How Can You Process Sales Using POS in Invent ERP?

The Point of Sale (POS) module in Invent ERP is designed to help you process sales quickly and efficiently. Whether you’re managing a retail counter, salon, or restaurant, the POS system allows you to create instant invoices, accept payments, and print receipts — all in real time.

Why POS Matters?

The POS system connects your front-end sales with your back-end inventory and accounting. It helps you manage cash transactions, track daily sales, and maintain accurate stock levels without manual updates. With real-time synchronization, every POS sale automatically updates your product quantities and financial records across the system.

Step-by-Step Process

Step 1: Access the POS Module

Step 2: Choose the POS Session

Select the active POS Session or open a new one if needed.

You can add multiple POS Sessions for different branches or cashiers.
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Step 3: Opening Cash Control (Optional)

Enter the amount of cash currently in your register. If there isn’t any, you can enter zero.

Step 4: Add Products

Use the product search bar, scan barcodes or simply search for the items to add them in the cart.

If you can’t find an item in the list, go to the product page and make sure it’s marked as Available in Point of Sale.
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Step 5: Adjust Quantities, Change Price or Apply Discounts

Before finalizing the sale, you can change the quantity, change the price, apply a discount, or remove items as needed.

Step 6: Add a Customer (Optional)

You can add a customer to your order if needed.

Step 7: Confirm the Order

Once you confirm the order, select the payment method and proceed to pay.

Advanced Options

The Advanced Options in the POS interface provides additional tools to help you manage your sales more efficiently.

Customer Note: Adds a note to the customer’s receipt.
Global Discount: Applies a discount to the entire order.
Refund: Process a refund for a completed sale.
Internal Note: Adds a note visible only to your team.
Cancel Order: Cancel an order before completing payment.

Notes & Tips

Use Barcode Scanners for faster item selection and fewer errors.
For accurate accounting, always close your POS session at the end of the day.
Receipts can be customized with your logo and store details for a professional touch.

Frequently Asked Questions

Q: Can I track daily sales performance?
A: Yes, you can use the POS Reports section to view daily sales totals, payment breakdowns, and more.

Q: Can I process multiple payments for one order?
A: Yes, the POS allows Split Payments across different methods. Enter the amounts for each method before validating the sale.

Q: Does the POS sync with the main inventory?
A: Yes. Every POS transaction automatically updates your main inventory, ensuring stock levels remain accurate across all modules.