The PrISM system keeps its own processing date. This date can only be advanced by running the End Of Day (EOD) procedure. Selecting End Of Day from the Daily | Paperwork menu will begin the closing procedures. EOD resets the daily totals, advances the PrISM date, and prepares the system for the next business day. The system will automatically lock out the users from the ordering screens. Follow these steps for successfully closing your day and preparing the system for the next business day. Click on each step for more information.
Ensure all orders for the day have been settled.
The easiest way to do this is to access the View Orders screen within the PrISM Ordering Module. All unpaid orders will be displayed there. Also, check the Driver Routing screen for any unassigned orders.
Ensure all employees have been clocked out and, if applicable, settled.
Within the Clock In / Out screen, every employee who has a time in must have a time out. If you discover that one or more employees are not clocked out, simply open their checkout screen and enter a time out for that person.
Also, this area is used to settle any cash, checks, coupons, etc., that an employee may be accountable for, such as drivers and servers that carry their own personal banks. Each applicable employee should be settled for the day to achieve accurate store cash settlement and deposit information. (See Employee List for more detailed information on settling an employee's personal bank.)
Ensure all physical tills (cash drawers) have been settled.
Within the 'Till List' screen, every till's tender information (cash, checks, charges, etc.) should be balanced for the day. For more information on settling tills, please see Till List.
Process all required reports for the day.
The only required report for the day is the Daily Paperwork report. All other reports are optional and may be specified as required in the Required Reports setup area. Even so, it is only required that a report be previewed, not necessarily printed, before the End Of Day procedure will continue.
All reports may be printed at any time. If a closing manager has forgotten to print a report for the day, it may be printed at any time in the future. All reports provide a selectable date range for this purpose.
Choose Paperwork | Daily | End Of Day.
This progression will being the End Of Day process. During this process, all of your system data is backed up to a local folder on your hard drive, sales and employee information is processed for the day and transferred to history files, and all necessary daily files are prepared for a new day's business.
At this time, you will also be prompted with warnings if there are any open orders, employees not clocked out, and/or required reports not printed.
This now begins the process of advancing your PrISM system date. When finished, your system will be ready for the next business day.