Point of sale

Application address: /pos · Menu permission: pos:sell. POS management and reports can require pos:manage. This chapter uses the reviewed register interface wording and pricing implementation; the complete checkout sequence remains to be verified against the deployed release.

Open a register

Confirm the company and store/register context. Cash already in the drawer is the opening float: count it before starting, because the close is measured against it. It is not today's sales revenue.

Select Open register when ready. If an existing shift is available, inspect its ownership and register context before taking it over. Do not create another shift merely because an earlier cashier stepped away.

Build the sale

Scan a barcode or search by item name/code; the interface advertises Enter to add. Inspect the item, quantity, unit price, tax, and line total. A case barcode may add several base units, so one scan is not necessarily one item unit.

If multiple MRP lots are available, check which printed price applies to the physical pack being sold. Pricing can depend on customer group, branch, quantity, tax basis, and MRP. Use the pricing source and Item Master reference to explain differences.

Identify the customer

Search existing customers before creating a new one. The interface supports search by name, mobile, or email and warns about identifiers already associated with another customer. This prevents repeat visits from becoming separate customer records.

Some tills require a customer for every sale or above a configured amount. Follow the displayed requirement. The new-customer interface includes name, mobile, WhatsApp, email, customer type, date of birth, gender, state code, and GSTIN. Collect only information your business is authorized to use.

Do not assume Walk-in Customer satisfies a named-customer policy. If the Pay action is unavailable, read the actual requirement instead of creating an anonymous placeholder repeatedly.

Take payment

Review the final basket, offers, customer, and amount due. Choose the configured payment type and enter the actual tender information requested. For cash, verify change. For a non-cash method, follow the business's payment-confirmation procedure; selecting a method alone is not proof that a bank or gateway settled funds.

Complete the sale once, wait for confirmation, and retain the receipt/reference. After a timeout, find the sale in the report or register history before repeating checkout.

Leave, lock, and close are different

Action	Interface meaning
Lock screen	Step away; the shift stays open and requires unlocking
Leave the till	Hand over or move elsewhere in OSERP; the shift stays open
End shift and close register	Count the drawer and finish the shift; further sales cannot be rung on that closed shift

Choose the action that matches the business event. Closing the browser or leaving the till is not a cash reconciliation.

Recover interrupted work

The interface can offer to restore an open sale. Compare the recovered basket with the customer's actual purchase before continuing. If the previous checkout might already have completed, inspect sales history first. Restoring a basket is different from reversing a completed sale.

Close and reconcile

Count the drawer and use the supported register-close process. Compare expected cash with counted cash, considering opening float, sales, refunds, and any supported cash movements. Record the reason for a variance according to business policy.

Review Sales, Cashiers, Registers, and Slab Offers with matching company, dates, and register filters.

Common counter problems

Unknown barcode: check its exact characters and units-per-scan mapping before registering another code. Unexpected price: compare customer group, branch list, quantity break, MRP selection, and tax basis. Customer required: use an identifiable existing or properly registered customer. Payment uncertainty: verify the sale and payment outcome before retrying. Stock refusal: investigate the selected warehouse/lot rather than disabling a control to complete the sale.