On POS Staff Will Sell According To The Warehouse Assigned

POS Warehouse Selling Configuration

Within the Point of Sale (POS) module, staff can either:

• Sell products from all warehouses, or

• Sell products only from the warehouses assigned to them in the Inventory module.

This behavior is controlled through the Omni Sales module settings.

Option 1: Sell from All Warehouses

To allow staff to sell products from all warehouses via the POS channel:

1. Navigate to Omni Sales → Settings → Default Settings.

2. Uncheck “On POS, staff will sell according to the Warehouse assigned on the Inventory module.”

3. Click Save.

With this configuration:

• POS staff can access and sell inventory from all available warehouses in the system.

Option 2: Sell According to Assigned Warehouses (Recommended for Multi-Store Operations)

Use Case Scenario

You operate multiple stores, each with its own inventory, and each employee is assigned to a specific store.

In this scenario:

• Each store is represented as a separate warehouse.

• Inventory is either imported directly into each store warehouse or transferred from a main warehouse.

• Each employee is assigned to one or more store warehouses.

As a result, POS staff can only sell products from the warehouse(s) assigned to them.

If a salesperson works across multiple stores, simply assign multiple warehouses to that staff member.

Configuration Steps

Step 1: Enable Warehouse-Based Selling

1. Navigate to Omni Sales → Settings → Default Settings.

2. Check “On POS, staff will sell according to the Warehouse assigned on the Inventory module.”

3. Click Save.

Step 2: Create and Assign Store Warehouses

1. Go to Inventory → Warehouse.

2. Create a warehouse for each store location.

3. Assign the appropriate warehouse(s) to each staff member.

On the Warehouse Management screen, warehouses can be filtered by assigned employee.

Step 3: Import Inventory

• Import products into each store warehouse, or

• Transfer goods from the main warehouse to the store warehouses.

Step 4: Add Products in POS

• Open the POS channel.

• Add products to the POS catalog if required.

Step 5: Perform a POS Transaction

1. Go to POS Store.

2. Select the warehouse from which products will be sold.

3. Search for and add products to the cart.

4. Select the customer.

5. Adjust quantities as needed.

6. Click Payment.

Step 6: Inventory Deduction Behavior

• If Create Invoice and Inventory Delivery Voucher are both selected:

  • Inventory will be deducted immediately from the selected warehouse.

• If Inventory Delivery Voucher is not selected:

  • Inventory deduction must be performed manually by:

    • Creating an Inventory Delivery Voucher, or

    • Opening the order details and clicking Create Export Stock.

  • Inventory will then be deducted according to the FIFO (First In, First Out) method.