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How Can You Process Sales Using POS in Invent ERP?

The Point of Sale (POS) module in Invent ERP is designed to help you process sales quickly and efficiently. It connects your front-end sales with your back-end inventory and accounting.

Step-by-Step Process​

Step 1: Access the POS Module​

From the Main Menu, navigate to Point of Sales.

Step 1 - Access POS Module

Step 2: Choose the POS Session​

Select an active POS Session or open a new one.

Step 2 - Choose POS Session

Step 3: Opening Cash Control (Optional)​

Enter the amount of cash currently in your register (enter zero if none).

Step 3 - Opening Cash Control

Step 4: Add Products​

Use the product search bar, scan barcodes, or search for items to add them to the cart.

:::tip If you can't find an item, go to the product page and make sure it's marked as Available in Point of Sale. :::

Step 4 - Add Products Step 4 - Add Products

Step 5: Adjust Quantities, Price, or Apply Discounts​

Before finalizing the sale, you can change the quantity, change the price, apply a discount, or remove items.

Step 5 - Adjust Quantities Discounts Step 5 - Adjust Quantities Discounts

Step 6: Add a Customer (Optional)​

You can add a customer to your order if needed.

Step 6 - Add a Customer

Step 7: Confirm the Order​

Select the payment method and proceed to pay.

Step 7 - Confirm Order Step 7 - Confirm Order

Advanced Options​

  • Customer Note — Adds a note to the customer's receipt.
  • Global Discount — Applies a discount to the entire order.
  • Refund — Process a refund for a completed sale.
  • Internal Note — Adds a note visible only to your team.
  • Cancel Order — Cancel an order before completing payment.

FAQ​

Q: Can I process multiple payments for one order? Yes. The POS allows Split Payments across different methods.

Q: Does the POS sync with the main inventory? Yes. Every POS transaction automatically updates your main inventory, ensuring stock levels remain accurate across all modules.