In this article, we will outline our suggestions for a daily closing procedure using Springboard Retail. They will help you and your organization become more efficient and help identify issues .
View Daily Summary
Close Drawer
Review Tickets That Are On-hold/voided. Throughout the day, tickets put on hold can accumulate. It a good process to review and void the on-hold tickets that are no longer needed. At times, there could be tickets left on hold that contain payments - this will help you avoid any over charging or confusion.
Review Negative On-Hand Quantities
This process will allow you identify any inventory anomalies from the day - making it easier to identify mistakes that may have been made at the point of sale. It is always easier to identify discrepant inventory ahead of time.