How to Create a POS Invoice

How to Create a POS Invoice

Introduction

The Point of Sale (POS) system in iVendNext streamlines retail transactions by combining sales, payments, and inventory updates into a single process. This guide walks you through creating a POS invoice, from selecting items to completing the order.




Prerequisites

Before creating a POS invoice, ensure:


  • A POS Profile is configured.

  • Items have selling prices in the Item Price List.

  • The default Warehouse is set (POS Profile settings override Item-level warehouse).


IdeaTip: Check item availability in the warehouse. Out-of-stock items are marked with a red dot.



Step-by-Step Guide to Creating a POS Invoice

1. Access the POS Interface

Navigate to: Home > Retail > POS.

2. Select a Customer

  • Choose an existing customer or add a new one.


3. Add Items to the Cart

  • Method 1: Click item images from the list.

  • Method 2: Scan barcodes or enter serial numbers.

  • Use the Search field for large inventories.


4. Edit Item Details

  • Quantity: Adjust via the quantity box or +/- buttons.

  • Price/Discount: Edit if enabled in the POS Profile.


5. Review Cart Summary

Verify:


  • Net Total, Taxes, and Grand Total at the bottom.

  • Item quantities.


6. Process Payment

  • Select a payment mode (cash, card, etc.).

  • Enter the amount received. Change is auto-calculated if configured.


7. Complete the Order

Click Complete Order > Submit Sales Invoice. Print or email the receipt.


Key Features to Note

  • Offline Mode: Add customers/process sales without internet (syncs later).

  • Accounting Entries: Automatically generated (View via View Ledger).

  • Returns: Create credit notes from the Recent Orders pane.



Troubleshooting

  • Item not added? Check warehouse stock or barcode accuracy.

  • Price missing? Ensure it’s set in the Item Price List.



Conclusion

Creating POS invoices in iVendNext is a seamless process designed for efficiency. By following these steps, retailers can ensure accurate billing, inventory tracking, and customer satisfaction.



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