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Retail / POS

POS billing software that posts into your accounts, not into a separate box

Most counters run on a till system that knows nothing about the ledger, and the two get reconciled at night by a person with a calculator. Retail/POS is the same ledger, with a counter-shaped screen in front of it.

Who it's for

Counters attached to a real business

This module is for the distributor who also sells over a counter, the wholesaler with a retail front, and the shop that buys in bulk. The common thread is that the counter is not the whole business — it is one way stock leaves a business that also has purchases, parties and books to keep.

  • Distributors with a retail counter alongside the warehouse
  • Retail shops that buy in bulk and need purchase and stock control behind the till
  • Businesses running more than one counter, or more than one shift a day
  • Owners who want the day's till to agree with the day's ledger without a nightly reconciliation
What it does

What the counter gets

01

Till and shift management

The till is opened and closed against a shift, so the cash position belongs to a person and a period rather than to the day in general.

02

Barcode billing

Scan to bill, which is the difference between a queue that moves and one that does not.

03

Split payment

A single bill settled across more than one payment method, recorded as such rather than forced into one.

04

Quick return

Returns handled at the counter as a first-class action, posting against the original sale rather than as a loose adjustment.

05

Z-report

The end-of-shift summary the person closing the till actually needs.

06

The same stock

The counter sells from the same Inventory Control stock as everything else, including batch, expiry and MRP where those apply.

How it works

A shift, start to finish

01

Open the till

A shift starts against a user, so everything billed in it is attributable.

02

Bill

Barcode scanning through the sale, with split payment where the customer pays two ways.

03

Handle the exceptions

Quick return for goods coming back, posted against the original sale.

04

Close and reconcile

The Z-report closes the shift, and because the counter posts into the same ledger, there is no second system to tie back to.

Why it sits inside the ERP

One ledger, two ways of selling

A standalone till and an accounting system will always disagree slightly, because they are two records of the same events maintained by different software. Somebody has to resolve the difference, usually at the end of a long day.

Putting the counter inside the ERP removes the disagreement rather than automating it. The sale that goes through the till is the sale in the books, the stock it moves is the stock in Inventory Control, and the cash it takes is the cash in the ledger. Role-based permissions and the audit log apply at the counter exactly as they do everywhere else.

At the counter

Who is allowed to do what, and what gets recorded

A counter is the part of a business where the most transactions happen and the least supervision is possible. That is not a reason to lock everything down — a queue does not wait — but it is a reason to be deliberate about two things.

The first is permissions. Rights are set per role and per module, so the person billing can bill without also being able to delete a posted sale or change a rate. There is no shared override password for the awkward cases; there is a role that either has the right or does not.

The second is the record. Every insert, update and delete is written to the audit log with the user and the time, and shifts tie each bill to the person who raised it. When a till is short at the end of a shift, that turns an argument into a query.

Common questions

Questions we get asked

Does the POS work with barcode scanners?

Yes. Barcode billing is part of the module, alongside till and shift management.

Can a customer pay part cash and part card?

Yes. Split payment records a single bill settled across more than one method.

How are counter returns handled?

Quick return posts the goods back against the original sale rather than as a separate adjustment.

Do we get an end-of-shift summary?

Yes. The Z-report closes the shift and summarises it.

Does the counter use the same stock as the warehouse?

Yes. It sells from the same Inventory Control stock, including batch, expiry and MRP where the item carries them.

Which plan includes POS?

Retail/POS is included from the Platinum plan and available as an add-on on other plans. The pricing page has the detail.

Watch a shift open and close

Thirty minutes at the counter and in the ledger behind it, using your own items and prices.

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