POS Module

What is POS?

The Point of Sale (POS) module is a comprehensive retail management system designed to streamline sales operations, manage inventory, and process payments efficiently. It provides real-time sales tracking and inventory management capabilities.

Key Features

Access Path

Company Dashboard → POS → Sales Processing

Platform URL

Overview

Sales Processing enables quick and efficient transaction handling at the point of sale, allowing staff to process sales, apply discounts, and manage customer transactions seamlessly.

Features

• Quick Product Search: Fast product lookup by name, SKU, or barcode
• Cart Management: Add, remove, and modify items in the shopping cart
• Discount Application: Apply percentage or fixed amount discounts
• Tax Calculation: Automatic tax computation based on product and location
• Multiple Payment Methods: Cash, card, mobile payment support
• Receipt Printing: Generate and print sales receipts

Sales Workflow

1. Product Selection: Search and add products to cart
2. Quantity Adjustment: Modify quantities as needed
3. Discount Application: Apply any discounts or promotions
4. Payment Processing: Select payment method and process payment
5. Receipt Generation: Print or email receipt to customer
6. Inventory Update: Automatic stock level adjustment

Creating a Sale

1. Access: POS → Sales → New Sale
2. Add Products:
   • Scan barcode or search product
   • Select product from list
   • Enter quantity
3. Apply Discounts:
   • Select discount type (percentage or fixed)
   • Enter discount amount
   • Verify final price
4. Process Payment:
   • Select payment method
   • Enter payment amount
   • Calculate change if cash payment
   • Complete transaction

Overview

Inventory Management provides real-time tracking of product stock levels, automatic updates on sales, and low stock alerts to ensure optimal inventory control.

Features

• Real-time Stock Updates: Automatic inventory adjustment on sales
• Low Stock Alerts: Notifications when products reach minimum levels
• Product Search: Quick product lookup by various criteria
• Stock History: Track inventory changes over time
• Multi-location Support: Manage inventory across multiple locations

Inventory Tracking

Overview

Payment Processing supports multiple payment methods, allowing flexible transaction handling for various customer preferences and business needs.

Supported Payment Methods

Payment Workflow

1. Select payment method
2. Enter payment amount
3. Process payment
4. Generate receipt
5. Update inventory

Overview

Barcode Management enables quick product identification through barcode scanning and generation, streamlining the sales process.

Features

• Barcode Generation: Create barcodes for products
• Barcode Scanning: Quick product lookup via scanner
• Multiple Formats: Support for various barcode standards
• Barcode Printing: Print barcode labels for products

Overview

Sales Reports provide comprehensive analytics and insights into sales performance, helping businesses make informed decisions.

Available Reports

• Daily Sales Report: Sales summary for a specific day
• Monthly Sales Report: Monthly sales performance
• Product Sales Report: Sales by product analysis
• Payment Method Report: Payment method breakdown
• Customer Sales Report: Sales by customer

Overview

POS Settings allow you to configure various aspects of the POS system to match your business requirements.

Configuration Options

• Receipt Settings: Configure receipt format and information
• Tax Settings: Set up tax rates and calculations
• Payment Methods: Enable or disable payment methods
• Barcode Settings: Configure barcode formats and scanning
• Printer Settings: Set up receipt printers