Zeyto Academy · Specialist · Module 11
Point of Sale (POS)
Run the till: shifts, selling, payments, refunds, cash control, Day Close, audit and offline behaviour.
You will be able to
- Open a shift and sell, discount and take payment at the POS Terminal
- Handle holds, refunds, voids and exchanges with the right approvals
- Count the drawer, understand over and short, and close shifts and the day
- Explain how the till behaves offline and which settings control it
The till, your PIN and your shift
- POS posts every sale at once as a simplified tax invoice.
- Sign in with username, PIN and terminal name; one open shift per terminal.
- A shift keeps its opening date, so close it every night.
- A LOCAL SHIFT is a temporary placeholder with no server cash count.
Scanning, line maths, discounts and promotions
- Line maths: gross, minus discount, equals taxable; VAT on the taxable; total.
- F7 gives a line discount and is limited by the user's Max Discount % and Line Control.
- Promotions come from discount rules, are re-checked by the server and add to a typed discount.
- Walk-in is the default customer; you can create one at the till.
Taking payment, change and receipts
- Change can only come from cash.
- A finalized sale debits the payment mode and credits Sales and VAT Output, plus cost entries for stock items.
- On account needs a customer and obeys the credit limit.
- Every reprint is written to POS Audit; F12 reprints the last receipt.
Hold, refunds, voids and exchanges
- Hold saves a cart on this PC; Recall brings it back.
- A refund posts a credit note; Restock returns items to stock, Scrap does not.
- A void works only on a receipt of the open shift and reverses everything.
- An exchange is a return plus a sale; only the net money moves.
Cash control and closing a shift
- Expected cash = float + cash sales − cash refunds + paid in − paid out.
- Every cash movement needs a reason and is posted to the ledger.
- Short posts to 6900, over posts to 4900, against Cash in Hand.
- Blind close and variance limits are enforced by the server.
Z reports, Day Close and POS Audit
- Shifts and the Z report read the till; Day Close locks a branch and date.
- Day Close refuses while any shift is open and posts nothing to the accounts.
- Reopening a day needs a reason and a specific permission.
- POS Audit is an unchangeable record of overrides, voids, discounts and reprints.
Working offline and setting up the till
- An offline sale gets a POS-LOCAL number and is sent later; the server never double-posts it.
- Refunds, voids, exchanges and the drawer need the server.
- Refused queued sales are retried or discarded with a manager's approval.
- POS Behaviour, Sale Extras, Printers and Numbering shape the till without changing posted amounts.
The till, your PIN and your shift: key table
| Item | Meaning |
|---|---|
| Terminal | The name of this till, for example POS-01. |
| Shift | A short reference for the open shift (the first 8 characters of its id). |
| Cashier | The signed-in user. |
| Waiting to send | How many sales are saved on this PC and not yet on the server. It turns red if the last attempt failed. |
| Customer display | Opens a second screen for the customer, showing the cart and total. |
| Back office | Leaves the till but keeps the shift open. |
| Close Shift | Starts the end-of-shift cash count. |
Taking payment, change and receipts: key table
| Account side | What is booked |
|---|---|
| Debit | Each payment, to the account of its payment mode (cash goes to Cash in Hand) |
| Credit | Sales for the taxable amount and VAT Output for the VAT |
| Cost of sale | For stock items: debit Cost of Goods Sold and credit Inventory at cost |
Working offline and setting up the till: key table
| Keeps working offline | Needs the server |
|---|---|
| Selling, taking payment, printing receipts | Refunds, voids and exchanges (the manager PIN is checked live) |
| Holding and recalling carts | Opening the cash drawer (F11) |
| Cash in/out within the manager limit (queued) | X report, and the Z report of the shift |
| Showing the Customer display | A paid out above the manager limit |