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POINT OF SALES IN ACCOXI:

The point of sale or point of purchase is the time and place where a retail transaction is completed. The POS is the place in a shop where a product is passed from the seller to the customer. POS is an abbreviation for 'point of sale' (business). ACCOXI provide Point Of Sale system to the users and it enable the user to attain smooth and efficient running of the business. In ACCOXI anyone can use the Point of Sale function for quick billing and cash sale.

Point of Sale system (POS) in Accoxi

A point of sale system, or POS, is the place where your customer makes a payment for products or services at your store. Simply put, every time a customer makes a purchase, they’re completing a point-of-sale transaction. In this video, you will be taken on a tour of how Accoxi Implements a POS system.

Key features of POS

POS form is touch screen supported
Can create multiple counters and can be used in multiple counters
Hold feature to hold Bill and add new sales
The lock screen option is available
It includes quick billing
It includes multiple payment methods like cash, credit/debit card, CHEQUE, etc.
It provides a bar code scanning system and barcode allows the inventory system to know exactly where the item is in your system.
Users can track their Customers by using mobile numbers.
It enable customer-employee face-to-face or direct transaction.
It helps to maximize the sales by speed through customer transactions.

Click the Sales module and select the Point of sales option.
And user will be directed to POS form

Options Available in Point of Sales

Point of sale consists of various options user can create a new POS bill with the help of these options

Fields	Description
POS number	POS number helps the user to identify transactions in records. It will automatically appear on the form and the user can’t edit the number, and it will be the continuation of the previous POS bill.
Date	Date of the POS transaction will be available here this will also appear on the POS bill
Customer	Users can enter a cash sale from here and users can also create a new customer by entering the customer name, mobile, and email address. Shortcut key f2 is given to access all the created customers in the business and the user can also access the created customers from the options given on the right side of the form.
Counter	Shows the counter name of the POS system
Item count	Shows the number of the items added on the cart which is on the left side.
Total	The total amount of the bill is given in here
Received	The amount received from the customer can be shown in here
Balance	The balance amount to give back to the customer shows here
QTY	Users can enter the required quantity of the item in this field.
Barcode	This menu is for searching for the products to be sold. By scanning the bar code products will be added to the cart. User can also search the products by pressing enter key and by selecting the created products from the product list
New sales & clear sales	This menu is used for clearing the data entered in the POS form and creating new POS sales.
Products	By clicking on products or by using f5 users can access the created products
Pay now	Click on pay now or f6 to enter the payment from the customers. User can select the payment method which is cash, CHEQUE, debit/credit card
Search	All the created POS can be accessed using the search option
Save	After entering the payment details click on save to save the POS transaction
Hold	The hold menu feature is used for the purpose to hold a particular POS transaction and to attend the next customer/invoice. The bill which is on hold can be recalled later.
Recall	The bills which are on hold can be recalled and saved using the recall option
Lock	This lock option locks the entire POS form it can be unlocked only by entering the ACCOXI password
Keypad options	Backspace: to delete the data entered back space can be used Delete option: to delete the selected items in the cart delete function can be used *Calculator: by clicking in the calculator button user can access the calculator *Keyboard: user can access the inbuilt ACCOXI keyboard using this function

Steps to Create & Save POS

Click on the Sales module and select the Point of sales option.
When the user clicks the point of sale option, the POS form opens.
Click on new sales and Select the Customer or can create a new customer by entering customer details
After selecting the customer, enter the QTY of items and click on the product button or use F5 to select the products from the product list window

Users can edit the quantity and rate of the products by clicking on the edit sign as highlighted above
Users can hold and recall transactions from the hold and recall option
when recalled a table will be open giving the users to choose the transactions needed to be recalled.

After entering the required products and batches click on pay now
Select the payment method and enter the reference number of the payment.
After selecting the payment method, enter the payment amount in the amount field. The amount must be paid in full otherwise it can’t be saved.

Click on the Save option to save the data and to create the bill.
After save the details, POS bill will appear on the window.

Frequently Asked Questions?

01How do I Recall a Bill in POS?

Go to Sales Module=>POS
And by pressing F10/by clicking recall button user can recall a bill.
This menu is used for the purpose take into consideration/recall the bill which is put on hold.

02How to hold a Bill in POS?

Go to sales Module=>POS
And by pressing F9/by clicking hold button user can hold a bill.
This menu is used for the purpose to hold a customer and to bill another customer.

03How do I select a Customer in POS?

Go to Sales Module=>POS
by pressing F4/clicking Customer button user can access the customer list
select a customer from the list make a transaction.

04How do I add a Product to the cart in POS?

Go to Sales Module=>POS
and by pressing F5/clicking product button user can access the product/service list
from there select a product and it will be added to the cart

05How Do I add multiple payments methods in POS?

Go to settings
Click on the counter-mapping option
Choose "+New Counter" option
Then on the Payment Type’s column, add multiple Payment Types and choose their corresponding Payment Ledgers,
Then select which payment type is to set as the default payment type
and Click on the Save button.