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Mart daily operations: open, sell, restock, close

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A grocery store’s day is short on breaks, so keep the routine simple. Use this page as the shift checklist for managers and cashiers.

Opening

Section titled “Opening”
  1. Open the cash register at each till with the starting cash (Cash register and closing).
  2. Check the location at the top of the POS on every till.
  3. Test the scanner on one item; check the receipt printer has paper.
  4. Check deliveries due today in Purchases › Purchase Order and Stock Transfers (Pending / In transit).
  5. Check online orders in Website › Orders if you deliver.

During the day

Section titled “During the day”
  • Receive deliveries as purchases with status Received, and print shelf labels for new items (step 7).
  • Refill shelves from the back store or warehouse with a stock transfer.
  • Collect khata payments with Pay Due Amount when credit customers come in (step 6).
  • Record wastage (damaged packs, expired milk) with a stock adjustment.
  • Watch Product Stock Alert on the dashboard and plan tomorrow’s orders.
Dashboard Product Stock Alert list with products at zero or low stock per location
Product Stock Alert on the dashboard: your reorder list.

Closing

Section titled “Closing”
  1. Resume or cancel held sales on each till.
  2. Close each cash register: count cash and enter card slips and wallet totals; compare with what the system expects.
  3. Record expenses paid from the till in Expenses › Add Expense.
  4. Print the Z Report for the day and location.
  5. Back up offline sales: if any till sold offline, make sure it synced (Offline POS › Sync issues should be empty).
Z Report with total item sales, sell returns, purchases, purchase returns, delivery charge, expenses and total sales in hand
The Z Report: the day in one table.

Weekly and monthly

Section titled “Weekly and monthly”
When Task Where
Weekly Review dues and send statements to khata customers Reports › Supplier & Customer Report, customer Ledger
Weekly Pay suppliers that are due Purchases › List Purchases (Payment due)
Weekly Check items close to expiry Reports › Stock Expiry Report
Monthly Full stock count SmartPOS Business app stock count
Monthly Profit and loss, stock value Reports › Profit / Loss Report, Stock Report

See Reports overview and Profit and loss.

Go-live checklist
Back to the mart overview

Frequently asked questions

Which report should I read every evening?

The Z Report for the day and location gives total sales, returns, purchases, expenses and total sales in hand. Add the Register Report to compare each cashier's till.

How do I know what to reorder?

The dashboard's Product Stock Alert lists everything at or below its alert quantity. Trending Products shows what sells fastest.

How do I catch expiring dairy and bakery items?

The dashboard's Stock Expiry Alert and Reports › Stock Expiry Report list items close to expiry, when you record expiry dates on purchases.

What if a cashier's cash doesn't match at closing?

The close register window shows the expected cash per method. Recount, check held sales and returns, then close with a note explaining the difference.

Should I count stock every day?

Count a few fast-moving or high-value shelves daily with the SmartPOS Business app, and the whole store monthly.