Cash register and POS

This page describes how a cashier and an administrator work with a cash register: selecting a cash register, opening a session, creating a receipt, searching and scanning items, and the main actions in POS.

Where to find it

• POS: “Retail” → “Operations”.
• Sessions: “Retail” → “Operations” → “Sessions”.

Before you start

1. Make sure the cash register is configured and available on your computer (see Settings).
2. Open a session for the selected cash register.

If there is already an open session for the cash register, you will not be able to open a second session.

Working with a receipt

In POS, you usually see:

• the current cash register and open session;
• the customer (if selected);
• receipt lines (item, quantity, price, discount);
• totals: amount, discount, To pay.

Adding items

Available methods depend on your configuration. Most commonly used:

• item search (by name/code);
• barcode scanning — scan the code and the system will add the item to the receipt.

If a barcode is not recognized, the system will notify you.

Changing quantity

You can change the line quantity manually (in the receipt line) or using the on-screen numeric keypad, if it is enabled in your configuration.

Discounts

Depending on enabled modules and settings, the receipt line may provide:

• selecting a discount type;
• a manual discount;
• discount calculation by rules.

See also: Discounts in sales.

New receipt

POS provides the “New receipt” action — it clears the current receipt and creates a new one within the selected session.

Customer

You can select a customer on the receipt (for example, by discount card or manually — depends on the configuration).

Proceeding to payment

Payment is processed in a separate form. See details in Retail payments.

Returns

A return is usually processed based on the original receipt: select a receipt in the list and run the “Return” action.

The detailed procedure (including return payment and typical restrictions): Returns.