How to set a new batch on my Android terminal?

Start a New Batch/Shift via the Calendar Menu

The Viva POS application includes a new Calendar menu within the SoftPOS settings for Android and iOS devices. This menu offers the following options:

• Activate Calendar: Merchants can enable or disable batch functionality based on their needs.

• Automatic Start of New Batch Upon Closing: This option automatically creates a new batch when the previous one is closed. Note that auto-close functionality is unavailable. After each closing, users must either print or share the batch details. A batch cannot be closed unless one of these options is selected.

• Allow Transactions Only Within an Open Batch/Shift: When this option is enabled, SoftPOS will accept payments only if a batch is open. If no batch is active, users must activate one manually. This option is disabled by default.

#➽Accesing the Calendar Menu

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#➽Starting a New Batch/Shift (Standard Method)

On Android & iOS devices (Tap-on-Phone), a batch/shift remains open for 48 hours before it automatically closes and starts a new one (unless the user manually ends it earlier).

• Option 1:

  • Tap the arrow button in the top-left corner of the screen.

  • Edit the batch name, if desired.

  • Tap Start New Batch.
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• Option 2:

  • Tap Transactions at the bottom of the screen.

  • Select By Batch.

  • Tap Start New Batch.

    

#➽Ending a Batch

• Option 1:

  • Tap the arrow button in the top-left corner of the screen.

  • Tap End Batch.​

    

• Option 2:

  • Tap Transactions at the bottom of the screen.

  • Select By Batch.

  • Tap End Batch.

#➽Viewing Batch Transactions

• For Active Batches:

  • Tap Transactions at the bottom of the screen.

  • Select By Batch.

  • Tap View Transactions.

• For Previous Batches:

  • Tap any batch under the Previous Batches heading.

Using these steps, you can monitor and manage the transactions processed through your terminal at any time.

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