Overview
The POS module provides a complete point-of-sale system for in-store or counter sales. It includes terminal management, session tracking, product scanning, payment processing, promotions, suspended sales, and detailed sales reporting.
Accessing POS
Navigate to Account > POS from the left sidebar.
POS Dashboard
Quick Statistics
| Metric |
Description |
| Active Terminals |
Number of configured POS terminals |
| Open Sessions |
Number of currently open cashier sessions |
| Today's Sales |
Transaction count and total revenue for today |
| Suspended Sales |
Number of sales put on hold |
Tabs
| Tab |
Description |
| Terminals |
Manage POS terminal hardware/software |
| Sessions |
Track cashier sessions (open/close) |
| Sales |
View completed POS sales |
| Suspended |
Manage sales put on hold |
| Reports |
POS-specific analytics |
Quick Action
Click the Open POS button to launch a new point-of-sale session.
POS Interface
Opening a New POS Session
- Click Open POS from the dashboard or navigate to POS > New.
- Select a terminal (or use the default).
- Enter the Opening Cash amount.
- The POS interface opens.
POS Features
| Feature |
Description |
| Product Search |
Search by name, SKU, or barcode |
| Barcode Scanning |
Scan product barcodes to add items |
| Category Filter |
Filter products by category |
| Customer Selection |
Associate the sale with a customer |
| Warehouse Selection |
Select which warehouse stock is drawn from |
| Suspend Sale |
Put the current sale on hold for later |
Terminals
Overview
Terminals represent your POS stations. Each terminal is linked to a warehouse and can have a default bank account.
Add Terminal
| Field |
Required |
Description |
| Terminal Name |
Yes |
Name of the terminal (e.g., "Front Counter") |
| Terminal ID |
Auto |
Auto-generated identifier |
| Warehouse |
Yes |
Warehouse to draw stock from (searchable) |
| Default Bank Account |
No |
Default bank for deposits (searchable) |
| Active |
Yes |
Toggle to enable/disable terminal |
Terminal Actions
- Edit terminal settings
- Delete terminal
Sessions
Overview
Sessions track cashier activity from start (opening cash) to end (closing cash). Each session is tied to a terminal and a user.
Opening a Session
- Click Open Session.
- Select a terminal (only terminals without open sessions are shown).
- Enter the Opening Cash amount.
- Click Open to start the session.
Session Statistics
| Card |
Description |
| Open Sessions |
Currently active sessions |
| Closed Today |
Sessions closed today |
| Total Today |
All sessions for today |
Session Detail Page
Cash Summary
| Metric |
Description |
| Opening Cash |
Amount in the register at session start |
| Cash Sales |
Total cash payments received |
| Expected Cash |
Calculated expected cash in register |
| Variance |
Difference between expected and actual closing cash (+ or -) |
| Closing Cash |
Actual cash counted at close (if closed) |
Sales Summary
Payment method breakdown table:
| Method |
Description |
| Cash |
Cash payments |
| Card (POS Terminal) |
Card/terminal payments |
| Bank Transfer |
Bank transfer payments |
| Mobile Money |
Mobile money payments |
| Total |
Sum of all sales |
Recent Sales
Table showing sales from this session with links to sale details.
Closing a Session
- Click Close Session on an open session.
- Enter the Actual Closing Cash amount.
- The system calculates the Variance (difference from expected).
- Optionally add Closing Notes.
- Click Close Session to confirm.
Sales
Sales List
View all completed POS sales in a data table.
Sale Detail Page
Header
- Sale number with status badge (Completed/Voided)
- Date and time
- Action buttons: Print Receipt, Void Sale, Back
Items Table
| Column |
Description |
| Product + SKU |
Product name and stock code |
| Quantity |
Units sold |
| Unit Price |
Price per unit |
| Total |
Line total |
| Footer |
Subtotal, Discount, Tax, Total |
Payments Table
| Column |
Description |
| Payment Method |
How the customer paid |
| Bank Account |
Where the payment was deposited |
| Amount |
Payment amount |
| Change |
Change given (if applicable) |
Sale Details Sidebar
- Customer, Warehouse, Terminal, Cashier, VAT mode (Inclusive/Exclusive)
Print Receipt
Click Print Receipt to generate a receipt preview (80mm thermal receipt format) and print.
Void Sale
Click Void Sale on a completed sale to reverse it (with confirmation).
Suspended Sales
Overview
Suspend a sale to put it on hold and serve the next customer. Resume it later to complete the transaction.
Suspended Sales Statistics
| Card |
Description |
| Active Suspended |
Sales currently on hold |
| Expired |
Sales past their expiry time |
| Total Value |
Combined value of active suspensions |
Actions
| Action |
Description |
| Print Receipt |
Print the suspended sale receipt |
| Resume Sale |
Reopen the sale to complete it (if not expired) |
| Delete |
Remove the suspended sale |
Expiry
- Suspended sales can have an optional expiry time.
- Expired badge shown if past expiry date.
- Time remaining shown in relative format (e.g., "2 hours left").
- Never shown if no expiry is set.
| Type |
Display |
Description |
| Percentage |
"X%" |
Percentage discount off |
| Fixed |
Currency amount |
Fixed amount discount |
| Buy X Get Y |
"Buy X Get Y" |
Buy quantity to get free items |
| Status |
Description |
| Active |
Currently within active date range and enabled |
| Scheduled |
Enabled but not yet within active dates |
| Inactive |
Disabled |
- Edit promotion details
- Toggle active/inactive
- Delete promotion
POS Reports
Report Types
| Report |
Description |
| Sales Summary |
Total sales, revenue, tax, discounts, average ticket, daily breakdown |
| By Terminal |
Performance by terminal (transactions, total, average) |
| By Cashier |
Performance by cashier (transactions, total, average) |
| By Product |
Top 50 products by quantity sold and revenue |
| By Payment Method |
Breakdown by Cash, Bank Transfer, POS Terminal, Mobile Money, Credit |
Report Filters
| Filter |
Description |
| Report Type |
Select which report to view |
| Terminal |
Filter by specific terminal |
| From Date |
Start of reporting period (default: start of month) |
| To Date |
End of reporting period (default: today) |
| Reset |
Clear all filters |
Payment Methods
| Code |
Method |
| 1 |
Cash |
| 2 |
Bank Transfer |
| 3 |
POS Terminal (Card) |
| 4 |
Mobile Money |
| 5 |
Credit |
