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How to Set Up and Run the End-of-Day Process

By Kelsey | Updated

As a business owner or manager, you've got plenty to take care of after a long day's work. Let Revel lighten your load with our powerful End of Day wizard — quickly close open orders, process offline payments, confirm time cards, and more.

Only employees with the proper role and permission settings have access to run the End of Day process.


Contents


Activating End of Day Process

The End of Day wizard requires a bit of configuration before it's ready to go. To set things up:

  1. Log in to your Management Console ([yoursubdomain].revelup.com).
  2. Navigate to the Settings tab.
  3. Click Clear Selections and then type End of Day in the search bar.
  4. Check the box for End of Day from the left-side bar.
  5. On the right side, enable the End of Day Process:
  6. If you would like to trigger a reminder on the POS for employees to run the EOD process, you can use the Reminder Time field to set one up.
  7. You can also use the settings in this section to customize your End of Day process to fit your business' needs.

Additional End of Day Process Settings

Once you have activated the End of Day Process, you'll want to go through all of the settings to ensure they are set for your business needs. These can be found from the Management Console under Settings. Clear Selections and search for End of Day. Check the box on the left under Advanced POS Settings to view all End of Day settings on the right. Activate any settings you would like to use. Be sure to Save when finished. 

Setting Definition
End of Day Process  If enabled, you have the option to set steps required before an employee can close at the end of the night. You can also set a reminder time and warning time before the system completed the auto logout.
Reminder Time If you would like to trigger a reminder on the Point of Sale for employees to run the EOD process, enter the time the reminder should appear.
Reminder time by specific day Select to trigger End of Day process reminders at different times on different days. For each day, enter the time the reminder should appear on the Point of Sale. This will override the standard Reminder Time setting above.
Auto-logout and suspend synced terminals during End of Day Process
Click this setting to enforce auto-logout on synced terminals during the End of Day process. Users will be notified and given a configurable amount of time to logout. User will not be able to login or clock in on child terminals until the End of Day process is complete.
EOD Steps to Include  Select which predefined steps you would like to include in your End of Day Process. Once complete, the Point of Sale will automatically log you out and refresh.
• Close 0.0 Orders This is the first step that must be taken to initiate the End of Day process. If any orders are currently open, but they are paid in full, the system will automatically close them and the Close 0.00 Balance Orders box will be checked.
• Reconcile Open Orders Any open/held transactions will appear on this page for processing. The transaction number, opened date, and total amount due are all displayed, along with the employee who opened the transaction, and any customer that was added to the transaction. Tapping an order will take you to the order screen, where you can then pay out the order, void it, or comp it. Once you are done processing that particular order, you will be taken back to the End of Day screen.
• Offline Payments

This screen allows you to view and process any payments that were recorded while the POS was in Offline Mode. The screen lists the transaction ID number, the cardholder's name (if the customer is saved in the system), the last four digits of the card used for the transaction, the date and time of the payment, and the total amount of the payment, including any tips.

Tapping the Force option at the top of the screen will process the listed offline payments. If any payments are declined, they will be moved to the Declined Payments screen. If the POS is still in Offline Mode, the End of Day process will not be able to be completed. You will see an error window, and will need to reestablish your connection to continue.

• Declined Payments

This screen allows you to address and resolve any payments that were declined. The screen displays the same information about the payment as was shown in the Offline Payments screen, along with the reason why the payment was declined. This could be due to an invalid card number, for example.

Tapping the Retry button will cause the POS to try to process the payment again. If the payment is still declined, you will need to swipe right to delete the payment from the table in order to continue with the End of Day process. If the Delete option is selected, you will see a warning confirming that they are about to delete the payment.

• Process all credit cards

This screen allows you to process all credit cards used for transactions. The screen displays all information about payments processed on a credit card (same information that was listed in the Offline / Declined Payments pages) along with the payment status. You can add any additional tip amount in the Tip field.

Tapping the Capture button will bring up the Capture All Transactions window confirming the capture of the card.

• Close all tills This screen allows you to close the till. The page displays the POS station and employee who set the till for the day and the current status of the till. Tapping the blue Close Till option brings up the Till Management window. Tap End Shift to close the till
• Confirm employee time cards This screen allows you to view any employees that are currently clocked in and clock out those employees as well as themselves. The page displays the employees' names, roles, and the dates and times they clocked in. Tapping the red Clock Out option in an employee’s row will clock out that employee
• Print EOD Report/Fiscal Reports Allows you to print the Employee Sales Summary and/or Fiscal Report. You can choose to run/print a report based on sales from all employees, combining them all in one report, or based on any of the listed employees and the transactions they processed that day
EOD Additional Steps

Add as many custom tasks as needed that you would like to include in the End of Day process. Custom tasks will appear at the end of the EOD process on a simple checklist.

*Please Note: This setting is not yet implemented. Enabling it through the Management Console will have no effect on the POS until a future release. 

Order Reconciliation Presets Select which quick keys you would like to include when reconciling open orders.
• Void and Refund Voids the entire order and refunds payment
• Close to Cash Records a payment to "cash" and closes the order
• Close to Credit+ Records a payment to "credit+" and closes the order 
• Carry to Next Day Moves the order to the next day 
• Go to Order Allows the user more flexibility to close the order in a manner of their choosing for more accuracy.
EOD Report Preferences Select which types of data you would like to include on the End of Day Sales Summary report.
• Filter by POS Station If activated, allows the user an option to filter by the station orders were completed on.
• Filter by Revenue Center If activated, allows the user an option to filter by the Revenue Centers.
• Product Data by Class If activated, will sort data by product class.  
• Product Data by Category If activated, will sort data by product Category. 
• Product Data by Subcategory If activated, will sort data by product Subcategory.  
• Hourly Sales Data If activated, sales data will be broken out by hours.
• Labor Data If activated, labor data will display on the report. 
• Include Open Orders If activated, open orders will display; otherwise only closed sales orders will display.
• All employees in one report or separate This will determine if your report displays all employee data in one report or if the report displays separately by employee.
• # of copies Indicate the number of copies you want printed by default. 

 


Running the Process

Revel's End of Day wizard runs right on the POS, guiding a manager/employee through predefined, configurable closing steps. An End of Day report records the results of the process, including the name of the employee who ran it.

After setup in the Management Console, here's how to run it:

  1. Log in to the iPad POS.
  2. From the Dashboard screen, tap End of Day Process.
  3. The process will start running.
  4. Complete all open tasks.

Details about each End of Day task follow.

CLOSE 0.00 BALANCE ORDERS

This is the first step that must be taken to initiate the End of Day process. If any orders are currently open, but they are paid in full, the system will automatically close them and the Close 0.00 Balance Orders box will be checked.

RECONCILE OPEN ORDERS

Any open/held transactions will appear on this page for processing. The transaction number, opened date, and total amount due are all displayed, along with the employee who opened the transaction, and any customer that was added to the transaction:

Tapping an order will take you to the order screen, where you can then pay out the order, void it, or comp it. Once you are done processing that particular order, you will be taken back to the End of Day screen.

OFFLINE PAYMENTS

This screen allows you to view and process any payments that were recorded while the POS was in Offline Mode. The screen lists the transaction ID number, the cardholder's name (if the customer is saved in the system), the last four digits of the card used for the transaction, the date and time of the payment, and the total amount of the payment, including any tips.

Tapping the Force option at the top of the screen will process the listed offline payments. If any payments are declined, they will be moved to the Declined Payments screen. If the POS is still in Offline Mode, the End of Day process will not be able to be completed. You will see an error window, and will need to reestablish your connection to continue.

DECLINED PAYMENTS

This screen allows you to address and resolve any payments that were declined. The screen displays the same information about the payment as was shown in the Offline Payments screen, along with the reason why the payment was declined. This could be due to an invalid card number, for example.

Tapping the Retry button will cause the POS to try to process the payment again. If the payment is still declined, you will need to swipe right to delete the payment from the table in order to continue with the End of Day process. If the Delete option is selected, you will see a warning confirming that they are about to delete the payment.

PROCESS ALL CREDIT CARDS

This screen allows you to process all credit cards used for transactions. The screen displays all information about payments processed on a credit card (same information that was listed in the Offline / Declined Payments pages) along with the payment status. You can add any additional tip amount in the Tip field.

Tapping the Capture button will bring up the Capture All Transactions window confirming the capture of the card.

CONFIRM EMPLOYEE TIME CARDS

This screen allows you to view any employees that are currently clocked in and clock out those employees as well as themselves. The page displays the employees' names, roles, and the dates and times they clocked in. Tapping the red Clock Out option in an employee’s row will clock out that employee:

CLOSE ALL TILLS

This screen allows you to close the till. The page displays the POS station and employee who set the till for the day and the current status of the till. Tapping the blue Close Till option brings up the Till Management window. Tap End Shift to close the till:

PRINT REPORT

This screen allows you to print the Employee Sales Summary report. You can choose to run/print a report based on sales from all employees, combining them all in one report, or based on any of the listed employees and the transactions they processed that day:

Once the End of Day process is complete, the POS will automatically log you out and refresh.


Have more questions? Submit a request

How to Set Up and Run the End-of-Day Process

By Kelsey | Updated

Follow

As a business owner or manager, you've got plenty to take care of after a long day's work. Let Revel lighten your load with our powerful End of Day wizard — quickly close open orders, process offline payments, confirm time cards, and more.

Only employees with the proper role and permission settings have access to run the End of Day process.


Contents


Activating End of Day Process

The End of Day wizard requires a bit of configuration before it's ready to go. To set things up:

  1. Log in to your Management Console ([yoursubdomain].revelup.com).
  2. Navigate to the Settings tab.
  3. Click Clear Selections and then type End of Day in the search bar.
  4. Check the box for End of Day from the left-side bar.
  5. On the right side, enable the End of Day Process:
  6. If you would like to trigger a reminder on the POS for employees to run the EOD process, you can use the Reminder Time field to set one up.
  7. You can also use the settings in this section to customize your End of Day process to fit your business' needs.

Additional End of Day Process Settings

Once you have activated the End of Day Process, you'll want to go through all of the settings to ensure they are set for your business needs. These can be found from the Management Console under Settings. Clear Selections and search for End of Day. Check the box on the left under Advanced POS Settings to view all End of Day settings on the right. Activate any settings you would like to use. Be sure to Save when finished. 

Setting Definition
End of Day Process  If enabled, you have the option to set steps required before an employee can close at the end of the night. You can also set a reminder time and warning time before the system completed the auto logout.
Reminder Time If you would like to trigger a reminder on the Point of Sale for employees to run the EOD process, enter the time the reminder should appear.
Reminder time by specific day Select to trigger End of Day process reminders at different times on different days. For each day, enter the time the reminder should appear on the Point of Sale. This will override the standard Reminder Time setting above.
Auto-logout and suspend synced terminals during End of Day Process
Click this setting to enforce auto-logout on synced terminals during the End of Day process. Users will be notified and given a configurable amount of time to logout. User will not be able to login or clock in on child terminals until the End of Day process is complete.
EOD Steps to Include  Select which predefined steps you would like to include in your End of Day Process. Once complete, the Point of Sale will automatically log you out and refresh.
• Close 0.0 Orders This is the first step that must be taken to initiate the End of Day process. If any orders are currently open, but they are paid in full, the system will automatically close them and the Close 0.00 Balance Orders box will be checked.
• Reconcile Open Orders Any open/held transactions will appear on this page for processing. The transaction number, opened date, and total amount due are all displayed, along with the employee who opened the transaction, and any customer that was added to the transaction. Tapping an order will take you to the order screen, where you can then pay out the order, void it, or comp it. Once you are done processing that particular order, you will be taken back to the End of Day screen.
• Offline Payments

This screen allows you to view and process any payments that were recorded while the POS was in Offline Mode. The screen lists the transaction ID number, the cardholder's name (if the customer is saved in the system), the last four digits of the card used for the transaction, the date and time of the payment, and the total amount of the payment, including any tips.

Tapping the Force option at the top of the screen will process the listed offline payments. If any payments are declined, they will be moved to the Declined Payments screen. If the POS is still in Offline Mode, the End of Day process will not be able to be completed. You will see an error window, and will need to reestablish your connection to continue.

• Declined Payments

This screen allows you to address and resolve any payments that were declined. The screen displays the same information about the payment as was shown in the Offline Payments screen, along with the reason why the payment was declined. This could be due to an invalid card number, for example.

Tapping the Retry button will cause the POS to try to process the payment again. If the payment is still declined, you will need to swipe right to delete the payment from the table in order to continue with the End of Day process. If the Delete option is selected, you will see a warning confirming that they are about to delete the payment.

• Process all credit cards

This screen allows you to process all credit cards used for transactions. The screen displays all information about payments processed on a credit card (same information that was listed in the Offline / Declined Payments pages) along with the payment status. You can add any additional tip amount in the Tip field.

Tapping the Capture button will bring up the Capture All Transactions window confirming the capture of the card.

• Close all tills This screen allows you to close the till. The page displays the POS station and employee who set the till for the day and the current status of the till. Tapping the blue Close Till option brings up the Till Management window. Tap End Shift to close the till
• Confirm employee time cards This screen allows you to view any employees that are currently clocked in and clock out those employees as well as themselves. The page displays the employees' names, roles, and the dates and times they clocked in. Tapping the red Clock Out option in an employee’s row will clock out that employee
• Print EOD Report/Fiscal Reports Allows you to print the Employee Sales Summary and/or Fiscal Report. You can choose to run/print a report based on sales from all employees, combining them all in one report, or based on any of the listed employees and the transactions they processed that day
EOD Additional Steps

Add as many custom tasks as needed that you would like to include in the End of Day process. Custom tasks will appear at the end of the EOD process on a simple checklist.

*Please Note: This setting is not yet implemented. Enabling it through the Management Console will have no effect on the POS until a future release. 

Order Reconciliation Presets Select which quick keys you would like to include when reconciling open orders.
• Void and Refund Voids the entire order and refunds payment
• Close to Cash Records a payment to "cash" and closes the order
• Close to Credit+ Records a payment to "credit+" and closes the order 
• Carry to Next Day Moves the order to the next day 
• Go to Order Allows the user more flexibility to close the order in a manner of their choosing for more accuracy.
EOD Report Preferences Select which types of data you would like to include on the End of Day Sales Summary report.
• Filter by POS Station If activated, allows the user an option to filter by the station orders were completed on.
• Filter by Revenue Center If activated, allows the user an option to filter by the Revenue Centers.
• Product Data by Class If activated, will sort data by product class.  
• Product Data by Category If activated, will sort data by product Category. 
• Product Data by Subcategory If activated, will sort data by product Subcategory.  
• Hourly Sales Data If activated, sales data will be broken out by hours.
• Labor Data If activated, labor data will display on the report. 
• Include Open Orders If activated, open orders will display; otherwise only closed sales orders will display.
• All employees in one report or separate This will determine if your report displays all employee data in one report or if the report displays separately by employee.
• # of copies Indicate the number of copies you want printed by default. 

 


Running the Process

Revel's End of Day wizard runs right on the POS, guiding a manager/employee through predefined, configurable closing steps. An End of Day report records the results of the process, including the name of the employee who ran it.

After setup in the Management Console, here's how to run it:

  1. Log in to the iPad POS.
  2. From the Dashboard screen, tap End of Day Process.
  3. The process will start running.
  4. Complete all open tasks.

Details about each End of Day task follow.

CLOSE 0.00 BALANCE ORDERS

This is the first step that must be taken to initiate the End of Day process. If any orders are currently open, but they are paid in full, the system will automatically close them and the Close 0.00 Balance Orders box will be checked.

RECONCILE OPEN ORDERS

Any open/held transactions will appear on this page for processing. The transaction number, opened date, and total amount due are all displayed, along with the employee who opened the transaction, and any customer that was added to the transaction:

Tapping an order will take you to the order screen, where you can then pay out the order, void it, or comp it. Once you are done processing that particular order, you will be taken back to the End of Day screen.

OFFLINE PAYMENTS

This screen allows you to view and process any payments that were recorded while the POS was in Offline Mode. The screen lists the transaction ID number, the cardholder's name (if the customer is saved in the system), the last four digits of the card used for the transaction, the date and time of the payment, and the total amount of the payment, including any tips.

Tapping the Force option at the top of the screen will process the listed offline payments. If any payments are declined, they will be moved to the Declined Payments screen. If the POS is still in Offline Mode, the End of Day process will not be able to be completed. You will see an error window, and will need to reestablish your connection to continue.

DECLINED PAYMENTS

This screen allows you to address and resolve any payments that were declined. The screen displays the same information about the payment as was shown in the Offline Payments screen, along with the reason why the payment was declined. This could be due to an invalid card number, for example.

Tapping the Retry button will cause the POS to try to process the payment again. If the payment is still declined, you will need to swipe right to delete the payment from the table in order to continue with the End of Day process. If the Delete option is selected, you will see a warning confirming that they are about to delete the payment.

PROCESS ALL CREDIT CARDS

This screen allows you to process all credit cards used for transactions. The screen displays all information about payments processed on a credit card (same information that was listed in the Offline / Declined Payments pages) along with the payment status. You can add any additional tip amount in the Tip field.

Tapping the Capture button will bring up the Capture All Transactions window confirming the capture of the card.

CONFIRM EMPLOYEE TIME CARDS

This screen allows you to view any employees that are currently clocked in and clock out those employees as well as themselves. The page displays the employees' names, roles, and the dates and times they clocked in. Tapping the red Clock Out option in an employee’s row will clock out that employee:

CLOSE ALL TILLS

This screen allows you to close the till. The page displays the POS station and employee who set the till for the day and the current status of the till. Tapping the blue Close Till option brings up the Till Management window. Tap End Shift to close the till:

PRINT REPORT

This screen allows you to print the Employee Sales Summary report. You can choose to run/print a report based on sales from all employees, combining them all in one report, or based on any of the listed employees and the transactions they processed that day:

Once the End of Day process is complete, the POS will automatically log you out and refresh.

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