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.
The end-of-day wizard requires a bit of configuration before it's ready to go. To set things up:
- Log in to your Management Console ([yoursubdomain].revelup.com).
- Use the dark gray header bar to switch to the Settings tab.
- Click Classic View.
- Click Advanced POS Settings in the left-side menu.
- Scroll down to the End-of-Day section.
Once you're there, be sure the End-of-Day Process box is checked:
If you would like to trigger a reminder on the POS for employees to run the EOD process, you can use the Initiate Process At field to set one up.
You can also use the settings in this section to customize your end-of-day process to fit your business' needs.
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:
- Log in to the iPad POS.
- Tap Settings, then tap Manager.
- Tap End-of-Day Process and the process will start running, provided that all 0.00 balance orders are closed.
- 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 there are active transactions that still need to be processed, and the manager tries to initiate the process, they will see an Unable to run End-of-Day error window, shown below:
Once all active transactions have been either held or closed, the Close 0.00 Balance Orders box will be checked, and the user can process to the next screen.
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 on an order will bring up a list of the configured order reconciliation presets, shown below:
These are quick-keyed options the user can use to close the transaction. Configurable reconciliation presets are:
- Void & Refund: voids the entire transaction and refunds payment
- Close to Cash: records a cash payment and closes the transaction
- Close to Credit +: records a credit + payment and closes the transaction
- Carry to Next Day: moves the order to the next day
- Go to Order: takes the user to the transaction payment screen, and allows them more flexibility to close the transaction in the manner of their choosing.
This screen allows the user 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 in the 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 blue 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. Users will see an error window, and will need to reestablish their connection to continue.
This screen allows users to address and resolve any payments that were declined. The screen displays the same information about the payment as was shown on 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, the user 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, users will see a warning confirming that they are about to delete the payment:
Process All Credit Cards
This screen allows users 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 on the Offline / Declined Payments pages) along with the payment status. Users can add any additional tip amount in the Tip field:
Tapping the Capture button will bring up the Capture All Transactions window, shown below, confirming the capture of the card:
Confirm Employee Time Cards
This screen allows users 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 the user 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, Till Management - Checkout, and Till management - Checkout Summary windows. Users can print the till logs from these windows.
This screen allows the user to ensure that any additional tasks that are vital to the end-of-day process are completed. Additional steps are defined by the user in the Management Console (see Setup section above). Any configured steps appear on this page. Tapping the blue Mark as Complete option next to each step marks that step as complete.
This screen allows the user to print out the Employee Sales Summary report. Users can chose 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.