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.
POS Terminal
Accessing POS
Navigate to POS > Point of Sale
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
Click Pay
Select payment method: Cash, Card, Bank Transfer, Split
Enter amount tendered
Click Complete Sale
Payment Methods
Method
Process
Cash
Enter amount received, get change
Card
Process via card terminal
Bank Transfer
Record reference number
Split
Multiple payment methods
Receipt Options
Print Receipt: Send to receipt printer
Email Receipt: Send to customer email
No Receipt: Skip printing
Hold Orders
Click Hold to save cart for later
Enter reference name
Retrieve from Held Orders
Products & Inventory
Product Setup
Navigate to Products > Products & Services
Click + Create
Basic Information
Field
Description
Name
Product name
SKU
Stock keeping unit
Category
Product category
Sale Price
Selling price
Purchase Price
Cost price
Inventory Settings
Field
Description
Track Stock
Enable inventory tracking
Stock Quantity
Current stock level
Reorder Level
Alert threshold
Stock Levels
Product A: 150 units (OK)
Product B: 25 units (LOW - below reorder level)
Product C: 0 units (OUT OF STOCK)
Stock Adjustments
Go to Products > Stock Report
Select product
Click Adjust Stock
Enter adjustment type (Add/Remove), quantity, reason
Purchase Orders
Creating a Purchase Order
Navigate to POS > Purchase
Click + Create Purchase
Enter: Vendor, Purchase Date, Due Date
Add line items (products, quantities, prices)
Click Create
Purchase Order Status
Draft→Ordered→Partial Received→Received→Billed
Receiving Stock
Open purchase order
Click Receive
Enter quantities received
Stock updates automatically
Warehouse Management
The POS module integrates with the comprehensive Warehouse Management system for multi-location inventory tracking, stock transfers, and warehouse-specific stock management.
