Point of Sale Module (POS)

The POS module enables retail and sales operations with point-of-sale transactions, purchase order management, and inventory integration. It's designed for quick transactions and stock management.

Table of Contents

• POS Terminal
• Products & Inventory
• Purchase Orders
• Barcode Management
• Reports

POS Terminal

Accessing POS

1. Navigate to POS > Point of Sale
2. The POS terminal opens in full-screen mode

Making a Sale

Step 1: Add Products

• Click product tiles to add to cart
• Use search bar to find products
• Scan barcode (if scanner connected)

Step 2: Adjust Quantities

• Click + or - on cart items
• Click quantity to enter directly

Step 3: Apply Discounts (Optional)

• Click Discount
• Enter percentage or fixed amount
• Apply to item or entire cart

Step 4: Select Customer (Optional)

• Click Customer dropdown
• Select existing or quick-add new

Step 5: Process Payment

1. Click Pay
2. Select payment method: Cash, Card, Bank Transfer, Split
3. Enter amount tendered
4. Click Complete Sale

Payment Methods

Receipt Options

• Print Receipt: Send to receipt printer
• Email Receipt: Send to customer email
• No Receipt: Skip printing

Hold Orders

1. Click Hold to save cart for later
2. Enter reference name
3. Retrieve from Held Orders

Products & Inventory

Product Setup

1. Navigate to Products > Products & Services
2. Click + Create

Basic Information

Inventory Settings

Stock Levels

Product A: 150 units (OK)
Product B: 25 units (LOW - below reorder level)
Product C: 0 units (OUT OF STOCK)

Stock Adjustments

1. Go to Products > Stock Report
2. Select product
3. Click Adjust Stock
4. Enter adjustment type (Add/Remove), quantity, reason

Purchase Orders

Creating a Purchase Order

1. Navigate to POS > Purchase
2. Click + Create Purchase
3. Enter: Vendor, Purchase Date, Due Date
4. Add line items (products, quantities, prices)
5. Click Create

Purchase Order Status

Draft → Ordered → Partial Received → Received → Billed

Receiving Stock

1. Open purchase order
2. Click Receive
3. Enter quantities received
4. Stock updates automatically

Barcode Management

Barcode Setup

1. Go to Settings > Barcode Settings
2. Configure: Barcode Type (Code128, EAN13), Format

Assigning Barcodes

1. Open product
2. Enter barcode number or click Generate

Printing Barcodes

1. Go to Products > Barcode
2. Select products
3. Set quantity per product
4. Click Print

Barcode Scanner Usage

• Connect USB scanner to computer
• Focus on search field in POS
• Scan product barcode
• Product auto-adds to cart

Reports

Sales Reports

Inventory Reports

Daily Operations

Opening Procedures

• Count cash drawer, verify opening balance
• Check low stock alerts
• Review pending orders

Closing Procedures

• Count drawer, compare to system total
• Print daily summary
• Process cash drops
• Reset drawer for next day

Quick Reference

POS Keyboard Shortcuts