Standalone Retail and Grid POS

The POS application provides a unified experience across desktop and mobile platforms, designed to keep businesses running without interruption. This cross-platform flexibility ensures that whether the user is at a fixed counter or moving around the store, the system remains reliable and fast.
Online & Semi-Offline Connectivity
The application is designed with a semi-offline architecture to maintain speed and reliability regardless of internet stability:
  • Start of Day: Users must have an active internet connection to log in at the beginning of the day.
  • Continuous Operation: Once authenticated, the system remains fully functional even if the connection is lost. All sales data is saved locally on the device.
  • End of Day Sync: Users must ensure all locally stored transactions are synced to the main server by the end of the day using an internet connection to keep records updated and safe.
  • Manual Syncing: A dedicated tracker allows users to manually sync pending transactions with a single click once the internet returns.
 
Dashboard
The Dashboard acts as the primary analytical hub for the mobile application. Every container is designed to provide specific data insights at a glance:
  Financial Summary Containers
  • Today Sales: Shows the total monetary value of all sales recorded during the current 24-hour period, along with a count of individual transactions.
  • Today Payments: Displays the total volume of funds successfully received today across all payment methods.
  • Monthly Sales: Tracks the cumulative revenue generated from the first day of the current month to the present moment.
  • Monthly Payments: Summarizes all payments collected throughout the month, providing a high-level view of cash flow.
  System & Sync Containers
  • Offline Invoices: A critical monitoring container that shows the exact number of invoices currently residing only on the mobile device. It serves as a reminder for the user to sync data to the server.
  • Items Count: Shows the current size of the local product database compared to the maximum allowed capacity (e.g., 53 / 20,000).
  • Customers Count: Monitors the total number of registered customers available for selection in the POS.
  • Storage Used: Displays the percentage of the mobile device's local storage being used to house the application's database and logs.
  Detailed Activity Containers
  • Recent Sales: Provides a vertical feed of the latest transactions. Each entry includes the customer’s name, the invoice reference number, the date, and a color-coded status badge (e.g., a green "Paid" label).
  • Daily Sales Trend: Lists the total sales figures for previous dates in descending order, allowing the user to quickly identify growth or dips in daily performance.
  Administrative Alerts
  • Salesman Profile Banner: A prominent notification area at the top of the dashboard. If the user is not correctly linked to a salesman profile, a warning appears to prevent errors in sales attribution and reporting.

POS Overview
The POS is the core interface for transaction management, designed to streamline the sales process through efficient data entry and clear financial summaries.
  Header & Transaction Controls
  • Customer Selection: Select an existing customer or add a new one directly using the + button.
  • Sales Type (Price List): Switch between different pricing tiers, such as Retail or Wholesale.
  • Cart Management: The New Cart button clears all current data to begin a fresh transaction.
  Product Entry & Item Table
  • Product Search: Input field for searching products by name or scanning barcodes.
  • QOH (Quantity On Hand): Displays real-time stock counts to prevent overselling.
  • Quantity & Unit: Specify the amount sold and select the unit of measure (e.g., pcs, each).
  • Price & Line Total: Shows the unit price and the calculated total for that line.
  • Action (Remove): Use the red trash icon to remove an item from the cart.
  Order Summary & Financial Totals
  • Total Quantity: Displays the count of total individual items in the cart.
  • Subtotal: The sum of all items before taxes or additional charges.
  • Delivery Cost: Field to add shipping or delivery charges.
  • Discount / Roundoff: Apply global discounts or manual round-off adjustments.
  • Tax Breakdown: Detailed split of tax components (e.g., Tax (5%), Federal (14%)).
  • Grand Total: The final amount to be paid, rounded to exactly three decimal places.
  Final Action Buttons
  • Checkout: Opens the Payment Pop-up to finalize the sale.
  • Reprint: Print a duplicate copy of the previous invoice.
  • Draft: Save the current cart to be recalled later from the Drafted list.
  • Orders: View existing sales orders or saved transactions.
  • Calculator: Built-in tool for quick manual calculations.
 
Checkout Payment Pop-up
The Checkout Payment Pop-up is the final step of the POS transaction, where the user allocates funds and completes the sale. This interface is designed for multi-method payment handling, ensuring that every cent is accounted for before a receipt is issued.
Payment Method Allocation
The system allows for split payments across multiple financial accounts. Each row represents a specific payment channel:
  • Account Selection: Displays available accounts such as Stripe (Savings), VAN 1 (Chequing), or various Cash Accounts.
  • Amount Input: Users can manually type the amount received for a specific account.
  • Full Button: A green shortcut that automatically fills the input field with the remaining balance due for that account.
  • Clear Button: A red button used to reset the input field for that specific row to zero.
 Live Financial Summary
A real-time footer provides a clear breakdown of the transaction's current status:
  • Payable Amount: The total grand total from the POS cart that needs to be settled.
  • Paid / Allocated: The sum of all values entered in the account rows above.
  • Exchanged: Displays any change that must be returned to the customer if the paid amount exceeds the payable amount.
  • Balance: Shows the remaining amount left to be paid. This must be zero for a standard completed sale.
 Final Completion Controls
The bottom control bar determines how the transaction record is closed:
  • Payment Status Dropdown: Allows the user to mark the transaction as Pay Later (for credit sales) or other status configurations.
  • Save & Pay: Saves the transaction data and processes the payment simultaneously.
  • Pay & Complete: The primary action button (green) that finalizes the sale, settles the accounts, and triggers the generation of the receipt.

Sales Module Overview
The Sales module is the central repository for all transactions generated within the system. It allows users to track, manage, and process returns for invoices, orders, and deliveries through a highly organized interface.
 Search & Filter Controls
Located at the top, these tools allow the user to quickly locate specific records across large datasets:
  • Date Range: A calendar picker used to filter transactions within a specific timeframe (e.g., 14/02/2026 - 16/03/2026).
  • Customer: A searchable dropdown to isolate transactions belonging to a specific client.
  • Reference: An input field to find a specific transaction by its unique reference or invoice number.
  • Apply Button: Executes the search based on the selected filters to refresh the data table.

Transaction Tabs

The module categorizes records into four distinct tabs for better organizational clarity:
  • Invoices: Displays all finalized sales. This is the primary area for managing paid, partially paid, or overdue accounts.
  • Orders: Tracks Sales Orders that have been recorded but may not yet be converted to full invoices.
  • Deliveries: Specifically lists Delivery Notes, helping users track the physical movement of goods to customers.
  • Pending Invoice: A dedicated space that lists transactions currently in a "pending" state, awaiting finalization or synchronization.
 Sales Data Table Fields
Every record in the list provides the following detailed information:
  • Reference: The unique identification number for the transaction (e.g., 015/2026). Clicking this often provides a deeper view of the document.
  • Date: The specific day the transaction was recorded.
  • Customer: The name of the buyer associated with the record.
  • Amount: The total monetary value of the transaction, displayed with precision (e.g., ₹2149.34).
  • Status: A color-coded indicator showing the current state of the document, such as Paid (Green), Overdue (Orange), Partially Paid (Blue/Yellow), or Invoiced.
  • Actions: Provides functional shortcuts to Print or Download PDF versions of the document for external sharing or physical filing.
  • Return: A dedicated action button (orange) used to initiate a return process for a specific invoice, automatically linking the return to the original sale.
   
POS Return Interface
The Create Return screen is a specialized window that allows users to process item returns for specific invoices accurately. It ensures that inventory and financial records are adjusted correctly based on the customer's request.
Return Header Information
This section identifies the source of the return to ensure data integrity:
  • Invoice Reference: Displays the original invoice number being processed (e.g., 015/2026).
  • Customer: Shows the name of the customer associated with the original sale.
  • Invoice Total: Displays the original total value of the invoice for reference.
Item Selection & Quantity
Users specify exactly what is being returned in this section:
  • Item Details: Lists the product name, Stock ID, original price, and the total quantity available to be returned (e.g., "Available: 1 each").
  • Return Qty: An editable field where the user enters the exact number of units the customer is returning.
  • Return Amount: A green status box that automatically calculates and displays the total value of the items being returned based on the Return Qty.
Return Type Options
The interface provides three distinct functional paths for the return, each handling the transaction differently:
  • Return Items: This is the standard selection used when a customer brings back a product to be added back into the store's inventory. It usually results in a credit to the customer's account or a refund.
  • Exchange Items: Selected when a customer wants to swap the returned item for a different product. This allows the system to balance the inventory out-movement of the new item against the in-movement of the returned one.
  • Refund: Specifically used when the return results in an immediate cash or electronic payout back to the customer, settling the financial obligation instantly.
Documentation & Finalization
  • Return Reason: A text area where the user must enter the specific reason for the return (e.g., "Damaged goods" or "Incorrect size") for administrative tracking.
  • Cancel Button: Closes the window without saving any changes or processing the return.
  • Return Button: The final action button (orange) that executes the selected return type, updates the inventory, and generates the necessary financial adjustments.
 
Returns Management Overview
The Returns module provides a dedicated interface for tracking and managing all product returns processed through the system. It ensures that every return is documented, searchable, and linked to its original financial impact.
 Search & Filter Controls
Users can narrow down the list of return records using the following top-level filters:
  • Date Range: A calendar selector to view returns generated within a specific period (e.g., 15/02/2026 - 17/03/2026).
  • Customer: A searchable dropdown to filter return records for a specific client.
  • Reference: An input field used to locate a specific return document by its unique reference number.
  • Apply Button: A blue button used to execute the search and refresh the data table based on the selected criteria.
 Returns Data Table Fields
The table provides a detailed line-by-line summary of all return transactions:
  • Reference: The unique identification number for the return document.
  • Date: The specific day the return was officially recorded in the system.
  • Customer: The name of the client who initiated the return.
  • Amount: The total monetary value of the returned goods, displayed with full precision.
  • Status: A color-coded badge indicating the current state of the return; for example, a green Allocated status confirms the return has been successfully processed and funds/credits have been moved.
  • Actions (Download PDF): A blue button in the final column that allows the user to download a formal PDF version of the return document for printing or digital sharing.
 
Payments Module Overview
The Payments module is designed to track and manage all incoming funds related to sales and customer accounts. It provides a historical ledger of payments and allows for the creation of new payment records to settle outstanding balances.
  Search & Filter Controls
To manage payment records efficiently, the top section includes specific filtering options:
  • Date Range: A calendar selector used to view payment records within a specific timeframe (e.g., 15/02/2026 - 17/03/2026).
  • Customer: A searchable dropdown field to filter the list for payments made by a specific client.
  • Reference: An input field used to search for a specific payment entry by its unique reference number.
  • Apply Button: A blue button that executes the current filter settings to refresh the data table.
  • + New Payment: A prominent blue button at the top used to open the payment creation interface for settling new transactions.
  Payments Data Table Fields
The main table provides a detailed summary of every payment transaction:
  • Reference: The unique identification number for the payment (e.g., 013/2026).
  • Date: The specific date on which the payment was recorded.
  • Customer: The name of the client associated with the payment record.
  • Amount: The total monetary value received in this transaction, displayed with full decimal precision.
  • Balance: Indicates the remaining unallocated amount for that specific payment entry; a value of 0.000 means the payment is fully applied to invoices.
  • Status: A color-coded badge showing the state of the payment:
    • Allocated (Green): The payment has been fully applied to outstanding invoices.
    • Unallocated (Orange): The payment has been received but not yet linked to specific sales documents.
  • Actions (Download PDF): A blue button in the final column that allows the user to download a formal payment receipt in PDF format.
 
New Payment Interface
The New Payment pop-up is used to allocate incoming funds to specific outstanding invoices or orders:
  Customer & Allocation Header
  • Customer: A dropdown to select the client making the payment. The + button allows for the quick addition of a new customer record.
  • Allocation Amount (Balance): Displays the current total balance owed by the selected customer (e.g., ₹-694.940). The input field next to it is used to enter the total amount being received now.
  • Go Button: A blue button that triggers the system to automatically suggest allocations across the listed documents.
  Invoice & Order Selection Rows
This section lists the specific documents that require settlement:
  • Document Details: Shows the type (e.g., Sales Invoice or Sales Order), reference number, due date, and the current outstanding balance for that specific record.
  • Amount Input: A manual entry field to specify how much of the current payment should be applied to this specific document.
  • Full Button: A green button that instantly fills the input with the total remaining balance for that row.
  • Clear Button: A red button to reset the allocation for that row to zero.
  Payment & Bank Details
  • Select Bank Account: A dropdown to choose which financial account the funds are being deposited into (e.g., Stripe Savings Account).
  • Transaction Reference: A field to record external reference numbers, such as a check number or bank transfer ID.
  • Charge Amount: Used to record any banking fees or transaction charges associated with the payment.
  • Discount(-)/Round(+): Allows for manual adjustments or small discounts applied during the final payment process.
  • Notes: A text area for adding administrative comments regarding the payment.
  Final Summary & Submission
  • Grand Total: Displays the final total of the payment being processed, rounded to exactly three decimal places.
  • Cancel: Closes the interface without saving the payment.
  • Create Payment: The final action button (blue) that records the payment, updates the customer balance, and marks the selected invoices as paid or partially paid.

Items Management and Inventory Control
The Items module serves as a comprehensive catalog for all products available within the POS environment. It is important to note that new items cannot be added directly within this application; instead, any items added through the main ERP software will automatically populate in this list for active sales and monitoring.
Search and Filter Controls
To maintain an organized inventory, the system provides several tools to isolate specific product data:
  • View Toggle: Allows the user to switch the display format between List view, Grid view, and Compact view layouts.
  • Category Filter: A dropdown menu that groups items by their assigned classification (e.g., "Product" or "Components"). These categories are defined by the user during the initial item creation process in the ERP software.
  • Search Items Bar: A manual input field where typing a product name or item code instantly filters the results.
  • Status Filter: A specialized selector to view items based on their current stock availability.
 Inventory Status Definitions
The system uses specific labels to help users monitor stock health at a glance:
  • All Statuses: Displays every item in the database regardless of its current quantity.
  • In Stock: Shows products that have a healthy and sufficient quantity available for sale.
  • Low Stock (Orange Badge): Identifies items that have dropped below a pre-set threshold, signaling a need for replenishment.
  • Out of Stock (Red Badge): Filters for items with zero or negative quantities, indicating they are unavailable for new sales.
  • Service: Used for non-physical entries, such as labor or consulting, which do not require physical stock tracking.
Items List Data Fields
Every entry in the main list provides a detailed summary of the product's attributes:
  • Image: A small visual thumbnail of the product to assist in quick identification.
  • Code & Name: Displays the unique Item Code alongside the full descriptive name of the product.
  • Category: Shows the specific group the item belongs to, helping to differentiate between raw materials and finished goods.
  • Stock: The total physical quantity currently available across all tracked locations (e.g., "5 each").
  • Status:The system uses specific status labels to help users monitor stock levels at a glance.
  • Actions (Delete): A red button that allows the user to remove an item record from the active list.
 Detailed Stock Status View
When selecting a specific item, the Stock Status pop-up provides a granular breakdown of where inventory is held:
  • Location Name: Lists the specific warehouses or storage areas (e.g., "Karur") where the item is stored.
  • Quantity on Hand: The physical count currently present at that specific location.
  • Reorder Level: The minimum quantity set for that location, triggering a "Low Stock" status if the count falls below this number.
  • Demand: Shows the quantity of items currently reserved for pending orders that have not yet been fulfilled.
  • Available: The actual number of items free to be sold, calculated after subtracting the Demand from the Quantity on Hand.
  • On PO Order: Displays the number of items currently expected from suppliers through active Purchase Orders.
 
Customer Information Management
The Customer section acts as a complete display area for all the people and companies that do business with you. It helps you keep track of their phone numbers, how much money they owe, and every transaction they have ever made to ensure your records are always accurate.
Search and Filter Tools
To help you find a specific person quickly without scrolling through a long list, the following tools are available at the top of the page:
  • Search Customers Bar: You can type a customer’s name or their phone number here to find their details instantly.
  • Sales Type: The Sales Type filter dropdown is automatically populated with data from the ERP software. This setting indicates whether a customer is classified as wholesale or retail. Additionally, the selected sales type determines if the total transaction amount is tax-inclusive or tax-exclusive.
  • + New Customer: This button opens a form to add a brand-new person to your records.

Adding a New Customer
This form is where you enter the details for a new client
  Contact and Business Details
  • Customer Name: The full name of the person you are adding.
  • Company Name: The name of their business.  If the person is buying for a business, put the business name in the Company Name field. If they are just an individual and do not have a company, simply type the customer's own name into the Company Name field as well.
  • Email: The digital address used to send receipts and other information.
  • Phone: A secondary or landline number for the customer.
  • Sales Type: The Sales Type dropdown is automatically populated with data from the ERP software. This setting indicates whether a customer is classified as wholesale or retail. Additionally, the selected sales type determines if the total transaction amount is tax-inclusive or tax-exclusive.
  • Tax Group: The official Tax Groups which is automatically populated from the ERP software, which is used for tax-compliant billing.
  • Address: The Field use to enter the customer's address details.
  • Credit Status: This setting is also populated from the ERP software and determines whether a user is permitted to offer a "Pay Later" option to the customer.
  • Payment Terms: This setting is also populated from the ERP software. This selected value will appear while selected this customer in the transaction.

Customer List Information
The main table shows a simple summary of every person on your list:
  • Name: The name of the person or the business.
  • Contact: This shows how to reach them, like their phone number or email address.
  • Balance: This is the current amount of money linked to their account. A negative number (like ₹-694.940) usually means they still need to pay you for something they bought.
  • Edit Button: Clicking the edit button opens the customer form with all existing data already filled in. This allows the user to update or correct any field—such as phone numbers, addresses, or tax details—based on current needs. Once the changes are made and saved, the customer record is updated across the entire system.
  • Delete Button: This icon allows the user to completely remove a customer from the records. However, to maintain financial accuracy, a customer can only be deleted if they have no linked transactions (such as invoices, payments, or returns). If a customer has a transaction history, the system will prevent deletion to ensure your reports remain complete.
 
Detailed Customer View
This page gives you a deep look at a single person’s entire history. You can reach this page by clicking on the customer's name. The Customer's view have detailed information of the customer, like Name, Email, Sales Type, Payment terms, Company Name and others.
History Tabs
At the bottom, you can click different tabs to see lists of their past records:
  • Invoices: A list of all finished sales.
  • Returns: A summary of all items they returned.
  • Payments: A record of all money they have paid.
  • Orders: Any current or past product orders. 

Day Book
The Day Book serves as the primary daily monitoring tool within the Reports module, providing a real-time summary of all financial and operational activities for the current date. It allows users to track performance and ensure data consistency at a single glance.
Daily Transaction Summary Containers
The top section of the Day Book features high-level cards that summarize key performance indicators for the current business day:
Financial and Inventory Metrics
  • Sales Value: Displays the total gross value of all sales generated today (e.g., ₹1,000.000), along with a label indicating it represents the total sales today.
  • Inventory Value: Shows the current monetary worth of the stock on hand (e.g., ₹200.000), providing a snapshot of the current inventory worth.
  • Taxes: Specifically tracks the total amount of tax collected from transactions today (e.g., ₹159.660).
  • Money Received: Summarizes the total volume of actual payments received today (e.g., ₹1,000.000) from all processed transactions.
  • Returns Processed: Monitors the total count of return transactions handled during the current day (e.g., 0).
  • Returned Goods Value: Indicates the total monetary value of all items that were returned by customers today (e.g., ₹0.000).
Daily Summary
The Daily Summary section provides a calculated overview of net performance and liquidity:
  • Net Sales: Displays the final sales figure after accounting for returns (Sales minus returns). For example, with ₹1,000.000 in sales and zero returns, the Net Sales remains ₹1,000.000.
  • Cash Flow: Provides a vital indicator of liquidity by showing the "Money in minus money out" (e.g., ₹1,000.000), helping users understand the actual movement of funds for the day.

Reports
The Reports tab serves as a comprehensive reporting and analytics dashboard, providing a high-level overview of business health across various modules. It aggregates data from sales, returns, payments, and inventory to facilitate informed decision-making through detailed summaries and financial tracking.
Module Summary Containers
The top section features specialized cards that provide a quick snapshot of performance metrics for key modules, each including a View Details button for deeper analysis:
  • Sales Reports: Summarizes the volume of orders, deliveries, and invoices with flexible filtering options. It displays critical values such as Today (e.g., 1,102.000) and This Month (e.g., 10,518.380) to track revenue growth.
  • Returns Reports: Dedicated to tracking and managing sales returns. It shows the count of Recent return transactions (e.g., 0) to monitor product reversals and customer dissatisfaction levels.
  • Payment Reports: Monitors customer payments and allocations to maintain healthy cash flow. It tracks total collections for Today (e.g., 1,102.000) and This Month (e.g., 10,489.620).
  • Inventory Reports: Provides a centralized view of product stock levels and status, ensuring that stock availability is aligned with sales demand.
Bank & Cash Account Balances
This section provides real-time visibility into the liquidity of the business by displaying the current balances across all linked financial accounts:
Account Ledger Summary
  • Cash and Digital Wallets: Displays balances for accounts like Cash New Testing Account (e.g., ₹9,149,641.820), PayPal (e.g., $199,097.370), and Stripe (e.g., ₹4,910,722.320).
  • Operational Accounts: Tracks funds in the Current account (e.g., ₹90,312.164) and Petty Cash account (e.g., ₹9,715,154.690) for daily business expenses.
  • Banking Institutions: Lists balances for specific bank entities such as Third Bank Account (e.g., ₹23,050.670), Fourth Bank (e.g., ₹-567.577), Second Bank (e.g., ₹27,356.080), and VAN 1 (e.g., ₹362,366.710).
Quick Actions
The Quick Actions panel provides functional shortcuts to streamline administrative tasks and data portability:
  • Generate PDF: Allows the user to create formal PDF reports for transactions, suitable for physical filing or digital sharing.
  • Export Data: Enables the extraction of report data into Excel or CSV formats for external auditing or custom spreadsheet analysis.
  • Custom Report: Provides an advanced interface to build tailored reports using specific filters and parameters based on unique business requirements.
Recent Activity
This area is designated for a detailed activity log and transaction summaries. It serves as an audit trail to monitor the latest movements within the system, ensuring all operational changes are documented and visible.

POS Settings
The Settings module allows you to configure your application preferences to align with your specific business needs. The General tab serves as the primary configuration page for company information, localization, and core system behaviors.
System-Linked Fields
Several fields within this interface—specifically those highlighted in blue—are automatically fetched from the ERP system. While these values are pre-populated based on your main ERP configuration, they can't be modified here to customize the behavior of the mobile application.
Company Information
This section identifies your business entity and ensures your branding is consistent across all generated documents and receipts.
  • Company Logo: Displays the official business logo used for visual identity throughout the app.
  • Company Address: The physical location of the business, which appears on official headers and invoices.
  • Company Name: The registered name of your business entity.
  • Name: The name of the primary contact person or administrator for this account.
  • Phone: The primary contact number for the business.
  • Email: The administrative email address used for communication and notifications.
  • Tax ID: Your business's official tax identification number for legal compliance.
Inventory & Operational Controls
These settings determine how the system handles stock management and item interactions during a sale.
  • Inventory Location: Specifies the default warehouse or storage area from which stock is deducted during POS transactions.
  • Allow Negative Stock: Controls whether the system permits sales when the physical stock count is zero or below.
  • Allow Changing Price: Determines if the user has the permission to manually edit the unit price of an item during the checkout process.
  • Barcode Scanning: Enables or disables the use of hardware scanners for quick item entry.
  • Update Existing Line Item: When enabled, adding the same item twice will increase the quantity of the existing line instead of adding a new row.
  • Batch: Enables tracking for items that are managed via batch numbers or specific manufacturing lots.
Precision & Localization Settings
Use these fields to customize how data is displayed and formatted to suit your regional or professional requirements.
  • Decimal Places: Sets the number of decimal points displayed for monetary values.
  • Quantity Decimal Places: Configures how many decimal points are used for item quantities (e.g., 0 for whole units).
  • Company Currency: Defines the primary currency symbol used for all financial transactions (e.g., INR).
  • POS Type: Sets the default operational mode, such as Retail or Wholesale.
  • Language: Sets the application's display language; changes take effect immediately.
  • Font Size: Adjusts the text size across the interface (e.g., 15px) for better readability.
  • Transaction Days: Defines the historical window for visible transactions (e.g., 30 days).
  • Date Format: Sets the preferred layout for dates (e.g., dd/MM/yyyy) used in all pickers and displays.
  • PDF Size: Sets the default paper size for generated reports and invoices (e.g., A4).

Sales Types
The Sales Types tab provides a read-only view of the different pricing and tax structures configured within the system. It is important to note that Sales Types cannot be added or modified directly within this application; these settings are automatically fetched from the ERP software to ensure consistency across your business platforms.
Sales Type Data Fields
The table displays the specific rules associated with each sales classification, which determine how prices and taxes are handled during a transaction:
  • ID: The unique numerical identifier assigned to the sales type within the system database.
  • Name: The descriptive label for the sales category, such as Retail or Wholesale. This name appears in the POS dropdown when selecting the pricing tier for a customer.
  • Tax Included: This field indicates whether the unit prices shown in the POS already include tax (Included) or if tax should be added on top of the base price (No).
  • Price Factor: A multiplier used to adjust the base price of items automatically. For example, a factor of 1 keeps the price at 100%, while a factor of 0.7 applies a 30% reduction for bulk or wholesale transactions.
Search Functionality
  • Search Sales Types Bar: A manual input field at the top right that allows you to quickly filter the list by name to find a specific sales configuration.

Credit Status
The Credit Status tab provides a read-only list of the various credit classifications assigned to customers. Like Sales Types, these statuses are automatically fetched from the ERP software and cannot be added or modified within this application. These settings are crucial for determining which customers are eligible for credit-based transactions.
Credit Status Data Fields
This table outlines the specific permissions associated with each credit level, allowing users to understand the billing constraints for different customer profiles:
  • ID: The unique identification number assigned to the credit status within the system.
  • Name: The descriptive label of the credit standing (e.g., Good History, In liquidation). This status is visible on the customer's profile to inform the user of their current standing.
  • Allow Invoice: This is a critical functional field that determines the system's behavior during a sale:
    • Allow to invoice: The user can proceed with generating invoices and processing "Pay Later" transactions for the customer.
    • Disallow to invoice: The system will prevent the user from finalizing an invoice for a customer with this status, typically due to payment risks or legal standing.
Search Functionality
  • Search credit statuses Bar: Use this input field to quickly filter the list by status name to review specific permission rules.

Payment Terms
The Payment Terms tab displays the pre-configured timeframe and conditions under which a customer must settle their invoices. These terms are automatically fetched from the ERP software and cannot be added or modified within this application. When selecting a customer in the POS, their assigned payment term determines the due date of the transaction.
Payment Terms Data Fields
The following fields define the schedule for expected payments:
  • ID: The unique system identifier for each specific payment term.
  • Name: The descriptive title of the term (e.g., Cash Only, Payment due within 10 days, or Due By End Of The Following Month).
  • Days: The number of days after the invoice date when the payment becomes due. For example, a value of 7 indicates payment is expected in one week.
  • Day in Following Month: Specifies a fixed day in the next calendar month for the payment deadline. For example, a value of 17 means the payment is due on the 17th of the next month, regardless of the invoice date.
Search Functionality
  • Search payment terms Bar: A manual input field used to filter the list by name to quickly locate a specific set of payment conditions.

Bank Accounts
The Bank Accounts tab lists all the financial accounts where your business funds are stored. These accounts are automatically fetched from the ERP software and cannot be added or modified within this application. These accounts appear in the payment pop-up to let you choose where money is deposited or withdrawn.
Bank Account Data Fields
The table provides a simple overview of each account's purpose and currency:
  • ID: The unique system number for the account.
  • Name: The title of the account, such as Petty Cash account, Stripe, or Current account.
  • Currency: The type of money held in the account (e.g., INR, USD, or ZAR).
  • Type: Describes how the account is used, such as a Cash Account for physical money, a Savings Account, or a Chequing/Current Account.
Search Functionality
  • Search bank accounts Bar: Use this box at the top right to quickly find a specific account by typing its name.

Tax Groups
The Tax Groups tab shows the different categories of taxation used for billing and compliance. These groups are automatically fetched from the ERP software and cannot be added or modified within this application. When you add a new customer, you select one of these groups to ensure their invoices use the correct tax rules.
Tax Group Data Fields
The table displays the following information for each group:
  • ID: The unique system number for the tax group.
  • Name: The descriptive name of the tax category, such as Tax, Tax Exempt, or KDV. This label helps you identify which tax rule applies to a specific customer or region.
Search Functionality
  • Search tax groups Bar: A quick search field at the top right to filter the list and find a specific tax group by name.

Taxes
The Taxes tab lists the individual tax components used by the system to calculate precise billing amounts. These tax rates are automatically fetched from the ERP software and cannot be added or modified within this application. These individual taxes are used to build the tax breakdowns seen on your invoices and receipts.
Taxes Data Fields
The table displays the specific details for each tax rate:
  • ID: The unique system identifier for the tax rate.
  • Name: The name of the specific tax, such as Tax, KDV, or Federal.
  • Rate: The percentage value applied to the transaction (e.g., 5%, 18%, or 14%) to calculate the tax amount.
Search Functionality
  • Search taxes Bar: A manual input field used to filter the list by name to quickly find a specific tax rate.

Currencies
The Currencies tab displays the global list of monetary units supported by the system. These currencies are automatically fetched from the ERP software and cannot be added or modified within this application. This list ensures that all transactions and account balances are recorded using standardized international currency codes and symbols.
Currency Data Fields
The table provides the following details for each supported currency:
  • Code: The three-letter international standard code for the currency (e.g., AED, AFN, ALL).
  • Name: The full descriptive name of the currency, often including its native script (e.g., UAE Dirham, Afghan afghani).
  • Symbol: The specific character or abbreviation used to represent the currency in the POS and reports (e.g., د.إ, Af, Lek).
Search Functionality
  • Search currencies Bar: A manual input field used to filter the list by name or code to quickly locate a specific currency.

Item Taxes
The Item Taxes tab displays the taxability rules assigned to specific products within your inventory. These settings are automatically fetched from the ERP software and cannot be added or modified within this application. This classification ensures that the system knows whether an item should have tax applied or if it is exempt during a sale.
Item Tax Data Fields
The table provides a simple breakdown of how items are classified for taxation:
  • ID: The unique system identifier for the item tax rule.
  • Name: The descriptive label for the tax rule, such as Regular.
  • Exemption: Indicates the tax status of the items under this rule (e.g., Taxable), which tells the system to calculate the standard tax rates for these products.
Search Functionality
  • Search item taxes Bar: A manual input field used to filter the list by name to quickly find a specific item tax classification.

We use cookies to improve your experience and for marketing. Learn more in our privacy policy.