POS Workflows

Open POS Session

1. Go to Selling > POS > POS.
2. If there is no open session for your user, the Create POS Opening Entry dialog opens. Select the Company and POS Profile, enter the opening amount for each mode of payment, and click Submit.
3. The POS screen opens with the default Customer from the POS Profile. Select another Customer if needed.
4. Add items from the item list.
5. Edit quantities as needed by clicking on the item in the cart.

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

1. Add items to the cart in the POS screen.
2. If editing rate/discount is needed, enable the options in the POS Profile.
3. Click Checkout, select the payment mode and enter the amount paid.
4. Click Complete Order and confirm.

Depending on the Invoice Type Created via POS Screen setting in POS Settings, a Sales Invoice (default) or a POS Invoice is created and submitted.

POS Opening Entry

• Before selling, open a session with a POS Opening Entry.
• This sets the session start and captures the opening cash for each mode of payment.
• Only one session can be open for a POS Profile at a time. To open a new session, close the existing one first.

POS Closing Entry

At the end of the session:

1. On the POS screen, click on the menu (...) and select Close the POS.
2. A POS Closing Entry is created for the POS Profile and period of the open session, with all the invoices made during the session.
3. Enter the Closing Amount for each mode of payment in the Payment Reconciliation table.
4. Submit. If the POS creates POS Invoices, they are consolidated into a Sales Invoice, and the stock and accounting postings occur at this point. Sales Invoices created directly from the POS are posted to the ledgers when they are submitted.

Loyalty Integration

ERPNext supports linkage of loyalty programs to customers, allowing:

• Earning points on POS invoices
• Redemption during checkout using the Redeem Loyalty Points payment option

To set up the loyalty program, follow the Loyalty Program documentation.