Point of Sale Tutorials

These features work only after the steps in Point of Sale Setup Tutorials are completed.

💡These tutorials explain how to start and close a PoS till session, record transactions, open the cash drawer and view session transactions.

Navigation Example

Main Menu > Sign Out (PoS)

How to Start PoS

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The Open PoS options appear even if there are no open sessions, but an error message points you to click Create a new PoS Session instead.

  1. Click Open PoS (button) on the main menu. The button changes, and a tile menu opens.
  2. Click the applicable option on the dropdown list:
    • Open PoS Session X Till (where X is the till you used the last time): Opens an existing session.
    • Open PoS Session: Opens an existing session and lets you select a till.
    • Create a new PoS Session: Creates a session when a session is not open.
  3. Enter your PIN in the box provided or scan it.
    • Note: If you are creating a session, the cash count screen opens (see the next tutorial).

How to Count and Record the Starting Cash / Start a Till Session

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A till has a fixed float, which is entered in the Expected field. PoS does not carry over from the previous day: it assumes that all the cash in excess of the float is locked away or banked.

  1. Follow the instructions under How to Start PoS (above).
  2. In the header, select a Till from the dropdown list next to Till (if necessary).
  3. At the bottom, enter the daily float amount next to Expected.
  4. Click Save (button).
  5. Count the cash and enter the quantities in the boxes provided on the left side of the Cash tab.
  6. Click Save (button) to check if there is a variance.
  7. Edit any of the fields if necessary.
  8. Click Done (button).
    • Note: Once you click Done (button), the cash opening balance cannot be changed.
  9. Click the arrow next to PoS Session to return to the PoS Tile Menu.

How to Record a Transaction

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  • These instructions are based on the following setups:
    • Allocations are used.
    • A default complete status is selected, which creates a Done button.
    • A manual Copy Rule was created to copy the customer invoice to a customer receipt, or the Pay button was activated.
  1. Start from the PoS interface (continuing from the previous tutorial).
  2. Click the applicable transaction on the tile menu (e.g. Customer Invoices or Cash Sales).
  3. Enter your PIN and click OK (button).
  4. Complete the transaction as needed and click Done (button).
  5. Click Actions (button) > Copy to Customer Receipt (or click Pay (button)).
  6. On the newly opened Customer Receipt:
    1. Select a Dr Account if applicable (e.g. Cash on Hand or Credit Card).
    2. Click Allocation (button).
    3. On the popup:
      1. Check the box next to the applicable invoice.
      2. Click Allocate (button).
      3. Close the popup.
    4. Click Done (button).
  7. Click Sign Out (PoS) (button) to return to the PoS interface.
  8. Click one of the tile menus (e.g. View/Edit PoS Session) and enter your PIN.
    • Note: You can use the main menu options or the arrow next to the last transaction recorded to navigate back to the normal tile menu (but not the PoS tile menu). In this mode, clicking a transaction that is not part of PoS shows an error message.

How to Count and Record the Closing Cash / Close a Till Session

  1. Click Sign Out (PoS).
  2. Click View/Edit PoS Session (tile menu button).
  3. Enter your PIN and click OK (button) or press Enter.
  4. Count the cash and enter the quantities in the boxes provided on the right side of the Cash tab.
    • Note: The closing quantities can be edited only when a till session has an Open status.
  5. Click Save (button) to check if there is a variance.
  6. Edit any of the fields if necessary.
  7. Click Done (button) and confirm that you want to close the session and exit BOS.

How to Resume a Till Session

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Use this procedure to restore a session if you closed QuickEasy BOS while it was open.

  1. Click Open (PoS) on the main menu.
  2. Click Open PoS Session X Till where X is the name of your till.
  3. Click View/Edit PoS Session (tile menu button) or click a transaction tile.
  4. Enter your PIN and click OK (button).
  5. Use the session as you normally would.

How to Open the Cash Drawer

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The option Cash Drawer can be added to a menu so that it is always available.

  1. After completing a sale and capturing a receipt, return to the PoS interface by clicking Sign Out (PoS) (button on the main menu).
  2. Click View/Edit PoS Session (tile menu button).
  3. Enter your PIN.
  4. Click Cash Drawer (button).

How to View the PoS Bank Transactions for a Session

  1. Click Open (PoS).
  2. Click Open PoS Session X Till where X is the name of your till (if necessary).
  3. Click View/Edit PoS Session (tile menu button).
  4. Enter your PIN and click OK (button).
  5. Click Bank (tab).
  6. After you view the bank transactions, click the arrow next to PoS Session to return to the PoS Tile Menu.

How to View All PoS Transactions for a Session

  1. Click Open (PoS).
  2. Click Open PoS Session X Till where X is the name of your till (if necessary).
  3. Click View/Edit PoS Session (tile menu button).
  4. Enter your PIN and click OK (button).
  5. Click Transactions (tab).
  6. After you view the transactions, click the arrow next to PoS Session to return to the PoS Tile Menu.

How to Clock Out of PoS

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If you open BOS and a till session is open, you are automatically clocked in.

  1. Click Open (PoS).
  2. Click Open PoS Session X Till where X is the name of your till.
  3. Click View/Edit PoS Session (tile menu button).
  4. Click Clock In/Out (button).
  5. Enter your PIN and click OK (button).
  6. On the popup, enter the Reason for Clocking Out.
  7. Click Clock Out (button).
    • Note: Leave the interface open on the PoS screen. When you return, click Clock In/Out (button) and enter your PIN to resume the session.

How to Temporarily Exit PoS

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In general, when you exit the PoS system, BOS closes down. However, if you want to check or edit a record without closing your PoS session, use the Transactions tile.

  1. From the main PoS Tile Menu, click Transactions (tile menu button).
  2. Enter your PIN in the box provided.
  3. The QuickEasy BOS main menu opens. You can view or edit any information that your user access allows, but you can capture only the transactions that are set up for PoS.
  4. When you are done, click Sign Out (PoS) on the top row to return to the PoS Tile Menu.

Messages When Using PoS

Message What It Means
There are no active PoS Sessions. Create a New PoS Session instead.You clicked Open PoS Session, but no session is open. Click Create a new PoS Session instead.
No saved Tills found on this device. Select an Open PoS Session or Create a new PoS Session instead.No till is saved on this computer (it was never used for PoS, or its memory was cleared). Click Open PoS Session or Create a new PoS Session instead.
There are no active PoS Session linked to [till code]. Create a New PoS Session instead.No session is open for the till saved on this computer. Click Create a new PoS Session instead.
Access Denied. See Setup Point of Sale (PoS) > Edit User Access > New Access.You do not have New access to PoS, so you cannot create a session (see Set User Access).
A PoS Session has not been selected.Select a till session on the first screen before you click a tile.
No active Location found for the selected Till.The selected till session has no active stock location. You can continue after you close the message. To set up a stock location for a till, see Create an Entity.
Please enter PIN No.Enter your PIN before you click OK (button).
Invalid PIN No.No user has the PIN you entered. Check the PIN and try again.
Active User POS has not been linked to Contact. See Setup Point of Sale (PoS) > Users > Contact column.Your user is not linked to a contact. An administrator must select a contact for you on the Users tab of the PoS setup (see Set Up the PoS Environment: Users).
Copy Failed. You do not have Access to use the Copy Rule. Open the Transaction Setup and right-click on a Copy Rule to assign User Access.You selected a Copy Rule on a transfer (for example, to receive it), but you do not have access to that Copy Rule.
Copy Failed. You do not have Edit Access to the destination Transaction.You do not have View and Edit access to the Transaction Type the transfer is copied to.

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