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POS Workflows

POS Workflows​

Open POS Session​

  1. Go to Point of Sale workspace.
  2. Select a POS Profile.
  3. Select Customer.
  4. Add items from the item list.
  5. Edit quantities as needed.

Note: You need to set a default Warehouse for stock impact. If both Item and POS Profile define a Warehouse, the POS profile warehouse gets priority.\u00a0

How to Create a POS Invoice

  1. Add items to cart in the POS screen.
  2. If editing rate/discount is needed, enable options in the POS Profile.
  3. Click Pay and select payment mode.
  4. Submit \u2014 a POS Invoice is created.

POS Opening Entry

Before selling, open a session with an Opening Entry.
This sets the session start and can capture opening cash if required.\u00a0

POS Closing Entry

At the end of the session:

  1. Go to POS Closing Entry
  2. Select the POS Profile and closing period
  3. Submit \u2014 stock and accounting postings occur.

Loyalty Integration

ABNERP supports linkage of loyalty programs to customers, allowing:

  • Earning points on POS invoices
  • Redemption during checkout
    To set up the loyalty program, follow the ++Loyalty Program++ documentation.