POS screen guide

Go to – Sell -> POS

1. Selecting customer

By default, there is a “Walk-In Customer”.

You can search for a customer by name/customer ID or phone number or can add a new customer by clicking the plus (+) button “Add Customer”.

2. Searching & adding product

Enter the Product Name Or scan the barcode to search for the product.

If multiple products are matched then it displays the dropdown of products and selects the product from it.

Or if there is a single product then it directly gets added to the cart.

3. Changing product price, tax & discount for a product

After the products get added, click on the product name to modify product price, tax & discounts.

Note:

Option for different tax in products will be shown only if Inline tax is enabled.

You can enable it from Business Settings -> Tax -> Enable Inline Tax in purchase and sell.

4. Selecting the lot number for a product

If lot number is enabled then it will show the option to select lot number.

5. Selecting the expiry date for a product

If the expiry date is enabled then it will show the option to select the lot number.

6. Finalize your sales

For the payment/cash/card finalizing kindly check out the below article, where we have explained one by one.

Finalize sales options