Standalone Retail and Grid POS

Standalone POS is the separate till application that keeps working when the internet does not. You sign in online at the start of the day, trade all day whether the connection holds or not, and sync everything back to the ERP before you close. It carries its own sales, returns, payments, items, customers, reports and settings.

Online & Semi-Offline Connectivity

Stage	What is required
Start of Day	An active internet connection to log in.
Continuous Operation	None. Once authenticated the app keeps working with the connection down, saving sales locally on the device.
End of Day Sync	A connection, to push every locally stored transaction back to the server.
Manual Syncing	A tracker syncs pending transactions in one click as soon as the internet returns.

Sync before the device leaves the counter. Sales held only on local storage exist nowhere else — a lost or wiped device takes the day's takings with it, and there is no copy on the server to recover from.

Selling

POS Overview

The core transaction screen, built for fast entry and a clear running total.

Control	What it does
Customer Selection	Pick an existing customer, or add one with +.
Sales Type (Price List)	Switches pricing tier — Retail, Wholesale.
New Cart	Clears everything and starts a fresh transaction.

Checkout Payment Pop-up

Payment can be split across several accounts, each row a payment channel. Enter the amount taken on each and allocate it, until the allocated total covers the sale.

Sales Module Overview

The history of sales made on the device, with search and filter controls for finding a particular transaction.

Returns

POS Return Interface

The return header identifies the original sale, so the credit attaches to the right transaction rather than floating free.

Returns Management Overview

Returns already processed, with the same search and filter controls as the sales list.

Payments

Payments Module Overview

Money received against customer accounts, separate from the payments taken at the point of sale.

New Payment Interface

Records a payment from a customer — useful when someone settles an earlier credit sale at the counter.

Items and customers

Items Management and Inventory Control

The item list held on the device, with search and filter tools for isolating specific product data in a long catalogue.

Customer Information Management

The customer list, with search and filter tools at the top of the page so a person can be found without scrolling.

Adding a New Customer

Field	What to enter
Customer Name	The person's full name.
Company Name	Their business name. For an individual with no company, enter their own name here as well — the field is required either way.

Customer List Information

Column	Description
Name	The person or the business.
Contact	Phone number or email.

Detailed Customer View

One customer in full, with history tabs at the bottom listing their past records.

Day Book and reporting

Day Book

The day's trading in summary containers, so the counter can be balanced without leaving the app.

Daily Summary

Figure	Meaning
Net Sales	Sales less returns. Sales of 1,000 with no returns gives net sales of 1,000.

Reports

The reporting section of the app, built from the summary containers below.

Module Summary Containers

Card	What it shows
Sales Reports	Volume of orders, deliveries and invoices, with Today and This Month values for tracking revenue.
Returns Reports	Recent return transactions, for monitoring reversals.

Each card carries a View Details button for the underlying data.

Bank & Cash Account Balances

An account ledger summary showing where the money currently sits.

Quick Actions

Action	What it does
Generate PDF	Produces a formal PDF report for filing or sharing.

Recent Activity

The latest transactions on the device, for a quick check that what was entered actually recorded.

Dashboard

The app's home screen, pulling the summary containers, balances and recent activity together.

POS Settings

The Settings module configures the app to your business. The General tab holds company information, localisation and core behaviour.

Fields highlighted in blue are fetched from the ERP and cannot be edited here. If one of them is wrong, change it in the ERP — the app will pick it up on the next sync.

Field	Description
Company Logo	The business logo used throughout the app and on receipts.
Company Address	Appears on official headers and invoices.

Inventory & Operational Controls

Setting	What it controls
Inventory Location	The warehouse stock is deducted from on a POS sale.
Allow Negative Stock	Whether a sale is permitted when the count is zero or below.
Allow Changing Price	Whether the unit price can be edited at checkout.
Barcode Scanning	Enables hardware scanners for quick entry.
Update Existing Line Item	Adding the same item twice increases the existing line's quantity instead of adding a row.

Precision & Localization Settings

Setting	What it controls
Decimal Places	How many decimal points monetary values display to.

Reference data

These sections hold the data fields the app reads from the ERP, so the till uses the same definitions as the rest of the system.

Section	What it defines
Sales Types	The price lists available at the till.
Credit Status	Customer credit standing.
Payment Terms	When a credit sale falls due.
Bank Accounts	The accounts payments can be allocated to.
Tax Groups	The tax bundles applied to customers.
Taxes	The individual tax components and rates.
Currencies	The currencies available.
Item Taxes	Item-level taxability.

Point of Sale — the in-browser till
POS Return — returns in the ERP
POS Receipt Designer — the printed receipt
Tax Groups · Bank Accounts — the ERP definitions the app reads

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