POS sales and cash-up

This guide covers the complete cashier workflow, from opening a session to closing and reconciling it.

Open a cashier session¶

1. Open Sales & Transactions > POS.
2. Select Open session when prompted.
3. Enter the opening float actually placed in the till.
4. Add a note when your business requires one.
5. Select Open.

Each cashier should use their own account and session. Do not continue using another employee's open session.

Find and add products¶

Use any of these methods:

• Type a product name, SKU, barcode, or serial number in search.
• Scan a normal barcode.
• Scan a configured scale barcode.
• Browse categories and apply the in-stock filter.
• Use Enter barcode when a scanner is unavailable.

Select a product to add it to the cart. In the cart, confirm the quantity, unit price, and line total.

For large catalogues, search instead of waiting for every page to load. Use specific product names, SKU values, or barcodes for the fastest result.

Change the cart¶

• Increase or decrease quantity using the line controls.
• Remove a line that was added incorrectly.
• Use price override only when your role permits it and record the correct price.
• Select or create the customer when an account, invoice, loyalty, or customer-specific price is required.
• Review tax and totals before payment.

Manual receipt items¶

Use More actions > Add manual item only for an authorised item that is not in the catalogue.

1. Enter a clear description.
2. Enter quantity and price.
3. Select the correct tax treatment when shown.
4. Add the item and recheck the total.

Manual items do not replace proper product and inventory setup for regularly sold goods.

Take payment¶

1. Select the checkout or payment action.
2. Choose the payment method actually used.
3. Enter or confirm the amount received.
4. For multi-currency payments, confirm the currency and displayed exchange rate.
5. For provider payments, verify the reference and wait for a confirmed status.
6. Complete the sale once the amount due is fully allocated.

If QuickTill warns that an exchange rate is stale, refresh settings or confirm the authorised rate before continuing.

Receipts and invoices¶

After a successful sale:

• Select Print receipt when a paper copy is needed.
• Use Reprint last receipt only after confirming the sale completed.
• Use Preview current invoice to inspect the document before printing.
• Open Search local receipts to find locally stored transactions.

Never repeat the payment merely because printing failed. First confirm whether the sale exists in receipts or pending transactions, then reprint it.

Offline sales¶

When offline operation is available, QuickTill can queue an eligible sale locally.

1. Complete the sale normally.
2. Confirm that the result states it was queued offline.
3. Keep the app data and device intact.
4. Restore connectivity.
5. Select Sync now.
6. Review Pending and failed sales until the count returns to zero.

Provider payments and other server-confirmed operations may require an online connection.

Returns and refunds¶

1. Open Refunds.
2. Find the original sale by period or order number.
3. Open the sale and select the eligible items and quantities.
4. Confirm the refund reason and payment treatment.
5. Complete the refund and retain the generated document.

Do not create a negative manual sale to imitate a refund. Use the refund or credit-note workflow so stock, tax, and audit records remain correct.

Cash up¶

Open Cash Up from POS actions or the dashboard.

1. Review the open session, float, cash sales, and expected amount.
2. Physically count the cash in the till.
3. Select Close session.
4. Enter Counted cash.
5. Enter a clear reason for any variance.
6. Confirm Close session.
7. Print or save the cash-up PDF when required.

Use Recent and Day Totals to review completed cash-ups. Administrators can compare totals and inspect sold or order items.

Common problems¶

A product cannot be found¶

• Search by exact barcode or SKU.
• Clear category and in-stock filters.
• Select Refresh products and settings.
• Confirm that an inventory item exists for the current facility.

A receipt did not print¶

• Confirm the sale in receipts first.
• Check the selected printer and connection status.
• Reprint the completed receipt; do not take payment again.

Payment status is unclear¶

• Do not submit another provider payment immediately.
• Use the payment-status or poll action.
• Search receipts and payment reconciliation using the reference.

A sale remains pending¶

• Restore connectivity and select Sync now.
• Open Pending and failed sales and read the recorded reason.
• Escalate repeated failures with the order number and timestamp.

Shift checklist¶

• [ ] Correct user is signed in.
• [ ] Opening float is accurate.
• [ ] Printer test is successful.
• [ ] Prices and exchange rates are current.
• [ ] Every completed payment has one matching sale.
• [ ] Pending sales are synchronized.
• [ ] Counted cash is entered accurately.
• [ ] Variances have useful explanations.
• [ ] Cashier session is closed.