Daily operations in a convenience store
Each shift
Section titled “Each shift”- Sign in with your own user and open the register with the float (step 3).
- Sell: scan, one-key payment, age check when asked (step 2, step 5).
- Record cash payouts with Add Expense.
- Close the register, count, note safe drops.
Morning
Section titled “Morning”- Reports › Stock Expiry Report: pull or discount items at their date; remove expired stock with a stock adjustment.
- Dashboard: low-stock list and Purchase Payment Due.
- Receive route deliveries (milk, bread, snacks) as purchases.
End of day
Section titled “End of day”- Make sure every register is closed.
- Reports › Z Report for the day; Reports › Register Report for each shift.
- Check Sell › All sales for any sale left due.
Weekly and monthly
Section titled “Weekly and monthly”| When | What | Where |
|---|---|---|
| Weekly | Shortages per cashier | Reports › Register Report |
| Weekly | Best sellers and slow movers | Reports › Product Sell Report, Reports › Trending Products |
| Weekly | Reorder | Reports › Stock Report, Purchases › Purchase Order |
| Monthly | Count tobacco and high-theft items | Stock counts |
| Monthly | Profit | Reports › Profit / Loss Report |
Frequently asked questions
What should the morning shift check?
The Stock Expiry Report for dairy, bakery and sandwiches, low-stock items on the dashboard, and deliveries due today.
How do I receive a delivery from a route driver?
Purchases › Add Purchase with status Received, the driver's invoice number, quantities, cost and lot and dates for perishables.
How do I record items thrown away?
Stock Adjustment › Add Stock Adjustment with the reason (expired, damaged). Web adjustments only remove stock.
What do I look at weekly?
Reports › Register Report for shortages per cashier, Reports › Product Sell Report for best sellers, and Reports › Stock Report for reorders.