Counter Management

The Counter Managament module allows you to view counter summaries, handle cash flows, close counters, and preview or print closed counter reports

General Features

Filter Counter by Date

1. Use the calendar on the left panel to navigate between months using the ◀ and ▶ arrows

2. Select a date to show counters opened on that day

   

3. Select a counter in the list to view its full Counter Details on the right panel

   

   Section	Information available
   Counter Information	Terminal ID, opening time, close time, counter report ID, opened by, closed by, and note
   Sales Summary	Payment method, amount (RM), and transaction count
   Payment Summary	Payment method, actual amount (RM), expected amount (RM), and difference (actual − expected)
   Deduction Summary	Deduction type (return, bill discount, item discount, tax amount) and amount (RM)
   Cash Summary	Actual cash, cash sales, opening cash, cash in, cash out, total expected cash, and total variance
   Cash Flow Summary	Time, user, amount (RM), and reason for each cash in/out transaction
   Hold Bill Summary	ID, time, user, amount (RM), and remark for each held bill
   Void Bill Summary	ID, time, user, amount (RM), and remark for each voided bill

Print Batch Reports

1. Click Print Batch Reports

   

2. Select a Report Type:

   Report Type	Description
   By Summary	Consolidates all counters within the date range into a single combined report
   By Counter	Generates an individual close counter report for each counter within the date range, viewable one by one

3. Select the Start Date and End Date

4. Select a Template (e.g., POS_CLOSECOUNTER_BYDATE)

5. (Optional) Check Send Report to Email to email the reports. This requires an email to be configured first

6. A preview of the report is shown on the right

   • For By Summary, the preview shows the combined totals across all counters in the range

     

   • For By Counter, the preview shows each counter's report individually. Use Previous and Next to navigate between counters, indicated by the page counter (e.g., 1 of 2)

     

7. Click Print to generate the report(s), or Cancel to discard the selection

Cash Management

1. Click Cash Management

   

2. Select Cash In or Cash Out using the toggle at the top of the form

3. Enter the Amount

4. (Optional) Enter the Reason

5. (Optional) Check Open Cash Drawer to trigger the physical cash drawer to open

6. (Optional) Check Print Cash In / Out Receipt and select a template (e.g., POS_CASHINOUT)

7. Click Save to confirm the transaction, or Cancel to discard it

   

8. Once saved, a success message is displayed:

   

Close Counter

1. Click Close Counter

   

2. Count the amounts received and adjust the Actual (RM) amount for each payment method

3. (Optional) Check Send Report to Email to email the report. This requires an email to be configured first

4. (Optional) Check Print Closing Summary Report and select a template (e.g., POS_CLOSECOUNTER_BYID)

5. Click Proceed Close Counter to close the counter, or Cancel to discard it

   

6. Once closed, a Counter Closed confirmation is shown with the Counter ID, Date, Time, and Operator

7. (Optional) Check Auto Post to SQL Account post the closed counter to SQL Acc automatically

8. Click OK to complete, or Undo within the countdown to reopen the counter

   

Print Close Counter Report

1. Click Print icon

   

2. Select a Template (e.g., POS_CLOSECOUNTER_BYID)

3. (Optional) Check Send Report to Email to email the report. This requires an email to be configured first

4. Click Print to generate the report, or Cancel to discard the selection

   

PopUp Menu

1. Click ⋯ (three dots) icon

   

2. Select one of the following actions:

   

   Action	Description
   Undo Closed Counter	Reopens a closed counter within the configured timeout window. It is unavailable after the counter has been posted to SQL Account
   View Transaction	Opens the Transaction page and displays the transactions in the selected counter

Edit Payment Summary Actual Amount

1. Click Edit icon

   

2. Adjust the Actual (RM) amount for the relevant payment method.

3. Click Save to update the actual amounts or Cancel to discard the changes.