The Point-of-Sale Process option lists the processing options to cash up, re-print the last invoice, close a shift, reports and to open a drawer.

To access the process options for the Point-of-Sale invoice entry screen:

1.Click on the down arrow on the right-hand side of the ^P: Process icon. The “Process” menu will display a list of seven (7) processing options: 

pos-invoice-process-options

2.Select one of the following processing options: 

a)Cash up - This option allows you to enter the amounts of the float and the payments received from customers and the number of slips, cheques, vouchers, etc. 

b)Reprint last invoice - This option allows you to re-print the last invoice. 

c)Close shift - This option will Close the POS shift and update (post) the POS Invoices to the ledger. 

The shortcut keys Ctrl+Q is not implemented.

d)Report - Allows you to print a “Cash up report” and a “Sales report”. 

The Cash up and Sales reports will only print if a Point-of sale invoices is processed and the shift is open. If all the point-of-sales shifts are closed, no data will be displayed. 

The Cash up and Sales reports for unposted point-of sales invoices may be printed from the Reports → Point-of-Sales menu on the Reports ribbon).

e)Open drawer - This option allows you to open a cash drawer, if the cash drawer is attached and configured to your system. 

f)Cash transaction - Allows you to process a cash payment received from a customer. 

g)Use weight dish - This option allows you to use the weight dish, if configured and set up on your system in the Setup → Point-of-Sale - (Peripherals tab) (Setup ribbon). 


Open cash drawer (POS)

To open the cash drawer, the cash drawer must be connected and set up on your system and in the POS setup  (PeripheralsDrawer tab) (Setup ribbon).

Should the cash drawer be connected to a serial port, you may need to set the serial port settings and test the drawer.

This option allows you to open the Cash drawer, if the Cash drawer is not automatically opened. You may set the drawer not to open, when credit cards, cheques or vouchers are received for payment.

You may need to open the cash drawer in the following cases:

1.Place an amount into the drawer (Float - Into the Cash Drawer) 

2.To process Float movements - take an amount out of the drawer (Float - out of the Drawer), e.g. payments and change to hand to customers, if the drawer is not automatically opened. 

3.To Cash up at the end of the shift. 


To Open the Cash Drawer:

1.Click on the down arrow on the right-hand side of the ^P: Process icon. 

2.Select the “Open drawer” option. The Cash drawer should open. 

3.Place the amount into the cash drawer, or take the amount paid out, or change out of the cash drawer, and close the cash drawer. 

Do not leave the cash drawer open and implement sufficient controls to safeguard any cash or other payments received.

The cashier should also lock the cash drawer and see to it that no unauthorised persons have access to the cash drawer.


Point-of-Sale reports – Open shifts / sessions

The POS Cashup and Sales reports may be printed if POS shifts are open. When a POS shift (session) is closed, the options to print these reports will automatically be launched.

This report may be printed at any time during a Point-of-Sale shift, or at the end of the shift.

The Cash up and Sales reports will only print if a Point-of sale invoices is processed and the shift is open. If all the point-of-sales shifts are closed, no data will be displayed. 

The Cash up and Sales reports for unposted point-of sales invoices may be printed from the Reports → Point-of-Sales menu on the Reports ribbon).

pos-report-cashup-options

While processing point-of-sale invoices, the following reposts may be printed:

1.Cashup report – This report will list the number of transactions and the amount for each payment method, i.e. cash, credit cards, cheques and vouchers (excluding the payment charged to a debtor (customer / client) account). It will also list the number of transactions and net amount in the float (float in – float out). 

pos-cashup-report

2.Sales report – A list of the invoices for the cashier (salesperson) processed during the POS Invoicing shift (session). pos-cashup-sales-report