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POS Profiles

This guide explains how to configure Point of Sale (POS) profiles in your system. POS profiles define the behavior, hardware, and accounting settings for each POS station.

What is a POS Profile?

A POS Profile serves as a configuration template for a specific Point of Sale station or type of operation (e.g., "Main Store Register", "Pop-up Shop", "Restaurant Bar"). It controls:

  • Stock Location: Where inventory is deducted from.
  • Payment Methods: Allowed payment types (Cash, Bank, etc.).
  • Accounting: Default income accounts and journals.
  • Hardware: Printer and scanner settings.
  • Features: Receipt customization and other operational settings.

Where to find it in the UI

Navigate to POS → Configuration → POS Profiles

Creating a POS Profile

  1. Navigate to POS → Configuration → POS Profiles.
  2. Click Create POS Profile.

Basic Information

  • Name: A descriptive name for the profile (e.g., "Main Hall Register").
  • Type: The type of operation (e.g., Retail, Restaurant).
  • Stock Location: Select the warehouse source location. Stock will be deducted from here when orders are processed.

Accounting Settings

  • Default Income Account: The general ledger account where sales revenue will be recorded.
  • Default Payment Journal: The journal used to record payments received (e.g., Cash Journal, Bank Journal).
  • Company: The company this profile belongs to (for multi-company environments).

Features & Settings

Depending on your configuration, you may have options to:

  • Enable/Disable Features: Toggle specific POS functionalities.
  • Receipt Customization: Configure header and footer text for printed receipts.
  • Hardware Setup: Configure IP addresses for network printers or payment terminals.

Best Practices

1. One Profile per Physical Station

It is recommended to create a unique profile for each physical POS terminal. This allows for:

  • Detailed reporting per station.
  • Specific hardware configuration (different printers).
  • Easier troubleshooting.

2. Separate Stock Locations

If you have multiple stores or distinct areas (e.g., "Front Store" vs. "Back Warehouse"), assign specific stock locations to their respective POS profiles to verify inventory accurately.

3. Clear Naming Convention

Use clear and consistent names like "[Branch Name] - [Register Number]" (e.g., "Downtown - Reg 1") to easily identify sources of sales in reports.

  • POS Sessions - Learn how to open and close sessions using these profiles.
  • POS Terminal - User guide for the POS interface.