CREATE YOUR FIRST POS ORDER
YOUR FIRST ORDER
Once you are done with configurations, now you are ready to make your first sales through the PoS. From the PoS dashboard, you see all your points of sale and you can start a new session.
To start with, either you can click NEW SESSION OR RESUME.
This is your POS interface.
Via clicking the desired products, you can add them to your cart.
If the customer doesn’t need a particular product he ordered, the seller can delete the order via clicking the backspace button.
Click the PAYMENT for paying the order.
Adding customer name
Upon clicking the customer button, you add the regular customer name from the database list.
Via clicking the edit button, you can add new customer name.
You can fill out the customer form with relevant information.
Click SAVE button to mark changes.
Once you are done with your order, you can proceed to pay. The payment methods will appear on the left of the screen. Select the payment method, also enter the received amount.
Validate the payment.
You get the receipt without any moments delay.
Now you can register the next order.
CLOSE THE POS SESSION
At the end of the day, you will close your PoS session. For this, click on the CLOSE button that appears on the top right corner and CONFIRM.
You can now close the session from the dashboard.
Now if you click on close, you can see the summary of all transactions per payment method.
If everything is right, you can validate the POS session. Also post the closing entries.
Via clicking the VALIDATE CLOSING & POST ENTERIES BUTTON, you get your session CLOSED AND POSTED.
PRODUCT RETURNS AND REFUNDS
From POS interface, select the product that needs to be returned. Now use the +/- button.
Enter the quantity to be returned. In case there is a return of multiple products, you need to repeat the process.
You can view the total is in negative. To refund, process the payment.
Returning from backend
For that go to POS>Orders>Orders
Select the order from which you want to return the products.
Upon clicking RETURN PRODUCTS option,
You can see the product quantity in - sign.
Now click the PAYMENT button,
Your return will be initiated.