In BizCentric, a POS profile allows using the Point of Sale feature.

The POS system incorporates advanced functionalities to address various needs, including inventory management, CRM, financials, warehousing, and more, seamlessly integrated into the POS software. Before the advent of modern POS systems, these functions were performed independently, necessitating manual data re-entry, which often resulted in entry errors.

In retail operations, maximizing the speed and efficiency of the Point of Sale is crucial. To achieve this, users can create a POS Profile tailored to their specific requirements.

To access the POS Profile list, go to:

Home > Retail > Retail Operations > Point-of-Sale Profile

1. How to create a POS Profile

1. Go to the Point-of-Sale Profile and click on New.
2. Enter a name for the profile.
3. Choose a Naming Series.
4. Define a Write Off Account and Write Off Cost Center where transactions will be logged.
5. Configure payment modes in the table; if left unset, the default will be cash. Only the modes specified here will be accessible during POS operations. After adding payment modes, designate one as the default payment method by selecting the checkbox.
6. Establish default amounts for the payment methods (suggested: 0).
7. Save the changes.

1.1 Additional options when creating a POS Profile

• Customer: Users can sell specific products to particular Customers through the POS by incorporating item groups and customer groups in the POS Profile.
• Warehouse: POS transactions associated with this POS Profile will impact stock quantities in the chosen Warehouse.
• Campaign: A sales Campaign can be associated here to monitor total sales attributed to it.
• Company Address: If the POS counter is established at a Company branch, the address can be designated here.
• Update Stock: When enabled, stock quantities are adjusted upon transactions made with the POS Profile. In other words, Stock Ledger Entries are generated upon submission of the Sales Invoice, eliminating the need for a separate Delivery Note.
• Ignore Pricing Rule: Any active Pricing Rule is disregarded for this POS Profile.
• Allow Delete: In Offline POS mode, data is cached. Enabling this option permits Users to delete Sales Invoices cached in the Draft stage.
• Allow user to edit Rate: Users associated with the POS Profile are permitted to modify the ‘Rate’ of Items included in transactions.
• Allow user to edit Discount: Users associated with the POS Profile are permitted to adjust the ‘Discount’ of Items included in transactions.
• Allow Print Before Pay: This option allows the POS User to print an invoice before making payment.
• Display Items In Stock: The remaining quantity of Items from the selected Warehouse is presented to the POS User.

2. Features

2.1 Applicable for Users

By default, all Sales Users have access to the POS Profiles created in BizCentric. However, if you wish to limit access to specific POS Profiles to certain Users, you can include them in the table. Once even a single User is assigned to the POS Profile, other Users cannot utilize this POS Profile for retail transactions.

Setting a POS Profile as default: By selecting the Default checkbox in the table, the current POS Profile is designated as the default POS Profile for that User. Consequently, the next time the User logs into the system, the POS Profile will be automatically set as default.

Note: If you specify a particular User, the POS setting will be applied only to that User. If the User option is left blank, the setting will be set for all users.

2.2 Setting Item Group and Customer Group

On setting an Item Group/Customer Group in a POS Profile, the group will be automatically selected when making transactions with the POS Profile.

 

2.3 Print Settings

 

Print Format for Online

You can establish a Print Format, determining the layout of the printed document. For further details, please refer to the Print Format page.

Letterhead

You can print your POS Sales Invoice on your Company’s letterhead. Know more here.

Print Headings

The headings on POS Sales Invoices can be customized when printing the document. For instance, the heading can be altered to ‘Invoice’ or ‘Bill’. You can accomplish this by choosing a Print Heading. To create new Print Headings, navigate to: Home > Settings > Printing > Print Heading. Know more here.

Terms and Conditions

There may be certain terms and conditions on the Item you’re selling, these can be applied here. To know about adding Terms and Conditions, click here.

2.4 Accounting

• Price List: A Price List contains Item Prices. Specifying a Price List here will retrieve the Item Prices for the current POS Profile from that particular Price List.
• Currency: By default, this will be configured based on the default currency of the Company. Nevertheless, you have the option to modify it. If you decide to change the currency, ensure to also update the associated accounts accordingly.
• Taxes and Charges: Selecting a Sales Taxes and Charges Template or Purchase Taxes and Charges Template here will automatically apply the taxes and charges to the POS transaction.
• Apply Discount On: Here you can set whether the discount is to be applied on the Grand Total (pre tax amount) or the Net Total (post tax amount).
• Tax Category: On selecting a Tax Category here, the Tax Rules associated with the Tax Category will be applied to each transaction performed from this POS Profile.

The following accounts can be set so that the general ledger is updated accordingly:

• Account for Change Amount
• Write Off Account
• Write Off Cost Center
• Income Account
• Expense Account

2.5 Accounting Dimensions

Accounting Dimensions enable you to categorize transactions according to specific criteria such as Territory, Branch, Customer, etc. This facilitates the separate viewing of accounting statements based on the selected criteria. To know more, visit the Accounting Dimensions page.

Note: Cost Center is treated as a dimension by default.

3. Related Topics

1. Sales Invoice
2. Purchase Invoice