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- First, make sure to “Activate the POS App“ on your account.
- From the main menu, click on “POS”.
- Click on “POS Session”.
- The software will display a list of sessions added to the account:
- Click the ‘New Session’ button to start a new session on the account.
- Note: If there are any open sessions, the system will directly take you to the sales screen.
- Use the search tools to quickly access the required sales session.
- Click on ‘Advanced Search’ to access more professional search and filtering tools.
- Click on ‘Sort By’ at the top of the list to change the session sorting method (creation date, staff, status, open date, close date).
- Click on the 3 horizontal dots to the right of the session to display the available actions menu:
- View: Displays the details of the sales session and shows its specific data. For more details, refer to the ‘View Sales Session Summary’ guide.
- Sales Screen: This takes you to the sales screen specific to the session.
- Close: Moves you to the actions for closing the open session.
- Cash Movements: Displays a list of cash withdrawals or additions during the session.
- Delete: Deletes the sales session from the account.
- Note: The program does not allow deleting sales sessions that have any cash movements.
Sales
