Overview
POS batch review helps supervisors and support users confirm what happened during a batch, which transactions belong to it, and whether the batch is ready for close, investigation, or reprint follow-up.
Helpful note: Use this guide together with the batch closing guide when the review is part of end-of-day control.
Where To Find It
Path: POS > Batch lists and batch details
How to review POS batches in QBM, including batch lists, batch details, and the transactions included in each batch before daily close or investigation.
How It Works
QBM stores the batch, its summary values, and its included receipts. Users review the batch list, open a batch, and inspect the transactions inside it when they need confirmation or investigation.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Batch list | Shows available POS batches and their summary information. | Use it to choose the batch you want to review. |
| Batch details | Shows the main information for the selected batch. | Use it when validating totals, dates, and ownership of the batch. |
| Batch transactions | Shows the receipts or documents included in that batch. | Use it when checking missing, unusual, or disputed transactions. |
Recommended Workflow
- Open the POS batch list and locate the batch you want to review.
- Open the selected batch and review the summary information first.
- Inspect the list of transactions inside the batch.
- Compare any unusual totals or missing receipts with the source transaction history.
- Move to batch close, reprint, or exception follow-up as needed.
Best Practice
- Review unusual batches before closing them.
- Use the batch transaction list when investigating missing or disputed receipts.
- Keep batch review part of the normal end-of-day control process.