POS Workflows

Open POS Session

Go to Point of Sale workspace.
Select a POS Profile.
Select Customer.
Add items from the item list.
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

Add items to cart in the POS screen.
If editing rate/discount is needed, enable options in the POS Profile.
Click Pay and select payment mode.
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:

Go to POS Closing Entry
Select the POS Profile and closing period
Submit — stock and accounting postings occur.

Loyalty Integration

ERPNext 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.