CRM › Retail & Channels
Point of Sale
Selling over the counter: tills, sessions, tickets and returns, and the end-of-day report to the ledger.
In CRM → Retail & Channels · 6 screens
WorkspacePOS TerminalThe till: open a session with its float, scan and sell, take cash, card or both, take returns, and close with a cash count. Works through a short outage and catches up.OpenViewPOS SessionsEach cashier's shift on each till: float, takings, the count and the over or short.OpenViewPOS TicketsEvery sale and return rung up, with its tax and how it was paid.OpenRecordsPOS Z ReportsThe end of a closed session: takings summed and posted as one journal, and the stock issued.OpenRecordsPOS StoresA shop: where its stock comes from, what it charges, its tax, its card provider, and the ledger accounts its takings post to.OpenRecordsPOS RegistersThe tills in each store.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| POS Terminal | Workspace | The till: open a session with its float, scan and sell, take cash, card or both, take returns, and close with a cash count. Works through a short outage and catches up. | 0 | 0 | 0 |
| POS Sessions | Read-only list | Each cashier's shift on each till: float, takings, the count and the over or short. | 12 | 0 | 0 |
| POS Tickets | Read-only list | Every sale and return rung up, with its tax and how it was paid. | 11 | 0 | 0 |
| POS Z Reports | List | The end of a closed session: takings summed and posted as one journal, and the stock issued. | 13 | 1 | 0 |
| POS Stores | List | A shop: where its stock comes from, what it charges, its tax, its card provider, and the ledger accounts its takings post to. | 8 | 20 | 0 |
| POS Registers | List | The tills in each store. | 4 | 4 | 0 |