POS Module Guide
Use POS for counter sales, receipts, returns, cash drawer activity, shifts, payments, offline expectations, stock deduction, permissions, and fraud controls.
POS is designed for fast selling at a counter, store, branch, or field location. It affects cash handling, stock deduction, receipts, customer history, taxes, payment reconciliation, and shift reporting.
POS Daily Workflow
- Open or confirm your shift if shift controls are enabled.
- Select the correct branch, POS counter, warehouse, or stock source.
- Add items by search, SKU, barcode, or scanner where available.
- Confirm quantity, price, tax, discount, customer, and payment method.
- Complete payment and issue receipt.
- Process returns or refunds only according to policy.
- Close shift, count drawer, and review payment totals where required.
POS Controls
| Control | Why It Matters |
|---|---|
| Shift opening and closing | Links sales, cash, users, and time period. |
| Cash drawer | Supports cash accountability and end-of-day reconciliation. |
| Payment methods | Separates cash, card, mobile money, bank, voucher, or credit payments. |
| Returns and refunds | Protects stock, cash, and customer records from unsupported reversals. |
| Stock deduction | Ensures sales reduce the correct warehouse or counter stock. |
| Permission rules | Limits discounts, refunds, drawer actions, voids, and price overrides. |
Offline Expectations
If your organization uses offline-capable POS or mobile workflows, users should know which actions can continue offline, how receipts are handled, how pending sales sync, and what to do before repeating a transaction. If payment confirmation is uncertain, do not create duplicate sales without checking the payment provider or shift report.
Fraud And Error Controls
- Every cashier should use their own account and shift.
- Discounts, refunds, voids, and drawer adjustments should follow approval rules.
- Receipts should match payment references and customer requests.
- Cash drawer counts should be reviewed before closing the shift.
- Repeated returns, cancelled sales, and price overrides should be reviewed by a manager.
Common POS Issues
- Wrong warehouse or counter selected before sale.
- Payment deducted but sale not completed or receipt not generated.
- Return processed without linking to the original sale.
- Cash drawer does not match payment totals after shift close.
- Offline sale is pending and cashier repeats it, creating a duplicate.
Need help with this topic?
Capture the module, record number, branch or warehouse, user, visible message, and what you expected to happen before contacting support.