Revel POS end of day

As a business owner or manager, you've got plenty to take care of after a long day's work. Let Revel lighten your load with our powerful end-of-day wizard—quickly close open orders, process offline payments, confirm time cards, and more.

Only employees with the proper role and permission settings have access to run the end-of-day process.

Setup

The end-of-day wizard requires a bit of configuration before it's ready to go. To set things up:

  1. Log in to your Management Console ([yoursubdomain].revelup.com).
  2. Use the dark gray header bar to switch to the Settings tab.
  3. Click Classic View.
  4. Click Advanced POS Settings in the left-side menu.
  5. Scroll down to the End-of-Day section.

Once you're there, be sure the End-of-Day Process box is checked:

If you would like to trigger a reminder on the POS for employees to run the EOD process, you can use the Initiate Process At field to set one up.

You can also use the settings in this section to customize your end-of-day process to fit your business' needs.

Running the Process

Revel's end-of-day wizard runs right on the POS, guiding a manager/employee through predefined, configurable closing steps. An end-of-day report records the results of the process, including the name of the employee who ran it.

After setup in the Management Console, here's how to run it:

  1. Log in to the iPad POS.
  2. Tap Settings, then tap Manager.
  3. Tap End-of-Day Process and the process will start running, provided that all 0.00 balance orders are closed.
  4. Complete all open tasks.

Details about each end-of-day task follow.

Close 0.00 Balance Orders

This is the first step that must be taken to initiate the end-of-day process. If there are active transactions that still need to be processed, and the manager tries to initiate the process, they will see an Unable to run End-of-Day error window, shown below:

Once all active transactions have been either held or closed, the Close 0.00 Balance Orders box will be checked, and the user can process to the next screen.

Revel POS Twitter

Revel POS First data

Revel POS grocery

Aloha POS Android app

Aldelo POS Android