Daily start
- Power on device and peripherals; confirm printer is online and paper loaded
- Open your shift: count float cash, record opening balance
- Sign in with your user/PIN; verify correct store/branch is shown
Making a sale
- Search or scan an item; confirm price and stock indicator
- Adjust quantity or add a line discount if permitted
- Add customer (optional) for invoice/loyalty and better reports
- Choose payment method (cash, card, mobile money, bank transfer, mixed)
- Confirm totals, VAT, and change due; finalize to print or share receipt
Tips
- Use barcode scan for speed; fallback to search by name or SKU
- For mixed payments, add each tender until the balance is zero
- To save without payment (e.g., customer steps away), use "Hold/Park" and resume later
Returns and exchanges
- Select "Return/Exchange" and reference the original receipt/invoice number
- Scan or select items to return; verify quantity being returned
- Choose refund method (cash, card reversal per policy, or store credit)
- Print/issue the return receipt and place returned items in the designated bin for restock/inspection
Receipts and printing
- Receipt header/footer pull from company profile; keep TIN and contact current
- For LAN printers, ensure the POS device and printer share the same network; for Bluetooth, pair before opening the app
- Reprint last receipt from the recent sales list; include "Copy" on reprints if required by policy
Inventory-aware selling
- Low/zero stock items show warnings; confirm with supervisor before overriding
- For stock counts, use the "Stock Take/Adjust" flow outside busy hours to avoid discrepancies
- For incoming deliveries, receive items before selling so quantities are accurate
Customers
- Add basic details (name, phone, email) during sale; optional tax details for VAT invoices
- Look up customers for order history and to speed up returns
End of shift
- Count cash register; record in closing flow
- Verify card/mobile money settlements match system totals
- Review any open (parked) transactions and decide next steps
- Close shift to lock the session and generate a daily report
- Sign out; secure the device if in a public area
Supervisor/manager duties
- Override discounts/returns when required by policy
- Review shift summaries for each cashier and investigate discrepancies
- Export end-of-day sales data for accounting and VAT reporting
- Add/edit items, adjust inventory from the back office module, and monitor low-stock alerts
- Manage employees, roles, and permissions from settings; disable inactive user accounts