{"id":4307,"date":"2020-04-20T20:56:29","date_gmt":"2020-04-20T20:56:29","guid":{"rendered":"https:\/\/wordpress-theme.spider-themes.net\/docly\/docs\/rogan-wordpress-theme-documentation\/content\/video\/"},"modified":"2025-10-20T18:49:48","modified_gmt":"2025-10-20T18:49:48","password":"","slug":"video","status":"publish","type":"docs","link":"https:\/\/matrixsprint.com\/help-center\/index.php\/docs\/docly-documentation\/content\/video\/","title":{"rendered":"POS"},"content":{"rendered":"\t\t
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Overview<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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The Point of Sale (POS) page in MatrixSprint ERP is designed to handle in\u2011person transactions at physical outlets. It allows staff to look up products, create carts, assign customers and taxes, and record payments all from a single screen. Each sale is tied to a specific Outlet, so inventory and reporting remain accurate.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Accessing POS<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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  • In the left navigation bar, click Sales and then select POS.<\/p><\/li>

  • On first load you will see a prompt to Select an outlet. Choose the desired outlet from the drop\u2011down list. Available outlets are displayed by name. The POS will only show products that are stocked at the selected outlet.<\/p>

    First\u2011time setup: If no outlets appear in the list, you must create one before using the POS. Navigate to Sales \u2192 Outlets, click New Outlet, fill in the outlet\u2019s name, phone number, address and manager, then save it. Once at least one outlet exists, return to the POS and select it from the drop\u2011down. Without an active outlet, the POS cannot load products or process sales.<\/p><\/blockquote><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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    Searching and Filtering Products<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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    • Search bar \u2013 Use the search field at the top left to find products by name or SKU (barcode). As you type, matching items appear below. A Clear button resets the search field.<\/p><\/li>

    • Barcode\/Scanner icon \u2013 Next to the search bar is a scanner icon. Click it to open the device camera and scan barcodes directly, instantly adding scanned items to the cart.<\/p><\/li>

    • Filters \u2013 A drop\u2011down on the left lets you filter by product Category (e.g., All, Dress, Food). A second filter labeled Showing allows filtering by stock status (All, In Stock, Low Stock, etc.).<\/p><\/li>

    • View toggle \u2013 Icons beside the search bar allow switching between grid and list views for products. The grid view shows large cards with images; the list view shows compact rows.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Product Listing Tabs<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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      Products are organised into two tabs:<\/p>

      1. Product Variants \u2013 Lists individual product variants. Each card displays the product image, name, price, variant label, SKU, stock quantity and an Add to cart button if available. Variants that are out of stock are labeled Unavailable and cannot be added to the cart.<\/p><\/li>

      2. Product Bundles \u2013 Lists bundle products (if any). Bundles group multiple items at a single price. If no bundles exist the tab displays \u201cNo bundles found\u201d<\/p><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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        Adding Items to the Cart<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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        • Click Add to cart on a product card to add one unit to the cart. The button changes to In cart once added. The item also appears in the Cart panel on the right.<\/p><\/li>

        • If stock is low, a badge such as \u201cOnly 1 left\u201d appears on the product card. If stock is zero, an \u201cOut of stock\u201d overlay prevents adding the item.<\/p><\/li>

        • You can only add products that are in stock at the selected outlet. Changing the outlet reloads available stock.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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          Managing the Cart<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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          The Cart panel on the right displays a summary of the current sale:<\/p>

          • Item lines \u2013 Each line lists the product name, selected variant, unit price and quantity. Use the \u2013 and + buttons to decrease or increase the quantity. You can also remove an item entirely using the trash icon that appears when hovering over the line.<\/p><\/li>

          • Clear \u2013 Removes all items from the cart.<\/p><\/li>

          • Hold \u2013 Places the current cart on hold. This allows the transaction to be saved temporarily and resumed later.<\/p><\/li>

          • Subtotal & Total \u2013 Show the running total based on quantity and price. The total updates automatically when items or quantities change.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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            Selecting a Customer<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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            Selecting a customer associates the sale with an individual in your CRM:<\/p>

            • Search or select existing customers \u2013 Click the Customer drop\u2011down and begin typing to search by name, email or phone number. Matching records appear in the list; click a result to select that customer. If no customers exist, the list will be empty.<\/p><\/li>

            • Create a customer on the fly \u2013 At the bottom of the customer list is an Add New Customer option. Clicking it opens a form where you can enter the customer\u2019s Name (required), Phone and Email, plus optional address fields such as street, city and ZIP code. Submitting this form saves the new customer to your contacts and automatically selects them for the current sale.<\/p><\/li>

            • Requirement to select a customer \u2013 The POS requires a customer to be selected before you can confirm a payment. Attempting to pay without a customer triggers a warning in the payment modal. You can add the customer via the drop\u2011down as described above if needed.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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              Applying Taxes<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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              In the Taxes section, choose any applicable tax rates from the drop\u2011down. Taxes configured in the Taxes module will appear here. Selecting a tax automatically recalculates the total price. If no tax is selected, the sale is processed without tax<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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              Processing Payment<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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              • Once items are in the cart and a customer is selected, click Process Payment.<\/p><\/li>

              • A modal appears asking you to Select Payment Method and shows the Total Amount Due. Options include:<\/p>

                • Cash Payment \u2013 Record cash received. Selecting this method enables the Confirm Payment button.<\/p><\/li>

                • Card\/Mobile Money \u2013 Placeholder for electronic payments (coming soon). Currently disabled.<\/p><\/li><\/ul><\/li>

                • If no customer is selected, the modal displays a message prompting you to choose a customer before proceeding.<\/p><\/li>

                • After selecting a payment method and clicking Confirm Payment, MatrixSprint ERP records the transaction and displays a Payment\u00a0Successful! modal. A green toast notification also appears in the top\u2011right corner confirming that the payment was processed successfully. The modal includes:<\/p>

                  • Total paid and method \u2013 The amount collected (e.g., GH\u20b53,100.00) is highlighted with the method used (e.g., Paid via Cash).<\/p><\/li>

                  • Download Receipt \u2013 Generates and downloads a PDF receipt for the sale. Use this to print or email a copy to the customer.<\/p><\/li>

                  • Start New Sale \u2013 Clears the cart and resets the POS so you can immediately begin ringing up another customer.<\/p><\/li>

                  • View Invoice Details \u2013 Opens the invoice record for the completed sale in a new tab, where you can review line items, taxes, and payment information. This invoice can be printed or shared from the invoice page. The invoice also appears under Sales \u2192 Orders for later reference.<\/p><\/li><\/ul>

                    Completing a sale automatically empties the cart and updates product inventory. You can start another sale or navigate away from the POS without losing data. The receipt and invoice provide a record of the transaction for both the business and the customer<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                    Additional Tips<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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                    • Use the barcode scanner icon to speed up product entry by scanning barcodes instead of typing names or SKUs. This is useful in busy retail settings.<\/p><\/li>

                    • Hold orders allow saving a cart mid\u2011transaction (e.g., when a customer steps away). You can later resume the held sale from the Orders page under the Sales module.<\/p><\/li>

                    • The POS interface is responsive; it supports both mouse and touchscreen input for use on tablets or POS terminals.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

                      Overview The Point of Sale (POS) page in MatrixSprint ERP is designed to handle in\u2011person transactions at physical outlets. It allows staff to look up products, create carts, assign customers and taxes, and record payments all from a single screen. Each sale is tied to a specific Outlet, so inventory and reporting remain accurate. Accessing […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3984,"menu_order":12,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"doc_category":[],"doc_tag":[],"doc_badge":[],"class_list":["post-4307","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"year_month":"2026-04","word_count":1128,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/matrixsprint.com\/help-center\/index.php\/author\/admin\/"},"doc_category_info":[],"doc_tag_info":[],"author_avatar":"https:\/\/secure.gravatar.com\/avatar\/f38460beca8bfb11095e34259f6ddcb0410ee3f64a964eaf5d0b4291ed9759ce?s=96&d=mm&r=g","author_name":"admin","_links":{"self":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/4307","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/comments?post=4307"}],"version-history":[{"count":8,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/4307\/revisions"}],"predecessor-version":[{"id":6114,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/4307\/revisions\/6114"}],"up":[{"embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/3984"}],"wp:attachment":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/media?parent=4307"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/doc_category?post=4307"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/doc_tag?post=4307"},{"taxonomy":"doc_badge","embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/doc_badge?post=4307"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}