Point of Sale (POS)

The Point of Sale (POS) module enables businesses to process retail transactions quickly and efficiently. It supports sales billing, multiple payment methods, barcode scanning, shift management, invoice printing, and payment reconciliation from a single interface.

A typical POS workflow begins with opening a POS shift, creating sales invoices, collecting payments, and finally closing the shift after reconciling all transactions.

POS Workflow

1. Open a POS Shift.
2. Add products to the cart.
3. Create a POS Invoice.
4. Collect payment.
5. Print the invoice (optional).
6. Close the POS Shift after reconciliation.

Open a POS Shift

Before processing sales, create a new POS Shift to record the opening cash balance and enable payment tracking throughout the shift.

Steps

1. Open the POS Shift screen.
2. Enter the quantity of each currency denomination.
3. The system automatically calculates the total opening cash.
4. Enter opening balances for additional payment methods such as Card, UPI, or Wallet if required.
5. Verify the values and click Submit.

Create a POS Invoice

Once the POS Shift is open, you can begin billing customers using the POS interface.

Steps

1. Select the customer.
2. Add items to the cart by clicking products or scanning their barcode.
3. Adjust item quantities if required.
4. Modify item prices or apply discounts (if enabled in POS Settings).
5. Review the total quantity and grand total.
6. Click Pay.
7. Select a payment method.
8. Submit the invoice to complete the sale.
9. Select Pay & Print to print the invoice immediately.

Adding Items

Products can be added to the cart using either barcode scanning or manual selection.

Available Methods

• Scan or enter the barcode.
• Search for an item by name.
• Select products directly from the item list.

Filter by Item Group

Use the Item Group filter to display only products belonging to a selected category, making it easier to locate items.

Managing Cart Items

• Expand an item to modify its quantity.
• Enter the quantity manually or use the increase/decrease controls.
• Remove products using the delete button beside the item.

Additional POS Features

The POS interface includes several productivity features for retail operations.

Cart Actions

The cart summary provides important information and quick actions during billing.

Payment Workflow

After reviewing the cart, click Pay to complete the transaction.

Payment Process

1. Click Pay.
2. Select a payment method such as Cash, Bank, or Transfer.
3. Verify the payable amount.
4. Complete the payment.

Available Payment Actions

Close a POS Shift

When business operations for the shift are complete, close the POS Shift to reconcile payments and record final cash balances.

Closing Cash

• Enter the quantity of each cash denomination.
• The system calculates the total closing cash automatically.
• Any difference between the expected and actual cash is displayed.

Closing Amounts

The reconciliation table displays the following information for every payment method:

• Opening Amount
• Expected Amount
• Closing Amount
• Difference Amount

This helps identify shortages or excess cash before completing the shift.

Related Features

Best Practices

• Always begin sales by opening a POS Shift.
• Use barcode scanning to speed up billing.
• Verify payment amounts before submitting invoices.
• Save unfinished transactions using the Held feature.
• Reconcile all payment methods before closing the POS Shift.
• Review any cash differences before submitting the closing shift.