Understanding POS Invoice

POS or Point of Sales is the invoice used for service centers. It is only applicable for Sales business. It does not work for MPS, Rental or AMC businesses. The POS invoice is a shortcut that bypasses the lead management, quotation management and Sales order management.

Adding a POS

Navigate to Left Menu > Finance.

The left menu will change. 

Click on Sales Invoice.

Multiple tabs will appear.

The POS tab shows all the POS invoices.

Click on the plus button on the top right hand corner.

Enter the details in the mandatory fields.

If you are entering the details of a new user, check the  New Customer box.

After entering the details, click on Save.

Note: Once the POS invoice is generated, the device/ product gets automatically subtracted from the Inventory creating an outward challan.

Effect of POS

After a POS has been created, the following will be automatically generated

• Customer Record
• Contracted Quotation
• Outward Challan
• Invoice Number.