How to Use the POS Interface: A Complete Guide

Welcome to your Point of Sale (POS) system. This guide will walk you through the essential steps for processing sales, managing customer details, applying discounts, and generating reports. Whether you are ringing up a quick item or splitting a complex payment, these instructions will help you navigate the system efficiently.

1. Setting Up Order and Customer Details

Before adding items to a cart, you can set up the basic details of the transaction at the top of the screen.

1. Review Invoice and Date: The invoice number generates automatically. The date defaults to today, but you can click the calendar icon to adjust it if needed.
2. Add Remarks (Optional): Use the Remark field to add notes to the bill, such as "Partial payment" or expected payment dates.
3. Enter Customer Details:
   • Enter the customer's mobile number, name, and address.
   • If you are selling to a business (B2B), enter their TRN in the designated field.
4. Select Delivery Type: Choose either Pickup or Home Delivery. If Home Delivery is selected, you can assign a specific driver from the dropdown menu.

2. Adding Items to the Cart

There are multiple ways to add products to your customer's bill.

1. Standard Barcode Entry: Type or scan the barcode into the top-left field. The product details (name, stock, price) will appear below. Adjust the quantity and click Add +.
2. Urgent Entry (Fast Scanning): Check the Urgent box next to the barcode field. When this is active, scanning a barcode bypasses the item details screen and instantly adds the item to the cart.
3. Using Quick Items/Recharge Cards: Click on the visual tabs on the left (e.g., Recharge Cards or Quick Items). Simply click the product tile to add it. For products with size variants (like small, medium, large), clicking the item will prompt you to select the specific rate to add.

3. Managing the Cart and Applying Discounts

1. Adjust Quantities: Once an item is in the cart, use the + and - buttons to change the quantity. You can also use the + and - keys on your keyboard for faster adjustments.
2. Change Item Price: If needed, click directly on the price of an item in the cart to manually overwrite it.
3. Apply a Discount: Press the F3 key on your keyboard to open the discount menu. You can apply a discount by a specific cash amount or by a percentage (e.g., 5%, 10%). Click OK to apply it to the subtotal.

4. Processing Payments

When the customer is ready to pay, use the buttons on the right-hand side of the screen.

1. Quick Save: For simple, single-method payments, click Quick Save. Choose the payment method (Cash, Credit Card, Cheque, etc.) from the pop-up to instantly complete the order.
2. Detailed Save & Split Payments: Click the main Save button to open the detailed payment window.
   • Split Payment: Toggle the "Split Payment" switch ON if the customer wants to pay using multiple methods (e.g., part cash, part card). Enter the exact amount for each method.
   • Calculate Change: If a customer hands you more cash than the total, simply type the amount they gave you into the designated Amount field next to Cash. The system will automatically calculate the exact change you need to return.
3. Click Save & Print to finalize the transaction and print the receipt.

5. Searching Orders and Generating Reports

1. Find Previous Orders: Click the Search button on the right menu, then select Orders made today. This opens a list of recent transactions, displaying customer details, total amounts, and how the bill was paid. You can reprint receipts directly from this screen.
2. View Daily Reports: Click the Reports icon on the right menu.
   • Counter Cash: Use this tab for a simple overview of your daily sales, filtering by date range (e.g., Today, Last 7 Days).
   • Counter Cash Detailed: Use this tab for advanced reporting. You can check specific boxes to include Return Invoices, Salesman details, or specific order details before clicking Print Receipt.

Need more help? Feel free to reach out to our support team for further assistance.