Opening and Closing Store Procedures
Learn how to properly open and close your store in Bravo, including steps for transferring tender, managing tills, and ensuring accurate end-of-day reporting.
Last Updated: 5/2/2025
Accurate daily open and close procedures are essential for clean reporting, balanced cash management, and smooth operations. This guide walks you through everything you need to know, from your first store opening to daily tender transfers.
Table of Contents
- Count Types
- First-Time Opening in Bravo
- Open Store
- Close Store
- Tender Transfer
- Overages and Shortages
- Important Notes
Count Types
Bravo supports several different opening count styles based on your store’s configuration. Your store's screen may look slightly different depending on your settings:
- Open Count: You will see all expected values for each tender type.
- Blind Count: You will not see any expected values—this helps reinforce accurate cash handling.
- Blind Cash Count: Expected values will be visible for all tenders except for cash.
First-Time Opening in Bravo
If your store is new to Bravo and safe balances weren’t imported from your previous system, don’t worry!
- Open your store for $0.
- Then, use a Tender Transfer (from Bank → Store) to add starting funds into your safe. This will properly reflect the cash available in Bravo moving forward.
Open Store
Each day, you must open the store and tills before performing transactions.
To open the store:
- From the right-side green menu, click Open Store.
- The Open Store screen will appear, showing your expected balances (if using Open Count).
- Count each tender type (cash, check, credit, etc.):
-
- You can enter the total directly into the Amount field for each tender.
- Or use the Denomination Calculator to count and fill in the cash value only.
- If everything looks accurate, you can use the Use Expected Values button from the side menu to auto-fill all tenders.
- Review the Variance column:
-
- If there’s a discrepancy, recount to check for errors.
- No errors? See the Overages and Shortages section below.
- Once balanced, click Save.
Your store is now officially open for business!
At the end of the day, you’ll need to close both tills and the store to finalize reporting and cash totals.
To close the store:
- From the right-side menu, click Close Store.
- The safe screen will show all tenders currently in your store after the day’s transactions.
- Count and enter the amount for each tender:
- Use the Denomination Calculator or enter totals directly.
- Or, use the Use Expected Values option to match expected totals if everything checks out.
- Check the Variance column:
- Recount if needed.
- Have a true variance? Check out the Overages and Shortages section below.
- Click Save to officially close the store.
Once the store is closed, Bravo will automatically direct you to the Tender Transfer screen.
After closing the store, you’ll be prompted to transfer excess funds from the Safe to the Bank.
Here’s how it works:
- Bravo will automatically suggest transferring all non-cash tenders (like checks or credit slips).
- If your store has a maximum store cash amount configured, Bravo will suggest moving cash that exceeds the limit.
- If you don’t want to move any cash, change the suggested cash amount to zero before saving.
Review all amounts before saving to ensure you're only moving the funds you intend to.
Overages and Shortages
Sometimes, your actual counts won’t match the expected values. Here’s what to do:
- After recounting, if a variance still exists, you can accept the difference.
- By accepting the variance, you’re telling Bravo to use your entered count as the correct balance going forward.
- If the variance occurs during store closing, you can use the Till Register Journal and Store Register Journal to review all transactions and investigate where the discrepancy may have occurred.
Important Notes
Common Mistake
If you accidentally transfer all your cash to the Bank instead of leaving it in the Safe, the next day your safe will appear empty.
To fix this:
- When opening the store the next morning, open the store at $0 and perform a Tender Transfer from the Bank back to the Store.
Reporting Impact
Opening and closing the store daily is required for accurate:
- Financial reports
- Audit logs
- Store activity records
Skipping these steps can lead to reporting inconsistencies and make it harder to track your cash flow accurately.
- If an accidental Transfer of all Funds to the bank happens, when the reopens the next day (it will be at zero) just perform a tender transfer to bring cash back from the bank.
Support:
- Contact support if you have any questions or need assistance.