Invotide POS
Point of Sale Management System
Invotide POS is a cloud-based point-of-sale and retail management software that enables you to process sales in-store, offline and on-the-go. Please enter your login details to continue.
Invotide POS
Point of Sale Management System
Invotide POS is a cloud-based point-of-sale and retail management software that enables you to process sales in-store, offline and on-the-go. Please enter your login details to continue.
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POS User Guide
After logging in successfully, the POS user (sales agent) will be redirected to the POS System (frontend) where he/she can view all the product categories, products, and checkout panel. Also, the POS user can manage his account information and can view the orders list (a list of orders which is generated by the sales agents).
The Popular category will show all products that have high selling rate or most purchased items/products.
The 3 symbols (Warning, Question mark, and Star) indicate the status of a particular product.
- Warning – The product is out of stock and you can’t add that product to the cart.
- Question Mark – The product with custom options.
- Star – The product has an offer/discount.
ORDERS
In the Orders panel, the user can see all the orders which have been sold by him/her.
Also, the Sales Agent (POS user) can view the order details and can print the receipt of that particular order by clicking on the Print button.
SETTING
In user Setting Panel, the user can view or change his/her account information and password.
Also, He/she can change the language and currency for the POS system.
EASY PRODUCT SEARCH
Using product search feature, the user can easily search any products by entering the keyword of a particular product. The user can also add to cart the product from the search result.
CHECKOUT PANEL (SHOPPING CART)
The user can add to cart the product and can select the customer for a particular order.
When POS user clicks on Select Customer tab, popup window will appear to enable he/she select the customer. If the customer is already registered then the POS user can search the customer using the customer’s name or telephone number.
If the customer is not registered yet then the POS user can add/register the new customer and can proceed to Checkout. After clicking on the Add Customer, a pop-up will be opened to enable the POS user enter Customer Details. The POS user needs to fill all the required details to save/register the customer.
After selecting the customer, the sales agent can add discount on the Total Amount of the order by using the discount tab. The sales agent can give a discount as Fixed amount or Percent (%) value of the Total or can apply both discount methods together on the Total amount.
Also, If the customers have any coupon code provided by you. In this case, the sales agent can also apply the coupon code and can offer the discount as per coupon value.
When the POS user (Sales Agent) clicks on the Checkout button, a checkout panel will be opened where the POS user can select the payment method and can accept the payment for the order. Also the user can hold the order and complete later.
The POS user can add a note about the transaction. After accepting the payment, a pop-up screen will appear for the Invoice. The sales agent can Print Invoice or can Skip this step to complete the checkout process.
Now, the cart will be empty for the POS user to add a new order.
OFFLINE MODE
The POS System for Invotide provides the most valuable and unique feature so that your sales agent, cashier etc. can work on POS system in offline mode also. They can use all the functions and features of the POS in the offline mode. They can complete all transactions without the use of the internet. This feature will benefit you when your physical store is located in an area with poor internet connectivity.
They can view all transactions or orders they have made in offline mode in the Orders > Offline menu. As you can see in the image below.
When you or cashier or sales agents have the internet connection or in online mode then you or they can sync all the offline orders to the online Invotide Store.
ORDER ON HOLD / MULTIPLE CART SYSTEM
The Sales Agent can create multiple carts and can hold the transactions at any time. He/She can easily proceed to the next transaction/order without deleting the uncompleted order/hold order.
When the sales agent puts an order on hold, he/she can Add a Note to mention the reason for holding the order.
The Sales Agent can view all orders on hold under Orders > Hold Order menu.
When the sales agent click on any order on hold, the order will be added back to the cart and the sales agent can view the order details and can Proceed to Checkout.
OTHERS
In the Others section, the sales agent will find three options – Low Stock Products, Request, and Request History.
In Low Stock Products Section, the sales agent can view all products with low quantity in stock. You can set the low stock quantity from the admin backend panel.
In the Request Section, the sales agent can create a request to the supplier to supply new stock. The sales agent can generate a request with product quantity that he/she needs to be supplied for a particular product.
The sales agent can also choose the supplier to fulfill the request. He/She can create multiple request at a time.
In the Request History section, the sales agent can view all supply requests that he/she has created for a particular supplier.
He/She can also check the request date, request details and the status of the request.
To learn more about the various tools, check the knowledgebase. If you still need help or have any questions, just contact our support team and we’ll be glad to help.
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