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Retail — user documentation

This documentation describes how to work with the “Retail” section: configuring cash registers, managing sessions, processing sales and returns in POS, applying discounts and discount cards, and taking payments.

If some menu items or actions are missing in your configuration, this is normal: available functionality depends on enabled modules and settings.

Who this section is for​

The “Retail” section is typically used by:

  • Cashier — processes sales and returns, takes payment, prints/sends a receipt to the customer.
  • Senior cashier / administrator — opens and closes sessions, monitors operations for a cash register.
  • System administrator / person responsible for settings — configures cash registers, payment methods, discount cards, and POS parameters.

Contents​

Sections:

Quick start​

Scenario: open a session → process a sale → take payment → close the session​

  1. Open “Retail” → “Settings” and make sure that:
    • cash registers are created and (if needed) linked to computers;
    • payment methods are configured.
  2. Open “Retail” → “Operations” → “Sessions”.
  3. Open a session for the required cash register using “Open session”.
  4. Open “Retail” → “Operations” and start POS.
  5. Add items to the receipt (search / barcode scanning); if needed, apply a discount / discount card.
  6. Proceed to payment, enter amounts by payment methods and confirm.
  7. When finished, run “Close session”.

Scenario: process a customer return​

Processing a return depends on your configuration (for example, a return by the original receipt or a “free return”). Typical steps:

  1. Open POS.
  2. Switch to return mode (if used).
  3. Specify the items and quantities to return.
  4. Process the return payment (cash-out) using the selected payment method.

Details: Returns.

The “Retail” section typically contains groups:

  • Operations — POS, sessions, receipt/operation lists within a session.
  • Settings — directories and parameters that affect how the cash register and payments work.

Typical menu items:

  • “Retail” → “Operations” → “Sessions” — open/close and monitor sessions.
  • “Retail” → “Operations” — POS.
  • “Retail” → “Settings” — section parameters.

Terms​

Cash register​

A workplace used to process sales and returns. As a rule, a cash register is linked to a specific computer/device.

Session​

A period of cash register operation between opening a session and closing a session. POS operations are performed within an open session.

POS​

A cashier screen for processing sales and returns: creating a receipt, adding items, applying discounts, and proceeding to payment.

Receipt​

The result of processing a sale or return: list of lines, prices, discounts, amount due, and payment method(s).

Payment method​

A rule by which money is received (for example, cash or bank card) and the related financial operations are formed.

Discount card​

A customer card that can be used to provide a discount and/or identify a customer on the receipt.