POS Sessions

What is a POS Session?

A POS session is a period of time during which a cashier operates the POS terminal. Sessions track all transactions, cash, and inventory movements during that period.

Creating a POS Session

Step 1: Start New Session

  1. Go to "Point of Sale" > "Sessions"
  2. Click "Create New Session"
  3. You will see the session creation form

Step 2: Enter Session Details

  • Cashier: Select the cashier operating the terminal
  • POS Terminal: Select the POS terminal
  • Opening Balance: Starting cash amount in the drawer
  • Session Date: Date of the session

Step 3: Start Session

  • Review the session details
  • Click "Start Session"
  • The session is now active and ready for transactions

During a Session

Processing Transactions

  • All sales are recorded in the active session
  • Payments are tracked by method
  • Inventory is updated automatically

Session Information

  • Current cash total
  • Number of transactions
  • Total sales
  • Payment breakdown

Closing a POS Session

Step 1: End Session

  1. Go to "Point of Sale" > "Sessions"
  2. Click on the active session
  3. Click "Close Session"
  4. You will see the session closing form

Step 2: Count Cash

  • Count the actual cash in the drawer
  • Enter the actual cash amount
  • The system will calculate any discrepancies

Step 3: Reconcile Session

  • Review the session summary
  • Verify all transactions are recorded
  • Check payment totals
  • Resolve any discrepancies

Step 4: Complete Closing

  • Click "Complete Session"
  • The session is now closed
  • A session report is generated

Session Reports

Session Summary

  • Opening balance
  • Total sales
  • Total payments received
  • Closing balance
  • Cash discrepancies

Payment Breakdown

  • Cash sales
  • Credit card sales
  • Other payment methods

Transaction List

  • All transactions in the session
  • Transaction details
  • Items sold
  • Discounts applied

Multiple Sessions

Multiple Cashiers

  • Each cashier can have their own session
  • Sessions are tracked separately
  • Each cashier is accountable for their session

Multiple Terminals

  • Each terminal can have an active session
  • Sessions run independently
  • All sessions are consolidated in reports

Best Practices

  • Create a new session at the start of each shift
  • Close sessions at the end of each shift
  • Count cash carefully when closing
  • Investigate cash discrepancies immediately
  • Keep session records for audit purposes
  • Train cashiers on proper session procedures

Troubleshooting

Cash Discrepancy

  • Recount the cash in the drawer
  • Check for data entry errors
  • Review all transactions in the session
  • Look for voided or refunded transactions

Cannot Close Session

  • Ensure all transactions are completed
  • Check for pending payments
  • Verify the session is active

Next Steps

After creating a session:

  1. Process sales transactions
  2. Review session reports