Settings of POS General Applet

Understanding the Layout

• The system can also be configured to use a horizontal layout.

• To switch between layouts:

  • Go to Application Settings > POS Settings > Themes.

  • Choose either Top View or Left-Right.

  • Click Save and refresh the Create Cashbill page.

    Open

    

Why Choose a Layout?

• Choose the layout based on your workspace and user preference. For example, a cashier handling fast-paced sales may benefit from the vertical layout for a streamlined process, while a manager reviewing transactions might prefer the horizontal layout for a broader view.

Settlement Settings

Add New Settlement Method

First, click on the Settings button on the bottom left. Next, click on the “Settlement Settings”. Upon clicking the “Settlement Settings”, there will be a list of branches displayed. Users can then select the Branch to add in a new Settlement method.

Upon selecting a branch, the “Edit Settlement Method” tab will appear and the current settlement methods will be displayed. To create a new Settlement method, users can click on the “Create” button.

Process Flow For POS Applet

Step 1 - Chart of Account Applet -Create Chart of Account -Create GL Category -Create GL Code

Step 2 - Organization - Create Company - Create Location - Create Branch

Step 3 - Cashbook Applet - Create Cashbook - Create Settlement Method and add it into the cash book

Step 4 - Employee Maintenance Applet - Create Employee

Step 5 - Doc Item Maintenance Applet - Create Item - Create Item Group - Create Item Category - Create Pricing Scheme - Assign pricing scheme and item category to the item

Step 6 - Customer Maintenance Applet - Create Customer ( A standard customer code for walk in customer)

Step 7 - Team Maintenance Applet - To give permission to employee to access

Step 8 - POS Applet - To add settle method and branch in settings - To add hardware device (If Any)