Point of Sale
Last update:
07/21/2026
Completed
In this topic
POS Overview
- Introduction to POS
- Setting Up POS Shops & Sessions
- Using the POS Interface
- POS Reporting
- How Multi-Shop Offline Sync Works
- Pairing a New Branch (Setup Walkthrough)
Shop & Session Setup
Using the POS Interface
Multi-Shop Offline Sync
Reporting & Analysis
Introduction to POS
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
| Concept | Model | Description |
|---|---|---|
| POS Shop | pos.config | Configuration of a physical POS location. Includes product list, payment methods, receipt printer. |
| POS Session | pos.session | A work shift. Opens with a cash float, closes with reconciliation. |
| POS Order | pos.order | An order placed at the POS. Creates a sales order and invoice. |
| Payment Method | pos.payment.method | Cash, Card, Mobile, etc. Each maps to a journal in Accounting. |
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.
Rating
0
0
Commenting is not enabled on this course.
This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.