Point Of Sale (POS) Terminal Setup

Step 1 : Create or Configure a POS

1. Go to Point of Sale from the main dashboard.
2. Click Point of Sale → Configuration → Settings.
3. Click Create a New Shop or choose an existing one.

Key Fields:

• Point of Sale Name: Give a name (e.g., “Terminal 1”).
• Operation Type: Link to a Sales Operation (usually “POS Orders”). 
• Company: Ensure it’s assigned correctly if you use multi-company setup.

Step 2 : Set POS Configuration Options

1. Pricing:​
   • Choose a Pricelist for product pricing.
   • Enable multi-pricelist if needed
2. Payment Methods: Select or create available payment options (Cash, Card, etc.).
3. Inventory Settings:
   • Select a stock location where POS will take inventory.
   • Choose delivery policies and stock update behaviour.
4. Accounting: Set up taxes, and invoice options.
5. Dynamic Tax : Enable the ability to apply multiple taxes dynamically per product or order directly from the POS terminal.
6. Multi Barcode : Different packaging types have unique barcodes for the same item.
7. POS terminal by selecting a Terminal Type:
   • Bill Only – Allows access only to billing (order taking) without payment functionality.
   • Pay Only – Used to access bills created else where and handle payment processing only.
   • Bill & Pay – Full access to both billing and payment features in one terminal.

Step 3 : Configure Payment Methods

• Go to Point of Sale → Configuration → Payment Methods​
• Click Create​
• Set up each method (e.g., Cash, Bank, Credit Card)

Create a POS Terminal or choose an existing one

After Click New Shop

After Save POS Terminal

Point of Sale -> Configuration -> Settings  (To search Pricing) 

Access Right For POS & Order Type

POS Receipt Custom Features

Payment Configuration

Enable Dynamic Tax Configuration 

Search & Shortcut Setting For Custom Features
    – ‘Use /’ for Product code search

Step 4 : Save the Configuration:

• After setting everything as needed, click the “Save” button (top-left corner).
• This saves the configuration only for that specific POS terminal.​

Tips :

• POS terminals are independently configurable. Each terminal has its own config record.