Published Last updated Written and reviewed by the Resale Intelligence team
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What to do daily so figures match real cash and stock: check what needs action at opening, record everything during the day, count and bank cash at closing.
A daily routine keeps the system's figures in line with the real cash and stock in the shop. It takes little time each day and saves hunting for missing money at month end.
When you open
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Open Overview and check Needs action for anything urgent, such as slow stock, prices below cost or overdue repairs.
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Check the notification bell at the top right; see The notification bell and inbox.
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If you approve for the store, open Approval requests for waiting requests; see Send and decide approval requests.
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If the owner topped up the drawer for buying, record it as capital in; see Record money in and out outside buying and selling.
During the day
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Buy every item through Receive; don't note it down for later. See Buy your first item: the short version.
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Sell through Sell item and print a receipt for every bill. See Sell your first item and print a receipt.
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Record repair, parts and shipping costs on the item's page as soon as you pay them. See Record per-item costs: repair, battery, parts, shipping.
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Record shop expenses, such as ice or courier fees, as other expense when you pay them.
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If you record something wrongly, void the document and do it again. See Recorded something wrong or sold at the wrong price?.
When you close
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Count the drawer cash and compare it with the drawer balance under Cash/accounts.
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If it doesn't match, look for unrecorded entries first; see Why you can't edit a balance directly.
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If you take cash to the bank, record a transfer between accounts; see Move money between store accounts.
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Check the daily sales report if you can see reports; see Daily sales and purchases reports.
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Sign out of shared shop devices.
Once a week
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Look at slow and dead stock and decide whether to cut prices or clear items. See Stock age: how slow-moving and dead stock are counted.
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Owners check the self-approved actions report to make sure every one had a good reason. See Solo mode: self-approval with a reason.