Login Screen (User Name And Security PIN)
Display Products Category Wise
Products Display in Listview
Create combo product/ Edit combo product/ Hide product uom/ Print combo product details on receipt
User can set configuration to enable this feature.
Create Combo Product
Select combo product, open popup of combo product.
Combo product details added to cart.
Click edit button for edit selected combo products.
Editable combo product details added to cart.
Combo product print on receipt.
POS Order with combo product details.
Create product modifier/ Modifier add or delete from product/ Product modifier details print on receipt
Create Product Modifiers.
Add modifiers in product.
Product Modifire detail printed on receipt.
Kitchen screen is for staff to see order that has been placed./ It will also show particular table orders./ Kitchen screen has two User Category: Cook and Manager./ Cook can only see order of specified categories./ Manger can see all orders and table orders.
To enable kitchen Screen view, here is the configuration.
You can set kitchen screen user as Cook or Manger and assign categories by which you can give right to see order that belogs to given category.
Product add to cart and click kitchen button for simply place order and it will be send to kitchen.
Click kitchen view to view screen shown below.
This view is only visible to Manger.You can see order note below the order in red line.
By clicking on information icon you can see table order note.
Manger can also see list view of orders.
Click confirm button to change state waiting to delivering.
Cook can login to session and redirect to kitchen Screen.
As per order progress cook can update state.
Once you enable timer in kitchen then you can show cooking time in kitchen screen.
You just need to define "Making Time" in product form view for particular product. Ex. Burger 10 Min, Pizza 30 Min like
Once order will send in kitchen screen then order products cooking time will calculate and show total time to cook user.
Once order time is over then kitchen kanban view color will change and highlighted to cook user.
Credit / Debit Management
User can set configuration to enable this feature.
User can give credit amount and also pay the due amount of POS order.
Customer credit amount details printed on receipt.
In back-end entry of customer credit details is here.
User can pay the amount of POS order using customer credit amount.
Customer Credit details printed on receipt.
If user pay full amount of POS order then entry of POS order in paid state.
Click on debit button to create draft order.
In back-end entry of pos order in new state.
Using pay debit button user can pay the due amount of POS order.
If user pay full amount of POS order then entry of POS order in paid state.
If over customer debit limit then display alert message.
Add Product Note
Added product note in orderline.
Add Order Note
POS Order note and Product Note is printed on receipt.
Bag Charges Applied in Cart.
POS Bag charges is printed on receipt.
Warehouse Product Quantity
Lock POS Screen Popup
Lock POS Screen
Configure delivery user/ Flow of delivery order/ Assign delivery user for deliver items
For create delivery user just create new user and go to point of sale tab inside user form view and set user role as a "Delivery User".
For delivery order, just add products on cart and click on delivery button on left menu.
Then click on payment button and just need to add delivery details as highlighted on below screenshot.
You can make draft order and paid order of delivery order.
You can also see delivery details on receipt also.
Once delivery user login then he/she can able to see delivery orders and perform operations based on delivery done.
Product Return Order Popup
Transfer Products between Internal Location
By click on link Navigate to Transfer directly.
Created Internal Tranfer.
Create Gift Card/ Edit Gift Card/ Recharge Gift Card/ Exchange Gift Card/ How to use Gift Card
Create Gift Card
There are two type of cards, Free and Paid.
Here we can see the popup for create paid gift card.
Here is confirmation popup before going to create paid gift card.
Paid Giftcard detail is printed on receipt.
Here we can see the popup for create free gift card in below image.
Giftcard detail is printed on receipt.
Gift Card Screen
Edit Gift Card
Recharge Gift Card
Here is confirmation popup before going to recharge card.
Recharge Giftcard details is printed on receipt.
Exchange Gift Card
How to Redeem Gift Card.
We can see all gift card history as per bellow image.
We can see card history as per bellow image.
We can see card usage history.
We can see card recharge history.
We can define card type with name and code.
How to Create Gift Voucher/ How to Use Gift Voucher
Redemption Order: User can apply particular voucher (n) number of times in single order./ Redemption Customer: Customer can use particular voucher (n) number of times.
Create Gift Voucher
Gift Voucher Screen
How to Redeem Gift Voucher
Redeem Voucher by scanning barcode.
After Redeem Gift Voucher.
Gift Voucher Information printed on receipt.
Voucher Redeemption information.
All Voucher Redeemption information.
Out of Stock
Create Purchse Order/ Print POS or Thermal Receipt of Out of Stock Products
Out of Stock Product Screen in Kanban View.
Out of Stock Product Screen in List View.
Select products and print POS or Thermal Receipt for out of stock product.
Out of stock product is printed on receipt.
Create Purchase Order.
We can see purchase order created as per bellow image.
Customer wallet information print on receipt./ How to use customer wallet
Add to wallet amount is printed on receipt.
How to Use Wallet.
Information of perticular customer wallet in below image.
Information of wallet details in below image.
Money In/Out From Cash Drawer
While click on money in or take money out, popup will appear ask for reason and amount for the transaction.
Put Money In details printed on receipt.
Take Money Out details printed on receipt.
Create Promotion/ Print promotion details on receipt
User can see applied promotion on cart.
Applied promotions can also be seen on the Receipt Screen.
Broadcast Messages & Multi Terminal Lock
Popup for close session or logout from POS.
Closing Cash Cotrol Popup
Sale product to customers on Credit/Debit
Customer pay advance amount and we add that amount in customer's Credit accont.
If Customer having credit amount then that customer can pay order by Credit amount.
Add Credit amount to customer account.
Credit amount receipt.
Pay order with credit amount.
Customer can purchase products based on assigned Debit limit.
We can assign Debit limit to customer.
Customer can pay due amount and unlock the Debit limit.
Pay Due amount and unlock Debit limit.
Pay Debit amount receipt.
Token Number Generator
Once you enable token generate feature from pos config then you can able to use this feature.
You can also define last token number in point of sale settings.
If you does't define last token number then it will take default 999 number.
Once complete last token number then it will again start from 1 number.
You can also print separate receipt of token number based on configuration.
First add products in cart and make payment of order.
Once you make payment of order then receipt will show and you can see generated token number in it.
Also print another receipt with token number and other details.
Also token number will print in kitchen screen also as per below image.
POS Graph View Report/ X-Report/ Today Sale Report/ Z-Report/ Sales Summary/ Payment Summary/ Products Summary/ Orders Summary/ Session & Inventory Audit Report
Today Sale Report
Salesperson wise print summary
Journal wise print summary
Session and Inventory Audit Report
Once you click on "Session and Inventory Report" you can see list of pos session which is currently running.
Once you click on "Location" tab then you can see list of locations./ Also you can see pos thermal print button and pdf print button./ Once you click on thermal button report will be printed on thermal and this button will be visible once you will be connected with PosBox.
Here you can see PDF and XLS reports.
Partner Ledger Report
General Ledger Report
Trial Balance Report
Aged Receivable Report
Aged Payble Report
Non Moving Stock Report
Go to Inventory > Reporting > Non Moving Stock
Define Report Criteria.
Group By product category.
Select the groups from configuration to send the mail to users who belong to that groups.
You can send the email using send mail button.
Product Expiry Report
User need to enable Lots & Serial Numbers and Expiration Dates from Inventory/Settings/Traceability.
After selecting select the "Reporting" tab and then select the "Product Expiry Report" menu to open a wizard.
Enter "Generate Report For(Days)" for display products which are being expiring expiring during entered days.And select "Group By" option by which you want to do group by of data.You can group by(Location) or group by(Category)
If you want to display data of specified location then select locations in "Location" field.If you want to display products of all locations which products are available then select nothing in "Category".To print report click on "Print PDF" or "Print Excel" button.
Display products which are group by "Location".
If you want to display data of specified category then select group by(Category)option and select categories in "Category" field.If you want to display products of all categories which products are available then select nothing in "Category".To print report click on "Print PDF" or "Print Excel" button.
Display data which is group by "Category".
Payment By Journals Report/ Today Hourly Sales Report/ Current Month Sales Report/ Last 12 Month Sales Report/ Product Wise Report/ Salesperson Wise Report
Payment By Journals Report
Today Hourly Sales Report
Current Month Sales Report
Last 12 Month Sales Report
Product Wise Report
Salesperson Wise Report
Sales Report/ Payment By Journal/ Top 10 Customers, Sale By Salesman, Employee Working Hours/ Top Items by Sales/ Weekly Sales Details/ Daily Gross Sales/ Weekly Gross Sales
Payment By Journal
Top 10 Customers, Sale By Salesman, Employee Working Hours
Top Items by Sales
Weekly Sales Details
Daily Gross Sales
Weekly Gross Sales
Red Yellow Theme
User can create shop./ Shop can be assign to user based on user's company/ Switch one shop to another shop based on assigned shops./ Shop wise load product and category./ User can print receipt based on selection in POS configuration either company information or shop information.
As per below image you can create Shop from here.
Define shop in POS configuration.
Define shops in Company which will be allowed to that particular company .
You can assign shop to users based on the user's company.
User can define the product and categories which should be load for particular shop in POS.
Load product and categories which defined in stock location.
User can change shop from POS based on assigned shop.
You can give control of switch store to users.
For give control enable "Allow Switch Store" in user form view inside "Point of Sale" tab.
Print receipt with company details or shop details based on configuration.
As per below image you can set configuration to enable this feature.
Click on Default Customer to set customer in POS Screen and POS Configuration.
Order Sync between Cashier and Assistant Cashier(Waiter)./ There is two type of user Cashier and Assistant Cashier./ Assistant cashier can be selected under cashier user role./ Assistant cashier only can take order from customer and sent to kitchen./ Cashier get instant notification as soon as assistant cashier send order to kitchen./ Once complete customer order then cashier can make payment from own pos./ Once cashier make payment from his pos then automatically order will destroy from assistant cashier pos screen.
Order Sync - Assistant Cashier configuraiton.
Order Sync - Cashier configuraiton.
Also enable order sync from pos configuration for cashier.
Assistent cashier take order from customer and send to kitchen.
Then cook user start order on kitchen screen and once complete send to waiter again.
Once cook user change state of order then assistant cashier and cashier can get live order status.
Cashier can also get notifications once order create or update by assistant cashier.
Once complete customer order then cashier can make payment from notification popup.
Login POS With RFID
Cashier can login with RFID card inside point of sale./ RFID Device required, Make sure you have connected the RFID Device with the System.
Enable feature from point of sale settings.
Point Of Sale -> Settings -> RFID Pos Login.
In the Users form there is field for RFID, Put cursor on that field and scan RFID card with device.
Cashier can login by scanning the RFID card from the POS login page.
Select variant product based on it's attributes
Make table reservation/ View table reserved orders/ Allocate table reserved order/ Paid table reserved order
After enable configuration for table reservation then you can see button as per below image.
Once you will click on it then tabel reservation screen will open and you can see all reserved orders as well as you can make new table reservation order.
In below sceen there is some options for reserve table.
You just need to specify number of guest, datetime and duration for book table on restaurant.
Once you will click on 'Check Availablity' button tables will be visible based on search criteria.
Once tables will visible then you just need to select it and set some information like customer name and reservation fees.
Once you confirm then it will redirect to payment screen for make table reserve order.
For see reserved orders just need to click on 'Reservation' button from products screen and you will get result like this.
You can search reserved order by order name or customer name as well.
For start table reserved order just need to click on 'Allocate' button.
Once you will click on 'Allocate' button it will create draft order so you can use that order for serve meal to customer.
You can see allocated table reserve orders in quick order sync panel as below image and you can set order to start it.
As well as you can set order from order list screen.
Once you will click on payment button then order will set with table name and customer name.
You just need to add products or meal on cart and make payment for it.
Once you will make complete order with payment then table will free automatically.
Change User Pin(For POS)
Enable configuraiton from pos config to change user pin from point of sale.
You can get one button on pos for change pin from point of sale left sidebar.
Once you will click on 'Change Pin' button then there will be open popup and change pin from there.
Set Product Valid Days from Backend (POS Category or Product Wise)
Go to Point Of Sale > Product > Set Valid Days
Click on "Set Valid Days" open product set valid days wizard.
Enable configuraiton from pos config to create pos order while chair is free on point of sale.
Once you enable configuraiton and later on create order from pos if chair is not available then you will get message like below image.
Change Bill of Material
Enable 'Change Bom during order' from pos config to change BOM quantity from POS.
Product having BOM will have icon next to it and clicking it will open BOM details popup.
Product BOM details can also be seen on the receipt.
MO is created after order is sent to kitchen or payment of the order is done.
You can confirm MO from the Kitchen Screen by clicking 'Confirm'.
You can change the state to 'done' in MO from the Kitchen Screen by clicking 'Send'.