Welcome to the Revel Support Center

How Can We Help?

Shift Management Settings

By Katie | Updated

Revel allows you to customize your End of Shift/Day Process, including how orders are closed out, what to do with orders that were offline or held, etc.

These settings can be found from the Management Console under Settings. Clear Selections and search for Shift Management. Check the box on the left under Advanced POS Settings to view all Shift Management settings on the right. Activate any settings you would like to use. Be sure Save when finished.

Setting Definition 
Manage Operations by Shift Allow managing operations by shift.
End of Shift Process Check this box to enable and configure a standard process that is run on each terminal at the end of shift. No additional settings will appear unless this box is checked.
  • Close 0.0 Orders
This is the first step that must be taken to initiate the End of Shift 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 for processing. The transaction number, 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. Selecting 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 Shift screen.
  • Offline Payments 

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.

Selecting Force 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 Shift process will not be able to be completed. You will see an error window, and will need to reestablish your connection to continue.

  • Decline Payments 

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 Shift process. If the Delete option is selected, you will see a warning confirming that they are about to delete the payment.

  • Forced Safe Drop
If activated, the system will prompt you to do a safe drop during the End of Shift process.
  • Print EOS Report
Allows you to print the Employee Sales Summary at the end of each shift. 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 during their shift.
EOS Report Preferences Select which preferences you would like to include in the End of Shift Report.
  • 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.
  • # of copies
Indicate the number of copies you want printed by default.
Set Starting Amount to Previous Shift Total 
This setting overrides the set starting amount by remembering the closing amount of the previous shift and uses this as the starting amount. This would make sense if you are NOT using the "forced safe drop" option.

 


Have more questions? Submit a request

Shift Management Settings

By Katie | Updated

Follow

Revel allows you to customize your End of Shift/Day Process, including how orders are closed out, what to do with orders that were offline or held, etc.

These settings can be found from the Management Console under Settings. Clear Selections and search for Shift Management. Check the box on the left under Advanced POS Settings to view all Shift Management settings on the right. Activate any settings you would like to use. Be sure Save when finished.

Setting Definition 
Manage Operations by Shift Allow managing operations by shift.
End of Shift Process Check this box to enable and configure a standard process that is run on each terminal at the end of shift. No additional settings will appear unless this box is checked.
  • Close 0.0 Orders
This is the first step that must be taken to initiate the End of Shift 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 for processing. The transaction number, 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. Selecting 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 Shift screen.
  • Offline Payments 

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.

Selecting Force 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 Shift process will not be able to be completed. You will see an error window, and will need to reestablish your connection to continue.

  • Decline Payments 

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 Shift process. If the Delete option is selected, you will see a warning confirming that they are about to delete the payment.

  • Forced Safe Drop
If activated, the system will prompt you to do a safe drop during the End of Shift process.
  • Print EOS Report
Allows you to print the Employee Sales Summary at the end of each shift. 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 during their shift.
EOS Report Preferences Select which preferences you would like to include in the End of Shift Report.
  • 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.
  • # of copies
Indicate the number of copies you want printed by default.
Set Starting Amount to Previous Shift Total 
This setting overrides the set starting amount by remembering the closing amount of the previous shift and uses this as the starting amount. This would make sense if you are NOT using the "forced safe drop" option.

 

prev Next Article

Log in to your Management Console

Let the data inform your business decisions

Can't find what you're looking for?

Help is right around the corner!

Submit a Ticket Other Options

Sign up for our newsletter to receive monthly revel updates

Thanks for signing up!

Want to request a new feature? Click here!
Powered by Zendesk