Effective POS user manual

Use this guide to learn the everyday work of selling, managing stock, recording payments, and reviewing your business.

Start with Getting started, then follow the Daily checklist. Each chapter explains a task, what you need before starting, and how to check the result.

Choose your starting point

Your work	Read first
Cashier	Sales and receipts, Cashier shifts, Customer credit
Manager	Inventory, Purchasing, Expenses, Reports
Owner or Admin	Settings and access, Fund sources, Branches and transfers, Reports

Your account and branch access determine which screens and actions you can use. Screenshots show the local demonstration store; sample prices and balances are examples, not recommended business settings.

How the records connect

• A completed sale records sales activity and deducts product stock.
• Store Credit creates customer debt. Collecting that debt later records a payment without creating another sale.
• Receiving a delivery adds stock. Posting a supplier bill creates an amount owed to the supplier.
• Posting an operating expense records a cost and obligation. Paying it records a separate movement of funds.
• Cashier counts record what was physically counted. Counts do not change Fund Source balances.

Understanding these distinctions helps prevent duplicate entries and explains why sales, profit, cash movement, and bank balances can differ.

Before you confirm an action

Check the active branch, warehouse, date, quantities, amount, and funding source. Saving a draft allows review. Posting or completing an operation creates business records; use its correction or reversal workflow if a mistake is discovered.

Business dates and displayed transaction times follow Asia/Manila. Amounts are in Philippine pesos.

Need help? See Troubleshooting.