brotherton-erpnext/docs/docs.user.ops.accounts.pos.md

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Point of Sale (POS) Invoice

For retail operations, the delivery of goods, accrual of sale and payment all happens in one event, that is usually called the “Point of Sale”.

You can make a Sales Invoice of type POS by checking on “Is POS”. When you check this, you will notice that some fields get hidden and some new ones emerge.

Tip: In retail, you may not create a separate Customer record for each customer. You can create a general Customer called “Walk-in Customer” and make all your transactions against this Customer record.

Different sections of the POS

• Update Stock: If this is checked, Stock Ledger Entries will be made when you “Submit” this Sales Invoice and there is no need for a separate Delivery Note.

• In your Items table, you will also have to update inventory information like “Warehouse” (can come as default), “Serial Number” or “Batch Number” if applicable.

• Update “Payment Details” like your Bank / Cash Account, paid amount etc.

• If you are writing off certain amount, for example change or you get extra change, check on “Write off Outstanding Amount” and set the Account.

POS Settings

If you are in retail operations, you want your Point of Sale to be as quick and efficient as possible. To do this, you can create a POS Setting for a user from:

Accounts > Point of Sale (POS) Setting

and set default values as defined.

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Accounting entries (GL Entry) for a Point of Sale:

Debits:

• Customer (grand total)
• Bank / Cash (payment)

Credits:

• Income (net total, minus taxes for each Item)
• Taxes (liabilities to be paid to the government)
• Customer (payment)
• Write Off (optional)

To see entries after “Submit”, click on “View Ledger”.