Introduction
Welcome to this user-friendly guide on how to use the Point of Sale (POS) feature in Empress. POS is crucial to retail transactions, as it represents the time and place where sales occur. In Empress, POS encompasses the creation of sales invoices and plays a fundamental role in retail operations.
To access POS, navigate to:
Home > Retail > Retail Operations > POS
Prerequisites
To maximize the functionality of POS, ensure you have created a POS Profile. If you haven’t done this yet, follow the link here for guidance.
Creating a POS Invoice
After your POS Profile is set, you can begin billing on POS. Here are the steps:
- Navigate to POS and select a customer.
- Click on the desired items from the list displayed on the right.
- Check that each item has a selling price set in the item price list.
- Adjust the quantities as necessary.
- To adjust the rate and discount, enable these in the POS Profile.
- Select a default warehouse to complete the transaction. If a warehouse is set in the item and POS profile, the POS Profile warehouse will be prioritized.
- Verify that you have items in your warehouse before selling. If items are unavailable, a red dot will appear next to the item when selected.
- After adding all items, review the net and grand totals, and the total quantity in the summary at the bottom.
- Choose the payment mode and click on “Complete Order.” You’ll be prompted to submit the sales invoice.
- Lastly, print the POS invoice.
You can print or email the sales invoice directly to the customer after submission.
Adding and Removing Items
To add an item at the billing counter, click on the item image or enter the barcode/serial number. To remove an item, select the row in the cart and click the ‘Remove’ button in the numeric keypad. Alternatively, set the quantity to zero.
Change Amount
Empress calculates the extra amount paid by the customer, which can be returned from the cash account. The account for the change amount must be set on the POS profile.
Additional POS Features
Adding a New Customer
In POS, you can choose an existing customer for an order or create a new one. This feature is available in offline mode. You can also add customer details such as contact number, address, etc.
Accounting Entries (GL Entry) for a Point of Sale
To view these entries after submitting the Sales Invoice, click on View Ledger.
Emailing Receipts
Empress allows you to send the receipt via email.
Creating a Return Credit Note
In case of returning items or the entire order, you can create a return credit note against a POS Invoice.
POS Closing Voucher
At the end of the day, the cashier can close his/her POS by creating a POS Closing Voucher. This consolidates all the POS invoices for the selected period into one final Sales Invoice. The status of all POS invoices changes from ‘Paid’ to ‘Consolidated’ once they are successfully consolidated into a sales invoice on closing.
The POS feature in Empress streamlines sales and invoicing, making your retail operations more efficient and effective. For further assistance or more non-technical resources, please visit our support page.