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POS Management

The POS Management module enables you to handle all in-store sales operations efficiently, from processing transactions to managing product barcodes and generating detailed reports. Use the sections below to navigate each feature and get the most out of your point-of-sale system.

21.1 Add POS​

  • The POS screen is your quick and easy way to process in-store sales. The product grid on the left displays all available items with their image, name, SKU, price, and stock count. Use the category tabs at the top (such as Sports & Fitness, Food & Beverages, Electronics & Technology, and more) to browse products by category, or use the Search bar to find a specific item quickly.
  • At the top of the screen, select the Customer from the dropdown (which populated from the user management section) and choose the Warehouse from the location dropdown to specify where the stock will be pulled from.
  • To add a product to the cart, simply click on any product card. It will appear in the Shopping Cart panel on the right side of the screen. Use the “+” and “−” buttons next to each item to increase or decrease the quantity, or click the delete icon to remove an item from the cart entirely.
  • The Shopping Cart panel displays each item with its name, unit price, quantity, and line total. At the bottom, you can see the Subtotal, GST, VAT, Discount, and the final Total amount calculated automatically.
  • Select the Bank Account from the dropdown at the top of the cart panel before proceeding (When a sale is completed, the received amount is recorded as income and added to the selected bank account).
  • Click “Checkout” to open the Process Payment screen, which shows a full summary of the transaction including the POS Number, Date, Customer, Warehouse, and a detailed product breakdown with taxes and totals.
  • After completing the sale, a confirmation message appears with the Receipt Number and a full itemised receipt showing product details, taxes, discount, and total, along with a “Thank you for your business!“** message. Use **“Download PDF” to save the receipt, “Print” to print a copy, or “Close” to dismiss the screen.

21.2 POS Orders​

  • The POS Orders page displays all completed sales transactions with columns for Sale Number, Customer, Warehouse, and Total. Use the Search bar or filter by Customer and Warehouse to find specific orders. Click Apply to filter and Clear to reset. Toggle between List and Grid view using the icons at the top right.
  • Click the View icon in the Actions column to open the full POS Sale details page, which shows the company information, customer name, warehouse, sale date, number of items, and a complete Sale Items breakdown including Product, Quantity, Unit Price, Tax, Tax Amount, and Total. The summary at the bottom shows Subtotal, Discount, Tax, and Total Amount. Click “Download PDF” to save a copy of the sale record.

21.3 Manage Product Barcode​

  • The Manage Product Barcode page allows you to generate and print barcodes for your products. Select a Warehouse from the dropdown and use the Search bar to find products by name or SKU. The Available Products table displays all products with their Product Name, SKU, Price, Barcode, and a Copies field where you can set how many barcode copies to print.
  • Check the box next to each product you want to include. Once your selection is made, click “Download PDF” to download a printable barcode sheet for all selected products.

21.4 Reports​

The Reports section includes three sub-reports accessible from the left-side navigation: Sales Report, Product Report, and Customer Report.

  • Sales Report: Contains three tabs. The Daily Sales tab shows a bar chart of Daily Sales Performance by date. The Monthly Sales tab shows a bar chart of Monthly Sales Performance over recent months. The Warehouse Sales tab shows a Warehouse Sales Comparison bar chart, allowing you to see which warehouses are generating the most revenue.
  • Product Report: Displays four summary cards at the top showing Total Products, Total Revenue, Total Quantity, and Total Orders. Below, a bar chart shows the Top 10 Products by Revenue, and a pie chart shows the Quantity Distribution across products. The Product Performance Report table at the bottom lists each product with its SKU, Quantity Sold, Total Revenue, and number of Orders.
  • Customer Report: Displays four summary cards showing Total Customers, Total Revenue, Total Orders, and Average Order Value. A bar chart shows the Top 10 Customers by Spending, and a pie chart shows the Order Distribution across customers. The Customer Performance Report table at the bottom lists each customer with their Total Orders, Total Spent, Average Order Value, and Last Order date.