The creation process of Point of Sale (POS)
Navigation: Menu > Point of Sale (POS) App > Listview > Create (+)
Note: The fields which are in star mark(*) are mandatory!
Create POS
| Field Name | Field Description | Mandatory |
| Company name | Select company name from the drop-down list | Yes |
| Details | ||
| Invoice date | Select Invoice date from the calendar | Yes |
| Due date | Select due date from the calendar | Yes |
| Series | Select the series from the drop-down list | Yes |
| Ref date | Select reference date of the order from calendar | No |
| Ref No | Enter reference number of the invoice | No |
| GSTIN | Enter GST number of the company | Yes |
| Exclude from campaign | Click on the toggle to exclude the order from campaign period. Toggle turns to green in color when user selects | No |
| Billing and Shipping Details | ||
| Bill to | Select Bill To address from the list | Yes |
| Bill from | Select Bill From address from the list | Yes |
| Waybill no | User can enter the E-way bill number | No |
| Ship to | Select Ship To address from the drop-down list | Yes |
| Ship from | Select Ship From address from the drop-down list | Yes |
| LoB | Select Line of business segment from the list | Yes |
| Sales person | Select Sales Person name from the drop-down list | Yes |
| Payment term | Select the payment term from the list | Yes |
| More options : Click on More Options for advanced options | ||
| Advanced options | ||
| Payment type | Select type of payment from the list | Yes |
| Tax type | Select Tax type from the list of inclusive or exclusive | Yes |
| POS Items | ||
| Add items: Click on Add items to select the items | ||
| Select | Select name of the item from the list | Yes |
| Quantity | Enter number of items (quantity) to be returned | Yes |
| Unit price | Price of the item is automatically generated by the system or user can enter the value of a item unit | Yes |
| Discount | Select discount type from the list and enter the value | No |
| Add Discount Item: Click adds a discount item to select the items | ||
| Select | Select name of the item from the list | No |
| Description | Enter description for the item | No |
| Value | Enter value of the item | No |
Apply all the details and click on “Save”.