Opening and Closing

Opening and Closing

STX Opening Procedure

1. Turn on Server computer
  1. Start STX
  2. Log In 
  3. Clock In if necessary

2. Turn on Workstation computer(s)
  1. Start STX
  2. Log In


3. Reports: Print any necessary reports for the next day as needed
  1. Appointments Reports
  2. Employee Appointments
  3. Traveler


4. Transactions
  1.  Open Transaction List
  2.  Cash Counting sheet
    1. Enter Beginning Cash for each physical cash drawer
  3. Close and Save the window


5. Appointments
  1.  Open Calendar to view day’s appointments
  2.  Open Today’s Appointments


STX Closing Procedure

1. Reports: Print any necessary reports as needed
  1. Transactions Reports
    1. Total Sheet – do not check any dept/emp checkboxes for ALL sales information to print
    2. Payment List – to view how each ticket was paid for
2. Transactions
  1. Open Cash Counting sheet
    1. Verify which drawer
    2. Enter Cash In Drawer amounts
      1. If Short – perform Cash Paid Out to balance
      2. If Over – perform Cash Paid In to balance
  2. Click Close Drawer
  3. Close and Save the window 


3. Reports: Print any necessary reports for the next day as needed
  1. Appointments Reports
  2. Employee Appointments
  3. Traveler
4. Clock Out if necessary

5. Quit STX on all computers

6. Shut down workstation computer(s) if necessary

7. Take new backup on Server computer using STXAdminTool if not set to take automatically

If you are subscribing to STX Online Services, it is not necessary to take a new backup.
 
8. Leave Server computer turned on, but out of STX

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