POS refers to Point of Sale i.e selling of items other than membership.e.g. joining fee, transfer fee, gym kit, shaker, whey protein. Items that don't have a validity like an activation date or an expiry date can be invoiced under POS sale. You can follow the below steps to create a POS bill.

 


  • Search the Client by their Contact Number, Name, Email Id, Client ID or by National ID in the Omni search and open the ‘Client’s Profile’ page.


  • Click on Purchase History. 


  • Click on Create POS Bill.


 

 

In this POS billing page, all the fields on the Invoice page to be filled in properly, validate all the information before you save the Invoice because once the invoice gets generated you cannot edit anything in the Invoice


On the left-hand side fill in the below information:

  • Billing Name: refers to the name of the person who paid for the services.


  • Bill Date: This date will be by default today’s date, this is also called the purchase date i.e the sale done to date.


  • Billing Owner: Select the staff name who has sold/ closed the sale, so that the sales collection will be reflected under the respective sales agent name.


  • Click on the Additional Payment tab, you will see all the POS products/charges in the product section. 


  • Select the Product/Charge item you want to create the invoice for. e.g. click on the item name called “Gym Bag”.



  • Once the product/charge is selected you see a summary of the product/charge i.e. the Name of the product/charge, amount and the service owner.


  • Click on the Service Owner drop-down and select the service owner name. You can select names, in case that service is appointment based like spa, massage or salon. This will allow you to select the massager, make-up artist or hair-stylist name while creating the invoice. Selling of a gym bag or whey protein or joining fee, transfer fee don’t need a service owner.

 

  • Then, click on Add to Cart. 

 

  • Under My Cart section, you will see the Product/Charge name and number of times the product is added to the cart  (x1). You can fill the required quantity. e.g. two (x2) gym bags.

 

  • Under the ‘My Cart’ section, you can apply for a discount in case if the discount is applicable for such a sale. You can apply for a discount as per your allowed rights. You can put the discount percentage and the system will auto calculate the ‘amount to be paid after discount’. 


  • Under the ‘Payment’ section select the Mode of Payment. The client can make the payment with single-mode or multiple payment mode options like pay by Cash, Credit Card, Debit Card, Cheque. Kindly validate the payment information is correctly entered because once the Invoice is generated it cannot be edited, you need to cancel and recreate the entire Invoice again.


Note: If the payment mode is Cheque, Credit card or Debit Card, please note the following to be filled as below:

  • Instrument Number refers to ‘cheque number’ or in case of credit card or debit card transaction the instrument number will be the last four-digit number of the cc/dc card 


  • Instrument Date refers to ‘cheque date’, in case of credit/ debit card transactions use charged date i.e. cc/dc swiping date.


  • Instrument Expiry Date refers to Credit/Debit card expiry date.


  • Auth. Code refers to Authorization or Approval code which you’ll see on the hard copy of the receipt after swiping of the DC/CC on a Payment terminal machine. 



  • Once the payment details are filled in click on the Pay Now button



  • Verify the payment mode selected with the amount as highlighted in the image. You can add comments if any, this comment will be displayed in the Invoice.


  • In the orange summary box, validate the details like Sub Total, Total Vat, Total Amount, Paid Amount, and the balance amount before you click on the ‘Submit’ button in green.



  • Once you click on Submit, a success message popup screen will appear stating ‘Bill created successfully’



Before clicking on the Submit button you can also Cancel the Invoice if you are sure to cancel the transaction. In this case, the invoice will not be generated as your transaction will be canceled.


FAQ’s


1. Where do you define the POS Product name and price?

Ans: You can configure the product in Setting > Addition Payments


2. Can we have multiple computation types?

Ans. No. At a given point of time, there can be only 1 computation type, i.e., either Fixed or Variable.

 

3. Can a Client Rep be assigned to a particular POS Item?

Ans. Yes you can select a Client Rep under Service Owner field while billing for a POS item.