Create order on POS

POS Channel – Product Availability and Sales Workflow

The POS channel displays only:

• Products with available inventory, or

• Products that do not require inventory tracking (when the “Do not update inventory number” option is enabled).

Step-by-Step POS Sales Process

Step 1: Configure Products for the POS Channel

Ensure that products are properly configured and enabled for POS sales within the system.

Step 2: Create a POS Shift

1. Navigate to Omni Sales → POS from the left sidebar.

2. Create a new POS Shift.

3. Click Start Shift.

Step 3: Create a POS Order

1. Select a Customer.

2. Select the Item(s).

3. Enter the Quantity.

Optional:

• Click the Loyalty Points option to allow the customer to use loyalty points to reduce the order total.

Step 4: Proceed to Payment

Click the Payment button to continue.

Step 5: Select Payment Method

In the Choose a Payment Method popup:

1. Select one or more Payment Methods.

2. Enter the Customer Paid amount.

Multiple payment methods are supported in a single transaction.

Optional settings:

• Create Invoice
  When enabled, an invoice is automatically generated for the order.

• Inventory Delivery Voucher
  When enabled, an inventory delivery voucher is automatically generated.

• Debit Order
  When enabled, payment details and customer payment input are not required, and the order can still be submitted.

Step 6: Complete the Order

1. Click the Order button to finalize the transaction.

2. Available actions after order creation:

   • Print – Print the POS receipt.

   • View Invoice – Open the invoice details.

   • View Export Stock – Open the Inventory Delivery Voucher details.

Step 7: Continue POS Operations

Repeat the same process as described in Step 6 to create additional POS orders during the active shift.