Sales Management

Introduce To POS Interface

To access the POS interface, expand the “Sale” menu from the left sidebar and click on the “POS Screen” menu, Or click the POS button from the header.

The Point of Sale (POS) screen is the central interface where transactions are conducted and managed in a retail environment. It serves as the primary tool for sales staff to process purchases, manage stock, and provide customer service efficiently.

The key features of POS screen

Recent Sale: This feature displays a list of recent transactions, allowing staff to quickly reference and retrieve past sales information if needed. Some important and necessary features have been added here, options to search by date, customer and invoice number. This will speed up the work of a seller.

Hold Sale: Hold Sale functionality enables sales staff to temporarily suspend a transaction while attending to other customers or addressing inquiries. It allows them to maintain flexibility and provide better service without losing the current sale progress.

Print Last Sale Invoice: This feature allows for the printing of the invoice or receipt from the most recent completed sale. It ensures that customers have a physical record of their purchase. 

Calculator: Integrated calculator functionality simplifies the process of calculating totals, discounts, or change during transactions. It enhances accuracy and speeds up the checkout process, especially for complex transactions.

Customer Display: Customer displays provide real-time information to customers during the checkout process, such as item names, prices, and total amounts. It enhances transparency, reduces errors, and can also be used for promotional messaging.

Keyboard Shortcut: An important key board shortcut feature is provided here, So that the work speed of a seller increases.

Filtering Product Options: This feature allows staff to quickly locate products by various criteria, enhancing efficiency and customer service. Filtering options such as by category, brand, most selling, and less selling.

Add To Cart Modal

To sell “General Type” products click on the “General Type” product, in my case “Coca Cola” is a “General Type” product.

After selecting General product you will get a popup modal.

Here you will see the current stock of this product, Enter the quantity in the quantity field or increase the quantity by clicking the plus button. 

Select Employee from the Employee field if this product sale Employee-wise, Change the price if needed, LPP = Last Purchase Price of this product, WSP=Wholde Sale Price of this product, Increase Quantity if you need, enter discount if you have permission after that hit “Add To Cart” button to add this product in the cart.

After adding the products to the cart, the cart will look like the snapshot below.

Cart

After adding the items to the cart, the cart will look like the below snapshot. If you want, you can increase and decrease the quantity of products from the cart, you can give discounts.

Total Item 7(10) means 7 Item 10 Quantity

To add a delivery or servicing charge, click on the space marked next to the charge.

Click here to read about the Tax Setting article.

Click here to read about the Tax in Sale article.

Click here to read the article on Discount Permission for Employee. How to give discoun?

How to work delivery partner?

Click here to read how rounding works on Total Payable?

Register

A “Register” in a super shop or supermarket usually refers to a checkout counter or station where customers complete their purchases and pay for their selected items. A registrar enters the customer’s sales information into the software.

How does the register work?

A prerequisite for selling is to open a register.

To open a new Register expand the Sale menu from the left sidebar after that click on the POS menu.

After clicking the Submit button, you will see an interface similar to the snapshot below.

Set the opening balance according to the payment method, and select a counter from the counter field. after that hit the submit button.

NB: If the register interface does not appear after clicking the “POS” menu, it means that the register is already open.

Click here to read about the “What is counter? how does work?” article.

Payment Method Description

Click the Payment button to pay for a sale.

In the finalized sale, you will see payment method options on the left side, select a payment method option from there, select the amount by clicking denomination amount (Note: We have discussed Denomination in detail in the dinomination article) , or enter the amount in the Amount field and hit the Add Button.

After clicking the “Add” button payment is added in the payment section in my case I’ve select Bank, after that select Send Invoice Via SMS, Send Invoice Via Emal, Send Invoice Via Whatsapp as per your need and hit the submit button to Sale this product.

After the sell Success, you will get an invoice.

Print Challan from Recent Sale

To simplify the working speed of sellers we have put an option called Recent Sale, You can see the list of products that have already been sold from the POS screen. And from there you can print the challan and invoice of the sales, and edit the sales.

Click on recent sale button.

After clicking on recent sale button you will see a popup modal like below snapshot.

Click a sell from the sell list.

After clicking on the sale it will be added to the cart on the right, you can edit, delete, print and invoice if you want.

Print Invoice from Recent Sale

Print Invoice from Recent Sale is same procedure as like “Print Challan from Recent Sale” just click on “Print Invoice” button instead of “Print Challan” button.

Customer Display

Customer displays provide real-time information to customers during the checkout process, such as item names, prices, and total amounts. It enhances transparency, reduces errors, and can also be used for promotional messaging.

Sometimes there may be a need to show the customer real time when you add a product to the cart at checkout.

In that case the use of customer display may be required.

Customer Display Pannel, Customer display will work in real time, whenever you add or delete a product or modify anything in the cart of POS screen, the customer can see it in real time.

Show Stock Before & After Sale

The number of stocks before sale is shown in the snapshot below.

Here I have given 9 quantity sale entries.

Current stock status after sale. Before selling 9 quantity the stock was 49, and after selling 9 net quantity the current stock is 40.

Sale Report

To view the Sale Report expand the Report Menu from the left sidebar and click on Sale Report. select a date to view the report within a specified date if needed. select outlet from the outlet field to filter report according to outlet.

Employee Sale Report

Employee Sale Report is a combination of multiple features, Depending on the type of business, there are two ways to select employees while selling products, One is for the entire invoice, and the other is for each individual product listed on the invoice.

How to select an employee on the entire invoice?

How to select one employee on each item?

Click on the marked space or pencil icon to set each item wise employee.

After clicking on the pencil icon you will see a modal.

Then select an employee from the modal.

Difference between invoice-based employee and item-based employee selection. Here on the left, an employee is selected on the invoice, and on the right the employee is selected per product.

To view the “Employee Sale Report” expand the “Report” menu from the left sidebar and click on the “Employee Sale Report” menu.

Select a date to view the report within a specified date if needed. select an employee from the employee field, select outlet from the outlet field to filter report according to outlet.

Select the “Sale Wise” option to view the invoice wise employee report as described above.

Select the “Item Wise” option to view the item wise employee report as described above.

Product Sale Report

To view the Product Sale Report expand Report Menu from the left sidebar and click Product Sale Report menu. select a date to view the report within a specified date if needed. select an item, select a customer.
NB: The Product Sales report only works on one product, for which it is mandatory to select a product from the product list.

Detailed Sale Report

To view the Detailed Sale Report expand Report Menu from the left sidebar and click Detailed Sale Report menu. select a date to view the report within a specified date if needed. select an employee also you can select outlet from the outlet field to filter report according to outlet. 
NB: Detailed Sale Report contains details of the sale, such as how many products were under a sale, quantity, price, etc.