What are POS Receipts in DigitBridge?

Overview:

The POS Receipt feature in DigitBridge provides light point-of-sale (POS) functionality within the ERP. While not a full-featured POS system, it enables users to quickly create and process transactions for walk-in customers or in-person orders—ideal for showroom sales, sample sales, in-person pickups, or wholesale buyers placing orders onsite.

POS Receipts behave like a traditional sales order and invoice flow but are designed for speed and simplicity. This feature is best used when transactions need to happen quickly, without needing the full detail and structure of a standard sales workflow.

Use cases:

• A wholesale showroom where buyers make purchases on the spot

• A retail storefront or pickup counter for in-person orders

• A temporary or seasonal sales event

• A sample sale or internal employee purchase

• Any transaction where the customer is present and the order is fulfilled immediately

What POS Receipts can do:

✅ Create fast walk-in transactions

✅ Assign existing customers or use a default "walk-in" customer

✅ Add SKUs by scanning or typing

✅ Adjust quantity, pricing, or add discounts on the fly

✅ Apply or edit tax rates

✅ Accept cash or credit card payments

✅ Automatically generate invoices

✅ Print receipts with connected receipt printers

Limitations to be aware of:

⚠️ You cannot create a new customer from inside the POS screen—only existing customers or walk-in can be used.

⚠️ POS Receipts do not support fulfillment or shipping workflows.

⚠️ These orders will default to the warehouse and account settings configured in Admin Tools.

Related Guides:

• How do I set up POS Receipt settings?

• How do I create a POS Receipt in ERP?

• How do I find a POS Receipt in the invoice list?