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POS - End of Day Checklist: Closing the Register

This guide documents the correct order of operations for POS register end-of-day closing.

Updated over a week ago

Overview

Closing a register in Sharper MMS ends the register's batch, records all transaction totals for the period, generates a Z-Out report, and locks the terminal from further use until the register is opened again. The process involves two workflows: the Server Close Out performed by cashiers from inside the terminal, and the Register Close performed by managers from the POS Registers list.

This guide documents the correct order of operations for end-of-day closing.


Who Does What

Cashiers and servers (from inside the terminal): Perform the Server Close Out for each active server before the register is closed. This finalizes all open orders assigned to that server's session.

Managers or authorized users (from POS → Registers): Close the register after all servers have closed out. This ends the register batch, saves the Z-Out, and locks the terminal.

You must have the Open Close Registers permission to open or close a register. You must have the Open Cash Drawer permission to manually open the cash drawer from the terminal. Permissions are assigned per role at System Settings → Roles.


Step 1 — Ensure All Orders Are Finalized

Before closing, confirm that no orders are left in an open or unfinalized state on the register.

If any unfinalized orders exist when a manager attempts to close the register, Sharper blocks the close and displays an error: Cannot close register with the list of unresolved orders. The close cannot proceed until those orders are paid, voided, or finalized.


Step 2 — Cashier: Server Close Out (From Inside the Terminal)

Each cashier or server who has been taking orders should perform a Server Close Out from the terminal before the manager closes the register.

  1. From inside the terminal, click Server Close Out in the left navigation menu.

  2. If there are unsaved order changes on the current screen, Sharper prompts you to confirm discarding those changes before proceeding.

  3. If the register accepts cash tips, Sharper prompts you to enter the cash tip total collected during your session.

  4. Sharper fetches the server's order and refund data and prints a server close-out report to the register's printer, summarizing orders, payments, and tip totals.

The Server Close Out does not close the register — it closes out the individual server's session data. Multiple servers can close out independently before the manager closes the register.


Step 3 — Manager: Close the Register (From POS → Registers)

After all servers have closed out, an authorized user closes the register from the main Registers list.

To close a single register:

  1. Go to POS, then Registers.

  2. Find the register you want to close. The Status column shows a green toggle for open registers and displays the Starting Balance if cash management is enabled.

  3. Click the toggle in the Status column, or select the register using the checkbox and click Close in the multi-action toolbar.

  4. Sharper runs a pre-close check.

To close multiple registers at once:

  1. Go to POS, then Registers.

  2. Check the checkboxes next to each register you want to close.

  3. Click Close in the multi-action toolbar at the top of the list.

  4. Only registers with an active batch (currently open) will be processed. Already-closed registers in the selection are skipped.


What the Close Check Does

When a close is initiated, Sharper performs an automated check before proceeding:

  1. Checks for unfinalized orders — If any orders are still open or unfinalized on the register, the close is blocked. The error dialog titled "Cannot close register" lists the specific unresolved orders. Resolve them and try again.

  2. Checks for servers who have not closed out — If any servers have not performed their Server Close Out, Sharper blocks the register close and lists the servers who still need to close out.

  3. Waits for active users to log off — After the checks pass, Sharper shows a countdown timer. During this window, any users still logged into the terminal are given time to log out. This is the interval defined in the register's Register Type settings. After the countdown completes, Sharper proceeds automatically.

If all checks pass and the countdown completes, Sharper closes the register batch and proceeds to the Z-Out.


Step 4 — Z-Out Report

After the register closes successfully, Sharper automatically generates the Z-Out report for the batch:

  1. The Z-Out data is saved to the register batch record in the system. A success notification appears: Z-Out(s) saved.

  2. A Printer selection modal appears so you can choose which printer to send the Z-Out to.

  3. Select a printer and click to print. The Z-Out prints to the selected receipt printer.

  4. If you do not want to print the Z-Out at this time, click the close button on the printer modal. The Z-Out data remains saved in the system and can be accessed later via the POS - Z-Out report in the Reports module.

The Z-Out includes a breakdown by payment type (Cash, Credit Card, House Account, Check, etc.) and the totals for the closed batch period.


Step 5 — Terminal Notification

If a cashier is still logged into the terminal when the register is closed by a manager remotely, they see a notification: [Register Name] closed. Clicking OK logs them out of the terminal automatically.


After Closing — Opening the Register for the Next Day

To open the register for a new business day:

  1. Go to POS, then Registers.

  2. Click the toggle in the Status column on a closed register, or select registers and click Open.

  3. If the register accepts Cash as a payment type, Sharper prompts you to enter the Opening Cash (starting till amount) for each register being opened. The Opening Cash field defaults to a pre-configured value if one is set on the register.

  4. Enter the starting cash amount and click Open. The register batch opens with that amount recorded as the Starting Balance.

  5. If the register does not accept cash, no opening cash prompt appears and the register opens immediately.


Z-Out Report Reference

To view or reprint past Z-Outs after the register has been closed:

  1. Go to Reports.

  2. Select Point of Sale, then Z-Out.

  3. Filter by date range or register to find the batch you need.

The Z-Out report in Reports is a permanent record of each closed batch. It is saved automatically when the register closes and does not depend on whether the physical receipt was printed at close time.


Permissions Reference

Permissions are enabled per role inside System Settings → Roles → Point of Sale tab. The toggle name shown in the UI is listed below.

Action

Permission Toggle Name

Where to Enable

Open or close a register from the Registers list

Open Close Registers

System Settings → Roles → Point of Sale

Manually open the cash drawer from inside the terminal

Open Cash Drawer

System Settings → Roles → Point of Sale

Edit or delete a register record

Edit Registers / Delete Registers

System Settings → Roles → Point of Sale

Assign users to a register

Assign Users To Register

System Settings → Roles → Point of Sale

Perform Server Close Out from the terminal

No permission toggle required — available to all users logged into the terminal

N/A

View the Registers list

Requires POS module access enabled on the role

System Settings → Roles → General tab

Access Reports → Z-Out

Requires Reports module access enabled on the role

System Settings → Roles → General tab


Frequently Asked Questions

  • What happens if a cashier is still in the middle of an order when the manager closes the register? Sharper blocks the close until all unfinalized orders are resolved. The cashier must finalize, pay, or void the active order before the register can close.

  • Can I close a register without printing the Z-Out? Yes. When the printer selection modal appears after closing, you can dismiss it without selecting a printer. The Z-Out data is already saved to the system and can be accessed at any time through Reports → Z-Out.

  • What is the countdown timer during register close? It is the check interval configured on the register's Register Type. After the pre-close checks pass, Sharper waits this amount of time (plus 5 seconds as a buffer) to allow any active terminal users to log out before finalizing the close.

  • Can I close multiple registers at the same time? Yes. Select multiple registers using the checkboxes in the Registers list and click Close. Registers that are already closed are skipped automatically.

  • What if some servers haven't closed out? Sharper blocks the register close and shows a list of servers who still need to perform their Server Close Out. Those servers must log into the terminal and complete their Server Close Out before the register close can proceed.

  • Where can I find the Z-Out for a past date? Go to Reports, select Point of Sale, then Z-Out. Filter by date or register name.

  • What is the Starting Balance? It is the Opening Cash entered when the register was last opened. It represents the amount of cash in the drawer at the start of the register's batch, and is visible in the Cash Management column of the Registers list while the register is open.

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