How to Add a Point of Sale in Invent ERP?

The Point of Sale module in Invent ERP allows you to handle transactions, payments, and reporting seamlessly from one interface. Having multiple POS instances makes it easier to manage different cashiers or branches.

Step-by-Step Process

Step 1: Open POS Configuration

From the Main Menu, head to Point of Sale → Configuration → POS Configuration.

Step 1 - Open POS Configuration

Step 2: Add a New POS

Click Add to add a new POS.

Step 2 - Add New POS

Step 3: Fill in the Details

POS Information

Name — Give your POS a name.
Enable Employee Login — Allow you to specify users to this POS.

POS UI

Display Category Images — Show or hide product category images.
Enable Customer Notes — Allow adding customer notes on receipts.
Restrict POS Categories — Assign specific product categories to a POS.
Enable Appointment Calendar — Activate appointment scheduling from the POS.

Pricing & Tax

Default Pricing List — Set the default price list for all transactions.
Tax Display Mode — Show taxes included in price or separately.
Manual Line Discounts — Allow users to apply discounts to individual products.
Enable Global Discounts — Apply a single discount to the entire order.

Payments

Payment Methods — Select the payment methods for this POS.
Cash Denominations — Define cash denominations for sessions.

Receipts

Configure automatic receipt printing and invoice creation.
Add a custom header and footer to your receipt.

Inventory

Inventory Operation — Select the inventory operation linked to this POS.
Ship Later — Allow products to be sold immediately with delivery scheduled later.

Accounting