Point of sale

Point of sale is the till for selling over the counter. It runs in the browser of a device you enroll, sells from a register’s warehouse, and posts every paid sale to stock and the books at once.

How it fits together

Part	What it is
Till settings	One set per company: the walk-in customer, the card and drawer accounts, and how shifts close.
Register	A point of sale. It sells from one warehouse, and its cash goes into one drawer account.
Terminal	A device that sells on a register. Only a browser you enroll as the terminal’s device can ring up a sale.
Cashier	A user who may sell on a register, with their own discount limit.
Shift	A cashier’s session on a register, from the opening float to the approved count.
Held carts	Carts set aside during a shift, to finish later on any till of the same register.

What a sale creates

When you click Cash or Card, Axon Suite does the rest in one step:

• A customer invoice is created and posted, priced by the server for the customer on the sale.
• The items leave the register’s warehouse.
• The invoice’s journal entry posts to the books.
• A payment is recorded against the invoice: into the register’s drawer account for cash, or into the card account for card.
• When e-invoicing is set up, the receipt carries the e-invoice QR code.

If any part fails, nothing is kept: no invoice, no stock movement and no payment.

What a shift creates

• Opening a shift, when the float goes back to the main drawer at the end of each shift, raises a draft journal that moves the float from the main drawer to the register’s drawer.
• Approving a shift’s count raises a draft journal that moves the counted cash to the main drawer and books any difference to the cash over/short account.

Both journals wait in Finance as drafts for someone to post.

Note

The till takes one payment method per sale, cash or card, and has no returns. To take goods back, credit the sale’s invoice in Receivables.

Before you start

Each task checks the access level of the user doing it:

Task	Access level needed
Change the till settings	Edit on POS configuration
Add registers, terminals and cashiers	Create on POS registers, terminals and cashiers
Enroll or revoke a till device	Full on POS terminals
Sell, hold and recall carts	Create on POS checkout, and an active cashier row on the register
Open a shift, or close your own at the till	Create on POS shifts
Close someone else’s shift, or approve a count	Approve on POS shifts

Where to start

1. Set up the till settings, a register, its cashiers and a terminal.
2. Open a shift on the till.
3. Sell at the till.
4. Close the shift and approve its count.