There are any number of things you can do at the close of your business day in [i] Merchant. But there are a few steps we encourage you to take, regardless of whatever else you do. The steps are as follows...
Close all POS registers. If you have a large store and cannot oversee the closing of all POS registers, have the individual clerks close them.
Once all registers are closed, run the Sales and Receipt Report.
Run the End of Day program. To do this, simply click on the End of Day icon in the [i] Merchant Desktop toolbar. Or select Tools-End of Day from the menu at the top of the screen. The End of Day box opens.
Note:
End of Day can and should be run automatically. To set this feature up, proceed to the Database Maintenance Scheduler.
The Batch Settlement Inquire button at the left of the window allows you to inquire whether there are any PC Charge batches that need to be settled. The fields above the Batch Settlement Inquire button will fill in automatically when the button is pushed.
The Batch Results on the right of the window is for settling PC Charge batches. To settle these latest batches, simply click on the Settle button. The fields above the Batch Results button will fill in automatically.
Note:
If your PC Charge batches settle automatically, you do not need to manually settle them here. They will have settled on their own already. Also, if you do not have PC Charge, the Batch Settlement Inquire and Batch Results buttons do not apply.
Once you have settled your PC Charge batches for the day, you are ready to run the cost profit for the day.
At the extreme lower left of the End of Day box, click on the Update Weekly and Monthly Information button. A small message box appears with the message, "The Weekly and Monthly information has been successfully updated." Within this message box, click on OK. This appropriates the day's sales to the weekly and monthly sales log, updating the accounting information. It all happens automatically, and without any necessary intervention.
|
Note: |
For security reasons, all credit card numbers will be retained only for a period of seven days. After that time, the EOD process will remove the encrypted credit card numbers, and retain just the last four digits. |
|
Note: |
The End of Day program can be run at any time throughout the business day. If you run it (and settle PC Charge batches) at three, then again at the close of business, all new data added to [i] Merchant between three and the end of the business day will be processed. Each time you run EOD, it updates the system with information obtained since the last time you ran the program. Whether or not you run EOD during the day, it is important that you run it every night. This helps to keep the sales information orderly and efficient. If you fail to run EOD at the end of the day, your weekly and monthly sales data will not be updated. |