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.

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 — 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.

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 — stock and accounting postings occur.

Loyalty Integration

ERPNext 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.