POS — Point of sale
The POS is a simplified touch screen for shops, counters and direct sales. It lets you find products, add them to the cart and close the sale in a few steps.
What you can do
Section titled “What you can do”- View products enabled for POS in a grid filtered by family.
- Search products by reference or description.
- Select a customer (or sell to final consumer).
- Manage the cart: quantities, discounts and taxes.
- Take payment by cash, card or transfer.
- Generate a sales invoice (draft) with the POS prefix.
Prerequisites
Section titled “Prerequisites”- Products must be created with the Update POS flag enabled.
- Product families must be configured.
- At least one customer is needed if you want to link the ticket.
Using the POS
Section titled “Using the POS”- Go to
POS → Point of sale. - Select a family to filter products, or use the search box.
- Tap a product to add it to the ticket.
- In the cart you can:
- Increase or decrease quantity.
- Remove a line.
- See the updated total amount.
- Select the payment method.
- Click Checkout to finalize the sale.
Ticket customer
Section titled “Ticket customer”The customer field is optional. If filled in, the ticket is linked to that customer. If left empty, the sale is recorded as Final consumer.
You can quickly create a new customer from the + button next to the selector.
Real-time stock
Section titled “Real-time stock”Each product card shows the available stock. If stock is below 5 units, it turns red to warn you before running out.
POS products
Section titled “POS products”For a product to appear in the POS:
- Open the product record (
Warehouse → Products). - On the General tab, enable the Update POS toggle.
- Save the changes.
You can also mark images as visible in POS so they appear on the product card.
After checkout
Section titled “After checkout”When the ticket is closed, the system:
- Creates a sales invoice in draft status with the POS prefix.
- Deducts stock from sold products (if stock control is enabled).
- Shows the total amount collected.
From Sales → Invoices you can locate the generated invoice, issue it and print it.
POS statistics
Section titled “POS statistics”Go to POS → Statistics to see:
- Today’s sales: amount and number of tickets.
- Top-selling products in the last 30 days.