Choosing your method of closing out
When initially implementing Salesware (or at other strategic points during ongoing operations) module you must choose your method of closing out from the Company Information dialog, which is accessed from SysManager > Preferences > Company Information:
What are the choices for closing out?
• Operators
• #1 choice to hold sellers accountable
• Are used when using the fine dining portion of the Food Service module
• By salespoint
• By salespoint/report by operator
Note: Salespoint/Report by Operator would be predominately used in Retail environments in which you want to close out by salespoint, however, the operator who performs the close out or is attached to the closed drawer by back office, is then associated with the entire sales, over-shorts, etc. for that day. If only one operator is using the salespoint then this is not a problem, but if several staff use the computer, then the last staff member gets the responsibility for the over/short of the drawer. This could be applied if a manager responsible for a “team” is the associated operator and then they are reported as responsible for that salespoint on that day.
How do I start using close drawer?
• Decision is made at the beginning of a fiscal year.
• Do not change mid-season.