Appearance
Daily operations
Goal
Find the right page for the daily task you need to do today — selling, receiving deliveries, moving stock, managing customers, or closing the day.
The tasks store staff and supervisors do every day — selling, receiving deliveries, moving stock, managing customers, and closing the day. Each task has a dedicated page with step-by-step instructions.
What you will do
| Task | Page |
|---|---|
| Sell, invoice, quote, refund, or manage a lay-by | Sales at the till |
| Refund a previous sale | Refund |
| Run the end-of-day checklist | End-of-day checklist |
| Keep selling when the internet is down | Working offline |
| Find, create, count, adjust, or archive stock | Stock management |
| Record a delivery from a supplier | How to receive stock (GRV) |
| Send stock to or receive stock from another store | How to transfer stock |
| Add, edit, or look up a customer account | How to manage customers |
| Complete cashup, safe, expense, or payment work | Finance and cash control |
| Create and maintain supplier records | Suppliers |
| Create or manage promotions | Specials and promotions |
| Enrol customers and manage points | Loyalty customers |
| Run store, stock, cash, or VAT reports | Store reports |
| Receive, weigh, and write off fresh-food stock | Fish / fresh-food stock |
Prerequisites
- Signed in with the correct store and role (see Getting started)
- Permission to use the relevant screen — ask your supervisor if you cannot see it
What you should see when you finish each task
Each task page ends with a clear Expected result section that tells you what success looks like. If you do not see that result, the same page lists the most common reasons in Edge cases before you raise a ticket.
Conventions used here
- All menu and button names match what you see on screen.
- Steps are written for the shortest path that still works. If your store has a custom layout, your supervisor may show you a slightly different sequence — that is fine.
- Anywhere you see Save, you must click it before the change takes effect. Lyt-ning does not auto-save.
Edge cases across all daily tasks
- A screen does not load. Refresh the page. If it still does not load, raise a ticket.
- You cannot find the menu item. Your role may not include it. Ask your supervisor.
- A number or amount looks wrong. Do not save. Check the inputs first; if everything looks right but the result is still wrong, raise a ticket and include the screen name plus the inputs you entered.