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Finance & compliance

Accounting Payroll Asset Management

Sales & customers

CRM Point of Sale

Operations

Inventory Procurement

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Restaurant Pharmacy

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Professional services Retail and shops Inventory and distribution Restaurants Pharmacies

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Retail owners and cashiers

Point of Sale user manual

Registers, shifts, checkout, returns, credit sales, and reports.

Point of Sale workspace in SikaBooks — The Point of Sale workspace. Screen contents vary by permissions and configuration.

15 articles

Workflows and guidance

01 Getting StartedWelcome to the SikaBooks Point of Sale (POS) module. This module lets you process retail sales, manage registers and shifts, track customers, handle returns and credit sales, and g... 02 RegistersRegisters represent your physical POS terminals or stations. Each register tracks its own shift history and transaction flow. 2.1 Viewing Registers Go to Sidebar > Sales > Re... 03 ShiftsEvery register operates in shifts. A shift tracks all sales, returns, and cash movements from open to close. 3.1 Opening a Shift Go to the register detail page Click Open Shift Ent... 04 SellingThe POS sell screen is a full-screen register interface designed for fast retail transactions. 4.1 Accessing the Sell Screen Go to Sidebar > Sales > Sell (or click the Sell b... 05 Sales History5.1 Viewing Sales Go to Sidebar > Sales > Sales View all completed, voided, and parked sales Filter by status, location, date range, or customer 5.2 Sale Details Click a sale... 06 ReturnsHandle product returns and refunds with a full audit trail. 6.1 Viewing Returns Go to Sidebar > Sales > Returns View all returns with status (pending, approved, completed) Fi... 07 CustomersManage your POS customer database for receipts, credit sales, and customer insights. 7.1 Viewing Customers Go to Sidebar > Customers > Customers Browse the customer list Filt... 08 Credit SalesAllow trusted customers to purchase on credit with tracked balances and payments. 8.1 Prerequisites Credit sales must be enabled in POS Settings The customer must have a credit lim... 09 Tax ConfigurationConfigure tax rates and groups for your POS transactions. 9.1 Tax Rates Tax rates define individual tax percentages: Go to Sidebar > Administration > Tax Rates Click Add Tax... 10 POS UsersPOS users are linked to business users, but they operate with their own 4-digit PIN and POS role profile. 10.1 Viewing POS Users Go to Sidebar > Administration > POS Users Vi... 11 ReportsThe POS module includes 10 built-in reports. Date and location/register filters appear where relevant. X-reports and receipts include dedicated print layouts; other report pages ca... 12 SettingsPOS settings are split into focused pages instead of one long form. 12.1 Accessing Settings Go to Sidebar > Administration > POS Settings 12.2 General Settings Receipt Number... 13 Supervisor ActionsSupervisors have elevated privileges for controlling POS operations. 13.1 Actions Requiring Supervisor PIN Action When Required Void a sale Always Approve a return When refund exce... 14 Integration with Other Modules14.1 Inventory Integration The POS module relies on the Inventory module for: Product Catalog — Products sold through POS come from the Inventory product catalog Stock Levels — The... 15 PermissionsPOS permissions control what each user can do: Permission Description pos.sales.view View sales history and parked sales pos.sales.create Process new sales, search products pos.sal...