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How do I create a POS Receipt in ERP?

Here's how you create and close in-person sales transactions using light POS functionality in ERP.

1. Navigate to the POS Receipt screen

Go to:
ERP → Sales → POS Receipt

You’ll see a list of all existing POS Receipts.

2. Click "Add" to start a new transaction

Click the Add button in the top-right corner to launch a new POS receipt screen that mimics a traditional point-of-sale interface.

3. Confirm or change the customer

  • By default, the receipt uses a “Walk-in” customer.

  • If you want to assign a saved customer:

    • Click the Customer button

    • Select an existing customer from your database



 

Note: If the customer doesn’t exist yet, exit and create one under the Customers menu first.

4. Add products to the order

You can add items by:

  • Scanning a barcode

  • Typing in the SKU manually

Use the plus/minus buttons to adjust quantities, or click the number between them to enter a specific amount.

5. Adjust price or apply discounts (optional)

  • Click the sales tag icon to apply a percent-off discount

  • Click the coin icon (💲) to manually adjust the price of an item

6. Review or update the tax rate (optional)

The default tax rate will auto-apply based on your POS settings.

  • To override it, click the Tax Rate button and choose a new one.

7. Finalize the payment

Under the Payment section at the bottom of the screen:

  • If there are any credits to apply, click Apply Credit.

  • Select an available credit adn lick Apply.

  • Click Cash to pay with cash

  • Then either:

    • Click Continue to complete the cash payment

    • Or click Credit Card to indicate that the sale was paid by card

You’ll receive a success message once the transaction is complete.

Note: You can always click Start New Receipt to begin a new transaction. Your current transaction will be saved as Incomplete.

8. Print or download the receipt

After a successful payment, the system will auto-generate a printable receipt (PDF).

  • Use your standard or receipt printer to provide a printed copy, if needed.

What happens next?

A Sales Invoice will automatically be created for this transaction.
You can find it using this guide: How do I find a POS Receipt in the invoice list?