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