the advanced features window.
- Start your shift by tapping Clock In. Clock in date and time are recorded and displayed on the screen. Tap OK. Only after clocking in you can work in the system in accordance with your permissions as defined by your role or provided individually. Advanced features will become available to you.
- Open the till shift.
Opening A Till Shift
You need to open a till shift on every POS where orders will be taken and paid.
- Sign in to the system and go to the advanced menu. Tap Open Till Shift. This will open the Step 1 window which eventually should result in printing a “zero” X-report. For this, tap NEXT.
- In Step 2, make sure that the report is correct and there are no posted receipts and tap NEXT.
To go back to Step 1, tap BACK, to reprint the X-report, tap REPEAT.
|If there are any posted receipts in the system, it means that the fiscal cash register is out of order or some operating rules were violated.|
Only a restaurant manager can delete (cancel) a receipt and make a refund subject to the availability of the original receipt and in the presence of the cashier who carried out the transaction. To perform this operation, you need the “Perform void by receipt” (F_STRN) permission.
If a guest returns a product or a menu item, you need to register a receipt voiding in iiko by doing the following:
- While in the order window, tap and then Closed orders. You will be taken to the list of orders closed in the current shift.
The Closed Orders button is available if you have the “View closed orders” (F_CLOR) permission. You can access this window by tapping Closed Orders in the order window.
- Find the order for which you need to make a refund on the list. For a quick search, use a special bar located at the bottom of the window (to the right of the on-screen keyboard button). Enter any back-up information about the order, such as the name of an employee registered the order, or an item name name. The list will only show orders that contain the character string.
- Tap REFUND. Select the order in question. When prompted to confirm the operation, tap OK. Confirm the refund by swiping your card. The order will become open and the product book out will be canceled. You can see order items in the order processing window, where you can take it and accept the payment again or completely remove it.
The REFUND button is available if you have the “Perform void by receipt” (F_STRN) permission.
Closing A Till Shift
At the end of the shift, a manager together with a cashier closes a till shift on the cash register.
To close a till shift follow this:
- In the order taking window, tap and then Close till shift.
Some of the steps described below depend on the till shift closing settings made in iikoOffice.
- Step 1. Check open orders. If there are any open orders on the terminal (menu items were specified but no payment made), the screen will show order details, such as the date and time, order number, cashier name, and the order amount. Subject to iikoOffice settings, an open order can be automatically closed, transferred to the next till shift, or force closed by a manager.
- To force close orders, check the Close? column opposite the orders. The price of such orders will be automatically written off as a credit, and the servers who took that orders would be imposed a penalty. To transfer an open order to the next till shift, do not check the Close? field.
- To check open orders and pay or cancel them, tap Order.
- To go to the next step, tap NEXT.
- Step 2. Cash verification (required). Recount all the cash in the drawer and enter the amount in the Step 2 window. Tap NEXT. The system would carry out cash verification and notify whether or not this amount matches the one left in the drawer. If the amounts do not match, recount the cash in the drawer again and re-enter the amount. If the amounts match, you will see a corresponding message. Tap OK.
The “Carry out cash verification and view X Report” (F_XR) permission is required.
- Step 3. Reports. Here you can print the reports you are interested in: sales reports, item consumption, item sales, etc. For this, select reports by checking boxes opposite their names and tap PRINT. The set of reports printed by default is configured in iikoOffice.
To print reports, you will need the “View reports in iikoFront” (F_VRPT) permission.
To go to the next step, tap NEXT.
- Step 4. Cash pull. View and print Z Report. The report includes full information on operations performed on the cash register during the shift. It is prepared only once at the end of the shift when money is taken from the cash register. This report clears fiscal memory counter in the cash register or the shift total.
Withdraw large denomination banknotes from the drawer and leave a small amount of change for the next shift (if supported by the FCR model), and enter the withdrawn amount (if the “Enter withdrawn amount” setting is configured in iikoOffice). If the withdrawn amount exceeds the cash register balance registered by the system, iiko will issue a warning. Tap CLOSE SHIFT and swipe your card.
To carry out the cash collection, you need the “Authorize cash deposits and withdrawals” (F_APIO) permission.
- Step 5. Verifying personal shifts. All out of schedule shifts will be automatically closed in this step by default. Subject to the till shift closing settings customized in iikoOffice, a manager can force personal shifts to close (including their own) by specifying the date and time of closing, or transfer the shifts to the next till shift.
To force personal shift closing, check the Close? field. The “Close” caption should appear. To transfer an open personal shift to the next till shift, do not check the Close? field.
To force personal shifts closing, you need the “Force clock out” (F_KIS) permission.
To go to the next step, click NEXT.
- Step 6. Terminal shutdown.
By default, once the shift is closed, the terminal will not be powered down but locked instead (you will be taken to the sign-in window). Your terminal may shut down at the discretion of the manager or always after closing a till shift.
To shut down the terminal, you need the "Shut down terminal" (F_CST) permission.
The ability to handle closed orders is defined by the following permissions:
- “Automatically close orders on credit when closing shift” (F_ACO). If this permission is not given and one or several orders are being closed, then, when you tap NEXT, you will have to confirm the operation by swiping a card with this permission.
- “Transfer tables without guest bill to next till shift” (F_CSUUO). If this permission is not given and there are orders with no guest bills printed that have the “Do not close” option enabled, then, when you tap NEXT, you will have to confirm the operation by swiping a card with this permission.
- “Transfer any tables to next till shift” (F_CSUO). If this permission is not given and there are orders with the “Do not close” option enabled, then, when you tap NEXT, you will have to confirm the operation by swiping a card with this permission.
F_CSUO overrides F_CSUUO. If you are allowed to transfer any orders, then it doesn’t matter if you have the permission to transfer orders without guest bills or not.
End Of Day
To register the end of the day in iikoFront properly, follow this:
- Close a till shift on each cash register.
- Clock out. For this, open the advanced features window by tapping and tap Clock out. Clock out date and time are recorded and displayed on the screen. Tap OK in the shift closing message.
- Tap Lock Terminal. You will be taken to the sign-in window.
At the end of the day, you need to shut down the terminal using the software means. For this, in the Advanced Menu Screen, tap Shut down terminal and, in the shutdown confirmation window, tap Yes.
To shut down the terminal, you must have the F_CS permission. The terminal shutdown has nothing to do with the clock out.