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How do I manage shifts and drawers?
How do I manage shifts and drawers?

Do you have more than one user on the same drawer? You can track by user or require a PIN for every transaction during a shift.

Updated over 10 months ago

Take this online training course to learn how to open, close, customize shifts and finalize drawers in Meadow

Starting a Shift

  • When a user logs in and selects POS when no shift is open, they will be prompted to enter a starting drawer balance

  • You can require a manager to enter their PIN to open and close a shift in the Intake/In Store Settings.

This drawer is now recorded as a shift, opened by that user, at that time, with that cash balance. All this information is recorded and shown in Admin and reporting.

  • Drawers can be viewed under the In Store tab in Admin.

  • For increased security, you can require a PIN on every transaction so only the user on the shift can complete an order. 

  • This is on by default if you allow multiple users on one shift.

  • The user completing a transaction will select their name when finishing the order, and will be prompted to enter their PIN to confirm.

Remember: do not use the "Switch Users" button in the middle of a shift. 

  • If you would like multiple users on a single shift, turn on "Shifts allow multiple employees." This allows multiple users to share a drawer.

  • If you select Switch User, you will have to end any open shifts in order to start a new one.

Ending a Shift

To end a shift, open the menu with the icon in the top left corner of POS.

  • Click on Shift Sales and you will see a summary for the shift.

  • Click on End Shift and confirm by clicking OK.

  • NOTE: Any user on a shift or manager can end a shift. Users who are not a manager or not on a shift cannot end someone else's shift.

Adjusting a Drawer's Balance

If you find a discrepancy you need to correct on a drawer, you can adjust the expected totals directly in Admin (even if the drawer is closed)

  • Find the drawer you want to adjust in the Drawers list in Admin

  • Click the button with three dots in the top right corner and select "Adjust Drawer."

  • Enter the value and select the type (cash/other) and action (add/subtract).

  • This will add/subtract from the expected drawer total value for that payment type.

  • A note of the action will be added to the shift log.

Finalizing a Shift

  • Once a shift has been ended, you can "finalize" it in Admin to confirm the accuracy of the drawer. Any discrepancy between expected and actual drawer balance will be shown and recorded.

  • Finalized drawers can't be edited, but you can unfinalize it if you need to fix a mistake or correct the amount in the Final Ending Balance field.

Hiding the Shift Balance

  • If you do not want the shift balance to display at POS, you can toggle the "Hide shift sales from POS" setting in Admin under Intake / In-Store Settings.

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