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POSShifts and cash

Record a no-sale drawer opening

No Sale records an authorized drawer opening with zero balance change and an audit reason. Open the active shift, choose No Sale, and review the zero-amount explanation. Count and document cash carefully; verify the shift and movement record before retrying a drawer action.

Before you start

  • An authenticated POS session on the intended branch and terminal.
  • The current shift ID and drawer state are known before recording cash or closing the shift.

Steps

  1. Open the active shift.
  2. Choose No Sale.
  3. Review the zero-amount explanation.
  4. Confirm once and verify the movement entry.

Expected result

The authorized drawer-open event is recorded without creating an order or changing sales totals. Count the drawer and review shift history before entering another movement or attempting closure again.

Permissions

  • The staff member needs shift access for the active branch; variance approval, no-sale, cash movement, safe drop, and closure may require a manager capability.

Troubleshooting

Staff cannot open the active shift because the control is missing, disabled, or rejected before they choose No Sale.

Before reopening the workflow, verify: An authenticated POS session on the intended branch and terminal. The current shift ID and drawer state are known before recording cash or closing the shift. Check those conditions on /shifts and repeat only the blocked step once. Preserve the screen and ask Support to review the shift ID, terminal ID, movement, amount, branch, status, and time; omit drawer keys and credentials. For escalation, state what happens when staff open the active shift.

The shift, cash movement, variance, approval, queue, or closure history is inconclusive after the final checkpoint: Confirm once and verify the movement entry.

Compare the active shift, movement ledger, counted and expected cash, variance, approval, and closure state. Do not repeat a movement or shift transition while it is pending or queued. Retry only when history proves it absent. When no single result can be proved, pause and provide Support the shift ID, terminal ID, movement, amount, branch, status, and time; omit drawer keys and credentials. Use the visible and saved records to determine whether staff could confirm once and verify the movement entry.

Related articles

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Read as Markdown · Guidance for support agents

Last reviewed 2026-09-06 · Send documentation feedback