POS / Getting started
Open and close the POS counter
Count the opening float, review expected cash, choose a cash and cheque handover, and close your POS shift correctly.
A counter session records the cash work of your shift. Billing users need an open counter before completing a sale. Counter access requires the appropriate read/write permissions and a valid working branch/warehouse. Hold-only helpers do not open counters.
Open the counter
- Enter POS Billing. If no counter is open, the opening form appears.
- Check the currency and count the physical opening cash. Enter the number of notes/coins for each displayed denomination; enter quantities, not amounts.
- Review Opening Total. If previous kept cash is suggested, compare the prefilled quantities with what is actually in the drawer and correct them.
- Add Opening Notes where useful, then select Open Counter once.
- Wait for the billing workspace and Counter open status before taking payments.
A register already in use cannot open another counter. If the app reports an existing session, ask the responsible cashier or manager to resolve it. Do not choose another register simply to bypass the message.
Review and count closing cash
- In billing, select Counter open to inspect the current session.
- Review the cash summary, then select Count cash & close. If the live summary is unavailable, refresh before closing.
- In Cash count, count the actual drawer by denomination. Compare counted cash with expected cash and read How expected was calculated.
- Review any difference and add a useful explanation in Closing notes. Do not change your count just to make the expected figure match.
Choose the handover
| Handover mode | What to enter |
|---|---|
| Keep All | The full counted cash stays with the cashier. |
| Full Handover | The full counted cash is handed over; choose Cash handover user. |
| Partial Handover | Split each denomination between Keep Qty and Handover Qty, and select the recipient when handing over money. |
The kept and handed-over quantities must reconcile with the count. If cash is handed over, a receiver is required. The receiver picker needs to load available users; ask your manager if it cannot load or the correct person is missing.
In Cheque Handover, choose Keep or Handover according to what actually happens to each displayed cheque. Handover requires a user for that cheque. Wait for the cheque list to load; if it fails, refresh before closing. Cheques are separate from counted cash; handing over a cheque does not mean it cleared.
Deposit needs verification: the displayed Deposit action may fail with a receiver-required error. Ask your manager or support to verify it before using it. Do not select Keep or Handover to describe an actual deposit incorrectly.
Complete the close
Select Close Counter once, resolve any validation errors, and wait for the closed-session summary. Review counted, handed-over, kept and difference figures. Cash or cheque handover records can still await the recipient’s acceptance; closing is not proof of acceptance.
If an enabled, configured printer cannot print the summary, the app can report Counter closed, but the summary print failed. The counter is already closed; review its result rather than opening/closing again just to print.
You can now sign out. If closing times out or the result is uncertain, check the current counter status before submitting again. Do not assume a connection error proves nothing was saved.