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Close the day

  1. The rep ends the day on the phone (End day). Stops not reached are marked Skipped.
  2. The supervisor opens Money › End of day in the console. Each rep’s row shows visits, van sales, delivered invoices, returns, cash and cheques, and what cash is expected.
  3. Close the day: count what the rep hands in. If it differs from what’s expected, say why. Then Sign the day off.
  4. After sign-off the day is closed as it stood. Anything the rep records later counts on the next day — it isn’t refused. Only ending that day again on the phone is refused.

18:05 · Rep · Phone › Today › End day

Omar ends his day. The 2 stops he did not reach are marked skipped.

What changed
ItemBeforeAfterChange
Visits done / planned— 2/4 —
Van sales— 1,368.00 EGP—
Delivered invoices— 456.00 EGP—
Returns— 114.00 EGP—

18:10 · Supervisor · Console › End of day

Visits, van sales, returns and cash line up with the documents behind them. The supervisor signs the day off; anything later counts tomorrow.

What changed
ItemBeforeAfterChange
Expected cash— 0.00 EGP—
Counted cash— 0.00 EGP—
Cash difference— 0.00 EGP—
Signed offno yes —
What you seeWhat to do
What was handed in differs from what was expected. Say why, then close the day.DIFFERENCE_REASON_REQUIREDWrite why the count differs, then close the day.
This rep's day is already signed off, so it can't change. Refresh to see who signed it.DAY_ALREADY_SIGNED_OFFSomeone signed it off first. Refresh to see who.
The office already signed this day off, so it is closed as it stood then. Anything you did after it counts on your next day.DAY_SIGNED_OFFThe rep ended a day the office had already signed off. Nothing is lost: work after the sign-off counts on the next day.