Description: Review the process to perform End of Day in QSR & Delivery below.

Settle All Drivers
Settle All Servers
Close All Open Checks
Settle All Cash Drawers
Clock Out All Active Employees
Perform the End of Day

Internal:
For more information on beginning a business day on the system, visit the Start of Day in QSR & Delivery article.

Internal:

Important: QSR uses two databases to store information from the POS software. They are as explained in the below section:

harbortouchqsr: current day’s sales information as well as the menu, discounts, customer list, etc
harbortouchqsrhistory: sales from any day prior to the current day’s business sales

The harbortouchqsr database only contains the sales for the current business day. The harbortouchqsrhistory database stores all of the past information.

When the End Of Day button is pushed, the system migrates all of the current day’s sale information into the harbortouchqsrhistory database, dumping all sales into the history/archive. This frees up all sales tables for the regular harbortouchqsr database. During this step, your settings may be telling you to drop all open/unpaid tickets and all employee shift information for clocked-in employees, causing reporting inconsistencies.

Note: In QSR, there are many System Settings that can affect how the End of Day is performed (settling the cash drawers, leaving employees clocked in, leaving open checks left unpaid or closed, having the cash drawer over/short screen show up, etc.).

For more information on the End of Day settings that can affect the sales and cash drawer reporting, visit the Cash Drawer Settings Affecting EOD article.

Step One: Settle All Drivers

Note: If you DO NOT USE the Drivers section for Deliveries, you may skip this step. If this function is not used on the POS system, then this step will not matter for the EOD.

Log in to the QSR system and select the Drivers button to the right of the main order entry screen.
All drivers should be signed out before settling them. Otherwise, the system will still see them signed in.
Next, select Exit in the upper right corner of the screen, then Admin > Driver Summary to access the Driver Summary screen. From here, you can settle your driver’s shift report, which will lock that into the history.

Note: Make sure this step is completed because this is where the balancing of the money comes into play. Make sure all Credit Card tips have been entered correctly at this time (BEFORE SETTLING); if there is a problem you can catch it now.
You will be able to review and print the driver’s summary of their shift for the day as well. Once the drivers have been settled, you may proceed to Step 3.

If you receive an Unhandled Delivery Record at End of Day, visit the Unhandled Records for “Unassigned Delivery” at EOD article for more assistance.

Step Two: Settle All Servers

Note: If you DO NOT USE Table Service, this step can be skipped. Keep in mind that Table Service is different from Quick Table since Table Service implies that they had set up their business layout and used servers to assign tables.

To settle all of your servers, first access the Tables button on the right of the main order entry screen.
Make sure there are no open checks or open tables with open checks. After you verify there are no checks, proceed to the next step.
Next, select Exit in the upper right corner of the screen, then Admin > Server Summary to access the Server Summary screen.
From this screen, you can settle your servers one by one. Make sure all tips have been assigned CORRECTLY during this process before continuing on.
You may also review and print the Server’s Summary reports from this screen as well. Once all servers are settled, proceed to Step 3.

Step Three: Close All Open Checks

If you are handling Delivery Checks: When you settle the driver, the system will close any unpaid tickets as a cash sale for Delivery. These tickets are never to be paid out as cash. Otherwise, they will close as in-house sales since the system assumes all cash delivery sales will be settled by settling the driver.

If you receive an "Unhandled Record for Open Checks" message during the End of Day process, visit the Unhandled Records for “Open Check” at EOD article for more information.

To begin, from the main order entry screen, select Checks on the right.
From the Checks Screen, you can manage all of your currently open checks and any other checks in the system. Before performing End of Day ALL checks must be closed.
If there are checks that need to be removed, make sure to void those checks before End of Day or you will not be able to proceed. The standard End of Day settings being deployed does not allow you to complete the day without first closing all of your unhandled records, which is either an open check or an unsettled cash drawer.
After you have verified that all of the checks have been closed, you can proceed to the next step.

Step Four: Settle All Cash Drawers

WARNING: Settling Drivers and Settling Servers need to be completed prior to Settling Register and performing End of Day.

Note: This must be done for each register with a cash drawer, even if the cash drawer was unused and no cash drawer functionality was performed.

If you receive an "Unhandled Record for Open Checks" message during the End of Day process, visit the Unhandled Records for “Open Check” at EOD article for more information.

This is a requirement before performing the End of Day and applies to everyone. This is the counting of the Cash Drawer and the Over/Short reporting if required. This depends on what the “Force Over/Short” option is set to under the System Settings, and can be set to prompt the user upon Settling the Cash Drawer and/or at the End Of the Day.

Internal:
For more on System Settings, visit System Settings.

All open checks associated with the cash drawer must be closed/finalized before the Cash Drawer is settled. If you have outstanding tips to enter, you should enter those before settling the drawer.

To settle the Cash Drawer, navigate to the Manager (Admin) page, and click on the Cash Drawer Functions button.

Note: If you have multiple Stations/Terminals with Cash Drawers, you will need to go to each station and access the Cash Drawer Functions screen from the terminals and count each drawer separately, then perform this process on each terminal with a Cash Drawer until ALL Cash Drawers have been settled.

A summarized list of what occurred at this drawer since the last settlement will be displayed. Options exist which allow you to make deposits into the drawer or print a report.

Note: Move to safe should be used throughout the day and not during the end of day process.

Select the Settle Register button. A popup box will be displayed.
Select the Yes button.
Enter the actual cash amount counted into the 'Actual Count' field.
- Depending on your setup, after you settle the drawer, you will be prompted to enter the Actual Cash Count:
  - The Cash Count it shows is the amount in Cash Sales that was performed that day.
  - The Actual Cash Count is the amount the person physically counted to be in that cash drawer.
- Entering that during this step will help you keep a log of your Daily over/short values.
- You can use the Countdown Calculator button at the top to help count the drawer balance.
- There are a few other fields to fill out during this process, depending on your settings:
  - You may be required to enter the Weather if the System Settings require it.
  - Add any applicable Comments.
- Once filled, select Post Amount to complete the End of Day process.

Optional: If necessary, you can edit the over/short amount with the following steps:

Go to the Manager (Admin) page.
Enter user ID.
Select the Over/Short button.
Double-click the entry you would like to modify.
Enter the updated amount and select Update Amount to save.

Step Five: Clock Out All Active Employees

Before you can complete the End of Day, the system will require you to clock all employees out. If there are any clocked-in employees and the system did perform EOD, all shift information and payroll punches would be deleted for the clocked-in employees for that day.

However, you don’t have to make everyone clock out manually. During the End of Day process, if there are any currently clocked-in employees, the system will prompt the user to clock them out before proceeding. So if it is easier to just go directly to the End of Day and use that to see if there are any currently clocked-in employees and then clock them out directly from there right before the EOD is performed, you may proceed to Step 6.

Note: This step can be skipped if the EOD forces clocking out all active employees. This setting can be found under Admin > Config Tools > System + Station Settings. Then under the Business section, set Allow End of Day with Clocked-In Employees to No.

Step Six: Perform the End of Day

This is the final step of the End of Day process. At this point, Steps 1 through 4 must be completed (Step 5 is optional based on your chosen settings). If you are certain all of the steps above have been completed correctly, and all tip values have been entered correctly, you are ready to perform the End of Day function and close the system:

To perform the End of Day function, go to the Manager (Admin) page and select End of Day in the upper right corner of the screen.
You may receive a prompt alerting you that you will not be able to enter new orders for the current business day. Click Yes to proceed.
Note: Clicking Yes will not mess up anything if you need to go back and do something before you perform the EOD; it’s just a warning. Click No to go back if needed.
On this screen, you will see a report of the Daily Sales information, and if the first 5 steps were performed correctly, everything should add up correctly. You can print a copy of the Daily report out for your records as well as email the report to a given email address.
To adjust any tips/payment information, click on the Payment Report button to display all of the payments that were taken that day. You can void a payment or add/remove any tips that need to be adjusted at this time.
Once you are ready to close out for the day, click on Perform End of Day in the lower right corner of the screen.

Note: If you skipped Step 5 so you could do that here before the EOD is actually run, it will prompt you to clock out all currently clocked-in employees. If this screen doesn’t show up, you have no clocked-in employees.

The system will now perform the End of Day process and finalize all sales data to the history database.