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.

The Task Selection area. This upper area includes 3 large buttons for most frequent tasks:
New Sale: To record a new sale based on existing customer order or without it. For details, refer to Creating a New Sale.
New Goods Return: To process a return of earlier sold goods. For details, refer to Creating a Return.
New Customer Order: To order specific goods for a customer. For details, refer to Creating a New Customer Order.
The Task Information area. Includes customer information and a list of goods being sold.
The Proceed to Payment button: To open the Payment dialog box. Can be synchronized with opening of a cash drawer.

The POS interface

1.2. Creating a New Sale
This topic describes how to create a new sale with the POS interface.

The POS Interface. A new sale

Click the New Sale button to initiate a new sale. A new sale can be done for an instant customer or based on a customer order posted earlier in store, online, or by phone.
Make sure the Customer field shows the retail customer name. Otherwise, start typing the name and then, select the corresponding customer from the drop-down list.
If the customer has a posted order, to locate this order, you can enter the customer phone name or email in the Customer field and then select the required order in the Customer Order field. Alternatively, you can enter the customer order number in the Customer Order field. Click the Fill by button to the right of the Customer Order field. Notice that only customer orders in the In Process status will be available for selection. Go to Step 10.
if the customer does not have an order, click the Add button to add a line. A drop-down list of recently used items appears, select an item from this list or click the Show All link to open the list of all items. Alternatively, use the barcode scanner to add an item.
By default, an item is added with the quantity 1. Use the Quantity+/Quantity+- buttons to set the required quantity of the item.
Make sure the price is shown in the corresponding lines or enter the prices manually.
Check that automatic discounts (if any) are applied.
Click the Discounts button to review the applied (if any) discounts or to apply a new discount.

The Discounts dialog box
9. You can specify the discount in the input box on the top of the dialog box and then select the discount type by using the following 3 buttons:

10. Select the discount application option: to the selected row or to the entire document.
11. Click Apply and close the dialog box.
12. Review the document lines and click Proceed to Payment in the lower area of the form. The Payment dialog box opens.

The Payment dialog box
Make sure the amount is correct. Select the payment type from the following options:
Cash Credit Card, Debit Card, Mixed Payment ( this list may be different in your system).
For cash payment, use the yellow buttons (to the right) to enter the amount given by the customer and view the change amount in the Change box. The Amount box now shows the amount received from the customer.

Click the Make Payment button. This initiates generation of the Commercial Invoice which should be printed.

1.3. Creating a Return
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.
1.4. Creating a New Customer Order

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.

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See also

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1. The POS functionality

See also