Overview
POS batches help group POS transactions into controlled operational periods. They make it easier to review totals, confirm activity, and close the selling period properly.
Main purposeControl POS transactions by batch or operating period.
Important areasBatch list, batch details, related receipts, totals review, and batch closing.
Business valueBetter retail control, easier daily review, and clearer responsibility at closing time.
Where To Find It
Common Path: POS > Batch List / Close Batch
Users normally review the batch at the end of a shift or selling period before completing the close process.
Note: Batch procedures should follow company rules, especially where shifts, drawers, or counters are controlled separately.
How It Works
A batch normally collects the POS transactions for a defined operating period. Users review the details, confirm totals or issues, and then close the batch according to policy.
- Batch review helps confirm that the transaction period is complete.
- Batch closing should happen only after the required checks are done.
- Related receipts remain traceable through the batch context.
Main Areas
| Area | What It Is Used For |
|---|---|
| Batch List | Review available POS batches and open the required one. |
| Batch Details | See the batch summary and related information. |
| Receipt Review | Look into the POS transactions grouped under the batch. |
| Close Batch | Finalize the batch when all control steps are complete. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Batch Number / ID | The identifier of the POS batch. | Use it to review the correct operating period. |
| Counter / Operator Context | The retail source linked to the batch. | Use it when batches are controlled by counter or user. |
| Totals | The summary values of the batch. | Review them before closing. |
| Status | Shows whether the batch is open or closed. | Use it to avoid closing the wrong period. |
| Close Action | The command that finalizes the batch. | Use it only after review is complete. |
Recommended Workflow
- Open the POS batch list and choose the batch for review.
- Check the related receipts or transaction details.
- Review totals and confirm the batch is ready to close.
- Complete the batch close according to company policy.
- Reopen only if your permissions and company rules allow it.
Best Practice
- Close batches consistently at the end of each operating period.
- Review the details before closing rather than relying on totals alone.
- Make sure the correct user or counter context is being reviewed.