Getting started with Point of Sale
What to prepare before the first sale, in the order to do it.
What must exist before the first sale
A cashier can only sell when the company has a register, a profile, payment methods and products that are enabled for sale. Work through the list below in order.
1. Prepare the company for POS
The first time POS is used, the company needs its base data: seven payment methods (CASH, CARD, QR, GIFT, VOUCHER, CREDIT, ACCOUNT), fourteen reason codes and a profile called RETAIL. The RETAIL profile starts with these rules:
| Rule | Value |
|---|---|
| Prices include VAT | Yes |
| Maximum line discount | 10 % |
| Maximum bill discount | 5 % |
| Blind close | Yes |
| Variance tolerance | 5.00 AED |
| Variance needing a second person | above 50.00 AED |
| Safe drop threshold / maximum drawer cash | 5,000 / 10,000 AED |
| Offline selling | allowed |
Running this preparation more than once creates nothing a second time. There is no button for it yet; ask your implementation partner to run it. You need the pos.configure permission.
The profile, payment-method and reason-code lists under Point of Sale > POS setup and Administration > Reason codes are read-only. You can see the rules but not change them on screen yet.
2. Create the registers
Create a register for each checkout, with a code (for example POS01), a name, and a warehouse. The register needs a warehouse before it can sell stocked goods. A new register starts in state closed and uses the oldest active profile. Creating a register is not available on screen yet; your implementation partner does it. You can check the result under Point of Sale > POS setup > Registers.
To take a register out of service, its state is set to maintenance; nobody can then open a session on it.
3. Check your products
Products must be enabled for sale and have a barcode, a PLU or a code the cashier can type. Scale items need their scale barcode setup in the product. Archived products cannot be sold.
4. Decide which features the company uses
Go to Applications > Point of Sale > Features. Switch on or off: promotions and coupons, loyalty and stored value, suspended sales, card terminals. Selling and offline selling cannot be switched off. See Turn POS features on and off.
5. Give people their permissions
| Permission | Allows |
|---|---|
pos.view | See the lists and the dashboard |
pos.sell | Use the till: sell, hold, take payment |
pos.session.open / pos.session.close | Open or close a session |
pos.cash.move | Cash in, cash out, safe drop |
pos.return | Look up a bill for a return |
pos.void | Void a bill (sensitive) |
pos.variance.approve | Approve a large closing difference (sensitive) |
pos.override | Decide a discount override (sensitive) |
pos.configure | Promotions, coupons, loyalty, stored value, registers |
pos.sync.manage | Devices and the sync monitor |
pos.report.view | Audit log and exception views |
A user with the company role Viewer cannot change anything even with the permission.
6. Make the first sale
- Open Point of Sale > Point of sale > Launch POS.
- Open a session with a counted float.
- Sell something and take payment.
- Close the session.
- Check Point of Sale > Dashboard and the session's journal in Finance.
Before opening in a real shop
- Secure each tablet: Secure a till device.
- Make sure Finance has the cash drawer, card clearing, revenue and output VAT accounts the session posts to.
- Test an offline sale and its sync: Sell offline.