STX Desktop: Opening and Closing

STX Opening Procedure

1. Turn on Server computer

  • Start STX

  • Log In

  • Clock In if necessary

2. Turn on Workstation computer(s)

  • Start STX

  • Log In

3. Reports: Print any necessary reports for the day as needed

  • Appointments Reports

    • Employee Appointments

    • Traveler

4. Transactions

  • Open Transaction List

  • Cash Counting sheet

    • Enter Beginning Cash for each physical cash drawer

    • Close and Save the window

5. Appointments

  • Open Calendar to view day’s appointments

  • Open Today’s Appointments

STX Closing Procedure

1. Reports: Print any necessary reports as needed

  • Transactions Reports

    • Total Sheet – do not check any dept/emp checkboxes for ALL sales 

      • Information to print

    • Payment List – to view how each ticket was paid for 

2. Transactions

  • Open Cash Counting sheet

    • Verify which drawer

    • Enter Cash In Drawer amounts

      • If Short – perform Cash Paid Out to balance

      • If Over – perform Cash Paid In to balance

    • Click Close Drawer

    • Close and Save the window

3. Reports: Print any necessary reports for the next day as needed

  • Appointments Reports

    • Employee Appointments

    • 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

NOTE: 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.

STX DesktopSTX Software