Skip to main content

Cash register and POS

This page describes how a cashier and an administrator work with a cash register: selecting a cash register, opening a session, creating a receipt, searching and scanning items, and the main actions in POS.

Where to find it​

  • POS: “Retail” → “Operations”.
  • Sessions: “Retail” → “Operations” → “Sessions”.

Before you start​

  1. Make sure the cash register is configured and available on your computer (see Settings).
  2. Open a session for the selected cash register.

If there is already an open session for the cash register, you will not be able to open a second session.

Working with a receipt​

In POS, you usually see:

  • the current cash register and open session;
  • the customer (if selected);
  • receipt lines (item, quantity, price, discount);
  • totals: amount, discount, amount due.

Adding items​

Available methods depend on your configuration. Most commonly used:

  • item search (by name/code);
  • barcode scanning — scan the code and the system will add the item to the receipt.

If a barcode is not recognized, the system will notify you.

Changing quantity​

You can change the line quantity manually (in the receipt line) or using the on-screen numeric keypad, if it is enabled in your configuration.

Discounts​

Depending on enabled modules and settings, the receipt line may provide:

  • selecting a discount type;
  • a manual discount;
  • discount calculation by rules.

See also: Discounts in sales.

New receipt​

POS provides the “New receipt” action — it clears the current receipt and creates a new one within the selected session.

Customer and contact to send the receipt​

You can select a customer on the receipt (for example, by discount card or manually — depends on the configuration).

During payment, the “Send receipt to” field may be available — enter a phone number or an email address to send the receipt to the customer.

Proceeding to payment​

Payment is processed in a separate form. See details in Retail payments.

Returns​

A return is usually processed based on the original receipt: select a receipt in the list and run the “Return” action.

The detailed procedure (including return payment and typical restrictions): Returns.

Marked goods​

If an item requires a marking code, the system may require mandatory scanning of the marking code. Details: Marked goods (marking codes).