How to Add and Manage POS

Introduction #

Managing POS (Point of Sale) details efficiently is crucial for any retail business. This guide provides a step-by-step process to create and manage POS details within the Cosmic POS module.

Prerequisites #

• Customer: Ensure customer details are set up.
• Warehouse: Ensure warehouse details are set up.
• Products: Ensure product details are set up.

Steps to Add a POS #

1. Login to Cosmic ERP
   • Enter your credentials and click the login button.
2. Navigate to POS System
   • Once logged in, locate and click on ‘POS System’ from the main menu.
3. Access Add POS Section
   • In the POS module, find and click on ‘Add POS’.
4. Select Customer
   • From the dropdown menu, select the customer for whom the POS transaction is being made.
5. Select Warehouse
   • Choose the warehouse from which the items will be sourced.
6. Add Products to Cart
   • Click on the product(s) to add them to the cart.
7. Proceed to Payment
   • Click on the ‘Pay’ button to proceed with the transaction.
8. Select Payment Method
   • Click on ‘Cash Payment’ to complete the transaction.

Conclusion #

Adding and managing POS details in Cosmic POS is straightforward, ensuring efficient and accurate sales transactions. Follow these steps to set up and manage new POS entries effectively.