ANTE User ManualPoint of Sale (POS)
The Point of Sale module is how a store or counter sells to walk-in and delivery customers: cashiers ring up items on a registered POS device, customers pay with one or more payment methods, and every sale lands in the back office the moment it is completed. There it updates stock, adds money to the device's fund account, shows up in the sales reports, and is tied to the customer when one is chosen. This section teaches the back-office screens that set the counter up and report on what it sold.
In the current release the POS screens are switched off in the back-office menu: the Point of Sale entry is hidden and its addresses redirect to the Dashboard. The pages in this section describe the screens as they behave when switched on. The terminal app that cashiers use on the counter device is a separate application.
The Screens
| Screen | What it is for |
|---|---|
| Dashboard | Today's sales, devices and customers at a glance. |
| Order Management | Every sale and order, with the actions to ring up an order from the back office, move a delivery along, cancel it or void it. |
| Cashier Management | The staff accounts allowed to sell on a POS device. |
| Device Management | The counter devices, their API keys, their branch and fund account, and their receipt-number ranges. |
| Payment Methods | The ways customers can pay, each tied to a fund account (documented under Treasury). |
| Customer Rank | Named customer tiers ordered by rank. |
| Customer Membership | Membership tiers with a global or per-item discount (documented under Settings). |
| Rewards | The reward programs that pay customers into a wallet when something happens. |
| Reward Groups | Rules for converting one wallet into another for customers who qualify. |
| Sales Report | A detailed, itemized list of every sale with totals. |
| Analytics Reports | Fourteen read-only reports in four families. |
How a Sale Flows Through the System
- You register the counter as a device in a branch. The device gets its own cash fund account and a CASH payment method automatically, and you give it a block of receipt numbers.
- You create a cashier account, who signs in on the device.
- Items marked Enable in POS in Assets are what the cashier can sell. The branch's main warehouse is where the stock comes from.
- When the sale completes, each payment adds money to the fund account of the payment method used, any change given is taken back out, and the stock is deducted from the warehouse.
- The sale appears in Order Management, the Sales Report and the Analytics Reports. If a customer was chosen, the order is recorded against them together with the total point value (PV) of the items sold.
- If the order is later cancelled or voided, the money is taken back out of the fund account and the stock is returned.