Point of Sale (POS)

Shop counter, barcode scanning, shift management, and cash drawers

3 min read Updated Sep 20, 2026

Overview

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.

Overview

Before you start

Confirm the terminal, warehouse, products, prices, payment accounts and receipt settings before opening the register.

Terminal: Connect the register to the correct warehouse and tender accounts.
Products and stock: Confirm sellable products, barcodes, prices and available stock.
Opening float: Open a session and record the cash placed in the drawer.

Overview

Daily POS workflow

Follow the session workflow so sales, payments and drawer balances remain traceable.

Counter sale

1Open session
2Add items
3Take payment
4Issue receipt
5Close session

Overview

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.
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.
Close-out: Count actual cash, compare it with expected cash, record notes and complete the session.

Overview

What happens next?

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.

Overview

Avoid common 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.

Overview

Need more help?

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.