Point of Sale (Receipts)
The Receipts module serves as a fast-paced Point of Sale (POS) interface designed for retail environments, quick item selection, and immediate transaction processing.
Interface Overview
The POS interface is split into two primary sections: the Item Catalog (Left) and the Active Cart (Right).
Business Overview
Standard receipts are used for walk-in customers or quick sales where items are picked and paid for immediately. Unlike Invoices, which track debt, Receipts typically record completed sales where funds are received at the time of the transaction.
The POS Workflow
1. Item Selection
The left panel displays your inventory. You can find items using:
- Search Bar: Search by item name, SKU, or by scanning a barcode.
- Category Tabs: Filter items by their assigned categories for faster browsing.
- View Modes: Switch between Grid View (large tiles with images) and List View (compact list) depending on your preference.
- Density Control: Adjust how many items appear per row (1 to 6) to optimize for your screen size.
2. Managing the Cart
When you click an item, it is added to the cart on the right.
- Quantity: Use the + and - buttons to adjust quantities.
- Unit Selection: If an item has multiple units (e.g., Piece, Box, Pack), click the unit label to select the correct one.
- Removing Items: Hover over an item and click Remove to take it out of the cart.
3. Checkout & Payment
The bottom of the right panel handles the financial details:
- Customer: Select an existing customer or click + New to add one quickly. Defaults to "Retail Customer".
- Discounts & Shipping: Apply flat or percentage-based discounts and add shipping costs if necessary.
- Payment Method: Choose how the customer is paying (Cash, Card, Mobile Money, etc.).
- Received & Change: Enter the amount received from the customer; the system automatically calculates the Change Due.
- Store Credit:
- If a customer has existing store credit, you can apply it to the total.
- If there is change due, you can check Save change as store credit to keep the balance on the customer's account.
- Deposit Account: Select the bank or cash account where the funds will be recorded.
4. Finalizing the Sale
Click the Pay button to complete the transaction. The system will:
- Update your inventory levels immediately.
- Record the payment in the selected ledger.
- Generate a receipt that can be printed or emailed.
Advanced Features
Parking (Holding) Carts
The Parking feature enables multi-cart simultaneous-selling, allowing you to serve multiple customers at the same time by switching between their carts.
- Multi-Cart Workflow: When a customer is not ready to pay, park their cart to serve the next customer. You can have multiple parked carts and switch between them as needed.
- Hold Cart: Click the Ellipsis (...) in the cart header and select Hold Cart.
- Tagging: Provide a tag (e.g., Table number or Customer name) to easily identify each parked cart.
- Resume: To retrieve a parked cart, click Parked Carts in the menu and select Resume. The cart's contents are restored, and you can continue where you left off.
- Use Cases: Ideal for restaurants (table orders), retail stores (customers browsing), or any scenario where customers need time before completing their purchase.
Transaction History
Click the History button in the cart header to view a list of recent receipts. You can re-print receipts or review past totals from this view.
[!TIP] Keyboard Shortcuts: You can use a barcode scanner to immediately add items to the cart without manual searching. Ensure your cursor is focused on the search bar for the best experience.