Point of Sale (POS)

Process sales transactions efficiently with an intuitive point of sale system designed for retail operations

Point of Sale (POS)

Overview

The Point of Sale (POS) module in Custojo provides a comprehensive solution for managing retail transactions. This powerful module allows you to process sales quickly and efficiently, manage inventory in real-time, and provide a seamless checkout experience for your customers.

Note:

The POS module is designed to work seamlessly with the Products & Services module, allowing you to sell your inventory items directly to customers with real-time stock updates.

Key Features

  • Intuitive Sales Interface: Process transactions quickly with an easy-to-use interface
  • Real-time Inventory Management: Automatically update stock levels with each sale
  • Multi-warehouse Support: Sell products from different warehouse locations
  • Customer Management: Track customer purchases and preferences
  • Discount Management: Apply discounts to individual products or entire orders
  • Tax Calculation: Automatically calculate taxes based on configured tax rates
  • Receipt Generation: Create professional receipts for customers
  • Barcode Scanning: Quickly add products to cart using barcode scanning
  • Payment Processing: Support for multiple payment methods
  • Sales Reporting: Generate detailed reports on sales performance
  • Thermal Printing: Support for thermal receipt printers
  • Low Stock Alerts: Get notified when product inventory falls below threshold

POS Interface

Intuitive Sales Interface

The POS sales interface is designed for speed and efficiency.

Key Elements:

  • Product categories for quick filtering
  • Product search functionality
  • Visual product grid with images and prices
  • One-click product addition to cart
  • Real-time stock availability indicators
  • Warehouse selection for multi-location businesses

How It Works

1

Select Warehouse

Choose the warehouse location from which you'll be selling products.

2

Add Products to Cart

Search for products or browse by category, then add items to the shopping cart.

3

Adjust Quantities

Modify product quantities in the cart as needed.

4

Apply Discounts

Add discounts to the entire order if applicable.

5

Select Customer

Choose an existing customer or proceed with a walk-in customer.

6

Process Payment

Complete the transaction by processing the payment.

7

Generate Receipt

Print or email a receipt to the customer.

Barcode Management

The POS module includes comprehensive barcode functionality:

  • Barcode Generation: Create barcodes for your products
  • Multiple Barcode Types: Support for various barcode formats (Code128, EAN-13, UPC-A, etc.)
  • Barcode Printing: Print barcodes individually or in batches
  • Barcode Scanning: Quickly add products to cart by scanning barcodes
  • Custom Barcode Settings: Configure barcode appearance and format

Receipt Customization

Customize your POS receipts to match your brand:

  • Logo Addition: Add your company logo to receipts
  • Color Customization: Change receipt color scheme
  • Template Selection: Choose from multiple receipt templates
  • Footer Notes: Add custom messages or policies to receipt footers
  • Contact Information: Include your business contact details
  • Thermal Printing Support: Configure for thermal receipt printers

Integration with Other Features

The POS module integrates seamlessly with other Custojo features:

  • Products & Services: Sell items from your product catalog
  • Inventory Management: Automatically update stock levels
  • Customer Management: Track customer purchase history
  • Accounting Management: Automatically record sales transactions
  • Reporting: Include POS sales in financial reports
  • Warehouse Management: Sell from multiple warehouse locations

Best Practices

  • Set up product categories for easier navigation during sales
  • Configure tax rates accurately before processing transactions
  • Regularly review low stock alerts to maintain inventory levels
  • Train staff on the POS interface for efficient customer service
  • Customize receipt templates with your branding
  • Set up barcode scanning for faster checkout
  • Review sales reports regularly to track performance
  • Configure appropriate user permissions for POS access

Dashboard & Reporting

The POS module includes a dedicated dashboard and reporting features:

  • Sales Overview: View total sales and trends
  • Top-Selling Products: Identify your best-performing items
  • Low Stock Alerts: Monitor products that need restocking
  • Sales by Time Period: Analyze sales performance over time
  • Customer Insights: Track customer purchasing patterns
  • Payment Method Analysis: See which payment methods are most popular

For more information on setting up and configuring the POS module, see the POS Setup Guide guide.