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Pos Management

Manage point-of-sale system including transactions, troubleshooting, and end-of-day reporting

Complexity: Simple | Duration: 5-15m | Category: Operations/Process

Tags: pos transactions payments reporting troubleshooting

Workflow Diagram​

Steps​

Step 1: Transaction processing​

Agent: pos

specialist - Ring up sales, apply discounts, process payments

Step 2: Receipt printing​

Agent: pos

specialist - Print or email customer receipts

Step 3: Return processing​

Agent: pos

specialist - Process returns per policy

Step 4: Troubleshooting​

Agent: it

support - Resolve printer jams, network issues, software errors

Step 5: Shift reporting​

Agent: pos

specialist - Generate sales report by cashier

Step 6: Cash reconciliation​

Agent: pos

specialist - Count drawer and match to system total

Step 7: Variance resolution​

Agent: store

manager - Investigate over/short discrepancies

Step 8: End​

Agent: of

day close - pos-specialist - Close registers and create Z-report

Usage​

To execute this workflow:

/workflow operations/process/pos-management.workflow

See other workflows in this category for related automation patterns.