Documentation
Orders, KDS, BillingOperational Shift

Operational Shift

Open and close branch or staff shifts before protected order, POS, and inventory actions run.

An operational shift is the service window for your outlet. Think of it as turning the restaurant "on" for Zesty: orders, POS sales, and many inventory actions only count when a shift is open.

Without an open shift, protected screens show a gate instead of the action. This prevents sales from landing outside a reconcilable day.

1Open shiftHeadercontrol2Run serviceOrdersKDSPOS3Close dayShiftDesk

Why shifts matter

  • Reporting — Sales and payments group under the correct service period
  • Cash control — Opening float and close counts have a clear start and end
  • Staff accountability — Actions tie to who was on duty
  • Shift Desk — Close-out journey assumes a defined shift boundary

Where you see shift status

Header shift control (web and mobile)

  • Shows open / closed state
  • Quick path to open shift or go to Shift Desk
  • Visible on most operational screens

Staff should glance at this at the start of every shift.

Branch shift vs staff shift

ModelHow it worksTypical outlet
Branch shiftOne shift per location for the whole teamSingle café, one kitchen
Staff shiftEach staff member may have their own shift recordLarger teams with individual accountability

Ask your admin which model you use. Closing rules differ slightly.

Opening a shift (checklist)

  1. Confirm the previous shift was closed (no overlap confusion)
  2. Tap Open shift from the header or Shift Desk
  3. Enter opening cash if your outlet tracks drawer float
  4. Confirm printers and payment modes are ready
  5. Brief the team: who watches Orders, KDS, Billing

During service

While the shift is open:

  • Take orders and POS sales normally
  • Fix mistakes through lifecycle actions and refunds—not by deleting records
  • Note large comps or voids for manager review at close

Closing a shift

Do not use only the header "close" as your full day-end process.

Use Shift Desk for the full seven-stage close:

  1. Open context
  2. Service review
  3. Reconciliation
  4. Cash and UPI matching
  5. Stock notes
  6. Staff activity
  7. Final close and export

Admin bypass

Some admins can bypass the shift gate in emergencies. Bypass is for exceptions, not daily habit. Overuse breaks report accuracy.

Mobile and Easy Mode

Easy Mode staff use the same shift rules. Shift Desk is available in compact mobile layouts with the same stages.

Common problems

ProblemWhat to check
"Shift not open" on POSOpen branch shift; confirm correct branch selected
Sales missing from reportsSale may have happened outside shift window
Two staff opened two shiftsManager should close duplicate; standardize who opens