Review shift history

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Inspect opening, closing, expected, counted and variance details.

What this guide helps you do

Inspect opening, closing, expected, counted and variance details. This section covers physical/operational locations, registers and shift-controlled selling.

Follow these steps

1. Go to Enterprise POS → Locations or Enterprise POS → Shifts and open the workflow that matches “Review shift history”. Confirm the page or record context before making a change.
2. Create or verify an active location.
3. Create a register assigned to that location.
4. Verify the register is active.
5. Go to a shift with a non-negative opening float.
6. Take sales through that register.
7. Close the shift with a blind count and handover reason.
8. Check expected, counted and variance values.

Fields and options

• Guide focus: Inspect opening, closing, expected, counted and variance details.
• Location name, code, address, timezone and active status
• Register name, code, location and active status
• Opening float
• Blind counted amount
• Close reason or handover note
• Expected cash and variance
• Current shift relation

Rules and limits

• Codes are uppercased and limited to A–Z, 0–9 and hyphen.
• Location and register codes are unique per tenant.
• A register belongs to a tenant location.
• Only one open shift can exist for a register.
• A register with an open shift cannot be disabled.
• Opening and counted amounts must be non-negative.
• Shift close data is signed with HMAC evidence.

Check it worked

• The specific outcome described by this guide is visible and remains tenant-scoped.
• Active registers are available for shift opening and POS selection.
• A cashier can sell only against an open shift.
• Closed shift history records expected cash, counted cash and variance.

Safety checks and troubleshooting

• Use the correct timezone for each operational location.
• Do not share a staff login for shift accountability.
• Investigate variances through orders/payments and audit evidence; do not rewrite closed records.

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