Runbooks
Step-by-step procedures for the tasks you repeat every day and every week.
25 articles
- Open the daySign in, open the register with a counted cash float, and confirm cashiers can sell.
- Close the dayFinish open sales, count the drawer, close the register and read the reconciliation.
- Clock in and outStart and end a shift so sales and cash are recorded under the right person.
- Hold and resume a salePark a cart while a customer fetches something, serve the next person, then bring it back.
- Sell loose items by weightWeigh a product, type the kilograms, and let the app compute the price.
- Open a case into loose unitsBreak a package into pieces so you can sell them one by one and keep the count right.
- Receive a shipmentRecord what a supplier delivered so stock, cost and expiry dates update in one step.
- Reorder low stockTurn the low-stock list into a purchase order, send it, and receive it when it arrives.
- Adjust stock with a reasonFix an on-hand quantity for waste, expiry or a counting mistake, leaving a trace of why.
- Do a physical countCount the whole store, type the real numbers, and let the app fix every difference at once.
- Weekly expiry checkReview what expires soon, move it to the front, and write off what is already past.
- Process a refundRefund some or all of a paid sale, put items back on the shelf, and get manager approval.
- Fix a paid saleCorrect items on a completed sale, or reopen it to change and charge it again.
- Reprint or email a receiptPrint a copy of any past receipt, or send a PDF by email at the moment of sale.
- Add a staff memberCreate an account with a temporary PIN and the right role for a new hire.
- Reset a forgotten PINGive a staff member a temporary PIN they must replace on their next sign-in.
- Change the languageSwitch your own screens between Spanish and English, or set it for another staff member.
- Set up the receipt and printerPick the receipt printer, paper width and what the ticket shows, then test print.
- Back up and restore settingsTake a snapshot of your settings and catalog, and put it back if something breaks.
- Month-end reports exportExport the month’s sales, payment methods, refunds and inventory value for your accountant.
- When the internet goes downWhat the app still does offline, what it blocks, and what to do when the connection returns.
- The screen is lockedUnlock the terminal after inactivity with a staff PIN, and change how fast it locks.
- Printer not printingA checklist from paper and cables to the in-app retry, test print and print job log.
- Scanner not readingGet a barcode into the cart when the scanner fails, and fix the scanner afterwards.
- Update the appInstall a new version when the app offers it, at a quiet moment, without losing work.