Register shifts

A register shift is a period of time during which transactions take place in your store. You use register shifts to balance your cash drawer on a regular basis and hold staff accountable for the money they've handled.

Each iPad displays its own register shifts only and not those of other iPads. If you delete and re-install the Shopify POS app, or upgrade to a newer iPad, you will lose the device's saved register shift data.

The Register screen

The Sales register screen enables you to create and track register shifts in your store. You can keep track of your daily total sales and refunds for each payment method, as well as all the cash in your cash drawer.

To open the Shopify POS app Sales register screen on your iPad, tap Store, and then tap Sales register:
Register shifts screen — Shopify POS for iPad

Cash register settings

If you're using Shopify POS with retail package, you can set your register preferences on the Register settings screen:

  1. From Shopify POS, tap Store, and then tap Sales register.

  2. Tap Settings:
    Register screen settings button — Shopify POS for iPad
  3. Tap the toggle buttons to enable or disable the following options:

    • Enable sales register

      This feature enables you to check your takings on a regular basis. Use it to track sales totals for each payment type, and check the cash in your cash drawer.

    • Track cash

      This feature allows you to track your cash float on a per-shift basis. You won't see this option if Enable sales register is disabled.

Open a new register shift

You can create a Shopify POS register shift in either of two ways:

  • Manually, if you want to specify the initial cash float for the register shift

  • Automatically, if you want Shopify to use the expected cash sum in the cash drawer as the float for the next register shift.

Opening a register shift manually

If you create a new register shift manually, you'll be able to enter a value for your cash float. The cash float is the amount of money initially provided in the cash register so that staff can make change for cash payments.

To open a new register shift manually:

  1. On your iPad, go to the Shopify POS app Register screen.

  2. Tap the + button:

    Register screen plus button — Shopify POS for iPad
  3. The Open Shift dialog opens. If you have cash tracking enabled in your register settings, then can enter your cash float amount:

    Open Shift dialog — Shopify POS for iPad
  4. Optional: Enter a note.

  5. Tap Done. The register shift will stay open until you manually close it.

Opening register shifts automatically

If you've closed a register shift and you don't open another before processing the next order, Shopify opens a new register shift automatically.

Automatic shifts without cash tracking

If you don't have cash tracking enabled in your register settings, you'll see this message when the first transaction in the new register shift is completed:

Register Shift Created message (cash tracking not enabled) — Shopify POS for iPad

Automatic shifts with cash tracking enabled

If you have cash tracking enabled in your register settings, the calculated cash balance at the close of the previous register shift is used as the float (or opening) amount. If this is the first register shift for your store, the float is set to $0.

The message you see will look like this:

Register Shift Created message (cash tracking enabled) — Shopify POS for iPad

If you don't accept cash payments

If you don't accept cash payments, you can turn off cash tracking in your register settings. This means you won't have to provide a cash float amount during a register shift. Your register shift will continue to track all sales made using other payment methods, as long as you've enabled the Open and close shifts option in your register settings.

View details about a register shift

Note

Register tracking is available only if you're using Shopify POS with retail package.

From your Sales register screen, you can tap any shift to see:

View the history of a register shift

To see a summary of activity during a register shift:

  1. On your iPad, go to the Shopify POS app Register screen.

  2. Tap the register shift whose history you want to view.

The information varies slightly depending on whether:

  • you're viewing an open or a closed register shift
  • you have cash tracking enabled.

The following information is always displayed:

  • the date of the shift
  • the total sales for that shift
  • the name of the staff member who opened the shift
  • the initial float amount (if you have cash tracking enabled in your register settings)
  • any adjustments that staff members 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).
Register shift details screen — Shopify POS for iPad

If the shift you're viewing is closed, you'll see the name of the staff member who closed the shift.

If you had cash tracking enabled in your register settings before the shift was closed, you'll also see:

  • the cash counted at the end of the shift (as long as you entered it when you closed the shift
  • the amount of cash in the drawer that was expected when the shift was closed
  • the cash left in the float after you performed the final balance of the cash drawer (usually done when you remove the day's takings).

View detailed sales information for a register shift

To see sales information for a register shift based on payment method:

  1. On your iPad, go to the Shopify POS app Sales register screen.

  2. Tap the register shift whose details you want to view.

  3. Tap View Details:

    Register shift View details button — Shopify POS for iPad

    This view shows a summary of sales, refunds, and net takings for each payment type (including external payment terminals):

    Register shift details

Adjust the float

A register float adjustment involves the addition or removal of cash. It might be necessary if, for example:

  • a staff member can't make the right change with the cash currently in the drawer
  • the cash in the drawer has exceeded your preferred limit (some companies impose a limit to prevent theft or a miscalculation at closing)
  • a staff member needs to temporarily remove cash from the till.

If you're tracking the cash in your register, you should record all adjustments made, no matter how small.

To adjust the amount available in the register:

  1. On your iPad, go to the Shopify POS app Sales register screen.

  2. Make sure that you're viewing the register shift that's currently open.

  3. Tap Make adjustment

  4. Tap either Add or Remove, depending on the type of transaction that you want to make.

  5. Enter the amount added or removed.

  6. Enter a note, if necessary.

  7. Tap Done.

Adjustments to a register appear in the register history on the main Sales register screen:

Register shift details screen — Shopify POS for iPad

Close a register shift

To balance your cash drawer accurately, you should close register shifts at regular intervals (for example, at the end of each day, or when a staff member's shift ends).

When you close a register shift, the following information is added to the register shift history:

  • the cash counted at the end of the shift
  • the expected value of the cash in the drawer, which is calculated based on all the cash transactions that occurred during the shift, and takes into account the initial float and any adjustments made while the shift was open
  • the cash left for the float after you performed the final balance of the cash drawer (usually done when you remove the day's takings).

The amount of cash in the cash drawer and the expected balance should be the same.

To close a register shift:

  1. On your iPad, go to the Shopify POS app Sales register screen.

  2. Make sure that you're viewing the register shift that's currently open.

  3. Tap Close shift.

  4. If you have cash tracking enabled in your register settings, then in the Close Shift dialog you'll see a Cash counted field. Count the cash in the drawer, and then enter the amount here (Shopify POS tells you how much there should be above the Cash counted field:

    Close Shift dialog — Shopify POS for iPad
  5. Optional: Enter a note.

  6. Tap Done.

  7. If you have cash tracking enabled in your register settings, then a Final adjustment dialog displays:

    Final adjustment dialog — Shopify POS for iPad

    The value suggested in the Amount removed field is the net cash taken during the register shift. You can enter any value you like in this field, but it should match the value of cash that you remove from the till. The amount left in the cash drawer will be used as the float for the next shift unless you set it manually.

    If the cash counted didn't match the expected cash amount, you can reconcile the till by adjusting the amount to add or remove.

  8. Tap Done.

  9. If you have a receipt printer connected to your register, you can tap Print to print your register summary. The register summary lists your sales, refunds, and register activity throughout the shift.

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