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. The system can also be used to manage stock transfers from one till or branch to another.

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.

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How to Start PoS

The Open PoS options are displayed 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 will change, and a tile menu is opened.
2. Click the applicable option on the dropown 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 allows you to select a till.
   • Create a new PoS Session: Creates a new session when a session is not open.
3. Type your pin in the block provided or scan it.
4. If you are creating a new session, the cash count screen is opened. (See the next tutorial).

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

The PoS system is designed as follows: A till has a fixed float which is typed into the Expected field. The PoS does not continue from the previous day, it assumes that all the cash in excess of the float would have been locked away or banked.

1. Follow the instructions on 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, type the daily float amount next to Expected.
4. Click Save (button).
5. Count the cash and enter the quantities in the blocks 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 Done (button) is clicked the cash opening balance cannot be changed.
9. Click the arrow next to PoS Session to return to the PoS Tile Menu.

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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, or the Pay button was activated.

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).
   • Note: Only Transaction Types that were activated are displayed.
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 checkbox 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). 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) or press Enter.
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 and exit BOS.

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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) 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.

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How to Open the Cash Drawer

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. Type your PIN.
4. Click Cash Drawer (button).

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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 have viewed the bank transactions click the arrow next to PoS Session to return to the PoS Tile Menu.

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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 have viewed the bank transactions click the arrow next to PoS Session to return to the PoS Tile Menu.

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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 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 type 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.

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How to Temporarily Exit PoS

In general, when you exit the PoS system, BOS closes down. However, if you do not want to close your PoS session but you want to check something, or edit a record, you can do so by signing in.

1. From the main PoS Tile Menu click Sign In (button).
2. Enter your Pin in the block provided.
3. You are returned to the BOS main menu and can edit or lookup any information that your user access rights allow you to. However, you can only capture transactions that are permitted in the PoS system.
4. When you are done click Sign Out (PoS) on the top row to be returned to the PoS Tile Menu.

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