POS Workflows
Open POS Session
- Go to Point of Sale workspace.
- Select a POS Profile .
- Select Customer.
- Add items from the item list.
- Edit quantities as needed.
Note: You need to set a default Warehouse for stock impact. If both Item and POS Profile define a Warehouse, the POS profile warehouse gets priority.
How to Create a POS Invoice
- Add items to cart in the POS screen.
- If editing rate/discount is needed, enable options in the POS Profile.
- Click Pay and select payment mode.
- Submit — a POS Invoice is created.
POS Opening Entry
Before selling, open a session with an Opening Entry . This sets the session start and can capture opening cash if required.
POS Closing Entry
At the end of the session:
- Go to POS Closing Entry
- Select the POS Profile and closing period
- Submit — stock and accounting postings occur.
Loyalty Integration
ERP Enigma supports linkage of loyalty programs to customers, allowing:
- Earning points on POS invoices
- Redemption during checkout To set up the loyalty program, follow the ++ Loyalty Program ++ documentation.