POS Sessions

The POS Sessions module tracks all activity related to registers, including when a cashier opens or closes a session, cash handling, and sales summaries. Sessions provide accountability and transparency for all cash and register operations.

Index Page

The index page lists all sessions created for each register with details such as branch, register name, cashier, status, opening float, declared cash, sales totals, and timestamps.

Filters

• Branch – Filter sessions by branch.
• POS Register – Show sessions for a specific register.
• Status – Filter sessions by Open or Closed.
• From / To – Filter sessions by creation or closing date range.

Actions

• Open Session – Start a new session for a register.
• Row Actions:
  • Show Session – View full session details and summaries.
  • View Cash Movements – Display all cash-in and cash-out operations tied to this session.
  • Close Session – Available only if the session is still Open.

Open Session

When opening a session, the cashier must define initial session details:

Attribute	Required	Notes
Branch	✅ Yes	Required only if the user is not assigned to a specific branch.
POS Register	✅ Yes	Select which register is being opened.
Opening Float	❌ Optional	Starting cash in the drawer. Useful for reconciliation at closing.
Notes	❌ Optional	Add context or remarks for the session.

Once confirmed, the session becomes active (Open), and all orders, sales, and cash movements during this time are logged under it.

Close Session

Closing a session finalizes all activities and requires reconciliation:

Attribute	Required	Notes
Declared Cash	✅ Yes	The amount of cash physically counted by the cashier at the end of the session.

The system automatically compares Declared Cash with System Cash Sales and calculates any cash over/short discrepancies. After closing, no further transactions can be assigned to this session.

Show Session (Details Page)

The Show Session page provides a full breakdown of the session’s activity:

Header Information

• Branch & POS Register – Where the session was opened.
• Status – Open or Closed.
• Opened By / Closed By – User accounts who opened and closed the session.
• Opened At / Closed At – Timestamps for session duration.

Financial Details

• Opening Float – Initial cash in the drawer.
• Declared Cash – Cash counted at closing.
• System Cash Sales – Expected cash based on recorded orders.
• System Card Sales – Card payments processed in this session.
• System Other Sales – Any other payment methods (wallets, vouchers, etc.).
• Total Sales – Overall sales processed during the session.
• Total Refunds – Refunds issued during the session.
• Orders Count – Number of orders processed.
• Cash Over/Short – Difference between declared cash and system-recorded cash sales.

Related Data

• Orders – Orders handled in this session.
• Cash Movements – Manual cash in/out operations (e.g., petty cash, safe drops).
• Notes – Any additional information provided by the cashier.

Notes

• Sessions ensure register accountability by tying all activity to a cashier and time frame.
• A register can only have one active (Open) session at a time.
• Closing sessions is mandatory before opening a new one for the same register.
• Managers can review sessions to detect discrepancies, track refunds, and audit cash handling.