A Point of Sale refers to the time and place where a retail transaction takes place.
For retail operations, the delivery of goods, accrual of sale and payment all happens in one timely event, that is usually called the 'Point of Sale' (POS).
Sales Invoices can be generated directly from the POS.
To access POS, go to:
Home > Retail > Retail > POS
Before creating and using Point of Sale, you need to have at least one POS profile enabled. Please do that before proceeding to the next sections.
Once you set up a POS profile, you can start billing on POS.
Select the payment mode and click on Complete Order. You'll be asked to submit the Sales Invoice.
You can then print the POS invoice.
After the Sales Invoice is submitted, you can either print or email it directly to the customer.
At the billing counter, the retailer needs to select Items which the Customer buys. In the POS interface you can select an Item by two methods. One, is by clicking on the Item image and the other, is through the Barcode / Serial No.
Select Item: To select a product click on the Item image and add it into the cart. A cart is an area that prepares a customer for checkout by allowing to edit product information, adjust taxes and add discounts.
Barcode / Serial No: A Barcode / Serial No is an optical machine-readable representation of data relating to the object to which it is attached.
Tip: To change the quantity of an Item, enter your desired quantity in the quantity box. These are mostly used if the same Item is purchased in bulk.
If your product list is very long use the Search field, type the product name in Search box.
POS calculates the extra amount paid by the customer, which cashier can return from the cash account. User has to set the account for the change amount on the POS profile.
In POS, user can select the existing Customer during making an order or create a new customer. This feature works in the offline mode also. User can also add the customer details like contact number, address details, etc on the form. The Customer which has been created from the POS will be synced when the internet connection is active.
To see entries after submitting the Sales Invoice, click on View Ledger.
You can also send the receipt via email.
You can also create a return credit note against a POS Invoice in case of return of items or the entire order. Below are the steps for issuing a credit note against an invoice:
All the invoices from recent POS transactions will be displayed under the Recent Orders pane. You can either search for the invoice directly with its name or filter search results as per the status of the invoice which can be Paid, Consolidated, Draft, Return.
Select the invoice against which you need to create the credit note after which you will see the invoice details and the options to Print, Email the receipt and an option to make a Return. Click on 'Return'.
Once you checkout, you'll see the Grand Total, Paid Amount and Taxes too if applicable.
Clicking on Complete Order will complete the process and create the final return credit invoice and display the bill on the screen like a normal order
At end of day or shift, the cashier can close his/her PoS by creating a POS Closing Voucher. Click on the Menu and select 'Close the POS'. Select the period, your POS Profile and your user to retrieve all sales registered. At the end of the day, the cashier can close his/her shift by creating a POS Closing Voucher.
Click on the Menu and select 'Close the POS'. Select the period, your POS Profile and your user to retrieve all sales registered.
On creating a POS Closing Voucher, all the POS invoices fetched for the selected period will be consolidated into one final Sales Invoice. The status of all the POS invoices will change from 'Paid' to 'Consolidated' once they are successfully consolidated into a sales invoice on closing.
If there are more than 10 invoices while closing a POS, consolidation of the invoices will take place in a background job and would be subitted after the background job gets completed. The Accounting Ledgers would be affected only after the Closing Voucher is submitted successfully and the consolidated sales invoices are created.