POS Shifts & Z-Reports

Learn how POS shifts work, how to open and close them, and how to read shift reports and Z-Reports in Stogly.

Overview

Stogly POS uses a shift-based model for cash management and daily reconciliation. Each shift tracks all transactions, payment methods, and cash movements from opening to closing. At the end of a shift, a Z-Report summarizes the totals for accounting and audit purposes.

Linking POS to a Location

Before using shifts, your POS device must be linked to a location:

1. In the portal, navigate to Settings > POS Devices
2. Click Generate Linking Code — a code in the format XXX-XXX-XXX is displayed (valid for 10 minutes)
3. On the POS app, enter the linking code when prompted
4. The POS device is now associated with your location and will sync products, prices, and categories

Understanding Shifts

A shift represents a working session on a POS device. It has a defined start and end, and all sales during that period are grouped under it.

Opening a Shift

1. Launch the Stogly POS app
2. Log in with your credentials
3. Click Open Shift
4. Enter the opening float — the amount of cash in the register at the start
5. Click Confirm

All transactions are now recorded under this shift until it is closed.

Processing Sales During a Shift

During an open shift, every sale is automatically associated with the current shift. The POS tracks:

• Items sold (product, quantity, price)
• Payment method (cash, card, or split payment)
• Discounts applied
• Refunds processed

Closing a Shift

1. Click Close Shift in the POS app
2. Count the cash in your register
3. Enter the closing cash amount
4. Review the shift summary:
   - Total revenue
   - Number of transactions
   - Breakdown by payment method
   - Expected cash vs. actual cash (variance)
5. Click Confirm Close

The shift is now closed and appears in the portal once the POS device syncs.

Viewing Shifts in the Portal

1. Navigate to Locations & POS > POS Shifts
2. Narrow the list with the filters:
   - Location — All Locations or a single location (shown when your organization has more than one location)
   - Search — by shift number, cashier, the operator who closed the shift, or device
   - Status — open or closed
   - Date range
3. Click the eye icon on a row to open the shift details

Shift Details

Closed by is recorded by the POS at the moment the shift is closed, so it is shown for shifts closed on a POS version that sends it. Shifts closed earlier show only the cashier.

Z-Reports (Daily Summaries)

A Z-Report is the end-of-day summary synced from a POS device. It serves as the official daily record for accounting.

Viewing Z-Reports

1. In the portal, navigate to Locations & POS > Z-Reports
2. Filter by location (All Locations or a single location), search by report number, device, or location, and set a date range
3. Click the eye icon on a row to view the report details

The list shows: Report #, Location, Device, Period (with the operators who worked during it), Total Sales, Receipts, and Synced.

Z-Report Contents

Operator names, the tax breakdown and the takings per payment method (check, wire transfer, voucher, instant payment and so on) are shown for reports synced by a POS version that sends them. Older reports show the cashiers of the shifts in that period and the cash, card and other totals.

Printing a Z-Report

Click Print to open a printable version of the report in a new browser window. Pop-ups must be allowed for the portal site.

Cash Management

Beyond the opening float and closing count, you can record mid-shift cash events:

• Cash in — adding cash to the register (e.g., change from the bank)
• Cash out — removing cash from the register (e.g., paying a supplier in cash)

These events are reflected in the expected cash calculation on the Z-Report.

Training Mode and Z-Reports

If Training Mode is enabled, all receipts issued during that period are type 3 (Obuka) and are excluded from Z-Report totals. This means training transactions do not affect your daily sales summaries or cash reconciliation.

Tips & Best Practices

• Always open a shift before selling — transactions outside of a shift are not possible in the POS
• Count cash carefully at close — the variance between expected and actual cash is a key audit metric
• Review Z-Reports daily — check for variances and investigate discrepancies before they accumulate
• Use cash-in/cash-out records — documenting every cash movement keeps your register reconciliation accurate
• One shift per operator — if multiple people use the same POS, close and reopen shifts at handover so each cashier has their own shift and cash control

Need help? Contact support at support@stogly.com