POS counter (Sales)
The shop counter inside Sales: barcode scanning, shifts and the cash drawer. Business Pro or the POS add-on.
What POS is for
Use POS for fast, day-to-day counter sales. A completed sale uses the shared products, inventory, customer, payment and accounting systems; POS does not maintain separate books or stock.
Set up the POS counter
Confirm the terminal, warehouse, products, prices, payment accounts and receipt settings before opening the register.
Daily POS workflow
Follow the session workflow so sales, payments and drawer balances remain traceable.
- 1Open session
- 2Add items
- 3Take payment
- 4Issue receipt
- 5Close session
Run and control a session
A session ties one cashier’s activity to a terminal, warehouse and cash drawer.
- Cash Management
Record legitimate pay-ins and pay-outs during the shift so expected cash remains explainable.
Open ↗ - Held sales
Use holds for interrupted checkouts instead of creating incomplete duplicate orders.
- Returns
Start from the original order so quantity, payment and audit history remain linked.
Open ↗ - Close-out
Count actual cash, compare it with expected cash, record notes and complete the session.
What each POS action records
Each confirmed POS action updates connected records. Review the originating order or session instead of recreating its effect elsewhere.
- After checkout
- The order is recorded, inventory decreases where applicable, and each tender is assigned to its configured financial account.
- After a return
- The return stays linked to the original order; supported quantity and payment effects are reversed through that workflow.
- After cash movement
- The drawer expectation changes without creating a sale. The movement remains visible in the session history.
- After closing
- Expected and counted cash are compared. Any variance remains available for review and approval with its explanation.
Common POS mistakes
Check these points before correcting a sale or session.
- Do not post the sale twice
A completed POS sale already feeds the connected Sales, Inventory and Accounting records.
- Check terminal and warehouse
Selling from the wrong context affects stock location, receipt settings and tender accounts.
- Do not hide drawer differences
Count actual cash and explain the variance instead of forcing the expected amount.
- Return from the original order
Do not use a stock adjustment or unrelated expense to imitate a customer return.
- Record pay-ins and pay-outs
Unrecorded drawer movements make the close-out appear incorrect.
- Close every session
Leaving sessions open weakens cashier accountability and period reporting.
Troubleshooting the POS counter
Review Orders, Sessions and Cash Management before changing accounting records manually. Contact support when a session or payment cannot be resolved from its source record.
Still stuck? Contact support