Circulation > Till Summary Wizard

Till Summary Wizard

The Till Summary wizard is used to create point of sale-style summaries of Cash Management transactions made today at the current workstation.

The Till Summary wizard can generate summaries for three different periods of time.

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The Summary of sales for day covers all transactions made at this workstation today.

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The Summary of shift sales covers the transactions made at this workstation thus far during a staff member's current shift.

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The summary generated by Summarize and close shift covers all transactions made at this workstation during a staff member's shift.

Staff members should close shifts before leaving for the day to ensure accurate reporting of transactions that were made for each shift.

The reporting provided by this wizard only covers, at maximum, all Cash Management transactions for today, and only transactions made at this workstation. To create a full report detailing all Cash Management transactions for all workstations for a specific time range, see the Cash Management End of Day Report help topic.

The Till Summary wizard and the summaries it produces display either a policy name or a policy description for the Library, Station, and Payment Type information depending on whether policy descriptions have been configured to show on your system.

To create a till summary

In the Cash Management group, click the Till Summary wizard.

Do one of the following.

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Click Summary of sales for day to view a summary containing information on all transactions made at this workstation from 00:00 to the current time.

The Starting Time field displays today's date at 00:00.

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Click Summary of shift sales to view a summary containing information on all transactions made at this workstation from the last time a shift was closed to the current time. If a shift has not been closed at this workstation yet today, the summary contains information on all transactions made at this workstation from today at 00:00 to the current time.

The Starting Time field displays the date and time a shift was last closed at this workstation today; if no shift has been closed at this workstation yet today, the Starting Time displays today's date at 00:00.

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Click Summarize and close shift to close the current shift and view a summary containing information on all transactions made at this workstation from the last time a shift was closed to the current time. If a shift has not been closed at this workstation yet today, the summary contains information on all transactions made at this workstation from today at 00:00 to the current time.

Note: If the Prompt before closing a shift property was selected in the wizard behavior properties, clicking this option prompts a confirmation dialog box to appear. Click Yes if you want to close the shift; click No to return to the wizard without closing the shift.

Important: WorkFlows does not save till summaries. If you want to keep the summary, you need to print it using the Print summary to receipt option or use the Print Screen option under the File Menu .

Do one of the following.

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Click the Print Screen option under the File menu.

The contents of the current wizard window are exported to the application specified in Print Setup for printing and modification (if the selected application is capable of editing an HTML file). If an application is not specified, the default Internet browser for the workstation will be used.

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If you want to print the summary from a receipt printer, do the following.

Click Print summary to receipt.

The Print dialog box opens.

Note: If you do not have a receipt printer configured, the Print summary to receipt button does not display.

Select the printer and properties that you want, then click OK.

The document is sent to the printer.

Click Close to exit the wizard.

Note: If you have not printed the summary and the Prompt to print summary before closing property was selected in the wizard behavior properties, clicking Close prompts a confirmation dialog box to appear. Click Yes if you want to print the summary currently displaying in the wizard; click No to close the wizard without printing the summary.

If the Prompt to print summary before closing property was selected in the wizard behavior properties, clicking Close may prompt the confirmation dialog to appear even if you have already printed the summary using the Print Screen option under the File menu.

If the summary has no transactions in it, the confirmation dialog does not display.

Important: WorkFlows does not save till summaries. If you want to keep the summary, you need to print it via the confirmation dialog box at this point. If you close the wizard without printing the summary, WorkFlows permanently discards it.