Point Of Sale

Point of Sale is the retail execution area for counter sales, cashier sessions, returns, exchanges, promotions, loyalty, gift cards, and POS settlement review.

POS does not own separate customer, item, stock, payment, or accounting engines. It consumes shared platform records:

• parties and customers from Parties
• sellable stock-backed items from Inventory
• reusable operational items from Administration > General Setup
• tills and denominations from Administration > Financial Setup
• payment channels from Payments & Settlement
• payment settlement and disputes from the shared payment ledger
• GL posting rules from Accounting

POS can be used by agriculture tenants for produce shops, farm-gate counters, cooperative outlets, or on-site retail points, but it still remains the shared cashier and receipt primitive. Agriculture should not create a separate cashier-sale ledger.

When To Use POS

Use POS when a cashier or store team needs to:

• open or close a register session
• scan or select items for sale
• collect payment at the counter
• issue a receipt
• process a return or exchange
• record and apply customer deposits during checkout
• review cashier cash variance
• reconcile POS collections through settlement batches

Use Billing when the transaction is invoice-led. Use POS when the transaction is counter-led and should behave like a retail sale or refund.

For agriculture, use POS when the produce or item is being sold immediately at a counter, outlet, farm shop, or collection-point register. Use Billing instead when the buyer should receive a formal receivable invoice and pay later.

Workspaces

POS is split into setup and operations.

Workspace Reference

Workspace	How Users Reach It	What Users Usually Do There
POS Profiles	Point of Sale -> Setup -> POS Profiles	Configure allowed payment channels, stock behavior, receipt behavior, cashier restrictions, and register defaults.
Registers	Point of Sale -> Setup -> Registers	Maintain cashier counters, tills, and store stations.
Payment Channels	Point of Sale -> Setup -> Payment Channels	Enable approved tenant payment rails for POS use.
Shared Catalog And Pricing	Point of Sale -> Setup -> Shared Catalog And Pricing	Open shared item, alias, stock-item, UOM, and Pricing target setup for sellable catalog readiness.
Promotions	Point of Sale -> Setup -> Promotions	Configure permitted discounts and campaign rules.
Loyalty And Gift Cards	Point of Sale -> Setup -> Loyalty Programs / Gift Cards	Maintain loyalty and stored-value behavior where enabled.
Tax Rules	Point of Sale -> Setup -> Tax Rules	Configure POS tax calculation behavior.
Register Sessions	Point of Sale -> Operations -> Register Sessions	Open, close, and review cashier runtime sessions and variances.
Sales	Point of Sale -> Operations -> Sales	Create counter sales, collect payment, issue receipts, and trigger stock and finance follow-up.
Returns	Point of Sale -> Operations -> Returns	Process eligible refunds and stock or payment reversal context.
Exchanges	Point of Sale -> Operations -> Exchanges	Handle item exchange workflows where allowed.
Settlement Batches	Point of Sale -> Operations -> Settlement Batches	Reconcile POS payment transactions in the shared settlement process.

Open Point of Sale > Setup to maintain:

• setup summary and readiness guidance
• registers
• POS profiles
• POS payment-channel enablement
• shared item aliases and Pricing item targets for sellable items
• tax rules and tax groups
• promotions
• loyalty programs and gift cards

Open Point of Sale > Operations for:

• register sessions
• sales
• returns
• exchanges
• POS settlement batches
• POS settlement disputes

If a service module links into POS, treat that as a handoff into the owner module. The receipt, cashier session, return, customer deposit, and settlement records are still shared POS records even if the item or story originated in Agriculture.

Core Concepts

Register

A register represents a cashier sales point, counter, terminal, or store station. A register should normally be linked to a till so cash responsibility and closing variances can be controlled.

POS Profile

A POS profile controls operating rules such as allowed payment channels, stock behavior, receipt behavior, cashier restrictions, and default register behavior.

Register Session

A register session is the cashier runtime shift. It records opening cash responsibility, sales activity, closing count, and over/short variance.

POS Sale

A POS sale records item lines, customer context, discounts, tax, payments, stock issue status, and GL status.

POS Return

A POS return reverses an eligible sale or sale line. It should show refund method, stock reversal, approval state, and posting state.

POS Settlement

POS payments are reconciled through the shared payment settlement workspace. POS settlement batches group settled sale and return payment transactions for finance review.

Typical Flow

1. Configure the register, profile, payment channels, sellable catalog, shared prices, and tax rules.
2. Open a register session.
3. Create a sale by scanning or selecting items.
4. Apply discounts or promotions if allowed.
5. Select payment channel, customer deposit, or another allowed settlement source.
6. Finalise the receipt.
7. Close the register session and submit counted cash.
8. Review cash variance if any.
9. Reconcile non-cash collections through settlement batches.

The same pattern applies to agriculture produce-shop sales: Agriculture may own the source business story, stock assortment, or location context, but the cashier execution, printed receipt, payment confirmation, return, and settlement review remain in POS.

For a concrete counter-sale example, see Register Sale To Settlement. For advance customer payments used at checkout, see Customer Deposit Sales.

Common Mistakes To Avoid

• Do not create POS-specific item masters, scan-code setup, or sale-price setup; use shared operational items, shared item aliases, stock items, and Pricing item targets.
• Do not enable a payment channel on a POS profile unless finance has activated and reviewed that channel.
• Do not treat wallet or mobile-money confirmation as cash unless the payment result is confirmed.
• Do not apply a POS customer deposit to a walk-in sale without selecting the registered customer who owns the deposit.
• Do not close a register session without checking counted cash and variance.
• Do not reconcile POS payments outside the shared payment settlement workflow.
• Do not use POS when the real commercial requirement is a buyer invoice, contract billing, or account receivable review; use Billing for that.

Related Guides

• Register Sale To Settlement
• Customer Deposit Sales
• POS Setup
• POS Operations
• Inventory Overview
• Payments & Settlement