Using the Point of Sale (POS) Module in Tracepos

Introduction:

Welcome to this training tutorial on using the Point of Sale (POS) module in Tracepos. In this module, we'll guide you through how to streamline your sales processes and manage transactions efficiently.

Section 1: Navigating to the POS Module

Section 2: Adding Products to the Cart

The POS module is designed to make the process of selling products quick and straightforward. To add products to the cart, start by selecting the products your customer wants to purchase. You can do this by searching for the products using the search bar or browsing product categories. Once you find the product, click on it to add it to the cart. You can continue this process to add multiple products to the cart.

Section 3: Customer Details

Once you have added all the products to the cart, you can decide whether to leave the customer input field with the default "Walk-in customer" or enter the customer details for the sale. If the customer already exists in the system, you can search for and select their name. If it's a new customer, you can create a customer profile by clicking the "+" button next to the customer input field. Then, enter the customer's information, including name, contact details, and any additional data you require. This step is helpful for tracking customer purchases and managing debts.

Section 4: Completing the Sale

After you've added all the products to the cart, and entered customer details, next, click the "Pay Now" button to open the payment form modal box.

Click the "Add New Payment" button. In the "Payment Modes" option, select the customer's payment method, such as cash or bank. Enter the amount in the "Paying Amount" input field and click the "Add" button. Verify the details, including the total amount to be paid and the payment methods. Once everything is correct, click "Complete" to finalize the sale.

Section 5: Printing the Invoice

After completing the sale, you can print an invoice for the customer. This serves as a record of the transaction. Click on "Print Invoice," and you'll have a professional invoice that can be given to the customer.  Finally, close the receipt modal to start another sale.

Section 6: Splitting Payments

Tracepos allows you to split payments in case the customer wants to use multiple payment methods. For instance, they might pay part in cash and part through a card transaction. To split payments, simply enter the amounts for each payment method and select the payment type, e.g., cash, card, or other. This feature offers flexibility for your customers and eases the payment process.

Section 7: Splitting Payment Example

Let's walk through a quick example of splitting a payment. Assume the total sales amount is 10,000 Naira. You can enter part of it as cash, e.g., 6,000 Naira, and the rest, say 4,000 Naira, as a card transaction.

Section 8: Managing Debts

Tracepos helps you keep track of customers who owe you money. If a customer doesn't pay the full amount, they'll have a remaining balance. To see who owes you, go back to the dashboard and click on "Sales." Then, click on the "Unpaid" tab to view all customers with outstanding balances.

Conclusion:

Congratulations! You've completed the training tutorial on using the Point of Sale (POS) module in Tracepos. The POS module is a powerful tool to streamline your sales processes, handle customer transactions, and keep track of outstanding balances. If you have any questions or need further assistance, feel free to reach out to our support team.