{"id":6915,"date":"2023-03-02T13:39:54","date_gmt":"2023-03-02T13:39:54","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%ac%d9%84%d8%b3%d8%a7%d8%aa-%d8%a7%d9%84%d8%a8%d9%8a%d8%b9\/"},"modified":"2026-01-08T12:59:43","modified_gmt":"2026-01-08T12:59:43","slug":"managing-pos-session","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/managing-pos-session\/","title":{"rendered":"Managing POS Session"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]In some fast-paced sales activities like supermarkets and retail stores in general, issuing paper or electronic invoices traditionally cannot keep up with the required speed to provide good service. This is where the need for a point of sale (POS) system comes in. Through this system, a large number of invoices can be generated quickly with sales activity monitoring on a simple and user-friendly screen. What are the features that you will enjoy and make it easier for you to manage your business through the point of sale screen from the system?<\/p>\n

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First, you need to activate the “Point of Sale<\/strong>” application by going to “App Manager<\/strong>” in “Settings<\/strong>” from the main menu.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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[\/vc_column_text][vc_custom_heading text=”Defining Devices and Shifts” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1697972110748{background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]The default setup of the Point of Sale program in the system includes a basic device and a basic shift to start a sales session. If you wish to add new devices or various shifts, you can do so before opening the session.<\/p>\n

To add a new Point of Sale device, go to “Point of Sale Settings<\/strong>” and click on the card for “POS Devices<\/strong>.”<\/p>\n

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Write the device’s name and choose a parent category (another device) that the new POS device falls under. This way, you can add the new device as a specific branch of another main device, where all POS devices for this branch are grouped.<\/p>\n

This helps you view reports in various ways. Then select the device’s status as “active<\/strong>” or “inactive<\/strong>,” which you can reset to enable or disable starting sessions on a specific device.<\/p>\n

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To add a new Point of Sale shift, go to “POS Settings<\/strong>” and click on the card for “POS Shifts<\/strong>.”<\/p>\n

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Click on “New Shift<\/strong>”<\/p>\n

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Write the name of the shift, and choose a main category (another shift) under which the new Point of Sale device falls. This allows you to organize the new station under a specific category, helping you review reports in various ways.<\/p>\n

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In addition to the POS shifts and device settings, many other settings in the POS software from the system allow you to customize its features to fit your business needs. You can access these settings by clicking on “POS<\/strong>” in the main menu then navigating to “POS Settings<\/strong>” and clicking on the card labeled “General<\/strong>.” Some of these settings include:<\/p>\n

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  1. Choosing a fixed client layout and a fixed invoice layout that will appear in all POS invoices.<\/li>\n
  2. Defining available payment methods.<\/li>\n
  3. Controlling which product categories appear on the sales screen.<\/li>\n
  4. Select the account directory location for transferring deficit or surplus adjustment entries in POS sessions.<\/li>\n
  5. Specifying whether the POS entry will be for the entire session or each invoice.<\/li>\n<\/ol>\n

    These are just a few of the settings you can configure to tailor the POS software to your specific business needs. You can find detailed steps for these settings here<\/a>.<\/p>\n

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    \"\"<\/a>[\/vc_column_text][vc_custom_heading text=”Opening the Session and Viewing Invoices and Clients” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1713253383664{background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1739024851208{margin-left: 200px !important;}”]There are two ways in which you can directly sell from the point of sale program:<\/p>\n

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    1. Open a new sales session.<\/li>\n
    2. Start selling directly to continue working on an open session or by opening a new session as well.<\/li>\n<\/ol>\n

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      Before opening a new sales session, you must ensure that there are no other open sessions or unconfirmed closed sessions for the same user.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/blockquote>\n

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      Go to “POS Sessions<\/strong>” under “POS<\/strong>” in the main menu, then click on the “New Session<\/strong>” button or click on one of the open sessions and then go to the “Sales Screen<\/strong>.”<\/p>\n

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      When opening a new session, select the register and the device, then press the “Confirm<\/strong>” button.<\/p>\n

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      The screen appears like this when you open a session and contains:<\/p>\n