Change of individual entrepreneur: a note for the cashier

Instructions for a safe shift transition when changing the business entity (Sole Proprietorship). What the cashier needs to do to ensure the proceeds go to the correct account.

When is this needed?

The manager has informed you that the store is switching to a new Sole Proprietorship, either now or starting tomorrow morning.

What the cashier must do when changing the Sole Proprietorship

Step 1. Finishing work under the old Sole Proprietorship

1. Stop sales. Serve the last customer.

2. Cash withdrawal. Remove all cash from the register, either collecting it down to zero or according to the manager’s instructions.

3. Z-report. Be sure to run the Z-report.

4. Pause. Inform the administrator that the cash register is free and wait for instructions.

•    Do not try to change the settings in the program yourself.

 5. Settings — Software ECR, open the pECR for editing and uncheck “Active” for the old Sole Proprietorship.

Step 2. Starting work, after the administrator’s command

1. Log in to the program using your own username.

2. Settings → Software ECR → add pECR select the new Sole Proprietorship, specify the key path, and enter the password.

3. Settings — Parameters — Receipt — Fiscal Printer — Software ECR select the pECR number that you added, then restart the program

4. Open the shift, as usual.

5. Cash deposit. Add change money if needed.

Step 3. Control, critically important!

Before serving the line of customers, perform the following checks:

1. Settings → Print Template Settings — next to the pECR, select the template for the printer width of 56 or 80 mm.

2. Test receipt. Ring up a «bag» or another inexpensive item, 1–2 UAH.

3. Check the paper receipt. The header must show the surname of the new Sole Proprietor.

4. Check the terminal, if there is one. Pay by card. The slip receipt must contain the name of the new Sole Proprietorship or Merchant. If the bank terminal is linked to the program, the slip receipt data will also be printed on the fiscal receipt.

What to do if:

• The receipt shows the old surname. Stop trading. Do not hand over the receipt. Check in the program that you selected the new Sole Proprietorship and that its data is correct.

• The terminal returns an error. The bank has not updated the settings yet. Call the administrator. Wait and do not perform any transactions until the data is updated.

• The shift does not open. Check the internet connection, because pECR requires a connection for the first launch. Offline mode support must be enabled, and the corresponding application must be submitted to the tax authority for this.

• There may be an issue with the tax authority server. This can also happen sometimes, so you need to wait until the connection is restored.