Counter Management

Overview

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

Section

Counter Details

Shows the basic information for the selected counter session.

The status shown beside Counter Details indicates whether the selected counter is OPEN or CLOSED.

Field	Description
Terminal ID	The code of the X-Pos terminal where this counter session was opened
Opening Time	The local date and time when the counter session was opened
Close Time	The local date and time when the counter session was closed. Displays - while the counter is still open
Counter Report ID	The unique counter-session reference number used for reports and counter tracking
Opened By	The user who opened the counter session
Closed By	The user who closed the counter session. Displays - while the counter is still open
Note	Any note saved for the counter session. Displays - when no note was entered

Sales Summary

Displays total sales collected, broken down by payment method.

Field	Description
Payment Method	Payment method list
Amount (RM)	Total amount collected via that payment method during the counter session
Transaction Count	Number of transactions/bills paid using that method

Payment Summary

Compares what was physically counted against what the system expected per payment method.

Field	Description
Payment Method	Payment method list
Actual Amount (RM)	Amount counted and entered by the cashier
Expected Amount (RM)	Amount calculated by the system
Difference	Actual − Expected

Deduction Summary

Shows amounts deducted from gross sales.

Field	Description
Type	Category of deduction: Return, Bill Discount, Item Discount, Tax Amount
Amount (RM)	Total value of that deduction type during the session

Cash Summary

A detailed cash reconciliation for the default Cash payment method only.

Actual Cash

Field	Description
Actual Cash	The physical cash amount counted and entered by the cashier

Expected Cash

Field	Description
Cash Sales	Total cash received from completed sales transactions
Opening Cash	Float entered when the counter was opened
Cash In	Total cash added during the session
Cash Out	Total cash removed during the session
Total Expected Cash	Cash Sales + Opening Cash + Cash In − Cash Out

Variance

Field	Description
Total Variance	Actual Cash − Total Expected Cash

Cash Flow Summary / Hold Bill Summary / Void Bill Summary

Cash Flow Summary

Lists every Cash In/Cash Out transaction during the session.

Field	Description
Time	Date and time the cash transaction was made
User	The user who performed the transaction
Amount (RM)	The cash amount added (Cash In) or removed (Cash Out)
Reason	Additional note for the action

Hold Bill Summary

Lists bills placed on hold during the session.

Field	Description
ID	The held bill's reference number
Time	Date and time the bill was held
User	The user who held the bill
Amount (RM)	The total amount of the held bill
Remark	Additional note for the action

Void Bill Summary

Lists bills that were voided during the session.

Field	Description
ID	The voided bill's reference number
Time	Date and time the bill was voided
User	The user who voided the bill
Amount (RM)	The total amount of the voided bill
Remark	Additional note for the action

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

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.