POS Input Form
Introduction
A Point of Sale (POS) Input Form is a crucial component of a POS system, used by businesses to process sales transactions. When a customer makes a purchase, the POS system records transaction details, including items purchased, their prices, and the payment method used.
Key components of a POS Input Form
Key components of a POS Input Form include:
Item Details:
Information about the items or services sold, such as name, quantity, and price.
Customer Information:
Details about the customer, including name, contact information, and loyalty program details.
Payment Information:
The method of payment selected by the customer, such as cash, credit card, or mobile payment.
Transaction Summary:
A transaction summary, including the total amount, taxes, and any discounts applied. Modern POS systems often integrate with other business systems to provide additional functionalities like inventory management, sales reporting, and customer relationship management.
1. Steps to create a POS Input Form
The steps to create a POS Input Form are explained below:
Step 1. Navigate to Home > Retail. Then under the POS Interface & Controls section click on the POS Input Form shortcut.
This should take you to the POS Input Form List View screen.
Step 2. Click on the Add POS Input Form button in the top right corner. This will open the New POS Input screen. All the settings pertaining to the graphical layout of your POS Theme can be configured from this screen.
Select the Reference DocType from the drop down list.
Specify the POS Input Form Fields settings using the POS Input Form Fields template.
Click the Save button to save the changes and exit the screen.
The New POS Input Form can be seen listed on the POS Input Form List View screen.
2. New POS Input Form Screen Explained
The various fields in the New POS Input Form screen are explained below:
Reference Doctype
This is a drop down field that allows you to select the Reference DocType from the drop down list.
POS Input Form Fields
This is a table input field that allows you to configure the POS Input Form Fields.