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Guidelines

Daily Operations & Issue Resolutions

Overview​

This section gives you some theory on how you might start using the system from the ground up. There are two ways to go about using the system. This can also apply to how you train your staff.

One way is just to jump in and start trying things. You might want to compare our system to other ones you have used. We do have the playgrounds, they have most features already set up. You find them here under playgrounds.

The other way is to use our guides, alongside the playgrounds.

In designing the apps, we have tried to stick with standard app development conventions and design. We have tried to make things responsive in that if they look like they should act in a certain way, they do. If you find you need an answer to something, then you can refer to the instructions of the major modules in this guide, like Balance Sheets, Sales, Payments, and Orders.

We suggest you use a Daily Operations Timeline Syllabus for your staff. By using a syllabus with your staff and yourself, you can set up a checklist of behaviors and actions that need to be performed each shift, or day. This ensures your business operates on a schedule and that everything is completed.

Daily Operations Timeline​

The outline of the daily operations includes what happens for different staff members, and staff types. We'll outline what are some standard processes here, and you can add them to your daily operations timeline.

  1. The first employee Login's in.
  2. The Balance Sheet appears and they are prompted to count their drawer or report the money they started with.
  3. Customers arrive and sales are performed.
  4. Other types of transactions and inventory work occur.
  5. The balance sheets are closed.
  6. The user who is assigned to close the day confirms all balance sheets and orders are completed.
  7. The user then closes the day.

While this list is very simple, these steps are important and everyone should understand their role in your day-to-day operations.

Errors, Malfunctions, and Emergencies​

Describe in detail the procedures to restart or recover from malfunctions that occurred during processing. This is to ensure the continuity of operations during emergencies.

Resolving Issues​

In order to provide you, your staff, and your customers with the best experience, we have an issue resolution set of procedures.

Provide details of all error, diagnostic, and information messages that may be presented to the users while using the software.

Describe the meaning of each message and the action the user should take after each such message.

Quick-Reference​

If you need to, you may want to print a quick reference guide for your staff, at least for their initial work. Because of the number of options, we don't have a quick reference that would apply to our users. But you can copy and print from these documents as needed.