Steps
1. Open a shift Open the Meadow POS app. If no shift is active, you will be prompted to start one. Select Normal Shift, then enter your starting cash balance. A starting balance of $150 is a common amount to ensure you can make change. Tap Start Shift to go live.
2. Manage users on a shift Your store settings determine whether one or multiple employees can ring up on the same shift. To switch users within an active shift, tap the menu icon, tap your name, then select Switch User. Any employee with an account on that iPad can be selected.
3. Name your register Tap the menu icon and look for the station name (it may show as "Unnamed"). Tap it and give the drawer a name, such as "Register 1." Named registers make it easier to track orders by station and troubleshoot any cash discrepancies.
4. Adjust the drawer balance during a shift If you need to add or remove cash mid-shift (for example, a manager doing a cash drop), tap Shift Sales, then tap Adjust Balance. Enter the amount and select Add or Subtract. Manager approval is required. A receipt prints automatically with the adjustment amount, timestamp, and the name of who made the change.
5. End the shift When the shift is complete, tap Shift Sales, then tap End Shift. Confirm when prompted. The shift closes and becomes available for manager review in Meadow Admin. Meadow prints a receipt showing the expected drawer balance, calculated from the starting balance, all sales, any adjustments, and any refunds.
6. Finalize the shift in Meadow Admin In Meadow Admin, go to In Store. Find the closed shift and click View Shift. You will see all orders and any balance adjustments made during the shift. Meadow displays the expected ending cash balance. Count the actual cash in the drawer, then enter that amount in the Ending Cash Balance field. Click Finalize. Any difference between expected and actual is recorded as an overage or shortage.
7. Add non-cash totals and notes (optional) If your store accepts card payments, enter the non-cash balance to track card totals against what your terminal processed. Use the Notes field to log anything relevant, such as a known keying error on the card terminal. If a mistake was made during finalization, use Unfinalize to reopen the shift and correct it.
Tips
Name every register before you start selling. Unnamed drawers make cash discrepancy investigations significantly harder.
The shift end receipt is your reconciliation starting point. Keep it with the drawer until the manager finalizes.
Manager approval is required for balance adjustments. Make sure a manager is available during busy periods when cash drops may be needed.
Your store settings control whether one or multiple employees can ring up on a single shift. Check with your manager if you are unsure how your store is configured.