Cashier opening & closing checklist, dine in area opening & Closing checklist
Cashier Opening Checklist
- Open the cash drawer.
- Count the cash and coins.
- Compare the amount with the expected balance.
- Note any discrepancies for reporting.
- Secure the cash drawer.
- Enter login credentials.
- Check for software updates.
- Verify all necessary applications are open.
- Ensure internet connectivity is stable.
- Run a test transaction to confirm functionality.
- Navigate to the transaction history.
- Identify any incomplete or pending transactions.
- Resolve any issues or complete pending transactions.
- Document any unresolved items for follow-up.
- Close out yesterday's transactions if applicable.
- Check the supply drawer for receipts.
- Count the number of bags available.
- Ensure pens are in working condition.
- Restock any low supplies.
- Organize supplies for easy access.
- Read the daily promotional memo.
- Update pricing in the POS system if needed.
- Familiarize yourself with promotional items.
- Prepare to inform customers about promotions.
- Ensure promotional materials are available.
- Arrange cash by denomination in the drawer.
- Organize paperwork and receipts neatly.
- Clear unnecessary items from the workstation.
- Set up a comfortable seating arrangement.
- Ensure personal items are stored away.
- Check locks on cash drawer and register.
- Verify that security cameras are operational.
- Ensure alarms are set and functioning.
- Review security protocols with staff.
- Document any security issues.
- Turn on the credit card machines.
- Run a test transaction using a card.
- Check for error messages or malfunctions.
- Ensure connections to the POS system are secure.
- Document any issues for troubleshooting.
- Wipe down the register surface with a cloth.
- Remove any unnecessary items or trash.
- Organize items on the register.
- Ensure the area is presentable for customers.
- Check for spills or stains.
- Open the printer compartment.
- Inspect paper levels and reload if necessary.
- Check ink or toner levels.
- Run a test print to ensure functionality.
- Document any maintenance needs.
- Check network connections.
- Run a test transaction.
- Monitor for any error messages.
- Reset devices if issues arise.
- Report persistent connectivity problems.
- Check the daily briefing notes.
- Note any large reservations or events.
- Communicate special instructions to the team.
- Prepare for any expected high traffic.
- Document any adjustments needed.
- Locate the backup cash source.
- Count the amount in the change fund.
- Ensure it is secure and accessible.
- Document the balance.
- Notify management of any discrepancies.
- Identify a secure storage location.
- Prepare a locked box or safe.
- Communicate the procedure to staff.
- Ensure the area is discreet.
- Document all transactions involving tips.
- Check the staff schedule for the day.
- Confirm all scheduled employees are present.
- Identify any gaps in coverage.
- Communicate with team members about shifts.
- Document any changes made.
- Review the updated menu carefully.
- Ask the kitchen staff about new items.
- Practice describing new dishes to customers.
- Update promotional materials if necessary.
- Take notes on any changes.
- Gather staff in a designated area.
- Outline goals and expectations clearly.
- Encourage open communication and questions.
- Share any important updates or promotions.
- Document the meeting agenda and outcomes.
- Locate the emergency contact list.
- Verify that all numbers are up to date.
- Post the list in a visible area.
- Communicate the location to all staff.
- Review emergency procedures.
Cashier Closing Checklist
- Remove cash from the drawer.
- Count the total cash including coins.
- Compare the cash total with sales reports.
- Document any discrepancies found.
- Place counted cash in a sealed bag.
- Transport the bag to the safe.
- Open the safe and place the bag inside.
- Close and lock the safe securely.
- Check for any pending sales in the system.
- Complete transactions and issue receipts.
- Verify that all transactions are recorded.
- Clear any holds or pending payments.
- Navigate to the logout option in the POS.
- Confirm logout and ensure session is closed.
- Verify all sales data has been saved.
- Check for any error messages during logout.
- Identify any discrepancies from cash counts.
- Prepare a brief report of findings.
- Communicate findings to the manager directly.
- Follow any instructions given by the manager.
- Wipe down surfaces with disinfectant.
- Organize supplies neatly in designated areas.
- Ensure all tools are stored properly.
- Check for any leftover items to remove.
- Access the reporting feature in the POS.
- Fill out all required fields accurately.
- Submit the report electronically or print it.
- File a copy for record-keeping purposes.
- Power down the register and any devices.
- Unplug any non-essential equipment.
- Check that all devices are locked if applicable.
- Ensure all cables are safely stored.
- Review the credit card transactions for the day.
- Confirm that the batch has been settled.
- Document any issues with processing.
- Notify the manager of unresolved transactions.
- Count cash tips and verify with sales.
- Document tips in the designated log.
- Distribute tips as per company guidelines.
- Communicate tip allocations to relevant staff.
- Review the system for any pending refunds.
- Process refunds as necessary.
- Document any adjustments made.
- Notify customers of completed refunds.
- Review the order management system.
- Check for any unfulfilled orders.
- Ensure all completed orders are documented.
- Communicate with team members about order status.
- Access sales performance reports.
- Compare actual sales with targets.
- Note any significant variances.
- Prepare feedback for management discussion.
- Review the list of applied discount codes.
- Document each code used and the corresponding sales.
- Verify that discounts were applied correctly.
- Report any discrepancies in discount applications.
- Check inventory of supplies.
- Restock receipt paper and other necessary items.
- Dispose of any waste or unusable items.
- Organize supplies for easy access.
- Close the cash register drawer firmly.
- Lock the drawer using the key or combination.
- Confirm that it cannot be opened easily.
- Document the locking process if required.
- Inspect the cashier area thoroughly.
- Check all drawers and shelves.
- Ensure no personal items are left.
- Confirm the area is clean and organized.
- Identify any maintenance issues observed.
- Document specifics of the issues.
- Communicate findings to the manager.
- Request any needed supplies clearly.
- Check the area for personal items.
- Gather all belongings and pack them.
- Ensure nothing is left behind.
- Double-check with colleagues if needed.
- Prepare a brief summary of the shift.
- Highlight any important notes or changes.
- Share updates verbally or in writing.
- Answer any questions from the incoming cashier.
- Ensure all security measures are in place.
- Activate alarm systems as required.
- Confirm that exits are secured.
- Double-check that all necessary systems are armed.
Use in Manifestly