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Attribution

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

EnigmaERP 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.
Adapted for EnigmaERP from the ERPNext documentation, © Frappe Technologies Pvt. Ltd. Content licensed under CC-BY-SA 3.0. EnigmaERP is a product of Enigma and is not affiliated with or endorsed by Frappe Technologies Pvt. Ltd.