Point of Sale

The POS Module

The Point of Sale module provides a tablet-friendly POS interface for retail operations. It works online and offline (cached orders sync when reconnected). Integrates with Inventory (stock deduction), Accounting (sales journal), and CRM (customer tracking).

Core Concepts

Accessing POS

• Go to Point of Sale from the main dashboard.
• Click New Session to open a POS session on a connected tablet/browser.
• Set up shops in Configuration > POS Shops.

POS Shop Configuration

Go to Point of Sale > Configuration > POS Shops.

Creating a POS Shop

1. Click Create.
2. Shop Name – e.g. "Main Street Store".
3. Currency – Local currency.
4. Available Products – Select all products or specific categories.
5. Payment Methods – Cash, Bank Card, Mobile Wallet.
6. Journal – The Sales journal where POS orders are posted.
7. Receipt Printer – Network printer or ePOS Print.
8. Iface – Which screen layout (default, restaurant, bar).
9. Set Barcode Scanner if using a hardware scanner.
10. Set Customer Display if using a second screen.

Available Product Settings

• Sale Product Search Limit – How many products load initially.
• Show Product Images – Display product images in the POS grid.
• Category Display – As a grid or list.
• Featured Products – Highlight specific items.

Opening a Session

1. Click New Session for the shop.
2. Enter Opening Cash (cash float).
3. The POS interface opens in a new tab.
4. Start selling.

Closing a Session

At end of day:

1. Click Close Session in the POS interface.
2. Enter actual cash counted.
3. Quickenerp shows expected vs actual difference.
4. Confirm closure. The session posts all orders to Accounting.

Restaurant & Bar Mode

When Iface is set to Restaurant or Bar, the POS gains a floor plan editor (tables, seats), the ability to split a bill across multiple guests, course-by-course order firing to the kitchen, and a bill-printing step separate from final payment — useful for table service rather than a straight retail checkout.

POS Reporting

POS Analysis

Go to Point of Sale > Reporting > POS Analysis. Pivot with:

• Dimensions: Product, Category, POS Shop, Customer, Payment Method, Session.
• Measures: Quantity, Price, Total, Profit, Number of Orders.
• Filters: Date Range, Shop, Cashier.

Session Reports

Open a closed session: see total sales by payment method, product breakdown, cash difference. Export session PDF for records.

Key Metrics

• Average Order Value – Total / Order Count.
• Items Per Order – Cross-sell effectiveness.
• Cash Difference – Variance between system and actual cash.
• Peak Hours – When most sales occur.

Multi-Branch Consolidated Reporting

On the central server, POS Analysis naturally covers every branch once their orders have synced, letting you compare shops side by side. Use the Sync Log/Conflicts views alongside this — a branch with unusually low reported sales is sometimes actually a sync delay, not a real sales dip.