Using Point of Sale Interface

The tile shows Open PoS Session followed by the name of the till.

The till is remembered from the last session. This option lets you continue using the same till.

The button is unavailable if the till was cleared, or no till was saved (that is, the person had not yet used PoS).

Lists all the active PoS sessions, including the default session, for you to select one.

Each session appears as the entity, the date the session was opened and the till.

Clocks you in or out.

You are automatically clocked in when you open a till session, and clocked out when you close a till session from the till interface.

Note: When a user clocks in, all the other active clock-in records for that user are clocked out with a note (e.g. if someone switches tills and forgets to clock out of the old till).

Opens the QuickEasy BOS main menu for the selected till session after you enter your PIN, without closing the session.

You are automatically clocked in if you are not already clocked in.

Creates a tile button for all the transactions that have PoS enabled.

Normal user access rights apply to these transactions.

The date on which the user last clocked out of the session.

Blank while the user is still clocked in.

A submenu, also opened by right-clicking the entry, with these options:

• Open Transaction: Opens a transfer issued from the till’s location.
• For a transfer issued to the till’s location: the Copy Rules of its Transaction Type (e.g. to receive the transfer).

View Changelog

Layout

Click it after the cash is counted.

• Open: Locks the count so it can no longer be edited, and starts the session.
• Close: Closes the session and logs all the users out. Closes QuickEasy BOS.

When you click Done (button), BOS checks the following:

• If no till is selected, the message “Please select a Till.” appears.
• On opening, if the warning bar shows a problem (see Warning Bar Explained), the warning appears, followed by “Continue?”. Click Yes (button) to open the session anyway.
• On closing, the message “All users will be clocked out and the Application will close. Continue?” appears, after the warning if there is one.
• If no status on the Statuses (PoS Sessions) tab has the default needed for the change (Open or Close), the message “Default Complete Status has not been set.” appears and the status does not change.

• Delete PoS Session: Deletes the till session if it is pending and you have the necessary rights. The message “Would you like to delete PoS Session?” appears first. Deleting the session clocks out all its users. A session cannot be deleted if:
  • It is linked to transactions. The message “Delete Failed. This selected Session is linked to Transactions.” appears.
  • Its status is not the status with the default New. The message “Delete Failed. Only PoS Session with default New status can be deleted.” appears.
  • You do not have delete rights. An Access Denied message appears.
• Refresh: Updates the display with changes made by other users.

Offers Print, Preview and Email options for the till session, using its output templates.

If there is more than one template, each option lists the templates for selection.

Opens the cash drawer if one is connected by a cable. The cash drawer must be set up as a printer, so that it opens when a receipt is printed. The feature was tested with an RJ11 cable.

If a cash drawer is not linked, clicking the button does nothing.

A dropdown list of statuses.

• The statuses can be changed manually by users who have Admin View rights.
• The statuses change automatically when you click Done (button) and confirm.
• A status cannot be changed to Cancelled if transactions exist. If no transactions exist and the status is changed to Cancelled, all the clock-in records are also cancelled.

The name of the till if a session is active.

A dropdown list from which a till can be selected if a session is started.

Click Save (button) after selecting a till to populate the values.

The denominations that should be counted.

The opening quantities are on the left and the closing quantities are on the right.

The quantities that can be edited are determined by the status.

The name of the Cash Account.

The system-generated number allocated to the entry.

The PoS transaction number.

The number of the transaction outside of the PoS system.

A submenu with these options:

• Expand
• Collapse
• Open Transaction (applies only if a transaction is clicked)

The name of the Transaction Type.

The system-generated number allocated to the entry.

The PoS transaction number.

The number of the transaction outside of the PoS system.

A submenu with these options:

• Expand
• Collapse
• Open Transaction (applies only if a transaction is clicked)