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Set up Point of Sale

Point of Sale

Set up Point of Sale

Point of Sale is a paid add-on on some plans; see Finance → Billing & Plans and the features list. It needs Warehouses, because every till sells from a stock location.

  1. Switch it on. Settings → Modules → Point of Sale → Enable (switch on Warehouses first if asked).
  2. Create a stock location for your shop in Products → Warehouses, and put stock in it.
  3. Add a register for each till: Sales → Registers → Add register.
    • Name and Code — the code is printed on receipts and reports, so two tills can be told apart.
    • Stock location — the shelf this till sells from. A register without one cannot sell.
    • Status Active.
  4. Add charges your counter uses (optional): Sales → Charges → Add charge, for example "Delivery" or "Gift wrap". Choose Fixed amount or Percentage of the sale, whether Tax applies to this charge, and whether the Cashier may change the amount.
  5. Check the till rules in Sales → POS preferences, for example Require an open shift before selling (recommended) and Allow selling below zero stock (off by default). To show a UPI QR at the counter, enter your UPI ID for the counter QR (for example yourshop@okicici) and the Name shown to the customer.
  6. Give cashiers a login. Each cashier needs their own staff account with POS access (Staff and roles).

Cashiers then open the register at your store's /pos address on the counter computer or tablet and sign in with their staff account.