Tracking sales in Shopify POS
A tracking session is a period of time during which transactions are processed in your store. You use a tracking session to balance your cash drawer on a regular basis and hold staff accountable for the money they've handled.
On this page
Payment tracking from the Shopify POS app
The Register screen lets you create and review tracking sessions for your store. You can monitor your daily cash transactions and adjustments made by staff.
After you start a tracking session, you can also monitor sales by other payment types, such as credit cards.
Activate tracking sessions
To track sales by cash and other payment types activate a tracking session.
Steps
- From Shopify POS, tap ☰ > Settings > Payment types.
- Tap Cash.
- Tap the toggle button to activate or deactivate Track cash.
Start a new tracking session
You can start a Shopify POS tracking session in either of two ways:
- Manually, if you want to specify the initial cash starting amount for the tracking session.
- Automatically, if you want Shopify to use the expected amount in the cash drawer as the starting amount for the tracking session.
Starting a tracking session manually
If you start a new tracking session manually, then you can enter a value for your starting amount. The cash starting amount is the amount of money initially provided in the cash register so that staff can make change for cash payments.
Steps:
- From Shopify POS, tap ☰ > Register.
- Tap Start tracking session. The Start tracking session dialog opens.
- Enter the starting amount.
- Optional: Enter a note.
- Tap Confirm. The tracking session stays open until you manually close it.
Starting a tracking session automatically
If you've ended a tracking session and you don't start another before processing the next order, then Shopify starts a new tracking session automatically.
The calculated cash balance at the end of the previous tracking session is used as the starting amount. If this is the first tracking session for your store, then the starting amount is set to 0.
View tracking session details
The information varies slightly depending on whether you're viewing an open or a closed tracking session.
The following information is always displayed:
- the date of the tracking session
- the total sales for that session
- the name of the staff who started the session
- the starting amount
- any adjustments that staff have made to the sum of the cash in the drawer (for example, if they've used some of their own money to make change).
If the tracking session is closed, the following information displays:
- the name of the staff who ended the session
- the cash counted at the end of the session (as long as you entered it when you ended the session)
- the amount of cash in the drawer that was expected when the session was ended
- the amount left in the cash drawer after you performed the final balance of the cash drawer (usually done when you remove the day's takings)
- a breakdown of payments by type
View the open tracking session
You might need to view the details of an open tracking session.
Steps
- From Shopify POS, tap ☰ > Register.
- Tap the View open session.
View the history of a closed tracking session
You might need to view the details of a closed tracking session.
Steps
- From Shopify POS, tap