Set up point of sale

Before the first sale, tell Axon Suite who a counter sale is made to and where its money goes, then add the register, the people who sell on it and the device they sell from. You set the till settings once per company, and the rest once per register.

Set the till settings

The till settings apply to every till in the company. A till cannot sell until they are saved.

1. Go to Settings ‣ Configuration ‣ System settings, then open the Point of sale tab.
2. Fill in the fields below.
3. Click Save changes.

Field	What it sets
Walk-in customer	Who a sale is made to when the cashier picks no customer. Required.
Card account	The bank account card sales are paid into, from every till in the company. Needed for card sales.
Main drawer account	The safe a shift’s counted cash goes to on approval. Needed before a shift can open.
Cash over/short account	Where a difference between the counted and the expected cash posts. Needed before a shift can open.
Float at end of shift	Whether the opening float goes back to the main drawer (Returned to the main drawer) or stays in the register’s drawer (Kept in the drawer).
Blind shift close	When on, the cashier counts the drawer without seeing the expected cash.
Active	Switch off to stop every till in the company from selling.

The walk-in customer’s currency becomes the currency of every shift, so the drawer is counted in it. A cash sale to a customer who pays in another currency is refused; take card instead.

Example

A garden centre creates a customer called Counter sales in its own currency and picks it as the Walk-in customer. Every sale where the cashier picks nobody is invoiced to Counter sales, so counter takings are easy to find in Receivables.

Add a register

A register is a point of sale. It sells from one warehouse, and its cash sales go into one drawer account.

1. Go to Point of sale ‣ Registers and click New register.
2. Fill in Code and Name, for example Front counter.
3. Pick the Subsidiary.
4. Pick the Warehouse, so stock leaves it when the register sells.
5. Pick the Drawer account, the bank account this register’s cash sales are paid into. A shift cannot open without it.
6. Click Save.

Set up the drawer account in Finance first, as a bank account for the cash box.

Add the cashiers

Only the users added to a register can open a shift or sell on it.

1. Open the register and go to its Cashiers tab.
2. Click New cashier and pick the user in Cashier.
3. Under What they may do at the till, switch on Can give manual discounts if they may, and set Maximum manual discount (%), so a cashier cannot discount beyond what you allow.
4. Leave Active on, and click Save.

A user can be a cashier on a register once. To stop someone selling for a while, switch their Active off instead of removing them.

Add a terminal and enroll the till’s browser

A terminal is a device that sells on a register. Each terminal has one enrolled browser at a time, so a till cannot be copied to another computer.

1. Go to Point of sale ‣ Terminals, click New terminal, fill in Code, Name, Subsidiary and Register, and click Save.
2. On the terminal, click Enroll device. The Enrollment link dialog shows a link.
3. Click Copy, tick I have opened or saved this link., then click Done.
4. On the till, sign in to Axon Suite, open the link in the browser it will sell from, and click Enroll this browser.
5. When the page says This browser is now a till, click Open the till.

The device now shows on the terminal’s Devices tab as Active, and the till asks for a shift to be opened.

Caution

The link works once and expires in five minutes. Keep using the same browser on the till: clearing its site data removes the till, and the device has to be enrolled again.

Retire a device, terminal or register

To replace a till’s computer, open the terminal’s Devices tab and click Revoke on the device’s row. Its next sale is refused, and you can enroll the new device.

To stop a terminal or a register for good, open it and click Archive. Archive a register’s terminals first, or move them to another register.

Messages you may meet

Message	What to do
The POS terminal already has an active browser credential.	The terminal already has a device. Revoke it on the Devices tab, then enroll again.
The terminal enrollment challenge has expired.	The link is more than five minutes old. Click Enroll device again for a new one.
This enrollment link is incomplete	Copy the whole link from the Enrollment link dialog, or ask for a new one.
The cashier is already assigned to this register.	Open the user’s existing row on the Cashiers tab and switch it on.
A cashier who cannot give manual discounts keeps a maximum discount of zero.	Switch on Can give manual discounts, or set Maximum manual discount (%) to 0.
Terminals are still assigned to this register; archive or move them before archiving it.	Archive the register’s terminals, or move them to another register.