Point of Sale overview
What the Point of Sale module is for, who uses it, and the ideas you need before you open a till.
What Point of Sale does
Point of Sale (POS) is the checkout of your shop. A cashier opens a register session, scans products, takes cash or card, prints a receipt and, at the end of the shift, counts the drawer and closes the session. The system then posts the whole session to Finance as one balanced entry.
The till is a full-screen page that opens over the ERP (Point of Sale > Point of sale > Launch POS). It keeps working when the internet drops: sales are saved on the device and sent to the system when the connection returns.
Who uses it
- Cashiers open sessions, sell, take payments, handle returns and close the drawer.
- Supervisors and managers approve large cash differences, watch the registers and review exceptions.
- Administrators keep promotions, coupons, loyalty and stored-value instruments, and decide which POS features the company uses.
Key ideas
| Term | Meaning |
|---|---|
| Register | One checkout point, for example POS01. It has a code, a state (closed, open, closing, maintenance and so on) and a profile. |
| Session | One shift on a register, from the opening float to the closing count. A register has only one live session at a time. |
| Profile | The rules of a till: whether prices include VAT, discount limits, blind close, variance tolerance and offline limits. |
| Tender | A way of paying: cash, card, QR, gift card, voucher, store credit or customer account. |
| Float | The cash in the drawer when the session opens. |
| Variance | The difference between the cash you count at close and the cash the system expects. |
| Blind close | The cashier counts without seeing the expected figure. |
| Receipt number | Made on the till, in the form POS01-20261002-000001 (register, business date, counter). |
How a sale is calculated
Prices in your shop normally include 5 % VAT. The system works the net amount back from the shelf price: a 10.50 AED item has net 10.00 and VAT 0.50. The server recalculates every bill and compares it with the total the till showed. If they differ by more than 0.01 AED, the bill is refused so the books never carry a figure the customer did not see.
How POS connects to other modules
- Inventory - each sale moves stock out of the register's warehouse in the same step; a return puts it back at the original cost. Stock held on a suspended bill is reserved for 30 minutes.
- Finance - opening floats, cash movements and the closed session post journals. Revenue and output VAT are credited; cash drawer and card clearing are debited.
- Customers - a customer on the bill is needed for loyalty points, store credit and per-customer coupon limits.
- Tax - the VAT on each line follows the product's tax code.
What is not available yet
Several menu entries under Point of Sale show a page marked Not built yet with what is missing: cashier shifts, tender declarations, opening and closing control, POS payments, reprints, price rules, screen layouts, quick keys, hardware profiles, receipt templates, return policies, number series, printer, scale and terminal monitors, most reports, manager overrides and alert rules. Registers, profiles, payment methods and reason codes are shown as lists only; they cannot be created or edited on screen yet.
Next: Getting started.