POS or PoS is an abbreviation for Point of Sale (or Point-of-Sale, or Point of Service). Point of sale (POS) systems or special interfaces of ERP systems are used by cashiers or sales assistants in retail stores to process customer orders and to accept payments from customers. The POS interface was designed to ensure that cashiers can quickly and accurately perform their typical tasks: scan barcodes and find products or search for products by name or category in the database, close orders, process returns, and see discount details. This POS interface is intended for usage in stores with low or medium size retail operations.
To enable the POS functionality, open the Administration > Settings > Sales form and select the Enable POS Interface option in the Retail Management section.
Also, in the Default Retail Customer field, select (or create) a special name for a retail customer, such as Retail Customer, NoName Customer, or any other.
To users who will use the POS interface, assign the appropriate access rights – the Sales Manager profile.
Payments for retail sales can be accepted in cash or by bank cards. For detail on configuring bank card payments, refer to Setting up Card Payments.
See also
To process a return, perform the following operations:
1. Click the New Goods Return button, This opens a list of invoices. To reduce the number of documents, you can type a name fo the retail customer in the Search field on the top of the list.
2. Locate the required invoice and then click Select on the dialog box toolbar.
3. Review the document lines and select the lines with the goods being returned.
4. Click the Make a Return button. A Credit Note based on the selected Invoice will be generated.
If the customer requests the product that are located in a remote warehouse or are not received yet, you can create a customer order as follows:
1. Click the New Customer Order button. This replaces some of the fields.
2. In the Customer field, type a customer name, type the customer's phone number and the email address in the respective fields and click the green button to the right of the Customer field. This creates a master record for the customer. Note. Add the customer address to the master record if the order will be delivered to the customer address.
The POS interface in a case of new order
3. Click the Add
button to add a line to the order.4. Select an item, specify its quantity and make sure the price is specified.
5. Check that available discounts were applied to the order.
6. Enter a manual discount if applicable and allowed by the entity's policies.
4. Click the Make a Customer Order button at the form bottom. The system generates a new customer order.