End-of-Day Procedures on Arches Platform
Purpose:
The purpose of this SOP is to ensure that all orders and cash management activities are properly closed, allowing staff to confidently leave the store. These steps also prepare the system for the next day’s operations.
End-of-Day Steps
There are two primary actions that must be completed before leaving the store: closing the cash drawers and verifying all orders are either completed or cancelled.
1. Count and Close Cash Drawers
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Navigate to the Cash Management Section:
- Go to Settings > Cash Management
- Select the appropriate cash drawer
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Close Out the Cash Drawer:
- Click Close Out
- Under Cash Counted, enter the full balance of the drawer
- Note: The system will notify if there is a discrepancy.
- Under New Balance, enter the amount you are leaving in the drawer for the next shift.
- The Deposit field will automatically display the amount being removed for deposit.
- Enter any relevant notes about the drawer closing.
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Submit and Confirm:
- Review all entered values for accuracy.
- Submit the final cash count and deposit values.
2. Ensure All Orders Are Completed or Cancelled
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Review Orders for the Day:
- Navigate to All Orders
- Use filters to review any open orders.
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Cancel or Complete Orders as Necessary:
- Any orders marked as Packed but not picked up should be cancelled.
- Any Packed orders that have received payment should be marked as Complete. The only way to determine if there is a payment is to click into each order.
Important: Orders that must sync to Metrc must be marked as Complete to ensure accurate inventory tracking and compliance. Failure to do so may lead to reporting and compliance issues.
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Final Order Check:
- Ensure there are no remaining orders in an Unpacked or Packed status.
- All orders should either be Cancelled or Completed before closing.
Final Verification & Closing Checklist
✅ All cash drawers have been counted, closed, and deposits recorded.
✅ All orders for the day have been either Completed or Cancelled.