How to Make Sales Using POS Screen

• Go to POS Screen:
• Navigate to Sell → POS.
• Click on the POS Shortcut in the Header.

• Select Cash in Hand balance and your business location if multiple locations are available.

Selecting Customer

By default, “Walk-In Customer” is selected. Search for a customer by name, customer ID, or phone number. To add a new customer, click the plus (+) button labeled “Add Customer”.

Searching & Adding Product

Enter the product name or scan the barcode. If multiple products match, a dropdown of options will appear. Otherwise, the product will be added directly to the cart.

Changing Product Price, Tax & Discount

Click on the product name to adjust the price, tax, and discounts. Note: Inline tax is visible only if enabled in Business Settings → Tax → Enable Inline Tax.

Selecting Lot Number & Expiry

Enable lot numbers and expiry dates in Settings → Product. When enabled, options for lot number and expiry date will appear.

Finalizing POS Invoice

Click “Finalize”, choose payment options, and save. A printing option will appear. Ensure invoice margins are set to “Default” for correct printing. View sales in Sell → List Sales or drafts in Sell → Drafts.

Express Checkout

In Express Checkout, sales are marked as Paid with “Cash” as the payment method, skipping the payment screen. Invoice printing depends on business location settings.

Cancel Sales

Click “Cancel” to discard sales. Cancelled invoices are not saved, so stock remains unaffected.

100% Credit Sales

Enable the Credit Sale button in Settings → Business Settings → POS. On the POS screen, click “Credit Sale” to process a credit transaction.

100% ණය විකුණුම් – ගනුදෙනුකරුට ණය විකිනීම සඳහා Settings → Business Settings → POS → Show Credit Sale Button එක සක්‍රීය කර POS Screen එකේ Credit Sale Button ක්ලික් කරන්න.

Half Credit & Half Payment Sales

To split payments (e.g., partial cash and partial credit), use “Multiple Pay” and enter the amount paid. Remaining balance is credited to the customer’s account.

අර්ධ ණය සහ අර්ධ ගෙවීම් විකුණුම් – Multiple Pay බොත්තම ක්ලික් කර ගෙවීම් ක්‍රමය තෝරා මුදල ඇතුලත් කරන්න.

Draft & Quotation

Create quotations or drafts without deducting stock. View these in “List Quotation” or “List Draft” and finalize if needed.

Suspended Sales

Hold sales using Suspended Sales. Deducts stock temporarily. Use the yellow button at the top right of the screen to view all suspended sales.

Card / Multiple Pay / Cash

Choose among multiple payment methods based on customer preferences. “Multiple Pay” can handle split payments and change calculations.

Adding Payments from Contact

Go to Contact → Suppliers. Select “Pay Due amount” if there’s a balance to settle.

Rounding Mechanism

Adjust rounding settings in Business Settings → POS. Enable rounding for cash payments and ensure proper rounding values in invoices.