Daily closing workflow

End-of-Day Closing Workflow in Petrodweep Web Dashboard

Follow the Petrodweep end-of-day closing workflow across shift check-in, current shift review, daily operations, DSR, cash in hand, card sales, coupons, invoices, expenses, products, and tank readings.

Web Dashboard Docs Web Operations Docs
Petrodweep operational report image for reviewing daily closing, shift totals, and reports
End-of-day closing combines shift review, daily operations, and DSR checks

End-of-day closing is not one small button. In Petrodweep, managers close the day by reviewing the connected workflow: shift check-in, current shift readings, card sales, coupons, invoices, expenses, product sales, cash in hand, daily operations, and tank-wise DSR.

Shift completion

Confirm every shift has the right date, employee, nozzle, card machine, readings, and approval context.

Settlement review

Compare cash in hand, card sales, coupons, invoices, expenses, and product sales before treating the day as closed.

Owner-ready records

Review daily operations and DSR so the owner has a clean day summary and tank-wise stock view.

Web dashboard doc Web Dashboard Daily closing

How to use this documentation

Use this page as an end-user workflow guide. It explains who should use the page, what setup is needed, what steps to follow, what fields matter, and what to check when something looks wrong.

Who should use it

Owner Admin Manager Auditor

Before you start

  • All shifts for the day have been entered or reviewed.
  • Employees, nozzles, card machines, fuel rates, and readings are available.
  • Coupons, invoices, expenses, and product sales are updated where applicable.
  • The user has permission to view shift, daily operations, and DSR pages.

Step-by-step workflow

  1. 1

    Confirm shift check-in rows

    Review date, shift, employee, nozzle assignment, card machine assignment, opening readings, fuel rates, and approval context.

  2. 2

    Review current shift settlement

    Check opening and closing readings, testing litres, litres sold, card sales, coupons, invoices, expenses, product sales, total sale, and cash in hand.

  3. 3

    Open daily operations for the date

    Use daily operations to review all shifts and day-level totals together before sharing or printing records.

  4. 4

    Check DSR and tank movement

    Review opening stock, receipt, meter sales, pump testing, rate, density, net sales, and variation for the relevant tanks.

  5. 5

    Record follow-up items

    If a mismatch remains, record what needs correction before the owner treats the day as final.

Important fields

Cash in hand

A settlement figure that should be reviewed after card sales, coupons, expenses, invoices, and product sales.

Testing litres

Fuel used for testing, which affects net sale quantity and should not be ignored.

Daily operations

The date-wise operating summary used before owner review.

DSR variation

A tank-wise stock signal that should be reviewed before considering the day complete.

Common mistakes

  • Closing the day after checking only total sale.
  • Ignoring card sales, coupons, invoices, expenses, or product sales during cash review.
  • Reviewing DSR before all relevant shift readings are updated.
  • Treating daily operations and DSR as the same report.

Troubleshooting

Cash in hand does not match.

Review card sales, coupons, invoices, expenses, product sales, and testing litres before changing readings.

Daily operations totals look incomplete.

Confirm every shift for the selected date has been entered and reviewed.

DSR variation is high.

Check opening stock, receipt, meter readings, testing litres, dip values, density, and fuel purchase records.

Related documentation

Mobile app equivalents

  • Mobile current shift review
  • Mobile daily dashboard
  • Mobile report review

Screenshot note

  • Uses the existing operational report image. Supporting screenshots already exist for shift readings, daily operations, and DSR.

Start with shift responsibility

Before closing, confirm each shift has the correct date, shift, employee, nozzle assignment, card machine assignment, opening reading, and approval status. A wrong check-in record can affect every later review step.

Review current shift settlement

Use the current shift view to check opening and closing readings, testing litres, litres sold, fuel rate, card machine sales, coupons, invoices, expenses, products, total sale, and cash in hand.

  • Nozzle readings and fuel rates.
  • Card machine totals.
  • Coupon and invoice activity.
  • Expenses and product sales.
  • Cash in hand and total sale.

Check daily operations for the full date

Daily operations gives the date-wise picture after individual shift review. Managers should confirm the full day totals before printing, exporting, or sharing the day summary.

Finish with DSR and tank review

Daily Sales Entry helps review tank-wise opening stock, receipt, meter sales, pump testing, rate, density, net sales, and variation. Use it to catch stock or reading issues before owner review.

End-of-day closing checklist

All shifts for the date are entered
Employee, nozzle, and card machine assignments are correct
Opening and closing readings are reviewed
Fuel rates and testing litres are checked
Card sales are reconciled with card machines
Coupons and invoices are reviewed
Expenses and product sales are checked
Cash in hand and total sale are compared
Daily operations is reviewed for the date
DSR and tank variation are checked

How Petrodweep supports daily closing

  • Petrodweep connects shift check-in, current shift review, daily operations, and DSR so managers can close the day from source records instead of disconnected registers.
  • Cash in hand is easier to understand when card sales, coupons, expenses, product sales, and invoice activity are reviewed together.
  • Daily operations and DSR give owners a cleaner day summary after the manager finishes settlement checks.

Frequently asked questions

Is end-of-day closing one page in Petrodweep?

No. It is a connected workflow across shift check-in, current shift review, daily operations, and DSR.

What should be checked before closing the day?

Check shift responsibility, nozzle readings, card sales, coupons, invoices, expenses, products, cash in hand, daily operations totals, and DSR variation.

Who should perform daily closing?

A manager or authorized admin should complete daily closing, with owners or auditors reviewing the final records where needed.

Related resources

Web Shift Docs

Shift Check In

Document the Petrodweep web shift check-in workflow for selecting date and shift, adding employees, assigning nozzles and card machines, and approving shift entries.

Read next

Web Shift Docs

Shift Readings Report

Learn how the Petrodweep current shift readings report brings together nozzles, employees, coupons, card sales, expenses, products, total sale, and cash in hand.

Read next

Web Report Docs

Daily Operations Report

Understand the Petrodweep daily operations report for date-wise review of nozzles, employees, invoices, coupons, card sales, expenses, products, fuel rates, total sale, and cash in hand.

Read next

Web Report Docs

Daily Sales Entry

Document how to use Petrodweep DSR for tank-wise daily sales entry, opening stock, receipt, meter sales, pump test, rate, density, net sales, and variation review.

Read next

Web Operations Docs

Owner Daily Review Workflow

Learn how owners should review daily petrol pump activity in Petrodweep using the dashboard, current shift, daily operations, DSR, customers, coupons, invoices, cash, card sales, expenses, and reports.

Read next

Need help with this Petrodweep workflow?

Share this documentation link with your team, or contact us if you want the matching workflow explained for your pump setup.