Use this screen to track driver cash, close out shifts, apply banks to the driver or pull cash from the driver. This allows you to ensure that the driver is not carrying too much cash at any given time and to track where in the system that cash is accounted for.



Along the top of the report are several buttons that allow you to perform accounting actions on all drivers who have deliveries for the current business day:



Figure 20


Bank Drivers

This option will take money from the register cash drawer and assign them to the driver. Used as a starting amount for the driver to make change from during deliveries.

Drop Drivers

let's you take money from the driver and place in the cash drawer. Used to ensure the driver is not carrying too much cash.

View Settled

Allows you to view all drivers who have shifts closed for the day.

Calculator

Brings up an on-screen calculator so you can count cash quicker.

Exit

Exit the screen and return to the manager functions screen.



The center section of the screen allows you to choose individual drivers and perform a variety of functions related to their shift. You can click on the individual driver's name to select them and bring up a list of available options to perform.


Figure 21



ID

Shows the Employee ID of the driver.

Name

This lists the name of the driver that worked a shift during the current business day.

Qty

This field shows the number of deliveries that the driver has performed during their currently open shift.

Total

Displays the total value of the deliveries that the driver performed.

- Drops

Shows the value of any cash drops from the driver. Drops are money that was pulled from the driver and placed in the register cash drawer.

+ Banks

This field shows the value of any bank that the driver started their shift with. This is cash that was pulled from a register cash drawer to supply the driver with a starting amount.

-DMR

Shows the amount owed to the driver for mileage reimbursement. This amount is subtracted from the expected cash on hand of the driver.

- Paid Del

This field shows the value of deliveries made prior to being delivered. This total reflects the total amount paid by the customers including taxes. delivery fees and tips.

- Chrg Tips

Displays the value of any tips that were charged against a customer's credit card. This amount is subtracted from the expected cash on hand of the driver.

Balance

Shows amount owed either out to or in from the driver to the point-of-sale system. Positive values are owed from the driver to the POS, Negative values are amounts owed to the driver for reimbursement.


Figure 22


Print Report

Prints out a copy of the driver report for the selected driver shift.

View Details

Opens a new window that allows you to see more detailed information about the driver's previous deliveries.

Bank Driver

This option will take money from the register cash drawer and assign them to the driver. Used as a starting amount for the driver to make change from during deliveries.

Apply Tips

This function opens a new window that allows you to place any tips on orders that were pre-authorized credit card payments.

Driver Runs

Shows a list of all delivery runs the driver has made during their open shift. This also gives you the opportunity to change the mileage driven during the delivery runs to account for any changes due to road conditions or map issues.

Drop Driver

let's you take money from the driver and place in the cash drawer. Used to ensure the driver is not carrying too much cash.

Close Shift

Use this function to close the currently open delivery shift, this is similar to closing a cash register. Note: this does not clock the employee out

Cancel

This option closes out the button sub-menu and deselects the driver.


The button opens a new screen that allows you to view the orders that were delivered by the driver during their open shift. You can also perform many of the same functions from this screen such as applying tips, banking or dropping the driver or closing their shift.



Figure 23


The and buttons allow you to either assign money to the driver (Bank Driver) or subtract money from the driver (Drop Driver). Both of these functions will affect the amount of expected cash for the register: 'Bank Driver' will decrease the cash in the drawer, 'Drop Driver' will increase the cash in the drawer.


       

Figure 24



The button is used to assign tips to deliveries that were paid by credit card. You can select one of the pre-set values for a tip by selecting one of the speed buttons located to the left of the number pad or enter an amount using the number pad. 


Using the speed buttons will add the amount of the tip to the order total. If you use the number pad to enter the tip you must enter to new total amount, not just the tip amount. For example: to enter a $25.00 order with a $3.00 tip you would need to enter $28.00 on the number pad. 


At any time prior to selecting the button you can select the 'No Tip' button to 'Zero Out' the tip entry and start over. You are unable to edit the charged tip amount after you select the Process Tips button as that finalizes the charge transaction.


Figure 25


Select the button to bring up a screen that will allow you to select and edit mileage for each of the delivery runs that were made by your drivers. 


Select the Green line that contains the miles driven and enter the new value using the keypad. You may need to adjust miles depending on local road conditions such as accident avoidance or road construction that was not mapped by the point-of-sale.



Figure 26



You can also choose the button to bring up a handy tool to assist in quickly counting currency to speed up cash reconciliation. 



 

The calculator function is explained in depth in the calculator topic.



The button allows you to close out and reconcile cash for an open driver's shift. This is a vital procedure as it will transfer the cash that is currently assigned to the driver and place it in the register cash drawer. There are several steps involved in closing out a driver shift:




  • Verify the name and employee ID of the driver you wish to close
  • Make any mileage adjustments to previous runs
  • Review miles driven, total monies collected and DMR owed
  • Reconcile the system calculated balance either owed by or due to the driver.
  • Record any cash tips the driver may have collected (closes driver shift) Note: this does not clock the employee out