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Point of Sale Setup Interface

Point of Sale Setup Interface

Point of Sale (PoS) is a digital system that enables businesses to complete sales transactions efficiently and accurately. It typically combines hardware—such as a register, barcode scanner, or card reader—with software that records sales, processes payments, and manages inventory. Modern POS systems such as QuickEasy BOS go beyond simple transactions by offering features like real-time reporting, customer management, and integration with accounting tools.

The PoS module is QuickEasy BOS provides for multiple tills and users. The system can also be used to manage stock transfers from one till or branch to another.

Top Row Buttons Explained

Button	Description
Add/Edit	Allows the fields to be edited or settings to be added.
Save	Saves any changes.
Menu	Settings – Edit User Access – Clear Device Memory: Clears the last selected till from the computer’s registry. This function can be used if a person moves to a new till to stop BOS from defaulting to the previous till. Layout

Settings (tab) Explained

Buttons / Fields	Description
Settings (button)	Opens a list of settings that can be added.
Field Chooser (*)	Used to add or remove columns (fields).
Editor	The system-generated number allocated to the Language Editor.
ID	The system-generated number allocated to the setting.
Module ID	The system-generated number allocated to the module.
Group	The setting’s group name.
Setting	The name of the setting. The settings are blank by default.
Value	The setting’s value. This field is editable.
Created	The date on which the setting was added.
Updated	The date on which the setting was last updated.
Updated By	The user who last updated the setting.
Widget	A submenu with the following function: – Delete Ctrl+Del: Deletes the setting. The setting reverts to its default value (becomes blank) when removed from the list. It can be added to the list again.

POS Settings Explained

PoS Setting	Explanation
Cash Accounts	Provides a list of accounts. The bank accounts used for cash should be selected.
Default Customer – Assign to all Customer Docs by default	Provides a dropdown list of customer accounts to select the default customer (e.g. Cash Sales).
Denominations (e.g. 1000, 500, 200, 100, 50, 5, 0.5, 0.2, 0.1)	Allows the currency denominations to be entered Denominations below 1 (i.e. coins) should be entered as decimals.
Sales Account	Provides a list of accounts. The account/s used for cash sales should be selected. The value of transactions posted to these accounts are shown on the dashboard. If only one sales account is used for cash and credit sales, it should be selected here: The system differentiates between sales captured through PoS and sales not captured through PoS to the same account.
Select Transaction Types for quick creation on the PoS Dashboard:	Provides a list of all the Transaction Types that have PoS enabled. Transactions that are moved from the Available to the Selected section are displayed on the PoS menu for quick navigation to those transactions. Transactions that are not on this list can still be used (e.g. a Customer Receipt can be created from the Customer Invoice regardless of whether it is on the dashboard). Transfer Receive transactions are also excluded because they are created by copying a Transfer Issue. This method prevents items from being received that were not issued (sent). (If extra items are received by mistake, contact the sending location to create a new transfer issue for those items.)
Select which Transaction Types show in the PoS Session history (Transactions Tab)	Provides a list of all the Transaction Types that have PoS enabled. Transactions that are moved from the Available to the Selected section are displayed on the dashboard of the PoS interface. If transactions are not selected, their details can still be seen from the transaction’s interface. It just hides it from users who only have PoS access.

Users (tab) Explained

Fields	Description
Field Chooser (*)	Used to add or remove columns (fields).
ID (User ID)	The system-generated number allocated to the User.
Status	The user’s status.
Username	The user’s name.
Contact	The name of the Contact linked to the User. This field is editable and provides a dropdown list of contacts for selection. A contact must be linked for users who are using PoS.
Email	The user’s email address.
PIN No. (Digits 0-9, Uppercase Letters)	The pin number to access the Point-of-Sale interface. The pin number can be generated (12-digit alpha-numeric) or typed in (any length, numbers and capital letters only).
Updated	The date on which the entry was last updated.
Updated By	The user who last updated the entry.
Widget	A submenu with the following function: – Generate PIN No.: Generates a 12-digit alpha-numeric pin number for barcodes.

Statuses (PoS Sessions) Explained

Button / Fields	Description
Add Default Statuses (button)	Creates default statuses. Can only be used if statuses have not yet been created. The default statuses can be freely edited.
Field Chooser (*)	Used to add or remove columns (fields).
ID	The system-generated number allocated to the entry.
Order ID	The system-generated number allocated to the order of the statuses.
Code	The brief description of the status.
Description	The full description of the status.
Default	The defaults assigned to the status. The defaults are: – New: Assigned to new records (usually allocated to pending). – Open: The status allocated to records that are open. – Close: The status allocated to records that are closed.
Group	The Status Group that the entry belongs to. The groups are: Pending, Active, Complete, and Cancelled.
Colour	The colour of the status. The colour can be changed by clicking the field to display an arrow, clicking the arrow, and selecting a different colour.
Widget	A submenu with the following functions: – Move Up Ctrl+U: Moves the status one line higher. – Move Down Ctrl+D: Moves the status one line lower. – Delete Ctrl+Del: Deletes the entry.

Learn More

Point of Sale Setup Tutorials: These tutorials explain how to setup the point-of-sale system.
Using Point of Sale Interface: Explains the point-of-sale interface.
Using Point of Sale Tutorials: These tutorials explain how to use the point-of-sale interface.
Point of Sale Reports: Explains the point-of-sale summary interface.