Monitor tills and review exceptions

Use the dashboard, the lists, the device monitor and the audit log to see what the tills are doing and what needs a second look.

Required permission: pos.view, pos.sync.manage, pos.report.view

Before you begin

  • pos.view shows the dashboard and the lists.
  • pos.sync.manage is needed for the Device monitor.
  • pos.report.view is needed for the audit log and the exception views.

The POS menu is shown to everybody. If you open a page without the permission, the system refuses it.

The dashboard

Open Point of Sale > Dashboard. Eight tiles show the trading day on the server date: Sales today, Transactions, Average basket, Returns, Open sessions, Registers, Offline sales and Pending sync. There are no filters.

Example: three sales of 105.00, one return of 10.50 and one offline sale, with one session open, show Sales today 315.00, Transactions 3, Average basket 105.00, Returns -10.50 (returns are stored as negatives), Offline sales 1, Open sessions 1. Voided and cancelled bills are excluded.

The lists

Each list shows the newest rows first (100 or 200 rows).

MenuShows
Operations > Register sessionsSession, Register, Business date, State, Float, Counted, Variance
Operations > Returns, Transactions > POS returnsReturn bills (negative totals)
Transactions > POS sales, My transactionsSales bills: Receipt, Sold at, Register, Kind, State, Offline, Total
Transactions > Voids, Cancelled billsBills voided or cancelled
Operations > Cash in / cash out, Cash dropsDrawer movements; Cash drops only safe drops
Synchronisation > Offline auditBills taken offline
Pending transactions, Failed syncItems waiting to sync, with State, Tries, Error (both menus open the same list)

Steps: review the day

  1. Open Dashboard and compare Open sessions with what you expect.
  2. Open Register sessions and look at the Variance column. Open sessions awaiting approval need a second person (Close a session).
  3. Open Cash drops and Cash in / cash out for unusual amounts.
  4. Open Voids and Returns for anything surprising.
  5. Open Pending transactions and make sure nothing is stuck.

Device monitor

Open Point of Sale > Hardware > Device monitor (or Synchronisation > Sync monitor or Device status). You see one row per active register: Register, State, Pending sync, Offline sales (on the live session) and Last sync. Use it to find a till that has been offline too long. Inactive registers are left out.

The last-seen time updates when the till loads and when it syncs.

Exceptions and the audit log

Open Point of Sale > Transactions > Exception transactions (or Reports > Exception reports). This keeps only the unusual:

  • Offline bills
  • Voided sales
  • Refused closes
  • Price and discount overrides
  • Cash out and safe drops

Administration > POS audit log lists everything: When, Action, Register, User, Offline, Reason. Every sensitive action leaves a row, for example session.opened, cash.out, cash.safe_drop, sale.voided, session.close_refused and discount override requests.

Reports

Only Exception reports and Offline / sync reports show data today. Sales, cash, payment, session, cashier, product, promotion and return reports show Not built yet.

What a good review looks like

CheckWhy it matters
Variance column on closed sessionsSpots cash shortages early
Safe drops vs cash salesDrawers should not hold more than your threshold
Voids and who approvedA void needs a reason and an approver
Offline bills and Failed syncFailed items are sales not yet recorded
Approval pending sessionsRegisters cannot reopen until decided

Good to know

  • A session closed with a late offline bill gets an extra journal; its expected cash stays frozen.
  • The pending count shows the full count even if only the first 200 rows are listed.
  • Lists are read only. To correct anything, use the proper process: return or void, a new cash movement, or a recount.