At the end of a workday in the store, it is advisable to close the cash register. With Stockagile, you can list and view cash register closures, and even export reports of them by date.
Requirements for listing and displaying cash activities
The user must have the role of OWNER, RETAIL MANAGER, or RETAIL VENDOR. Different role types can be viewed in the section Create or edit a user.
Steps to list and display cash activities
Go to the sidebar menu and click on the Closures button within the Retail section.
On the Closures screen, you will find the list of cash register closures sorted by date from most recent to least.
Using the funnel icon at the top left, you can filter the closures either by date, cash registers or by users (using the date filter will open a calendar to indicate a beggining date and an end date).
At last, you can also choose which columns are shown, and sort the list by them, using the column selector icon at the top right:
Opened at: To be ordered by date of opening.
Closed at: To be ordered by closing date.
Register: To be sorted by register.
Warehouse: To be sorted by warehouse/store.
Closed by: Will be sorted by user performing the closing.
Total sales: The total of sales done in that register activity
Revenue: It will be ordered by total income of the closings.
Invoice: It will show the invoice serial number of that register activity in case there is one.
Step 2 and 3: Closures and filters screen.
Step 3: Filtering closures calendar.