Skip to content

MERP25 User Guide: Point of Sale (POS)

The Point of Sale module is your high-speed retail engine. It is designed for rapid customer checkout, real-time inventory tracking, and seamless integration with your company's General Ledger.

1. Navigating the POS Hub

The POS Hub (/pos) is your command center. From here, you can: - Monitor Terminals: See which counters are currently open and who is operating them. - Audit Sessions: Review past sales shifts and reconciliation reports. - Launch Terminals: Open a new selling session for your shift. Document references for your session and every order are generated automatically. (See Document Numbering Guide).

2. Opening your Shift (Terminal Launch)

To start selling, you must open a terminal session. - Assigned Terminals (Direct Routing): If an administrator has assigned you to a specific terminal configuration, the system will recognize your role (pos_user) and automatically route you directly to that terminal interface upon login, bypassing the main dashboard. This provides a focused, distraction-free environment for rapid sales. - Manual Selection: If you are not assigned to a specific terminal, or have multiple assignments, you can select a terminal from the POS Hub. You will then be prompted to enter an Opening Balance (the physical cash amount in your drawer).

3. The Selling Interface

The interface is optimized for speed and works with both touchscreens and barcode scanners.

Adding Products

  • Search: Start typing a product name or scan a barcode. The system uses a smart-debounce feature (300ms) to ensure the search is instant without lagging your screen.
  • Product Grid: Tap on product tiles to add them directly to your cart.

Managing the Cart

  • Quantities: Tap the quantity number in the cart to increase or decrease the count.
  • Removal: Use the Trash icon to remove an item.
  • Discounts: (If permitted) Add line-level or total-order discounts.

4. Payment & Settlement

Once the customer is ready, click the prominent "Pay Now" button.

  1. Select Payment Mode: Choose between Cash or Card.
  2. Amount Received: Enter the amount given by the customer. The system will automatically calculate the Change Due.
  3. Confirm Payment: Click "Finalize".
    • What happens? The system instantly records the sale, deducts stock from your warehouse, and creates the accounting entry in the General Ledger.
  4. Print Receipt: A high-speed Print action is available for every completed order, optimized for 80mm thermal receipts.

5. Closing your Shift

At the end of your workday, you must close the session to hand over funds. 1. End Shift: Click "Exit Terminal" and select "End Shift". 2. Enter Closing Balance: Count the physical cash in your drawer and enter it into the system.

6. Manager Audit & Reconciliation

Once a shift is ended, it enters a "Pending Reconciliation" state. A Manager must audit the session: 1. Manual Verification: The manager reviews the session from the Hub and performs a "Reconcile" action. 2. Double-Blind Audit: The manager enters the physical cash and card counts confirmed from the cashier's drawer and terminal Z-reports. 3. Posting to Accounts: Clicking "Finalize & Post" moves the actual funds to company accounts. 4. Mismatch Tracking: If the verified amount differs from the system total, the difference is saved as a "Not Reconciled" balance and posted to specialized discrepancy accounts for final audit review.