Reconcile POS Transactions

POS Reconciliation ensures that all point-of-sale transactions are accurately balanced and recorded. This guide will teach you how to perform POS reconciliation in SapphireOne. The steps are as follows:

1. Open SapphireOne and navigate to Inventory > History > POS Reconciliation.
2. Select Date Range – Use the date picker to select the range of POS transactions you wish to reconcile.
3. Filter Transactions – Apply filters such as till ID, transaction type, or sales rep ID to narrow down the results.
4. Review Details – Ensure all transaction details are correct and balanced.
5. Reconcile Transactions – Click the “Reconcile” button to finalise the reconciliation process.
6. Generate Report – If needed, generate a reconciliation report for record-keeping and auditing purposes.

For more detailed instructions, please refer to the Inventory > History > POS Reconciliation article.