POS Settings

POS Settings

POS (Point of Sale) Settings in EquiBillBook allow you to configure your retail point-of-sale operations, including screen layout, receipt printing, payment methods, and cash register management. This guide covers all POS-related settings.

Accessing POS Settings

To configure POS settings:

1. Navigate to Settings → Sales Settings → POS Settings
2. Configure POS screen, receipt, and payment options
3. Click "Update" or "Save" to apply changes

POS Module Activation

First, ensure POS module is enabled:

• Enable POS: Activate POS functionality
• POS Access: Control who can access POS
• POS Locations: Configure POS for specific locations/branches

POS Screen Configuration

Configure the POS interface layout and display:

Screen Layout

• Item Display: Configure how items are displayed (grid, list, tiles)
• Item Images: Show or hide product images
• Item Search: Enable search functionality
• Category Display: Show item categories
• Quick Items: Configure frequently sold items

Cart Display

• Cart Position: Set cart position (right, left, bottom)
• Item Details: Show item details in cart
• Quantity Controls: Configure quantity adjustment buttons
• Subtotal Display: Show subtotals and totals

Receipt Printing Settings

Configure receipt printing options:

Print Options

• Auto Print Receipt: Automatically print after sale
• Print on Payment: Print when payment is received
• Print Duplicate: Allow printing duplicate receipts
• Receipt Printer: Select default receipt printer

Receipt Format

• Receipt Template: Select receipt template
• Receipt Size: Configure receipt paper size
• Show Logo: Display business logo on receipt
• Show Address: Display business address
• Show Tax Details: Display tax breakdown
• Show Payment Method: Display payment method used

Payment Methods Configuration

Configure accepted payment methods in POS:

Payment Options

• Cash: Enable cash payments
• Card: Enable card payments (credit/debit)
• Digital Wallet: Enable digital wallet payments
• UPI: Enable UPI payments
• Cheque: Enable cheque payments
• Credit: Enable credit sales

Payment Processing

• Payment Gateway: Configure payment gateway integration
• Change Calculation: Auto-calculate change amount
• Round-off: Round payment amounts
• Partial Payment: Allow partial payments

Cash Register Management

Configure cash register and drawer settings:

Cash Drawer

• Open Drawer: Configure when cash drawer opens
• Drawer Amount: Set opening cash amount
• Cash Count: Enable cash counting at shift end
• Cash Reconciliation: Enable cash reconciliation

Shift Management

• Shift Start/End: Track shift timings
• Opening Balance: Set opening cash balance
• Closing Balance: Record closing cash balance
• Shift Reports: Generate shift-wise reports

Barcode Scanning

Configure barcode scanning functionality:

• Enable Barcode: Enable barcode scanning
• Barcode Scanner: Configure barcode scanner device
• Auto Add Item: Automatically add item on scan
• Barcode Search: Search items by barcode

Discount and Pricing

Configure discount and pricing options:

• Allow Discount: Enable discount application
• Discount Limit: Set maximum discount percentage
• Price Override: Allow price modification
• Customer Pricing: Apply customer-specific prices

Customer Selection

Configure customer selection in POS:

• Customer Required: Make customer selection mandatory
• Walk-in Customer: Enable walk-in customer option
• Customer Search: Enable customer search
• Customer Display: Show customer information

Tax Configuration

Configure tax settings for POS:

• Tax Calculation: Configure tax calculation method
• Tax Display: Show tax on receipt
• Tax Inclusive: Prices include tax
• Tax Exempt: Allow tax-exempt sales

Security Settings

Configure POS security and access control:

• User Authentication: Require login for POS access
• Permission Control: Control POS permissions
• Cancel Permission: Control who can cancel sales
• Refund Permission: Control who can process refunds

Best Practices

• Receipt Printing: Always print receipts for customer records
• Cash Management: Regularly reconcile cash drawer
• Security: Use proper authentication and permissions
• Training: Train staff on POS operations
• Backup: Regular backup of POS data

Common Scenarios

Retail Store

• Enable barcode scanning
• Auto print receipts
• Multiple payment methods
• Cash drawer management

Restaurant/Cafe

• Table-based sales
• Order management
• Split bills
• Tips handling

What's Next?

After configuring POS Settings, you should:

1. Configure Payment Settings
2. Set up Receipt Templates
3. Configure Tax Settings for Sales
4. Test POS operations
5. Train staff on POS usage

Proper POS Settings ensure smooth retail operations and efficient customer service.