5 Step POS - All you need to know about Point of Sale in ERPNext



ERPNext is a modern solution that is primarily involved with small and medium businesses. It is gaining traction in the industry as a no-nonsense, cost-effective ERP software.


ERPNext Point of Sale is compatible with both offline and online transactions, and synching is enabled by default. You may also define dimensions for each of your retail outlets. In fact, you may compare each outlet's P&L statement as well! You must follow a few procedures to set up POS, which is where this blog comes in handy.


ERPNext’s 5 Step Point Of Sale


Step 1: Setup Your Inventory

The Stock module in ERPNext allows you to integrate your inventory and performs automatic stock ledger posting. In the Stock Settings, make sure that the perpetual inventory setting is turned on.


Step 2: Add Item Prices

Item Price allows you to set the prices of your products. You may have one or more Price Lists based on multi-currency, branch-specific product offerings, and other factors.



Step 3: Configure POS Profile

You'll need to make a Point of Sale Profile now. For each retail outlet, you can create several profiles. One or more users can be included in a single POS Profile. Cashiers have the ability to create Cash Closing Vouchers as well.


Step 4: Open POS

4.1 - Type "POS" into the awesome bar, and "Open POS" will appear as a suggestion. The POS screen appears once you pick it. You can choose the customer (one client can be defined as "Cash Sales/Branch Name").


4.2 - You can include the things that the buyer wants to purchase. There is a feature that allows you to navigate through the product list by Item Code, Item Name, Item Serial Number, or Barcode. You can also use a scanner to scan item barcodes or serial numbers.


4.3 - Then, to finish the deal, click the "Pay" option to pay for it with cash or a credit card (as per the setup of payment modes in POS Profile) If a customer has paid more than the outstanding balance, ERPNext calculates the difference automatically.


Step 5: Invoice your customer

In POS Profile, you can choose the default print format template for the system-generated POS Sales Invoice.


Other Features of ERPNext:

  1. Offline POS: You can use Point of Sale when you're not connected to the internet. The system will synchronize the invoices once the internet connection is restored.

  2. Configurable Print Formats: You may tailor your invoices according to your brand with the changeable print formats. Choose your style and generate print formats quickly and effortlessly with our drag-and-drop Print Format Builder.

  3. Multi-store Management: With only a few clicks, you may register new branches of your firm and begin transacting right away! You can set up measurements for each branch or product line and analyze expenses, stock movements, earnings, and losses to determine your supermarket's overall profitability. With ERPNext's accounting dimensions, you can simply analyze store-specific P/L and income statements.


 

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