Open SessionStarting a session sets up accountability, accurate record-keeping, and security before anyone handles money.Location: POS>Session Management>Open SessionSelect the POS Terminal to open and the default Payment MethodInput the Opening Float Amount; the user can either type it in or use the Count Cash feature. If using the Count Cash feature, type in the quantity of the bill/coin and click on Save Changes.When done, click on Confirm to open the session.

Linking a Customer to a Quote/Sales Order/SaleTagging a customer to a transaction turns a quick purchase into actionable data that drives repeat business.Assign a customer by clicking on the Customer Search button, search for the customer and click on Select.To create a new customer, click the New Customer button. Note that this action will open a new tab, ensuring that the sale remains intact.If one wishes to link the sale to the last customer created, select the Link Last Customer option.One can view the selected customer’s details by clicking the View Customer button. Note that this action will open a new tab, ensuring that the sale remains intact.To check the selected customer’s loyalty details, select the Loyalty button.With the Set Sale Customer Details button, one can quickly input a customer’s name and a VAT number to show on the receipt.

Session TransactionRegisters handle much more than sales. Logging non-sale activity keeps cash drawers balanced, inventory records accurate, and store security tight.Location: POS>Session Management>Session TransactionSelect the POS Terminal and the Payment Method that the transaction is going to be paid with.Input the Transaction Amount and leave a Note if applicable.When done, click on Confirm. If needed before clicking on confirm one has the option to Issue an X Report.

New QuotationSending a quote agrees on the price and work details before any cash moves or labor starts. It gives both sides a clear record to look back at, preventing price disputes or surprise work later on.Location: POS>Sales>New QuotationScan the stock Items either by scanning the barcode in the relevant field or by using the Stock Item Search Button.To adjust the quantity, one can use the counter feature, input a value with the calculator, or simply click the edit icon next to the scanned stock item.After scanning the stock, the user can edit the item’s details by pressing the Edit button, delete an item by selecting the Delete option, and can check the item’s availability from the Magnifying Glass icon.One may insert notes on the quote using the Details button found under the actions list.To give a Discount % or Discount Amount in EUR to the total amount, select the % Overall Discount button.When done, click on Save Quote.To locate the quote to convert, navigate to POS > Sales History. Select your preferred search option and click on Refresh to display the relevant results. Once you find the quote, click on the File Icon located to the right of it. From the Actions list that appears, choose the desired conversion option to proceed.

Sales OrderA Sales Order covers the gap when a customer agrees to buy something, but doesn't take it home right away.While a standard register sale is a simple swap of cash for stock on the shelf, a Sales Order handles purchases that need to be made-to-order, shipped later, or paid across multiple installments.Location: POS>Sales>New Sales OrderScan the stock Items either by scanning the barcode in the relevant field or by using the Stock Item Search Button.To adjust the quantity, one can use the counter feature, input a value with the calculator, or simply click the edit icon next to the scanned stock item.After scanning the stock, the user can edit the item’s details by pressing the Edit button, delete an item by selecting the Delete option, and can check the item’s availability from the Magnifying Glass icon.One may insert notes on the quote using the Details button found under the actions list.To give a Discount % or Discount Amount in EUR to the total amount, select the % Overall Discount button.When finished, click on Save as Order. If the client wants to make a deposit or pay for the order, select the payment method and select either the Edit button or the Max button.When ready, choose one of the options highlighted below.To locate the order to convert, navigate to POS > Sales History. Select your preferred search option and click on Refresh to display the relevant results. Once you find the order, click on the File Icon located to the right of it. From the Actions list that appears, click on Convert to Sale.

New SaleMaking a sale is fundamental because it keeps a business alive and growing. Without sales, even the best products, services, or ideas can't pay the bills or keep the lights on.Location: POS>Sales>New SaleScan the stock Items either by scanning the barcode in the relevant field or by using the Stock Item Search Button.To adjust the quantity, one can use the counter feature, input a value with the calculator, or simply click the edit icon next to the scanned stock item.After scanning the stock, the user can edit the item’s details by pressing the Edit button, delete an item by selecting the Delete option, and can check the item’s availability from the Magnifying Glass icon.One may insert notes on the quote using the Details button found under the actions list.To give a Discount % or Discount Amount in EUR to the total amount, select the % Overall Discount button.When finished, click on Finalise Sale, and select the Payment Method.Click on Confirm & Print/Print Options to print the receipt.Should one wish to redeem Gift vouchers, credit notes or coupons, one will need to scan the barcode of the Gift Voucher, Credit Note, or coupon as needed and press the relevant Apply button.

Selling and Tracking a Gift VoucherSelling a gift card isn't an immediate sale it's taking cash upfront for goods or services owed later. Treating that initial sale as regular income, or failing to track redemptions, causes inaccurate tax reporting, creates security vulnerabilities, and leads to inventory counts that don't match store shelves.Location: POS>Sales>New SaleClick on the Select a Gift Voucher button.Choose the Type of voucher to offer and specify the Value. If desired, personalize the voucher by entering a recipient's name and including a special message. When done click on Proceed.Click on Finalise, choose the Payment Method and select the Confirm & Print Options button so one can print the receipt and the gift voucher on the same screen.Tracking a Gift VoucherLocation: POS>Gift Vouchers>Voucher ListingTo view gift vouchers which are not yet redeemed To view gift vouchers that are not yet redeemed, fill in the desired search options and click on Refresh.One can export the lines by selecting the desired lines and clicking on Export.The user can alter the expiry date of the gift voucher by selecting the Alter Expiry option.A voucher can be inactivated by selecting it and clicking on Inactivate Voucher.The voucher can be reprinted by selecting the voucher and selecting the Print option.

Returning an Item/SaleReturns directly reduce profits, throw off inventory counts, and show where the customer process is failing. Tracking return data helps a business find real operational problems and stop financial loss early.Location:POS>Sales>New SaleReturning an ItemScan the Stock Item/s to return in the relevant field.Tick the box found on the left side of the item, and click the Item Return button.Click on Finalise and select the desired Payment Method to issue a refund.Select Confirm & Print/Print Options to print the Credit Note.Returning a SaleClick the Return button, found in the Actions list.Scan/Type the receipt number and click on Confirm.Click on Finalise and select the desired Payment Method to issue a refund.Select Confirm & Print/Print Options to print the Credit Note.

Session HistoryA session history records every action, transaction, and state change that occurred while a register or user session was open.Location: POS>Session Management>Session HistoryChoose any filters to search with and click on Refresh.To export the line to an Excel sheet or Print the Z report, simply click the box located on the left side of the session and select the appropriate action.To export a timesheet for calculating hours worked, simply select the desired start and end dates, then click on the Timesheets option.

Close sessionClosing out a shift matters. It keeps money safe, maintains accurate records, and double-checks that actual cash matches what was sold.Location: POS>Session Management>Close SessionSelect the POS Terminal to open and the default Payment MethodInput the Closing Float Amount; the user can either type it in or use the Count Cash feature. If using the Count Cash feature, type in the quantity of the bill/coin and click on Save Changes.Issue the X Report to confirm that the amount counted and the payments match.When done, click on Confirm and issue the Z Report.