After a storefront shift ends, leaders should review inventory and cash returned from the storefront. The Storefront Closeout Guide walks you through both steps to ensure your unit’s inventory and cash records are accurate.
Before You Begin: Important Guidelines
If you plan to use the Close Out Storefront button, do not manually return inventory or record cash collected beforehand. These steps will be completed within the closeout guide.
Recording Starting Cash (If Applicable)
If you entered starting cash at the beginning of the shift, we recommend recording that amount as collected before starting the closeout process.
To record starting cash as collected:
Go to Manage Cash.
Click the pencil icon next to Cash Due.
Enter only your starting cash amount (not cash from sales).
Proceed to Close Out Storefront.
Step 1: Start the Storefront Closeout Guide
Storefronts can be closed out for up to 72 hours after the end of the last shift.
Storefronts available for closeout appear on the tab "Ready for Closeout" of the Manage Storefronts™ page.
Click the blue Close Out Storefront button to begin.
Important: The 72-hour limit is built into the system and cannot be extended.
You’ll be presented with a summary of the sales for each shift.
Once you’ve looked at the summary, click Next to update the inventory returned from the storefront.
Step 2: Review and Return Inventory
How Inventory Is Calculated
If you transferred inventory to the storefront in Trail’s End:
The system will display the anticipated inventory expected to return based on sales.
What You Should Do
Manually count the physical inventory for each product.
Compare the count to the anticipated amount.
If the amounts differ, enter the actual quantity in the Actual column.
Select a reason for the difference (if known).
If unsure, the most common reason is a transaction error.
Click Save to complete the inventory return.
What This Does
Returns inventory to your unit’s inventory.
Saves adjustments for tracking purposes.
Updates inventory counts only (does not change sales totals or Council invoices).
Step 3: Review and Record Cash
After completing inventory, you will see the amount of cash expected to return from the storefront.
Option A: Use Cash to Credit™
You may convert some or all of the cash to credit by charging a credit card and keeping the cash.
Enter the amount to convert.
Enter your credit card information.
Click Pay Now.
You will receive:
A confirmation screen
An email receipt
Click Complete Storefront Closeout to finish.
Cash to Credit earns an additional 0.25 rewards points per dollar, split among Scouts who worked the storefront.
See: How do the Cash to Credit points work?
Option B: Skip Cash to Credit™
If you choose not to convert cash to credit:
Toggle off the Cash to Credit option.
Complete the closeout guide.
Go to Manage Cash to record the cash collected. See Managing Storefront Cash
Note: The storefront will not show as closed out if cash is still due.
Additional Notes About Storefront Closeout
Only storefronts with inventory or cash due can be closed out.
Closed storefronts appear on the Past tab
If you want to redo the closeout:
Move inventory back to the storefront to reopen the closeout guide OR "un-collect" the cash due in the Manage Cash section.
Special Inventory Note
If you did not transfer inventory to the storefront and inventory went negative:
The closeout guide will transfer negative amounts back to unit inventory.
This will zero out negative storefront inventory and adjust unit totals accordingly.
Is There a Report for End-of-Day Inventory and Sales?
Yes. Leaders can download a daily Sales Summary report.
To Access the Report:
Go to Manage Storefronts™.
Click Manage for the storefront.
Click the down arrow beneath the storefront.
Select Reporting.
Click Export Sales Report.
How Do I Reopen the Storefront Closeout Guide?
The closeout guide is available for 72 hours after the last shift ends.
Within that timeframe, the guide will reopen if:
Inventory is moved back to the storefront.
A cash sale is added.
Cash collected is changed so cash becomes due again.
If any of these occur, the storefront will return to Ready for Closeout status.
What If I Miss the 72-Hour Closeout Window?
If you miss the deadline, you must manually close out the storefront:
Go to Manage Storefronts™.
Record cash collected under Manage Cash.
Transfer inventory from the storefront to your unit under Inventory.
The 72-hour deadline is hard-coded and cannot be extended.
Why Can’t I Close Out My Storefront?
The Closeout Guide only appears if there is:
Inventory at the storefront, or
Cash due from the storefront.
If neither exists, the closeout option will not appear.