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Point of Sale · Reference

Actions and results

What each Point of Sale button and automatic behaviour does, with worked numbers and what the system refuses.

On this page (38)

POS setup (API)Registers (API)Till - Workspace Till - Open register Switch cashier (API)Register sessions Till - Sell / Cash in-out Cash movements Till - Close session Approve close (API)Selling Till - Sell Selling (API)Till - Payment Till - Receipt Till - Sell / Return Returns Void a bill (API)Till - Pop-ups Suspended sales (API)Suspended sales Promotions Coupons Loyalty Gift cards Vouchers Store credit Offline selling Device enrolment POS dashboard POS sales and returns lists Exceptions and audit log Device monitor Pending transactions Provider settlement (API)POS features and field settings Registers Planned screens

POS setup (API)

Action	When	What you do	What happens
Make the company able to sell (setup call)	pos.configure; a test company with no POS data	POST /pos/setup; then POST it again	First call creates 7 payment methods, 14 reason codes and profile RETAIL (tax-inclusive, blind close, line 10 %, bill 5 %, tolerance 5, approval above 50, safe drop 5,000, drawer max 10,000, denominations 1000 to 0.25). Second call creates nothing new (all counts 0)

Registers (API)

Action	When	What you do	What happens
Create a register	pos.configure; a profile exists	POST /pos/registers with code 'pos01', name 'Front counter'	Register POS01 (upper-cased), state closed, active, profile = oldest active profile; audit register.created. Registers screen lists it with Session '-'
Duplicate or empty register code	POS01 exists	Create again with code POS01; then with an empty code	'A register with this code already exists.' and 'A register needs a code.'
Put a register in maintenance	POS01 closed	PATCH state = maintenance; try to open a session; then PATCH state = banana	Open refused: 'POS01 is maintenance and cannot be opened.'; banana -> 'banana is not a register state.'

Till - Workspace

Action	When	What you do	What happens
Open the till from the menu	Cashier with pos.view and pos.sell; POS01 exists	Point of Sale > Point of sale > Launch POS	Full-screen till opens over the ERP with the register card POS01; header ONLINE; 'Leave POS' returns to the ERP. 'Register workspace' and 'My session' open the same till
Bootstrap loads everything for offline use	POS01 exists, products with sale enabled	Press Open session on the card; then in the browser turn the network off and reload the till	Products, tenders, reason codes, promotions, profile and session are cached; the till still opens and shows OFFLINE (a fresh online load is needed after an offline browser restart)
Heartbeat and last seen	Open till	Check the register's last seen after loading the till	Last seen updates when the till loads (bootstrap) and when it syncs; the till never calls the heartbeat route

Till - Open register

Action	When	What you do	What happens
Open a session with a typed float	POS01 closed, no live session; profile RETAIL	Open session > type float 500.00 > Open session	Session numbered from the central sequence (e.g. S-10052); register state open; opening-float journal posted between cash drawer and cash-transfer accounts; cashier recorded; toast 'Session ... open'
Open a session with a note-and-coin count	As above	Count 500 x 1, 100 x 5, 50 x 2 and 20 x 5 (total 1,200.00); Open session	Counted opening cash 1,200.00 becomes the float; session opening_float 1,200.00
Denomination count must equal the float (API)	As above	POST /pos/sessions with opening_float 1350.00 and denominations {500: 2, 100: 3} (counts to 1,300.00)	Refused: 'The denomination count comes to 1300.00, not 1350.00.' No session created
Fixed-float profile	Profile opening mode = fixed, float 500.00	Open with 400.00; then with 500.00	400 refused: 'This register opens on a fixed float of 500.00.'; 500 opens
Negative float refused	As above	Open with float -5	'Opening float cannot be negative.'
One live session per register	POS01 has an open session	Try to open another from the workspace (button reads Continue) and by API	API: 'POS01 already has session S-10052 open.' (conflict); two simultaneous opens create exactly one session and one opening-float journal

Switch cashier (API)

Action	When	What you do	What happens
Hand the drawer to the next cashier	Open session; second user is a member of the company	POST /pos/sessions/{id}/cashier with that user's id	Session stays open with the same float; first cashier's row gets an end time and the second starts; session detail lists both with method 'pin'; audit session.cashier
Switch on a closed session	A closed session	Switch cashier	'The session is not open.'

Register sessions

Action	When	What you do	What happens
Session list and detail	A few sessions exist	Point of Sale > Operations > Register sessions; compare with GET /pos/sessions/{id}	Newest first (max 200): Session, Register, Business date, State, Float, Counted, Variance. Detail adds totals and the cashier history

Till - Sell / Cash in-out

Action	When	What you do	What happens
Cash in	Open session, float 500.00	F11 > Cash in > amount 100.00 > reason 'Change from bank' > Record	Toast 'Drawer now 600.00'; movement recorded (+100.00); opening journal-style transfer journal posted once; audit cash.in
Cash out	Drawer expected 600.00	Cash out 50.00 reason 'Courier'	Movement stored as -50.00; drawer now 550.00; audit cash.out (shows in the exception view)
Safe drop	Drawer expected 1,250.00	Safe drop 700.00 reason 'Bank deposit'	-700.00; drawer 550.00; safe_drop movement listed under Cash drops and in the exception view
Cannot take out more than the drawer holds	Drawer expected 1,100.50	Cash out 1,200.00	'The drawer holds 1100.50, so 1200.00 cannot be taken out.' Nothing moved
Zero or unknown movement	Open session	Amount 0; then (API) kind 'steal'	'Enter an amount greater than nothing.' and 'steal is not a cash movement.'
Retry of a cash movement does not move cash twice	A movement was sent with a uuid	Send the same uuid again (timeout retry)	Second call returns the first movement; drawer and journal unchanged
Cash movement made offline	Network off; open session	Record Cash in 20.00	Toast 'Queued - will sync'; after reconnect it uploads as cash_movement, accepted; movement flagged offline

Cash movements

Action	When	What you do	What happens
Cash in/out and Cash drops lists	Movements of several kinds exist	Operations > Cash in / cash out; then Cash drops	First lists all kinds (200 rows, newest first); Cash drops shows only safe drops

Till - Close session

Action	When	What you do	What happens
Expected cash worked example	Float 500.00; cash sales (cash received less change) 1,250.50; cash in 100.00; cash out 50.00; safe drop 700.00	Close (API closing figures with a non-blind profile) or read the close_totals on the session	Expected = 500.00 + 1,250.50 + 100.00 - 50.00 - 700.00 = 1,100.50. Card, QR, gift-card tenders add nothing
Blind close hides the expected figure	Profile blind close = Yes; open session	Close tab; read the screen and the closing route	Expected cash, cash sales and cash movements are empty (null) in the server answer, not just hidden on screen
Close inside tolerance	Expected 1,100.50; tolerance 5.00	Count 1,098.00 (variance -2.50); no reason; Close session	Session closed; variance -2.50; register closed; posted to Finance once; toast 'closed - variance -2.50'
Close outside tolerance needs a reason	As above	Count 1,090.00 with no reason; then with reason 'Short change'	First: 'The count is -10.50 against what was expected. Give a reason before closing.'; second closes with variance -10.50
Large variance waits for approval	Approval threshold 50.00	Count 1,040.00 (variance -60.50) with a reason	Session state approval_pending; register close_pending_approval; no Finance posting yet; the register cannot open a new session meanwhile
Close with a negative or mismatching count	Open session	Counted cash -1; then typed 1,100.00 with a table counting 1,098.00	'Counted cash cannot be negative.' and 'The count comes to 1098.00, not 1100.00.'
Closing posts the session to Finance	A closed session with cash 1,000.00, card 63.00 and VAT	Open the session's journal in Finance	One balanced journal: cash drawer and card clearing debited by tenders, revenue and output VAT credited; posted_at and journal id on the session; closing again changes nothing
Close offline, then sync	Network off; open session	Close the session offline; reconnect	State closed_pending_sync while offline; the session_close item uploads, session becomes closed and is posted to Finance

Approve close (API)

Action	When	What you do	What happens
Second person approves	Session approval_pending; user with pos.variance.approve who did not count	POST approve-close granted = true	Session closed; approved by and at recorded; register closed; session posted to Finance
Counter cannot approve own close	As above, same user	approve-close as the user who counted	'A close is approved by somebody other than the person who counted it.'
Refuse the variance	Session approval_pending	approve-close granted = false, reason 'Recount'	Session goes to variance_review, register 'closing'; cashier can count again with Close session and a new figure; audit session.close_refused

Selling

Action	When	What you do	What happens
Late offline bill after the session was posted	Session closed and posted; an offline bill from that session arrives	Sync the bill	Bill accepted into the closed session; supplemental journal posted once; expected cash on the closed session unchanged (frozen)

Till - Sell

Action	When	What you do	What happens
Scan a product by barcode	Open session; Milk barcode 6291000000011 (test)	Type the barcode, Enter	Milk 10.50 added qty 1; scanning again increases the quantity to 2 on the same line (only when price, unit and discount match)
*Quantity multiplier 3code**	As above	Type 3*6291000000011, Enter	One line Milk qty 3, 31.50
Packaging barcode	Milk has a 6-pack barcode, ratio 6, name 'Carton'	Scan the carton barcode	Line unit Carton, price 10.50 x 6 = 63.00, base quantity 6 (stock moves 6 units)
Scale barcode with embedded weight	Product with PLU 00123, prefix 21, mode weight, 3 decimals, price 8.00/kg	Scan 2100123012503	Quantity 1.250 kg x 8.00 = 10.00 gross; line marked weighed from barcode_weight. A barcode with a wrong check digit is not treated as a scale barcode
Scale barcode with embedded price	Same product, mode price, 2 decimals	Scan 2100123010004	Price 10.00, quantity 1, weight source barcode_price
Search and price check	Open session	F1 type 'milk', click the hit; F5 type 'bread'	F1 adds the product; F5 only shows the price. Up to 25 hits; no hit -> 'Nothing matches.'
Tax-inclusive line worked example	Profile tax-inclusive, VAT 5 %	Sell Milk x 1 for 10.50	Net 10.00, VAT 0.50, total 10.50 (net = 10.50 / 1.05)
Three-line basket worked example	As above	Sell Milk x 2 (21.00), Bread x 1 (5.25), Chocolate x 1 (3.99)	Net 20.00 + 5.00 + 3.80 = 28.80; VAT 1.00 + 0.25 + 0.19 = 1.44; total 30.24 (VAT line on the till and on the receipt show 1.44)
Rounding to the nearest 5 fils	Profile cash rounding 0.05; the basket above (30.24)	Complete the sale	Rounding +0.01, TOTAL 30.25 (604.8 steps round to 605). A 10.12 basket rounds to 10.10 (rounding -0.02)
Line discount inside the limit	Rice 20.00 x 2; line limit 10 %	F4 discount 4.00 on the line (10 %)	Gross 40.00 - 4.00 = 36.00; net 34.29, VAT 1.71, total 36.00; sale completes with no approval
Line discount above the limit needs a manager	As above	Discount 4.01 (10.03 %) and finish	Server answers 409 'An independent manager must approve this discount.'; a pending approval and an audit row are kept; no sale, no stock move
Bill discount worked example	Basket 100.00 (net 95.24, VAT 4.76); bill limit 5 %	Bill disc. 5.00; then 5.01	5.00: payable 95.00 (exactly 5 %, allowed). 5.01: needs approval. Discount larger than the bill: 'A bill discount cannot exceed the bill.'
Discount larger than the line	Milk x 1 (10.50)	Line discount 11.00 (API)	'A discount cannot exceed the line.'
Void a line and cancel the transaction	Cart with 3 lines	Select a line, Del; then Cancel Esc	Line removed; Cancel empties the cart and toast 'Transaction cancelled'; nothing is sent to the server
Price override	Profile allow price override Yes / No	Press Price, enter 9.50 on Milk	No: dialog says the profile does not allow overrides. Yes: price changes to 9.50 with no manager approval or reason asked
Customer on the bill	Online; customer 'Test Customer LLC' exists	F2 type 'Test', choose it; sell; open the bill	Customer stored on the bill; offline the search finds nobody and Walk-in is used
Keyboard shortcuts	Sell screen	F1, F2, F3, F4, F5, F6, F7, F8, F11, F12, Del, Esc, Ctrl+L, Ctrl+R; then F9 and F10	Each opens its function. F9 and F10 go straight to a whole-balance Cash and Card tender
Arabic and right-to-left	Switch the ERP to Arabic	Open the till and the POS lists	Labels in Arabic as in the field list; amounts and layout correct

Selling (API)

Action	When	What you do	What happens
Server recalculates and checks the till's total	Open session	POST a bill whose lines come to 30.25 but total says 30.10	'The till says 30.10 and these lines come to 30.25. The bill was not recorded.' A difference of 0.01 is accepted
Refuse bad lines	Open session	Send: qty 0; negative price; archived product; unknown product; 501 lines	'A line needs a quantity.'; 'A price cannot be negative.'; '<code> is archived and cannot be sold.'; 'Record not found.'; 'A bill takes at most 500 lines.'
Stock is taken in the same transaction	Stocked product with 5 units at the register warehouse	Sell 2; then try to sell 4	First: stock 3, picking and valuation layer created, COGS/inventory journal balanced. Second refused 'Only 3.0000 of <code> is available at <warehouse>.' and no bill is created
Register without a warehouse	Register has no warehouse; stocked product	Sell it	'Set a warehouse on this POS register before selling stocked goods.'
Session not open takes no bills	A cancelled or draft session id	Post a bill to it	'Session ... is ... and takes no bills.' (Closed and approval-pending sessions still take late bills)
Same bill uuid sent twice	A bill was recorded	POST the identical bill again	Second answer returns the same bill id and number with duplicate = true; one bill, one stock move, one journal effect
Return with no original bill	Open session	POST kind return with no origin	Accepted as a blind return with no check on quantity or price

Till - Payment

Action	When	What you do	What happens
Cash sale with change	Basket 30.24 (no rounding)	PAYMENT F12 > quick cash 50 > Complete sale	Change 19.76 shown; bill paid 50.00, change 19.76; expected cash rises by 30.24 (50.00 - 19.76)
Exact card sale	Basket 63.00	PAYMENT > Card > Complete sale	Tender 63.00 on CARD; no change; drawer expected cash does not change
Split cash and card	Basket 63.00	Quick cash 40 then Card (takes the 23.00 balance) > Complete sale	Two tenders 40.00 CASH and 23.00 CARD; expected cash +40.00 only; close totals list both tenders
Underpayment refused	Basket 30.25	(API) payments CASH 20.00	'The bill is 30.25 and the payments come to 20.00.'
Overpayment on a method that gives no change	Basket 30.24	(API) single CARD tender of 40.00	'The overpayment has no cash tender that can give change.' When a CASH tender is also present the change is given on cash
Change sent by the till is checked	Basket 30.24, cash 50	(API) stated change 25.00	'The stated change is greater than the payment overage.'
Online-only tenders when offline	Network off; payment screen	Open the payment panel	QR, gift card, voucher, store credit and customer account buttons are hidden; Cash and Card remain (Card is 'allowed with limit')
Payment method limits	Card max amount 5,000.00	(API) CARD 6,000.00	'Card takes at most 5000.00.'
Card payment is manual	Card tender	Complete a card sale	Till records a card tender with no terminal call and no authorisation code; the payment-intent routes exist but the till does not use them

Till - Receipt

Action	When	What you do	What happens
Receipt screen after a sale	A completed sale	Look at the receipt panel	Receipt number POS01-YYYYMMDD-000nnn, Change, Recorded: 'Sent' (online) or 'Queued - will sync' (offline); New sale clears it
Print / reprint	A receipt on screen	Print / reprint (or Ctrl+R)	Browser print opens and 'Print recorded' (first) or 'Reprint recorded'; on a non-fiscal profile the till prints locally. On a fiscal profile it first checks legal issuance
Fiscal issuance on a fiscal profile	Profile fiscal_required on; adapter registered	Sell online	Bill goes straight to the server (never queued); fiscal status accepted with a Legal ID; rejected or unknown shows an exception and the receipt is not printable as compliant
Printer failure keeps the legal identity	Accepted fiscal receipt	Record a print as failed, then printed (same legal id, new key)	First attempt 'original' failed; second is a 'reprint' with the same legal id; a repeat of the same key changes nothing; unissued receipt -> 'The receipt is not legally issued and cannot be printed as compliant.'
Receipt number format	Register code POS01, business date 2 Oct 2026	Sell three bills	POS01-20261002-000001, -000002, -000003; the counter is the device's own and restarts on a new date

Till - Sell / Return

Action	When	What you do	What happens
Return a whole bill	Bill with Milk x 2 = 21.00 paid in cash	F8 > receipt number > Find > Return these > pay > Complete	Return bill total -21.00; cash tender -21.00 so expected cash falls by 21.00; stock goes back at the original cost; journal negative
Partial returns cannot exceed what was sold	Bill with Milk x 3	Return 1 (API with origin_line), then 2, then 1 more	First two succeed (remaining 0); third refused 'Return quantity exceeds what remains on the original sale.'
Return reuses the original price and discount	Original: Rice 20.00 x 2 with 4.00 line discount; promo no longer active	Return 1 unit	Refund 18.00 (half of 36.00), promotion not re-applied; net 17.14, VAT 0.86

Returns

Action	When	What you do	What happens
Returns list	Returns exist	Operations > Returns; Transactions > POS returns	Both list kind = return bills with negative totals

Void a bill (API)

Action	When	What you do	What happens
Void a bill with a manager	User with pos.void; manager id; bill in a posted or open session	POST /pos/sales/{id}/void with reason 'Scanned twice' and approver	Bill state voided (never deleted); approval row granted; stock reversed; expected cash falls by the cash taken; in a posted session a supplemental reversing journal is posted
Void refusals	A bill	No reason; no approver; void twice; void a coupon / loyalty / gift-card bill	'A void needs a reason.'; 'A void after the sale needs a manager's approval.'; 'This bill is already void.'; 'Coupon, loyalty and stored-value sales must be reversed with an original-sale return, not a void.'

Till - Pop-ups

Action	When	What you do	What happens
Hold a bill	Cart with Milk x 2; Suspended sales switch on	F6; then add another sale; F7	Cart clears, toast 'Bill held - F7 to recall'; stock for the lines is reserved for 30 minutes; F7 lists the held bill
Recall a held bill	A held bill	F7 > Recall	Cart restored; hold consumed once; a second recall is refused ('This held sale is no longer active.')
Held stock cannot be sold from under the hold	1 unit left; held on till 1	Sell the last unit on till 2	Refused: 'Only 0 of <code> is available ...' (the hold owns it); completing the held bill on till 1 works

Suspended sales (API)

Action	When	What you do	What happens
Cancel or expire a hold	A hold; wait past 30 minutes or DELETE it	Cancel one; let another expire (scheduler)	Reservation released in both cases; state cancelled / expired; recalling an expired hold -> 'This held sale's stock reservation has expired.'
Empty or invalid hold	Open session	Hold an empty cart; a line with quantity 0	'There is nothing to hold.' and 'A held line needs a positive quantity.'

Suspended sales

Action	When	What you do	What happens
Menu entry shows 'Not built yet'	Menu Operations > Suspended sales	Open it	Planned placeholder appears although the backend and the till hold/recall work

Promotions

Action	When	What you do	What happens
Percentage promotion	Promotion MILK3: 10 %, product Milk, min quantity 3	Sell Milk x 3 (31.50)	Promotion 3.15; line 28.35; net 27.00; VAT 1.35; total 28.35. Milk x 2 gets nothing
Special-price promotion	Special price 8.00 on Milk, min quantity 2	Sell Milk x 2 (21.00)	Discount 21.00 - 2 x 8.00 = 5.00; line 16.00; net 15.24, VAT 0.76
Fixed-amount promotion	Fixed 2.00 on category Beverages	Sell 1 x 1.50 drink and 3 x 10.50 drink	2.00 is taken once per line, never more than the line (1.50 line -> 1.50 discount)
Priority and stacking	Rule A 10 % priority 10 not stackable; rule B 5 % priority 5	Sell a matching 100.00 line	Only A applies (10.00). With A stackable: A 10.00 then B 5 % of the remaining 90.00 = 4.50 (total 14.50); codes joined 'A+B'
Validity window, weekday and time	Rule 16:00-18:00 on Friday only	Sell at 17:00 Friday, 17:00 Saturday, 19:00 Friday	Applies only on the first. Test around midnight and early evening because the server uses the UTC sale time
Offline eligibility	Rule with Allowed offline off	Sell offline	Rule ignored on the offline bill, till and server agree on the total
Server wins over the till	A rule the till does not know yet	Sell with a stale cache	Server recalculates; if its total differs the bill is refused with the 'The till says ...' message
Create and edit a promotion	Company admin	Pricing & promotions > Promotions > New promotion; fill Code, Value; Save; Edit; Discard	Saved record opens view-first; Edit/Save/Discard work; duplicate code 'Promotion code already exists.'; value 150 % -> 'Enter a valid promotion value.'

Coupons

Action	When	What you do	What happens
Percentage coupon	Coupon WELCOME10: 10 %, min basket 50.00	Online sale 120.00 (net 114.29, VAT 5.71); F9 Coupon WELCOME10	Discount 12.00; payable 108.00; coupon redemption counted once; code shown in totals
Fixed coupon larger than the basket	Fixed 20.00, min basket 10.00	Basket 15.00	Discount limited to 15.00; payable 0.00
Coupon refusals	Coupons with limits	Unknown code; expired; basket below minimum; used up; second use by the same customer; no customer when limit set; offline; on a return	'Coupon is not valid.'; 'Coupon is outside its validity period.'; 'Coupon needs a basket of at least 50.00.'; 'Coupon has reached its redemption limit.'; 'This customer has already used the coupon.'; 'This coupon requires a customer.'; 'Coupons must be checked online.'; 'Coupons can only be redeemed on a sale.'
Two tills redeem the last use together	Coupon max redemptions 1	Submit two sales with the coupon at the same moment	One is accepted, the other refused (row-locked); redemption count 1
Create and edit a coupon	Company admin	Pricing > Coupons > New coupon; fill Code, Value, Max redemptions 100; Save	Saved; Usage column shows 0/100; Allowed offline is locked off; field rule for End date (Features > Fields) is respected
Return of a coupon sale	A bill with 12.00 coupon discount on 120.00; return half	Linked return of half the lines	Coupon value comes back in proportion (6.00); no new coupon is redeemed

Loyalty

Action	When	What you do	What happens
Earn points	Programme: 1 point per AED, 0.01 AED per point, min 100; customer chosen	Sell 105.00 online	Customer earns 105 points (value 1.05); sale shows loyalty earned 105; walk-in sales earn nothing
Redeem points	Customer balance 600; payable 105.00	F10 Loyalty > 500 > Redeem > pay	Discount 5.00; payable 100.00; balance 100 + points earned on the new total (100) = 200; FIFO lots consumed oldest first
Redeem more than the bill	Payable 3.00; balance 600	Redeem 500	Discount capped at 3.00; only 300 points used
Redeem refusals	As above	50 points; 5,000 points; offline; no customer; on a return	'Enter enough points for the minimum redemption.'; 'Loyalty points balance is insufficient.'; 'Loyalty points must be checked online.'; 'Choose a customer to redeem loyalty points.'; 'Loyalty redemption needs a customer sale.'
Return reverses earned points	Bill 200.00 earned 200, redeemed 0; return 50.00 (ratio 0.25)	Linked return of 50.00	Points reversed 50; balance falls by 50. If points were redeemed on the bill the same ratio is restored with the original expiry
Points expiry run	Programme with expiry days 30; old points	Loyalty > Run expiry (twice)	Toast 'Expired N points across M accounts'; unused points only; second run expires 0 (idempotent); liability released to breakage income
One active programme	Programmes A (active) and B	Save B as Active	A becomes inactive automatically
Create and edit a programme	Company admin	Loyalty > New program; code STD, 1 point per AED, 0.01 per point, minimum 100; Save; Edit	Saved; duplicate code 'Loyalty program code already exists.'; negative rates -> 'Loyalty rates and limits cannot be negative.'

Gift cards

Action	When	What you do	What happens
Issue a gift card	Company admin; online	Gift cards > Issue > value 100.00 > Issue	Banner shows the full token once ('Copy this token now...'); list shows masked code like GC-XXXX-1A2B, balance AED 100.00; issue liability journal posted
Spend a gift card on a sale	Card with 100.00; basket 80.00	Payment > Gift card > paste token > Apply > Complete	Card balance 20.00; liability reduces; tender recorded with the masked reference
Spend more than the balance	Balance 20.00	Pay 30.00 with the card	'Stored-value balance is insufficient.' and no bill
Two simultaneous spends cannot overdraw	Balance 100.00	Two sales of 80.00 at the same moment	One accepted, one refused; balance 20.00
Recharge, expire, reverse	Active card	Manage > Recharge 50.00; Expire / breakage; Reverse a movement	Balance +50.00 with a liability journal; Expire sets balance to 0 and posts breakage; Reverse of a sale-funded movement -> 'Reverse sale-funded stored value through the original sale return.'
Expired or wrong card	Expired card	Use it; use a voucher token on the gift-card method	'This stored-value instrument has expired.' and 'The token does not match this payment method.'
Gift card tender on a void or offline bill	A gift-card sale	Void it; try the card offline	Void refused (use a return); offline -> 'Gift cards and store credit must be checked online.'

Vouchers

Action	When	What you do	What happens
Partial-use voucher	Voucher 50.00	Spend 30.00, then 20.00, then 5.00	Balance 20.00 then 0.00; third refused as insufficient

Store credit

Action	When	What you do	What happens
Store credit belongs to one customer	Credit issued to customer A	Issue without a customer; spend it on customer B's bill	'Store credit belongs to a customer.'; 'This store credit belongs to another customer.'

Offline selling

Action	When	What you do	What happens
Sell with the network off	Open session, products cached; network off	Sell Milk x 1 for cash	Receipt shows 'Queued - will sync'; header OFFLINE with Pending 1; receipt number minted on the till; bill stored in the outbox with its uuid
Automatic sync on reconnect	Pending bills in the outbox	Turn the network on; wait up to 20 seconds or press Sync now	Toast 'Synced N'; pending 0; bills appear in POS sales flagged Offline = Yes; stock and Finance effects happen once
Duplicate protection on sync	A bill already accepted	Replay the same upload (or cut the line during an upload and retry)	Answered 'duplicate'; one bill; no second stock move or journal
Batch upload is partial	Batch of 3: good, bad (unknown product), good	POST /pos/sync	accepted 2, failed 1; the bad one stays in the outbox as failed with its reason and the payload; the good ones are saved
Upload order	Batch sent as: sale, session_open, cash_movement, session_close	Upload	Applied as session_open, cash_movement, sale, session_close regardless of the order sent
Offline bill refused when the profile says online only	Profile offline selling = online_only	Try to sell offline	Till says 'This operation requires a connection.'; server: 'This register is not allowed to sell offline.'
Offline time limit	Profile offline max minutes 30; register last contact 31 minutes ago	Sell an offline bill	Refused 'This register has been offline for more than 30 minutes. Restore the connection before selling again.'; changing the PC clock does not help (server clock)
Offline amount limit	Offline max amount 2,000.00; 1,990.00 already queued	Sell 20.00 offline	Till: 'This sale exceeds the approved offline amount. Reconnect first.'; server: 'This sale would take the register to 2010.00 offline, which is its limit of 2000.00. Sync before selling again.'
Online-only tender on an offline bill	Offline	(API) offline bill paid by QR	'QR / wallet must be authorized online.' no bill, no stock
Coupons, loyalty and gift cards need a connection	Offline	Press Coupon; try Loyalty; pay by gift card	'Coupons require an online check'; loyalty needs online + customer; gift-card button hidden
Hold made offline recalls after sync	Offline hold; reconnect	Hold offline, reconnect, recall on another till	Hold uploaded before the recall; other till can recall once; recall offline is queued as hold_recall
Open a session offline	Signed or unsigned device, network off	Open session; reconnect	session_open uploads; if the server already has a live session it answers with that one (no second drawer)
Receipt numbering offline	Network off	Sell 3 bills	POS01-<date>-000001..3 made on the till; unique per register; after sync the same numbers show in the journal
Upload batch limits and bad items	A batch	201 items; an item with no uuid; an unknown entity	'Send at most 200 items at a time.'; item failed 'The item carries no identifier.'; '<entity> is not something a till uploads.'

Device enrolment

Action	When	What you do	What happens
Secure this device	pos.sync.manage; register with no device	Workspace > Secure this device	Key pair made in the browser, device POS-<uuid> enrolled, register marked 'require signed sync'; Devices list shows state active and last sequence 0
Signed items advance the sequence	Enrolled device with 3 queued bills	Sync	Each item signed (sequence 1,2,3); device last_sequence 3; exact resend is 'duplicate'
Changed payload on a used identity is quarantined	Enrolled device; sequence 4 already used	Resend sequence 4 with a different amount (or reuse the uuid with another payload)	Status 'quarantined' with a conflict id; the original sale is unchanged; Sync conflicts list shows reason sequence_reuse / uuid_reuse
Sequence rollback	Last sequence 10	Send sequence 7 with a new uuid	Quarantined (sequence_rollback)
Unsigned browser on an enrolled register	Register has an enrolled device	Open a session or sync from another browser with no key	'This register requires an enrolled signed device.'; opening needs the signed command
Revoke a device	Active device	POST /pos/devices/{id}/revoke; then sync from it	State revoked; new uploads refused 'This device credential has been revoked.'; earlier bills and conflicts stay; revoking again does nothing; the register stays signed-only
Bad enrolment input	pos.sync.manage	No register; no device; bad key; re-enrol active device with new key	'Choose the register this device belongs to.'; 'Give the device a stable identifier.'; 'The Ed25519 public key is not valid.'; 'Revoke the active device before changing its key or register.'

POS dashboard

Action	When	What you do	What happens
Dashboard figures	Today: 3 sales of 105.00, 1 return of 10.50, 1 offline sale, 1 open session	Open the dashboard	Sales today 315.00, Transactions 3, Average basket 105.00, Returns -10.50 (returns are stored negative), Offline sales 1, Open sessions 1; voided and cancelled bills are excluded

POS sales and returns lists

Action	When	What you do	What happens
Journal filters	Sales, returns, voids, offline bills exist	Open POS sales, POS returns, Voids, Cancelled bills, Offline audit	Each shows the matching kind/state/offline set (100 rows max); columns Receipt, Sold at, Register, Kind, State, Offline, Total

Exceptions and audit log

Action	When	What you do	What happens
Exception view	Voids, closes refused, offline bills, cash outs and drops exist	Transactions > Exception transactions; compare with Administration > POS audit log	Exceptions list only offline items, sale.voided, session.close_refused, price/discount overrides, cash.out, cash.safe_drop; the audit log lists everything

Device monitor

Action	When	What you do	What happens
Monitor every till	Two registers, one with 2 queued items	Hardware > Device monitor	One row per active register: state, pending 2, offline sales on the live session, last sync; needs pos.sync.manage

Pending transactions

Action	When	What you do	What happens
Pending and failed list	Items pending and one failed	Synchronisation > Pending transactions and Failed sync	Both menus open the same list (state, tries, error); count is the full count even if only 200 rows show

Provider settlement (API)

Action	When	What you do	What happens
Reconcile a card batch	Provider adapter and transactions exist; pos.configure	Record capture 105.00 and refund 5.00; reconcile with deposit 98.00, fees 2.00, expected 100.00	Net 100.00 = 98.00 bank + 2.00 fee; one balanced journal (bank, fee expense, clearing); posting once even if repeated
Reconciliation refusals	As above	Deposit 97.00; a reference twice; a transaction already settled; different currency	'Bank deposit plus provider fees must equal captures less refunds.'; 'Send each provider transaction reference exactly once.'; 'A provider transaction is already in another settlement.'; 'All provider transactions must use the settlement currency.'
Card data never accepted	pos.sell / pos.configure	Send a body containing 'cvv' or 'pan'	'Never send or store PAN, CVV, PIN or card track data.'
Unknown card outcome is queried, not recaptured	Adapter that times out	Create a payment intent; resolve it	State unknown (no second capture); resolve queries the provider and ends captured or failed; a bill can only use a captured intent whose amount equals the tender

POS features and field settings

Action	When	What you do	What happens
Turn off Promotions and coupons	Company admin	Applications > Point of Sale > Features: switch off Promotions and coupons	Menu items Promotions, Coupons and POS price rules disappear; new or changed promotions/coupons are refused (capability_disabled); lists still readable; 'Selling' and 'Offline' cannot be switched off
Switch off loyalty / suspended sales / card terminals	As above	Switch each off in turn	Loyalty, gift cards, vouchers, store credit menus go; Suspended sales menu goes and hold routes are refused; card terminal routes (intents, settlements) are refused; reads still work
Coupon end date rule	Features > Fields: Coupon end date	Set Required, then Hidden, then Read only; open a coupon	Required: asterisk and cannot save without an end; Hidden: box gone and an end sent on a new coupon is refused; stored value stays visible and locked
Gift card expiry rule	Fields: Gift card and voucher expiry	Set Required then Hidden; open Issue	Required: 'Expires at *' needed; Hidden: box not shown and an expiry sent is refused

Registers

Action	When	What you do	What happens
Registers, profiles, tenders and reasons are read-only lists	Any POS user	Open POS setup > Registers, POS profiles, Payment methods and Administration > Reason codes	Lists only: no New or Edit button on any of the four; settings can only be changed by API or direct data change

Planned screens

Action	When	What you do	What happens
Not-built screens tell the truth	Any POS user	Open Cashier shifts, Reprints, Return policies, Sales reports and Alert rules	Each shows 'Not built yet', its purpose and 'What is missing', with a disabled button; none shows an empty table or a working-looking button

Updated 3 October 2026