Estimated reading time, 9 minutes
When logging into the system for the first time, you will be prompted to specify the box in which the device will be used. This information is crucial to correctly configure the working environment and ensure that all operations are properly recorded in the corresponding box. From this initial selection, the device will be linked to the specified cash register, which will facilitate the management of sales, inventory and reports associated with that workstation. If it is necessary to change the cash register in the future, the established steps for selecting and changing the cash register must be followed.
- Reports
- Change Consecutive
- Beeper Number
- Summary of the Day
- Integrations Box
- Order Printing
- Split Accounts
- Balance Alerts
- Apply Offers
Reports
New features have been implemented in the system, including day-end closing reports and reports by employee shift, thus providing additional tools for effective personnel management and process optimization.
Closing of the Day
In this screen you can view a complete report of the day. It includes the date, total receipts and disbursements, number of transactions made, payment methods used, returns and refunds processed, commissions applied, taxes collected, and the final cash balance.
Employee Shift
Among the new features of the system is the printing of the Employee Shift report. This function provides a detailed view of all the information collected during each employee's workday, including schedules, activities performed, incidents and other relevant data. In addition, this tool provides a physical report. This improvement seeks to optimize shift management and provide greater control and monitoring of employees' daily activities.
Change Consecutive
Among the new features is the option to change the consecutive, providing greater convenience when making customizations, data migrations or other necessary adaptations to the established sequence. This functionality allows you to adjust processes more efficiently and according to your specific needs, improving flexibility and control over the system.
Beeper Number
Among the new features, we have the Beeper number in order to send a notification when an order is ready for pickup, among other uses. Once the order processing is completed, the system will open the option to enter the number (Note: The option must be enabled from the Administrative Panel).
Summary of the Day
Among the new features of the application, we can see the summary of the sales made during the day, with the option to expand the information and obtain a more specific detail.
From here you can specify other relevant data to keep an exhaustive control of the business.
Integrations Box
Clau.io orders are now displayed in a separate tab, regardless of whether you have this service or not. In the "Others" tab, you will be able to see all the other integrations your business has.
Order Printing
Once inside the order, you can easily view a notification with the number of items that have not yet been sent to print your order. This function allows you to avoid errors during service.
Split Accounts
It is now easy to identify the accounts that have already been paid within a split order. In addition, if you use a tax account, you will see the account number in a gray tone, making it even easier to distinguish and manage transactions and payments made.
Balance Alerts
To remember the balance of special customers, the "Show customer due alert" and "Show customer credit alert" alerts can be activated to be displayed when the customer is charged on the order. They can also be activated separately.
Show customer credit alert
Show customer due alert
Observation
If the customer exceeds their available balance on the personal account, they will receive an immediate alert informing them of the overage when attempting to charge the account.
Apply Offers
From this point, it is possible to easily activate all the offers available on Clau.io, allowing users to take full advantage of the promotions and discounts offered.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article