Overview of the Desktop POS

This article provides an overview of the Desktop POS system, including its features, functionality, and benefits. 

Key Features of Sale screen

Main Main :



The main page of POS menu contains following things:

• Nexchar
  • Management Console: Link of the Backoffice.
  • Mobile App: Link of the Mobile POS.
  • About Us: About us Page
  • Exit: Exit form the application.
• Product
  • All Products: Displays all product that added from the Backoffice.
  • Barcode Label: Print barcode form this page.
  • Suppliers: Manage suppliers form this page.
  • Daily Purchases: List of daily purchases .
• Sales
  • All Sales: Displays daily's sales.
  • Offline Sales: Displays all the sales that not upload to the server.
  • Online Orders: The list of online orders that your customer makes.
• Cash Flow
  • Expenses: These are costs incurred in the day-to-day operation of your store.
  • Other Incomes: Income revenue not from retail sales..
• Customers: List of customers.
• Reports
  • Daily Cash Report: Summary of daily cash transactions.
  • Shift Report: Sales and cash summary by shift.
  • Sales by Item Report: Breakdown of sales by individual items.
  • Sales by Staff: Sales performance of each staff member.
  • Performance Report: Overall performance metrics and trends
  • Average Sales Report: Analysis of average sales over a period.
  • Top Selling Products: List of the highest-selling products.
  • Top Customers Report: Overview of top spending customers.
  • Customer Dues: Summary of outstanding customer payments
  • Individual Customer Dues: Detailed dues for each customer.
  • Customer Visit: Record of customer visits.
  • Customer Feedback: Collection of customer reviews and feedback.
  • Product Stock: Current inventory levels for products.
  • Profit Loss Report: Financial summary of profits and losses.
  • Sales and Purchase Report: Combined analysis of sales and purchases.
• Others
  • General Setting: Configure overall POS system preferences, such as language, time zone, and interface layout to suit your business needs.
  • Invoice Setting: Manage invoice options, including template design, payment terms, and tax configurations to streamline billing processes.
  • Receipt Setting: Customize receipt formats with options for branding, currency settings, and default payment methods for efficient transaction processing.
  • Reminders: Set up automated alerts to notify staff about tasks, inventory restocking, or important sales events to enhance workflow management.
  • Activity Log: Monitor and review all transactions and system changes made within the POS system to maintain accountability and security.
  • Sync System: Ensure that sales data, inventory, and customer information are consistently updated across all devices and platforms in real time
  • Check Update: Access the latest POS software updates to maintain optimal performance and security standards.
  • Profile: Manage user profiles, including login credentials and role-based access permissions, to control system access.
  • Troubleshooting: Access guides and tools to quickly identify and fix common issues encountered within the POS system.
  • Sign Out: Log out of the POS system securely to protect sensitive business data and end the user session.

2. Quick Menu :

3. Search Product and Scan Barcode

Search Product

Just type the product name and press enter button to search product.

How to Scan a Product:

The barcode reader is a hardware device connected to a computer by cord or Bluetooth that sends decoded bar code strings into computer.

Just before reading the barcode, proper input element, such as INPUT TEXT FIELD (Barcode field) must be focused .

Read the code (the barcode reader will make a sound). When the code is recognized it is sent to the focused input field.

By default, most barcode readers will append extra character's to decode a barcode string.

In the POS screen when a barcode of a valid product is scanned it will be automatically added to the cart. Subsequent scanning of the same product will result in increasing the quantity of the product in the cart.

4. Add Product to Cart

To add a product to the cart, click on the product.

Select Customer : Click the "Select Customer" textbox to open a pop-up window on your computer screen. Then, click the "Select" button to choose a customer.

Select Sale Date: By default, the current date is automatically selected. To modify the sale date, click on this textbox. You have the option to select dates both in the future and in the past.

5. Select Customer and Sale Date

6. Customer Cart Options

You can view the list of items added to the cart. By clicking the "Edit" button, you can modify the quantity of a cart item. Additionally, clicking the "Delete" button will remove items from the cart.

Here are brief descriptions for the buttons on the POS cart page:

• Promo Code: Apply a promotional code for discounts.
• Discount: Add or adjust a discount on the cart.
• Delivery Charge: Add or modify the delivery fee.
• Non-Inventory Item: Add an item not tracked in inventory.
• Clear Cart: Remove all items from the cart.

Here are brief descriptions for each field on the POS cart page:

• Quantity of items: Number of items in the cart.
• Total: Final cost after all adjustments.
• Tax: Applicable tax on the items.
• Discount: Reduction in price applied to the cart.
• Delivery Charge: Cost for delivering the items.
• Sub Total: Total before tax and discounts.
• Payment Type: Method of payment used.
• Amount Paid: Amount paid by the customer.
• Amount Due: Remaining balance to be paid.
• Change Amount: Money returned to the customer after payment.

Conclusion

The Desktop POS system simplifies retail operations with its all-in-one solution for managing sales, inventory, and customer service. With a user-friendly interface and powerful features, it helps businesses run smoothly and efficiently. Whether you're just starting out or optimizing your setup, the Desktop POS is a reliable choice for your retail needs.