• Login Screen (User Name And Security PIN)

• Home Screen

• Display Products Category Wise

• Customer Screen

• Product Screen

• Create Product

• Products Display in Listview

• Payment Screen

• Cart Details

POS Combo

- Create combo product
- Edit combo product
- Hide product uom
- Print combo product details on receipt

• User can set configuration to enable this feature.

• Create Combo Product

• Select combo product, open popup of combo product.

• Combo product details added to cart.

• Click edit button for edit selected combo products.

• Editable combo product details added to cart.

• Combo product print on receipt.

• POS Order with combo product details.

Product Modifiers

- Create product modifier
- Modifier add or delete from product
- Product modifier details print on receipt

• Create Product Modifiers.

• Add modifiers in product.

• Product Modifire detail printed on receipt.

Kitchen Screen

- Kitchen screen is for staff to see order that has been placed.
- It will also show particular table orders.
- Kitchen screen has two User Category: Cook and Manager.
- Cook can only see order of specified categories.
- Manger can see all orders and table orders.

• To enable kitchen Screen view, here is the configuration.
• You can set kitchen screen user as Cook or Manger and assign categories by which you can give right to see order that belogs to given category.

• Product add to cart and click kitchen button for simply place order and it will be send to kitchen.

• Click kitchen view to view screen shown below.

• This view is only visible to Manger.You can see order note below the order in red line.
• By clicking on information icon you can see table order note.

• Manger can also see list view of orders.

• Click confirm button to change state waiting to delivering.

• Cook can login to session and redirect to kitchen Screen.
• As per order progress cook can update state.

• Once you enable timer in kitchen then you can show cooking time in kitchen screen.

• You just need to define "Making Time" in product form view for particular product. Ex. Burger 10 Min, Pizza 30 Min like
• Once order will send in kitchen screen then order products cooking time will calculate and show total time to cook user.
• Once order time is over then kitchen kanban view color will change and highlighted to cook user.

Credit / Debit Management

• User can set configuration to enable this feature.

Credit Management

• User can give credit amount and also pay the due amount of POS order.

• Customer credit amount details printed on receipt.

• In back-end entry of customer credit details is here.

• User can pay the amount of POS order using customer credit amount.

• Customer Credit details printed on receipt.

• If user pay full amount of POS order then entry of POS order in paid state.

Debit Management

• Click on debit button to create draft order.

• In back-end entry of pos order in new state.

• Using pay debit button user can pay the due amount of POS order.

• If user pay full amount of POS order then entry of POS order in paid state.

• If over customer debit limit then display alert message.

• Add Product Note

• Added product note in orderline.

• Add Order Note

• POS Order note and Product Note is printed on receipt.

• Bag Charges

• Bag Charges Applied in Cart.

• POS Bag charges is printed on receipt.

• Warehouse Product Quantity

• Customer Display.

• Lock POS Screen Popup

• Lock POS Screen

Delivery Charges

- Configure delivery user
- Flow of delivery order
- Assign delivery user for deliver items

• For create delivery user just create new user and go to point of sale tab inside user form view and set user role as a "Delivery User".

• For delivery order, just add products on cart and click on delivery button on left menu.

• Then click on payment button and just need to add delivery details as highlighted on below screenshot.
• You can make draft order and paid order of delivery order.

• You can also see delivery details on receipt also.

• Once delivery user login then he/she can able to see delivery orders and perform operations based on delivery done.

• Order Screen

• Product Return

• Product Return Order Popup

Internal Transfer

• Transfer Products between Internal Location

• By click on link Navigate to Transfer directly.

• Created Internal Tranfer.

Gift Card

- Create Gift Card
- Edit Gift Card
- Recharge Gift Card
- Exchange Gift Card
- How to use Gift Card

• Create Gift Card
• There are two type of cards, Free and Paid.
• Here we can see the popup for create paid gift card.

• Here is confirmation popup before going to create paid gift card.

• Paid Giftcard detail is printed on receipt.

• Here we can see the popup for create free gift card in below image.

• Giftcard detail is printed on receipt.

• Gift Card Screen

• Edit Gift Card

• Recharge Gift Card

• Here is confirmation popup before going to recharge card.

• Recharge Giftcard details is printed on receipt.

• Exchange Gift Card

• How to Redeem Gift Card.

• We can see all gift card history as per bellow image.

• We can see card history as per bellow image.

• We can see card usage history.

• We can see card recharge history.

• We can define card type with name and code.

Gift Voucher

- How to Create Gift Voucher
- How to Use Gift Voucher

- Redemption Order: User can apply particular voucher (n) number of times in single order.
- Redemption Customer: Customer can use particular voucher (n) number of times.

• Create Gift Voucher

• Gift Voucher Screen

• How to Redeem Gift Voucher

• Redeem Voucher by scanning barcode.

• After Redeem Gift Voucher.

• Gift Voucher Information printed on receipt.

• Voucher Redeemption information.

• All Voucher Redeemption information.

Out of Stock

- Create Purchse Order
- Print POS or Thermal Receipt of Out of Stock Products

• Out of Stock Product Screen in Kanban View.

• Out of Stock Product Screen in List View.

• Select products and print POS or Thermal Receipt for out of stock product.

• Out of stock product is printed on receipt.

• Create Purchase Order.

• We can see purchase order created as per bellow image.

Wallet Management

- Customer wallet information print on receipt.
- How to use customer wallet

• Add to wallet amount is printed on receipt.

• How to Use Wallet.

• Information of perticular customer wallet in below image.

• Information of wallet details in below image.

Money In/Out From Cash Drawer

• While click on money in or take money out, popup will appear ask for reason and amount for the transaction.

• Put Money In details printed on receipt.

• Take Money Out details printed on receipt.

Promotion

- Create Promotion
- Print promotion details on receipt

• Create Promotion.

• User can see applied promotion on cart.

• Applied promotions can also be seen on the Receipt Screen.

• Broadcast Messages & Multi Terminal Lock

• Popup for close session or logout from POS.

• Closing Cash Cotrol Popup

Credit/Debit Management

- Sale product to customers on Credit/Debit

• Customer pay advance amount and we add that amount in customer's Credit accont.
• If Customer having credit amount then that customer can pay order by Credit amount.

• Add Credit amount to customer account.

• Credit amount receipt.

• Pay order with credit amount.

• Customer can purchase products based on assigned Debit limit.
• We can assign Debit limit to customer.
• Customer can pay due amount and unlock the Debit limit.

• Pay Due amount and unlock Debit limit.

• Pay Debit amount receipt.

Token Number Generator

• Once you enable token generate feature from pos config then you can able to use this feature.
• You can also define last token number in point of sale settings.
• If you does't define last token number then it will take default 999 number.
• Once complete last token number then it will again start from 1 number.
• You can also print separate receipt of token number based on configuration.

• First add products in cart and make payment of order.

• Once you make payment of order then receipt will show and you can see generated token number in it.

• Also print another receipt with token number and other details.

• Also token number will print in kitchen screen also as per below image.

Reports

- POS Graph View Report
- X-Report
- Today Sale Report
- Z-Report
- Sales Summary
- Payment Summary
- Products Summary
- Orders Summary
- Session & Inventory Audit Report

• POS Graph

• X-Report

• Today Sale Report

• Payment Summary

- Salesperson wise print summary

- Journal wise print summary

• Products Summary

• Orders Summary

• Session and Inventory Audit Report

- Once you click on "Session and Inventory Report" you can see list of pos session which is currently running.

- Once you click on "Location" tab then you can see list of locations.
- Also you can see pos thermal print button and pdf print button.
- Once you click on thermal button report will be printed on thermal and this button will be visible once you will be connected with PosBox.

Non Moving Stock Report

• Go to Inventory > Reporting > Non Moving Stock

• Define Report Criteria.

• PDF file.

• XLS file.

• Group By product category.

• Select the groups from configuration to send the mail to users who belong to that groups.

• You can send the email using send mail button.

Product Expiry Report

Sales Dashboard

- Payment By Journals Report
- Today Hourly Sales Report
- Current Month Sales Report
- Last 12 Month Sales Report
- Product Wise Report
- Salesperson Wise Report

• Payment By Journals Report

• Today Hourly Sales Report

• Current Month Sales Report

• Last 12 Month Sales Report

• Product Wise Report

• Salesperson Wise Report

POS Dashboard

- Sales Report
- Payment By Journal
- Top 10 Customers, Sale By Salesman, Employee Working Hours
- Top Items by Sales
- Weekly Sales Details
- Daily Gross Sales
- Weekly Gross Sales

• Sales Report

• Payment By Journal

• Top 10 Customers, Sale By Salesman, Employee Working Hours

• Top Items by Sales

• Weekly Sales Details

• Daily Gross Sales

• Weekly Gross Sales

• Red Yellow Theme

• Gray Theme

Multi Store

- User can create shop.
- Shop can be assign to user based on user's company
- Switch one shop to another shop based on assigned shops.
- Shop wise load product and category.
- User can print receipt based on selection in POS configuration either company information or shop information.

• As per below image you can create Shop from here.

• Define shop in POS configuration.

• Define shops in Company which will be allowed to that particular company .

• You can assign shop to users based on the user's company.

• User can define the product and categories which should be load for particular shop in POS.

• Load product and categories which defined in stock location.

• User can change shop from POS based on assigned shop.
• You can give control of switch store to users.
• For give control enable "Allow Switch Store" in user form view inside "Point of Sale" tab.

• Print receipt with company details or shop details based on configuration.

Default Customer

• As per below image you can set configuration to enable this feature.

• Click on Default Customer to set customer in POS Screen and POS Configuration.

Order Synchronization

- Order Sync between Cashier and Assistant Cashier(Waiter).
- There is two type of user Cashier and Assistant Cashier.
- Assistant cashier can be selected under cashier user role.
- Assistant cashier only can take order from customer and sent to kitchen.
- Cashier get instant notification as soon as assistant cashier send order to kitchen.
- Once complete customer order then cashier can make payment from own pos.
- Once cashier make payment from his pos then automatically order will destroy from assistant cashier pos screen.

• Order Sync - Assistant Cashier configuraiton.

• Order Sync - Cashier configuraiton.
• Also enable order sync from pos configuration for cashier.

• Assistent cashier take order from customer and send to kitchen.

• Then cook user start order on kitchen screen and once complete send to waiter again.
• Once cook user change state of order then assistant cashier and cashier can get live order status.

• Cashier can also get notifications once order create or update by assistant cashier.
• Once complete customer order then cashier can make payment from notification popup.

Login POS With RFID

- Cashier can login with RFID card inside point of sale.
- RFID Device required, Make sure you have connected the RFID Device with the System.

• Enable feature from point of sale settings.
• Point Of Sale -> Settings -> RFID Pos Login.

• In the Users form there is field for RFID, Put cursor on that field and scan RFID card with device.

• Cashier can login by scanning the RFID card from the POS login page.

Product Variants

- Select variant product based on it's attributes

Table Reservation

- Make table reservation
- View table reserved orders
- Allocate table reserved order
- Paid table reserved order

• After enable configuration for table reservation then you can see button as per below image.

• Once you will click on it then tabel reservation screen will open and you can see all reserved orders as well as you can make new table reservation order.

• In below sceen there is some options for reserve table.
• You just need to specify number of guest, datetime and duration for book table on restaurant.

• Once you will click on 'Check Availablity' button tables will be visible based on search criteria.
• Once tables will visible then you just need to select it and set some information like customer name and reservation fees.

• Once you confirm then it will redirect to payment screen for make table reserve order.

• For see reserved orders just need to click on 'Reservation' button from products screen and you will get result like this.
• You can search reserved order by order name or customer name as well.
• For start table reserved order just need to click on 'Allocate' button.
• Once you will click on 'Allocate' button it will create draft order so you can use that order for serve meal to customer.

• You can see allocated table reserve orders in quick order sync panel as below image and you can set order to start it.
• As well as you can set order from order list screen.

• Once you will click on payment button then order will set with table name and customer name.
• You just need to add products or meal on cart and make payment for it.
• Once you will make complete order with payment then table will free automatically.

Change User Pin(For POS)

• Enable configuraiton from pos config to change user pin from point of sale.
• You can get one button on pos for change pin from point of sale left sidebar.
• Once you will click on 'Change Pin' button then there will be open popup and change pin from there.

Set Product Valid Days from Backend (POS Category or Product Wise)

• Go to Point Of Sale > Product > Set Valid Days

• Click on "Set Valid Days" open product set valid days wizard.

Chair Allocation

• Enable configuraiton from pos config to create pos order while chair is free on point of sale.
• Once you enable configuraiton and later on create order from pos if chair is not available then you will get message like below image.