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Shift and the Cashbox screen — Paloma365 Classic (Windows POS) ​

A reference for the "Cashbox" («Касса») screen in Paloma365 Classic: opening and closing a shift, encashment, Z and X reports, the list of shift orders, the filter, payment, prepayment and shift reports.

Cashbox screen: "Cashier" and «Администратор зала» (Hall administrator) interfaces ​

  • Where: start screen → "Cashier" («Кассир») interface → the Cashbox screen with the orders of the current shift.
  • Setup: the employee must have the Cashier interface assigned (done by the administrator in the web dashboard).
  • Notes: the same screen opens in the «Администратор зала» (Hall administrator) interface, but without "Start the shift" («Открыть смену») / "End the shift" («Закрыть смену»), "Pay" («Оплата»), "Prepayment" («Предоплата»), "Cashbox" («Касса») and "X report" («X отчёт»). The "Z report" («Z отчёт») button stays.

Cashbox screen header: employee, shift period and quick interface switch ​

  • Where: top left — "Employee" («Сотрудник») and "Shift" («Смена») with the period "FROM: date TILL: date" («ОТ … ДО …»). For a shift that is still open: "FROM: date TILL: --:--:--".
  • Quick interface switch: the icon button to the left of the Employee/Shift block returns to interface selection without re-entering the employee code (the POS logs in again with the same code).
  • To hide the button: Settings → "Program appearance" («Вид программы») tab → "Disable interface switch menu" («Отключить меню смены интерфейса»).

Opening the cashier shift ​

  • Where: Cashbox screen → "Start the shift" («Открыть смену») (visible while the shift is closed) → "Shift has not started" / "Do you want to start the shift?" («Смена не открыта» / «Хотите открыть смену?») → confirm. Default hotkey — INS.
  • What happens: unpaid orders marked for transfer when the previous shift was closed move into the new shift; their number gets an increment, except in "Do not refresh the receipt counter" («Сквозная нумерация счетов») mode (Settings → "General settings" → "Extensions of interfaces"). The opening is logged and other workplaces are notified.
  • Notes: if the shift is already open — "Shift has already started!" («Смена уже открыта!»).

Deferred orders are deleted when a shift is opened ​

  • How it works: every time a shift is opened, all deferred orders (orders put aside in sales mode) are deleted. This cannot be configured.
  • Notes: a deferred order that was not turned into a regular one before the shift was closed disappears once the new shift is opened.

Entering the opening cash amount ​

  • Where: window «Укажите сумму на начало смены:» (Enter the amount at the start of the shift) → "Accept" («Принять»).
  • When it appears: only when Settings → "Receipts and reports" («Чеки и Отчеты») → "Systemic control" («Системное управление») → "Offline cash register report" («Кассовый отчет офлайн») is ticked AND the shift is opened through the automatic "Do you want to start the shift?" question when entering another interface (Waiter, Sales mode, etc.).
  • When it does NOT appear: when pressing "Start the shift" on the Cashbox screen or on the retail panel of sales mode — the opening amount is recorded as 0.
  • Notes: "Cancel" or an empty field = 0. The opening amount is included in the cash report in offline mode.

Automatic offer to open a shift when entering another interface ​

  • Where: start screen → any interface except "Cashier" («Кассир»), «Фасофка» (Packing), «Склад» (Warehouse), «Курьер» (Courier) → "Shift has not started" / "Do you want to start the shift?".
  • Condition: the question appears if the employee has access to the Cashier interface. Otherwise the POS shows «Смена не открыта!» (Shift has not started!) and the interface does not open — a cashier must open the shift.
  • Notes: Cashier, Packing, Warehouse and Courier open without an open shift.

Warning "Shift started more than N hours ago" ​

  • Where: Settings → "General settings" («Общие настройки») → "Extensions of interfaces" («Расширение режимов») → "Check shift hours count" («Проверять кол-во часов в смене») plus the hours field (default 24).
  • How it works: when entering any interface, if the shift has been open longer than the set number of hours, the message "Shift started … hours ago" («Смена открыта более N часов назад») appears.
  • Notes: it is only a warning — it closes by itself after about 6 seconds and does not force closing the shift.

Closing the cashier shift: order of steps ​

  • Where: Cashbox screen → "End the shift" («Закрыть смену») (visible while the shift is open). Default hotkey — DEL.
  • Order: deferred-fiscalization check → unpaid-orders check → "Do you want to end the shift?" («Хотите закрыть смену?») → encashment (if enabled) → Z report on the fiscal register and closing bank terminal shifts → closing the shift with a check for orders without an employee → automatic final report print → "Do you want to print the reports?" («Хотите распечатать отчёты?») → sync → back to the start screen.
  • Notes: if the shift is already closed — "Shift is already closed!" («Смена уже закрыта!»). Unless "Allow transitioning of orders to a new shift" is ticked, tables are freed. The closing is logged and other workplaces are notified.

Cannot close a shift with unpaid orders — close only the fiscal shift ​

  • Where: "End the shift" → "Can not end shift, until all orders are payed!" («Нельзя закрыть смену, если есть неоплаченные счета!») / «Закрыть только фискальную смену, не закрывая смену кассира?» (Close only the fiscal shift without closing the cashier shift?).
  • What to do: pay or delete open orders, or tick Settings → "General settings" → "Extensions of interfaces" → "Allow transitioning of orders to a new shift" («Разрешить перенос счетов в новую смену»).
  • Answer "Yes": the POS prints the Z report on the fiscal register (if the point has «Снимать Z-отчет при закрытии смены» enabled) and closes bank terminal shifts; the cashier shift stays open. Z-report or terminal errors are shown as a message, without the "Close shift anyway?" question.

Transferring unpaid orders to the next shift ​

  • Where: Settings → "General settings" → "Extensions of interfaces" → "Allow transitioning of orders to a new shift" («Разрешить перенос счетов в новую смену»).
  • How it works: when the shift is closed, open orders are marked for transfer and move into the next shift when it is opened; their number gets an increment, except in «Сквозная нумерация счетов» mode. With this option tables are not freed on shift close.
  • Declining encashment: the mark is removed and the orders stay in the current shift.
  • Important: if closing stops at a later step (for example, "No" to "Close shift anyway?" after a Z-report error, or orders without an employee are found), the mark stays — those orders are not shown in the current shift list until a new shift is opened.
  • Transfer error on opening: the shift record has already been created by then — the shift is open, but the orders were not moved into it. If the shift was opened through the "Do you want to open the shift?" question when entering another interface, the POS shows "Shift opening error!" («Ошибка при открытии смены!»); when the "Start the shift" button on the Cashbox screen is pressed, no message appears. In both cases, contact support.

Cannot close a shift with orders awaiting deferred fiscalization ​

  • Message: "Current shift contains bills with deferred fiscalization. After shift closure they cannot be fiscalized!" / "Bills need to be fiscalized." («В текущей смене есть счета с отложенной фискализацией…» / «Необходимо выполнить фискализацию счетов.»)
  • When: Settings → "Payment window" («Окно оплаты») → «Отложенная фискализация» (Deferred fiscalization) is ticked.
  • What to do: fiscalize the orders with the "Fiscalization" («Фискализация») button on the Cashbox screen first, then close the shift.

Cannot close a shift with orders that have no employee ​

  • Message: "There are bills without employees in current shift!" («В смене есть счета без сотрудников!») with the order numbers and a hint.
  • What to do: assign an employee via "Options" («Опции») → "Change the employee" («Сменить сотрудника»), or choose one when paying the order.
  • Important: this check runs after encashment and the Z report — by then they may already be done while the cashier shift remains open.

Mandatory encashment on shift close ​

  • Where: Settings → "General settings" → "Additional modules" («Дополнительные модули») → "Cash out by the end of the shift" («Инкассировать при закрытии смены»).
  • How it works: on closing, "You must process the encashment" («Необходимо выполнить инкассацию») and the encashment window appear; declining cancels the shift close.
  • Unsynced data: if there are unsynced orders or documents and "Offline cash register report" is off, the POS first shows "Attention! Amount of bills to sync: N" («Внимание! Не выгружено счетов: N. Будет проведена синхронизация данных»); declining cancels the close.
  • Notes: the "End the shift" button on the retail panel of sales mode works the same way.

The "Encashment" window («Инкассация денег в кассу») ​

  • Fields: "Cashbox" («Касса»), "Expense" («Статья»), "Comment" («Комментарий»), "Sum in the cashbox" («Сумма в кассе»), "Encash" («Инкассировать»), "Difference" («Отклонение»); buttons "Accept" and "Cancel". A cash report preview is shown alongside.
  • Auto-fill: the cashbox and expense item come from the workplace settings in the web dashboard («Касса для инкассации», «Статья ДДС для инкассации»). If set, the fields are locked; if both are set, "Sum in the cashbox" is locked too.
  • Sum in the cashbox: requested from the cloud. On failure — "Failed to receive cash balance data, encashment will proceed without following data" («Не удалось получить остатки по кассе…»), and the POS asks again; if that fails too — «Не удалось получить сумму по кассе.» (Could not get the cash amount), the sum is 0 and the preview is hidden.
  • Checks: no cashbox — "You must choose the cashbox"; amount above the cash sum — "Entered sum is more than available. Are you sure you want to continue?". An open shift is required.
  • Result: a money-transfer document is created and an encashment slip is printed. Only expense items marked for display on the POS are listed.

Automatic Z report on shift close ​

  • Where: web dashboard → sales point → «Снимать Z-отчет при закрытии смены» (Print Z report when closing the shift). The POS receives it on sync.
  • Condition: the point has «Использовать Фискальный принтер» (Use fiscal printer) enabled, or an online cash register plugin is enabled on the POS.
  • Error: "Failed to print Z-report! Close shift anyway?" («Ошибка печати Z-Отчета! Всё равно закрыть смену?») — "No" stops the shift close.

Closing bank terminal shifts on shift close ​

  • How it works: on shift close the POS always closes the shifts of terminals enabled in Settings → "Plugins" («Плагины») → "Payment systems" («Платёжные системы»): Halyk, Forte, Freedom, Alatau, BCC. It does not depend on the Z-report setting.
  • Error: «Ошибка при закрытии смены на терминале! Всё равно закрыть смену?» (Error closing the shift on the terminal! Close shift anyway?).
  • Notes: the "Z report" button on the Cashbox screen does not close terminal shifts.

Final report and sales act on shift close ​

  • Auto-print: after the shift is closed, the final report is printed immediately, without preview, on "Printer for printing bills and reports" («Принтер для печати счета об оплате и итогового отчета») — if the employee has the final-report right (or entered the point's final-report password).
  • "Do you want to print the reports?": on "Yes" the final report and the "Sales report" («Акт реализации») (if permitted) open in the preview window, from which they can be printed.
  • No rights: "Report printing is inaccessible..." («Печать отчётов недоступна...»).

Order list tabs "Paid", "Unpaid", "All" ​

  • Where: Cashbox screen → "Paid" («Оплаченные») / "Unpaid" («Неоплаченные») / "All" («Все»). "Unpaid" is shown by default.
  • Access to Paid and All: if the point has the «Пароль: Смена кассира» password set in the web dashboard, the POS asks for it; otherwise the final-report right (or the point's final-report password) is required.
  • Notes: the list refreshes automatically every 20 seconds and when changes arrive. Switching tabs resets the filter.

Filtering orders on the Cashbox screen ​

  • Where: "Filter" («Фильтр») → "Customer code" («Код клиента»), "Customer" («Клиент»), "Order number" («Номер счета»), «ШК счёта на оплату» (invoice barcode), "Table" («Столик»), "Fiscalization" («Фискализация»), "Employee" («Сотрудник») → "Apply" («Применить»).
  • Conditions: the invoice barcode field is active only with Settings → "Receipts and reports" → "Additional data" («Дополнительные данные») → «Печатать штрихкод в счёте на оплату» (Print barcode on the invoice). The Fiscalization block ("Fiscalization not required" / "Fiscalization completed" / "Fiscalization pending") is shown only with deferred fiscalization. "Table" is disabled with Settings → "Program appearance" → 'Hide "TABLE"' («Скрыть "СТОЛ"»).
  • Notes: the «Товар» (Product) field is not shown on the POS. Drop-down lists show at most 60 values. The Clear button is hidden.

Resetting the order filter ​

  • Where: Cashbox screen → the unlabeled icon button to the right of "Filter".
  • Notes: switching tabs also resets the filter.

The orders table on the Cashbox screen ​

  • Columns: "Status" («Статус»), "№", "Payment type" («Тип оплаты»), "Total" («Итого»), "Table" («Стол»), "Employee" («Сотрудник»), "Customer" («Клиент»). Clicking a header sorts; clicking again reverses. Arrow buttons below the table move the selection.
  • Statuses: "Paid" («Оплачен»), "Printed" («Распечатан»), "Open" («Открыт»), "Prepayment (amount)" («Предоплата (сумма)»). Mixed payment is shown as a comma-separated list. No table — "Not chosen" («Не выбран»).
  • Colors: the narrow first column is pinkish-purple for a printed order and green for a paid one. For an order without an employee, the cell in the Table column is highlighted purple.
  • Hiding "Table": Settings → "Program appearance" → 'Hide "TABLE"' (then the no-employee highlight is not visible either).

Viewing the selected order ​

  • Where: Cashbox screen → "View" («Просмотр»), double-click the order, or F2.
  • How it works: the order opens read-only. If the point has «Кассир может изменять счет» (Cashier can edit the order) enabled in the web dashboard and the order is unpaid, it opens for editing and payment.
  • Messages: "Selected bill has open tariff. While tariff is open, bill can only be modified in Tariff interface"; no order selected — "Choose the check..." («Выберите счет...»).
  • Hall administrator: View opens the order in item-removal and payment mode.

Paying a printed order from the Cashbox screen ​

  • Where: select the order → "Pay" («Оплата») (ENTER) → payment window.
  • Condition: only an order with status "Printed" can be paid.
  • After payment: the fiscal receipt is printed, plus the payment bill if the point has «Печать счета об оплате» enabled; the amount and change go to the customer display; sync starts.
  • Messages: "Bill already paid!", "Order is not printed!", "Choose the check...". Before payment the POS may show "Program isn't paid!" and the warning about no internet access for the last 14 days.
  • Fiscalization error: the payment is cancelled entirely. Not available in the Hall administrator interface.

Assigning an employee to an order without one at payment ​

  • Where: "Pay" → a question with the text "Impossble to process order replacement" («Невозможно выполнить перенос счетов») → "Yes" → employee selection window.
  • How it works: payment does not proceed until an employee is chosen.

Prepayment and cancelling a prepayment ​

  • Where: select the order → "Prepayment" («Предоплата»).
  • How it works: for an order that is neither printed nor paid, the payment window opens in prepayment mode and a prepayment slip is printed. For an already prepaid order the POS asks "Bill has been prepayed! Prepayment sum "N"" / "Cancel prepayment?".
  • Errors: "Bill already printed" («Счет ранее распетан»), "Bill already paid!".
  • Prepayment above the order total: Settings → "Payment window" → "Allow pre-payment sum more than receipt sum" («Разрешить предоплату больше чем сумма чека»). Not available in the Hall administrator interface.

Deferred fiscalization from the Cashbox screen ​

  • Where: "Fiscalization" («Фискализация») → «Выполнить групповую фискализацию ВСЕХ счетов активного раздела, для которых это тебуется?» (Fiscalize ALL orders of the active tab that need it?).
  • Condition: the button is visible only with Settings → "Payment window" → «Отложенная фискализация».
  • Answer: "Yes" — all orders of the active tab that need fiscalization; "No" — only the selected order.
  • Result: "Fiscalization completed!", "Fiscalization not completed for all bills!" or "Fiscalization failed!".

Shift note ​

  • Where: Cashbox screen → "Shift note" («Примечание к смене») → the Shift note window with an on-screen keyboard → "Add" («Добавить»).
  • How it works: the window opens with the note already saved; you can extend or replace it. The text is saved in the current shift record.
  • Notes: the «Сменить язык: …» (Change language) button switches the on-screen keyboard layout.

Reservation journal from the Cashbox screen ​

  • Where: "Reservation" («Бронирование») → reservation journal.
  • Access: the point password «Пароль: Клиент» (set in the web dashboard) is requested; if not set, the journal opens without it; a wrong password — "Wrong password!" («Неверный пароль!»).

X report on the Cashbox screen ​

  • Where: "Reports" («Отчеты») group → "X report" («X отчёт»).
  • When active: the point has a fiscal register enabled, or an online cash register plugin is enabled (Settings → "Plugins" → "Fiscal registers" («Фискальные регистраторы»): NurKassa, ReKassa, Trinity, UzKassa, UKassa, ePos, eKassa, WebKassa, KaspiPos, qPos, GreenKassa). The print method depends on Settings → "Equipment" («Оборудование») → "Fiscal printers" («Фискальные принтеры») → "Fiscal Register type" («Тип ФР»).
  • Access: the employee's X-report right decides; if the employee has no rights set — the point password «Пароль: X-отчет» (if set).
  • Notes: not available in the Hall administrator interface. Error — "Report printing error" («Ошибка при печати отчёта»).

Z report without closing the cashier shift ​

  • Where: "Reports" → "Z report" («Z отчёт») → "Do you really want to print Z-report? Fiscal shift will be closed!".
  • When active: with a fiscal register / online cash register enabled and "Fiscal Register type" = «ФР ШТРИХ» or an online cash register. For «ФР ПОРТ», «ФР АТОЛ», «ФР ЭЛВИС-МИКРО», «ФР iKKM» the button is inactive. Access — as for the X report.
  • Notes: only the fiscal shift is closed; the cashier shift and bank terminal shifts are not. Open orders do not block the Z report. The button is also available to the Hall administrator.

Final shift report ​

  • Where: "Reports" → "Final report" («Итоговый отчет») → preview window, from which you can print.
  • Access: the final-report right or the point's final-report password.
  • Template: Settings → "Receipts and reports" → the "Final report" button.
  • Notes: built for the current (latest) shift. On shift close the same report prints without preview on "Printer for printing bills and reports".

Other reports on the Cashbox screen ​

  • Where: "Reports" → "Other reports" («Другие отчеты») → «Выберите отчет» (Choose a report) window.
  • Buttons: «Отчет по отказам» (Refusals), «Отчет по возвратам» (Returns), «Отчёт по маркированным товарам» (Marked goods), «Расширенный акт реализации» (Extended sales act), «Отчет по клиентам» (Customers), «Материальная ведомость» (Materials statement), "Sales report" («Акт реализации»), «Отчет по салону» (Salon), "Products in stock" («Остатки на складе»).
  • Notes: the set of buttons depends on the POS setting «Тип заведения» (Venue type): the Salon report is hidden for «Ресторан, Кафе» (Restaurant, Cafe), «Фастфуд, Столовая» (Fast food, Canteen) and «Бильярд, Караоке, Баня» (Billiards, Karaoke, Bathhouse); for «Розничный магазин» (Retail store) both the Salon and Refusals reports are hidden; for «Салон Красоты» (Beauty salon) the Refusals report is hidden. With «Не выбрано» (Not selected) and «Розница» (Retail) both buttons are shown. Each report checks its own right or password.

Cashbox screen hotkeys ​

  • Defaults: ESC — "Exit" («Выход»), ENTER — "Order payment" («Оплата счета»), INS — "Start the shift", DEL — "End the shift", F2 — "View order" («Просмотр счета»).
  • Where to change: Settings → "Hotkeys" («Горячие клавиши») tab → "Forms" («Формы») → «Форма "Кассир"» (Cashier form). "By default" («По умолчанию») restores the defaults.

Leaving the Cashbox screen ​

  • Where: "Exit" («Выход») (ESC) — returns to the start screen.