POS Daily Operations Guide

A practical day-to-day guide for cashiers and counter users: starting sales, holding receipts, processing orders, reprinting, and closing the POS session.

Inventory & POS Cashier End-User Guide

Overview

Tab Path: POS > Cash Sale

The main POS screen in QBM is designed for fast entry, quick payment, receipt printing, and day-end control. Depending on your setup, the same screen may also support held receipts, POS orders, refunds, and service-type selection such as walk-in, home delivery, or drive-through.

Before you start: Make sure POS options and POS printer settings are already configured. Use the separate POS options and POS printer guides when setup changes are needed.

Start A Sale

  1. Open POS > Cash Sale.
  2. Select the customer if your process requires a named customer. For walk-in sales, the default customer may be used.
  3. Scan the item barcode, search for the item, or select the item from the POS item area.
  4. Review quantity, price, discount, and totals as items are added.
  5. Use the payment action that matches the sale, then complete Save or Save and Print.
  • Save and Print is the immediate receipt-printing flow.
  • Save records the sale without immediate printing.
  • If your company uses promotions, QBM can apply promotion results during the sale.

Hold And Recall

Use held receipts when a customer pauses the sale or when the cashier needs to continue with another customer before finishing the current one.

  1. Enter the items normally.
  2. Use the hold function when the transaction should be parked temporarily.
  3. Open the held receipts area and select the stored receipt when the customer returns.
  4. Review the receipt and continue to payment.
Good practice: Use held receipts instead of leaving unfinished sales active on the main screen. This keeps the counter moving and avoids confusion.

Orders And Open / Close

Some POS environments also work with POS orders in addition to completed cash sales.

  • Use the orders area to review and reopen open POS orders.
  • Order numbers and order status help you identify which orders are still active.
  • The POS open/close area is used for controls such as Open Amount, closing amounts, and operational reports.
Control Use It For
Open Amount Record or review the opening amount for the session when required by your business process.
Closing Amounts Review or confirm end-of-session totals.
Orders Work with POS orders that are not yet fully completed.

Refunds And Reprints

Refund activity is kept separate from normal completed sales so it can be reviewed more clearly.

  • Use the POS refund process for cash sales refunds.
  • Use Reprint when a saved sale needs another receipt copy.
  • Always make sure you are reprinting the correct receipt before handing it to the customer.
Important: Refunds should follow your company approval process. Do not treat a refund as a new negative sale unless that is your approved workflow.

PDF And Email

PDF and Email are output actions for a saved POS document.

  1. Complete and save the POS sale first.
  2. Open the saved POS document.
  3. Use the main toolbar action for PDF or Email.
  4. Select the receipt template and complete the output process.
Remember: PDF and Email are not the same as the normal Save and Print button. They are follow-up output actions for a saved POS receipt.

X Report / Z Report

QBM includes operational POS reports for day-to-day counter control.

  • X Report: use for a review report during the day without final closing.
  • Z Report: use for end-of-day or formal counter closing when your process requires it.

Before running final day-end reports, make sure held receipts, open orders, refunds, and reprints have already been reviewed properly.