Closing Server Audits - Conqueror POS
2013 |
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Bowling Management Associates
Eric Osborn
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[CLOSING SERVER SHIFTS] |
Brief overview on how to close out Conqueror server shifts and how to handle tip payouts. This guide will not cover how to close bar shifts. Bar shifts should be handled just like a front desk or snack bar register. If you have any questions, please contact the Information Technologies Department. Thank you |
Contents
Closing a single server / Single shift audit: 2
Understanding the Shift Report 5
Closing out shift with multiple server (At the same time): 7
Closing a single server / Single shift audit:
- First you must pay out credit cards on the register in which the server was using. Do not attempt this on the back office computer. Your server report will be incorrect. Here is how:
Have the employee log on to their terminal. Go to POS > Tip Management. It is critical that you are doing this under the employees name, not yours. 
- It will then prompt you to use your managers log in to access the feature.
- Find and highlight the server in the list provided. In this case we are looking for "Test2"
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After highlighting the server. Hit "Pay Out" in the bottom right hand corner of the screen.
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Confirm the "Payout Amount" and hit "OK"
- Now, close out the shift on the back office by going in Front Desk > Shifts.
Hit Close in the bottom right hand corner.
- Hit "Yes" to the next screen if prompted that there is Pending Transactions.
- The next screen will confirm the operators of the shifts. Also known as the server.
Hit okay to the message.
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On the end of shift screen hit "Preview" and let's take a minute to understand the shift report.
Understanding the Shift Report
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The first page of the shift report is going to show you the Tip Payout. shown below. This should always be ZERO or your cash due will be incorrect.
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Usually the second from last page will show you all your payment types and the cash due from server.
The "Cash" section on the shift report is how much money is due from the server. That is what you must collect. In this case, the amount due from the server is -$5 because he/she had no cash transactions and $5 in credit card tips. In this case, you must take $5 out of your Bowling Center Cash Deposit and you will type $-5 in the cash field of Dassle. Make note of your Credit Card breakdowns (Visa, MasterCard, Amex etc. You will need this for Dassle as well.
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Export the Shift Report and save into the report folder. Since this is Wait2 shift 1. We would save as "Wait2 - Shift 1 - ServerNameGoesHere" 
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Once you have typed in the name, hit save followed by
TWICE
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When asked if the "Printing was successful" hit YES
- Continue Dassle as Normal.
Closing out shift with multiple server (At the same time):
- First you must pay out credit cards on the register in which the server was using. Do not attempt this on the back office computer. Your server report will be incorrect. Here is how:
Have the employee log on to their terminal. Go to POS > Tip Management.
It is critical that you are doing this under the employees name, not yours. Since your closing multiple you must do this for both servers. Don't do both servers under the same name!!!!!
- It will then prompt you to use your managers log in to access the feature.
- Find and highlight the server in the list provided. In this case we are looking for "Test2"
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After highlighting the server. Hit "Pay Out" in the bottom right hand corner of the screen.
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Confirm the "Payout Amount" and hit "OK"
- Now, close out the shift on the back office by going in Front Desk > Shifts.
Hit Close in the bottom right hand corner.
- Hit "Yes" to the next screen if prompted that there is Pending Transactions.
- The next screen will confirm the operators of the shifts. Also known as the server.
Hit okay to the message.
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This will bring you to the report screen. The "Operator" is the server in which you want to pull and save the report for.
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For example purposes, we are going to select "Server 1" from the list.
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Hit "Preview" and let's take a minute to understand the shift report.
- After hitting preview, you will see the transactions just for the server selected. Collect the cash due and make note of the credit cards as shown previously in the packet. Refer to "Understanding the Shift Report" on page 5 if needed.
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Export the Shift Report and save into the report folder. Since this is Wait2 shift 1. We would save as "Wait2 - Shift 1 - ServerNameGoesHere"
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Once you have typed in the name, hit save followed by and repeat steps 4 through 7 for all remaining servers.
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