POS in Biznsbook: An Overview
POS is your shop floor and cash office in one license: a cashier terminal, session control, retail refunds, Z-reports, and the payment vouchers finance teams use every day.
One retail document, two ways to sell
Whether a sale happens at the till or is entered from the back office,
it creates the same sale bill, with the same INV-* invoice
number, visible in the Sales module. There's no separate "POS sale"
document living in its own silo — retail sales and wholesale sale
invoices share one numbering sequence, and retail ones are simply
flagged as POS.
What you can do
- Ring up sales on a full-screen cashier terminal — categories, search, barcode scanning, discounts, split payment
- Park and resume bills, and recover a draft cart after a refresh
- Enter retail sales from the back office when you're not at a till
- Process refunds, with stock restored automatically
- Run mid-shift X-reports and end-of-shift Z-reports
- Track loyalty points and tiers
- Use cash and cheque vouchers (CRV, CPV, journal vouchers) for general finance — not just till sales
Before you start
| You'll need | Why |
|---|---|
| POS module enabled | Terminal, Payments menu, and vouchers appear |
| Create payments | Open a session, complete sales, close a session |
| View payments | POS checkout list, receipts, Z-reports, voucher lists |
| Inventory (recommended) | Item catalog, stock checks, and stock deductions |
| Accounting (recommended) | Journals and periods for posted sales |
| Taxation (optional) | Output tax on lines and Z-report tax breakdown |
Cashiers typically need the Cashier role (or Company Admin / Sales Manager). The terminal needs Create payments plus that role.
Finding your way around
| Menu | What's there |
|---|---|
| POS Terminal | The full-screen cashier UI — opens in a new tab |
| Payments → Retail POS | POS terminals (setup), POS checkout, POS refund, Z-reports |
| Payments → Cash & cheque payments | CRV, CPV, CBV, BRV, BPV, journal vouchers |
| Payments → Reports | Statement of receivable, statement of payable |
:::info Payment vouchers work the same as in Accounting Cash and cheque vouchers here follow the same rules as Record payment vouchers — they just live under Payments in this module rather than Finance & Accounting. :::
The POS dashboard
The manager-facing POS dashboard shows sales KPIs and low-stock alerts, with a way to acknowledge each warning once you've dealt with it.