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Pos Reconciliation

Point of sale reconciliation and close-out

Complexity: Moderate | Duration: 15-30m | Category: Industry/Retail Ecommerce

Tags: pos reconciliation cash retail

Workflow Diagram​

Steps​

Step 1: Close registers​

Agent: cashier

lead - End drawer sessions

Step 2: Count cash​

Agent: cashier

lead - Physical cash count

Step 3: Compare to POS​

Agent: cashier

lead - Match to system

Step 4: Investigate variances​

Agent: store

manager - Research discrepancies

Step 5: Prepare deposit​

Agent: cashier

lead - Bundle cash

Step 6: Submit report​

Agent: store

manager - Record reconciliation

Step 7: Secure funds​

Agent: store

manager - Lock in safe

Usage​

To execute this workflow:

/workflow industry/retail-ecommerce/pos-reconciliation.workflow

See other workflows in this category for related automation patterns.