POS Shifts, Cash Drawer and Z-Reports
Shifts are how Udyot ERP keeps the cash drawer honest. Every selling session starts with a counted float and ends with a counted drawer, and the difference between what the system expected and what you counted is posted to the books automatically — so the accounts always match drawer reality, not wishful thinking.
Opening a shift
Open the register and enter your opening float — the change cash you physically put in the drawer. You are now live. Two rules keep things unambiguous:
- Only one shift can be open per terminal at a time.
- Reloading or reopening the page resumes the open shift — it never starts a second one.
During the shift
Every sale, return, and gift-card transaction records against the open shift and terminal. If the register ever says “No open POS session”, it means exactly that — open a shift with a float first; you cannot sell without a drawer.
Closing the shift — the Z-report
- Count the physical cash in the drawer.
- Click Close shift and enter the counted amount.
The Z-report then shows the whole session in one place:
- Sales and VAT totals (net of returns)
- Takings by tender — cash, card, wallet, gift card
- Expected vs counted cash, and the variance
Any over or short posts its own small journal automatically, to the cash over/short ledger the register created at setup. You will find it linked from POS → Shift → Sessions, next to the session it belongs to — an auditor can trace every rupee of drawer variance to a dated journal.
Reviewing past sessions
POS → Shift → Sessions lists every closed shift with its reconciliation and the over/short journal reference. Pair it with the dashboard and analytics for the live view while shifts are running.
A note on the cash drawer hardware
The drawer kicks on cash tenders, on shift open, and via the manual Drawer button — and only in ESC/POS print mode with a connected device. It deliberately does not kick on card or wallet sales.