01 Where it waits
Nothing an attendant enters is final until you check it.
- When an attendant sends their shift, a Shift ready to check alert opens it.On devices with alerts turned on.
- Or go to Daily ops → Shifts. The Ready to check card has a button for each shift waiting.The card also shows on Open a shift, closing and cash-up. Check the shift from the card instead of typing it in by hand, or it will be entered twice.
02 Read the warnings
Anything unusual is listed at the top of the check screen.
- Read each line, for example no photo of the end meter, the photo reads differently from the number typed or The money does not match what was sold.
- Lines about the roster, such as someone working on their weekly off, are notes.They don't stop you approving.
- If someone entered readings on a nozzle they are not on, put that right before closing the meters.The line says how. Otherwise the litres go to whoever is on the nozzle.
03 The meters
One panel per nozzle, with the attendant's photos.
- Compare Start photo and End photo with the readings. Choose a photo to see it full size.Photo reads is the number Octyn read from the photo.
- Correct a wrong End meter or Test litres in its box.
- If the attendant's start meter differs from Opening and the attendant is right, tick Use the attendant's start meter as the opening.
- A nozzle nobody entered asks Who worked this nozzle? Pick the person, or Out of service.
04 The money
Each crew's fuel, loose oil and credit, set against what they collected.
- Under Who owes what, read Difference: Tallies, or how much is Short or Extra.
- To correct cash, choose Change the count under Collections and change only the rows that are wrong.For other payments, type the Correct amount. The attendant entered keeps what they typed.
- A credit sale that was really paid another way: pick how under It was paid by.The customer is no longer billed for it. This can't be undone.
- Remove takes out a credit or oil sale that didn't happen.It won't post. Not mine marks one the attendant says isn't theirs.
- A sale marked Over limit or Not enough stock has to be sorted out before the money can be approved.
05 Send it back
When only the attendant can put it right.
- Under Attendants, type a Note for the attendant and choose Send back.Their app shows the note and asks them to check their numbers and send again.
06 Approve
Two steps, like closing a shift and cashing it up. With nothing flagged, one button does both.
- With no warnings, choose Approve and post.Roster notes don't count. The meters close and the sales and money post.
- Otherwise choose Close meters first, then Approve money.Closing the meters releases the next shift. The money can follow once it is sorted out.
- Approve a shift started on the app before you open the next shift by hand.Until you do, Open a shift stops and links to the shift waiting.
- An attendant who never sent their shift: enter their money on Cash → Collections and reconcile it there.
- A shift that can't be approved at all: where it is offered, choose Discard this shift, then enter the shift by hand if it is still needed.Nothing the attendants entered posts.
Done. Check, correct, approve: what the attendants entered becomes the shift. Open it in Octyn.