Understanding business dates
Since the business day of a store may not follow a calendar day, Silver Essentials introduces the concept of business dates. A business date is a period of operation that generally corresponds to one day of open business. For example, a store may open at 5 p.m. on Monday and close at 4 a.m. on Tuesday. This equates to one business date in the POS.
In some instances, a store may remain open twenty-four hours. In this scenario, the POS allows two business dates, the previous date and the current date, to overlap.
The End of Day process, which closes a business date, cannot run until the closure of all orders and shifts. Thi following content explains business dates, and what you can and cannot do when two business dates overlap.
📝 Once you close a business date, no one can log in to a closed business date to create or edit shifts or orders.
This document discusses the following:
Defining business date thresholds
The POS contains two thresholds for determining when a business date ends.
Business date threshold — At 3 a.m. your local time, the system attempts to end the current business date. If no open orders or shifts exist, the system automatically closes the business date. If open orders or shifts exist, the system keeps attempting to close the business date, while keeping the previous business date open, until 8 a.m.
📝 The system starts a new business date at 3 a.m., even if it cannot close the existing business date, allowing you to have two business dates open and active for the same time period. Contact Customer Care directly to have them assist in changing your start and end of day time.
Business date cutoff threshold — At 8 a.m. your local time, if the previous business date remains open, the system restricts access to that business date, even though it may contain open guest checks or shifts. At this point, a manager must close any open orders or shifts for the previous business date.
When this occurs:
- The system considers employees who clocked in prior to 3 a.m. to be working under the previous business date. Upon each log in to the POS, the system prompts the employee to close their orders and shifts for the previous date; however, the employee can continue entering orders and receiving payments under the previous date.
- A non-manager employee, who clocked in to the POS prior to 3 a.m. can continue working under their existing shift for the previous business date; however, they cannot start a new shift for the previous business date. At 8 a.m., the system restricts the employee from logging in to the previous business date, even if they have open shifts and orders.
- For a manager, upon each log in, the system prompts the manager to choose the business date they want to access. If the manager chooses the previous business date, the system also prompts the manager to close any open orders or shifts.
If the manager chooses the current business date, the system allows the manager to clock in and start a new financial shift; however, the manager cannot edit an order created in the previous business date.
- An employee who clocks in after 3 a.m. but before 8 a.m. can start a shift for the current business date.
Working with two open business dates
In some instances, it is possible to have two business dates open and active at the same time, from 3 a.m. to 8 a.m.
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