Daily routines

Use this page when you start a shift, a new week, or a new role and want a routine you can follow without thinking.

Goal

You need a step-by-step daily or weekly routine for your role — cashier, supervisor, or franchise admin — so you know what to do and when.

Where this happens

Back office (Core App) + till apps + occasional Lytning Analytics for end-of-shift reports. The Core App's Daily operations sidebar is where most staff start each day.

• In the back office (Core App): Daily operations is the first group in the sidebar.
• At the till: open the till home screen on the device at your counter.
• In Lytning Analytics: opens in a new browser tab from the Core App's Reports & Analytics sidebar group.

Prerequisites

None — open this page when you start a shift or a new week.

Steps

1. Cashier — start of shift

1. Turn on the till. Sign in with your PIN.
2. Open your start-of-shift screen on the till (your supervisor will show you the first screen on your till variant — it is not labelled "Start of Shift" on every till).
3. Confirm the float matches the Till Management → Edit Float screen in the Core App (ask your supervisor if you cannot see it).
4. If anything is wrong, tell your supervisor before serving customers.

2. Cashier — during the day

1. Ring sales on the till's POS screen.
2. For refunds and voids, use the till's Refund screen — see the refund guide.
3. If the internet drops, sales save on the till and upload automatically — see working offline.

3. Cashier — end of day

1. Open End User Shift on the till to close the shift (the button is on the till home screen; the Wiki calls this "closing the shift").
2. Reconcile the day's totals against the cash drawer.
3. If totals don't match, recount each payment type separately — never change figures to remove a variance. Tell your supervisor before saving.
4. Open Till Management → Store Cashups in the Core App (back office) to record the cashup.
5. Run through the end-of-day checklist.

4. Supervisor — start of day

1. Sign in to the Core App (back office).
2. Open the dashboard. Check the Key Metrics (Below Min / Stock Value / Received / Tickets / Specials).
3. Open Stock Management (top-level sidebar group) and run a low-stock check.

5. Supervisor — during the day

1. Approve refunds and voids above the approval threshold the franchise admin has set.
2. Watch for any Tickets alerts (support, system).
3. Manage staff schedule changes via Finance & Admin → HR Management → Employee Security.

6. Supervisor — end of day

1. Review the day's cashups across stores if multi-store.
2. Check the offline-invoice upload queue is empty.
3. Open Reports & Analytics → Cash Flow Statement (via SSO to Lytning Analytics) to verify daily takings.

7. Franchise admin — start of week

1. Sign in to the Core App as admin.
2. Open Reports & Analytics and run the New Reports Platform (or the equivalent report in your franchise) to review sales trends across stores.
3. Open System & Settings → System Configuration → Franchise Management to review store health.
4. Open Finance & Admin → HR Management → Employee Security to confirm all new staff have PINs and roles.

8. Franchise admin — anytime

• Add a new store: ask your franchise owner or HQ — store creation is done at the franchise level (System & Settings → System Configuration → Franchise Management). The exact sub-path varies by franchise.
• Grant an employee permissions: Finance & Admin → HR Management → Employee Security.
• Change a price: Stock Management → Edit Stock (or Edit Stock Item).
• Record an expense: open the Expenses screen — your franchise admin will show you the exact path on your Core App.

Expected result

You have a daily or weekly routine you can follow without thinking.

Edge cases

• Multi-store franchise — the supervisor routine is per-store; the franchise admin routine is once per day across stores.
• Power outage — see the working offline guide for till-only operations.
• A new cashier has no PIN yet — supervisor sets it under Finance & Admin → HR Management → Employee Security before the shift starts.
• The till's End User Shift screen shows a variance — recount each payment type and tell your supervisor before saving the cashup.

Related

• Working offline
• End-of-day checklist
• Multi-store day flow
• Support & escalation