Point of Sale Tutorials

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.

Navigation: Main Menu > Sign Out (PoS)

These tutorials explain how to use the Point-of-Sale features. These features only work after the setup steps have been completed.

How to Clock In to PoS

1. Click Open (PoS) (button) on the main menu.
   • Note: Once you sign it, you cannot close the interface without exiting BOS.
2. Click Open PoS Session on the tile menu.
3. Enter your pin and click OK (button).
4. Click Yes (button) to confirm that you want to open a session.
5. Continue with the instructions below (How to Count…).

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

1. In the header select a Till from the dropdown list next to Till.
2. If this is the first session, skip to Step 7, else continue with Step 3.
3. Click Save (button) to fill in the Expected Cash.
4. Count the cash and enter the quantities in the blocks provided on the left side of the Cash tab.
5. Click Save (button) to check if there is a variance.
6. Edit any of the fields if necessary.
7. Click Done (button).
   • Note: Once Done (button) is clicked the cash opening balance cannot be changed.
8. Click the arrow next to PoS Session to return to the main page.

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How to Record a Transaction

• 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.

1. From the PoS interface (i.e. continuing from the previous step).
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.
6. Check all the items.
7. Click Copy (button).
8. On the newly opened Customer Receipt:
   1. Select a Dr Account if applicable (e.g. Cash on Hand).
   2. Click Allocation (button).
   3. On the popup
      1. Check the checkbox next to the applicable invoice.
      2. Click Allocate (button).
      3. Close the popup.
   4. Click Done (button).
9. Click Sign Out (POS) (button) to return to the PoS interface.
   • 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). Clicking a transaction in this mode that is not part of PoS, results in an error message.

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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).
4. Count the cash and enter the quantities in the blocks provided on the right side of the Cash tab.
   • Note: The closing quantities can only be edited 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.

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How to Resume a Till Session

This procedure allows a session to be restored if you closed QuickEasy BOS while a session was open.

1. Click Open (POS).
2. Click View/Edit PoS Session (tile menu button) or click a transaction tile.
3. Enter your pin and click OK (button).
4. Use the session as you normally would.

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How to View the PoS Bank Transactions for a Session

1. Click Open (POS).
2. Click View/Edit PoS Session (tile menu button).
3. Enter your pin and click OK (button).
4. Click Bank (tab).
5. After you have viewed the bank transactions click the arrow next to PoS Session to return to the main page.

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How to View all PoS Transactions for a Session

1. Click Open (POS).
2. Click View/Edit PoS Session (tile menu button).
3. Enter your pin and click OK (button).
4. Click Transactions (tab).
5. After you have viewed the bank transactions click the arrow next to PoS Session to return to the main page.

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How to Clock Out of PoS

If you open BOS and a till session is open, you are automatically clocked in. You are signed in when you interact with a transaction and signed out when that interaction ends.

1. Click Open (POS).
2. Click View/Edit PoS Session (tile menu button).
3. Click Clock In/Out (button).
4. Enter your pin and click OK (button).
5. If you receive a message that you are the last user and cannot clock out do the following:
   1. Click OK (button).
   2. Click View/Edit PoS Session (button)
   3. Complete the cashing up as explained above.

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