Point of Sale

The POS is the counter screen. It is built for speed: pick items, take payment, print the bill. Behind that, every completed order posts a sale, reduces stock, calculates VAT and updates the customer's balance — no separate invoicing step.

Open the POS

1. Click Enter POS from the dashboard top bar.
2. The POS screen opens full width.

The screen is in three columns:

Across the top sit four tabs — POS, Orders, Invoices and Cash In/Out — and Exit POS returns you to the dashboard.

Select items

1. Click a category on the left (for example Bakery or Milk Products), or leave it on All.
2. Click an item in the grid.
3. The item is added to Current Order on the right.

You can also type into the search box, or scan a barcode with a connected scanner — the matching item is added straight to the order.

Manage the order

In the Current Order panel each line has:

• − and + to decrease or increase the quantity, with the quantity in a box between them that you can type into,
• an edit icon to change the line (price, discount, note),
• a remove icon to take the line off the order.

The bill summary at the foot of the panel recalculates automatically as you go.

Choose the customer

The customer selector sits above the order. By default every sale is booked to walk-in-customer, which is right for anonymous counter trade.

To bill a named customer, pick them from the dropdown. To create one on the spot, click + beside the selector:

1. Enter the Name and Phone — both are required.
2. Lekhapal checks for near-duplicates as you type and warns you if similar parties already exist. Check the list before adding.
3. Click Add optional details to record address, PAN and the rest.
4. Click Add party.

Naming the customer is what makes loyalty points, credit sales and the Sales by Customer report work, so it is worth doing for regulars.

Check the bill summary

The summary at the foot of the right-hand column shows:

• Subtotal
• Discount, if any has been applied
• VAT
• Total

Everything is calculated for you as lines are added and changed.

Save or take payment

Two buttons close the order:

Take payment

The payment screen shows the order on the left and payment collection on the right.

1. Choose a payment method from the tabs across the top — Cash, Card, E-Payment, Credit or Other — then click the specific account (for example Cash, or an e-wallet such as Fonepay).
2. Enter the amount received using the on-screen keypad or your keyboard.
3. The method appears under Applied Payment Methods with its amount. Add a second method for a split payment, or use the delete icon to remove one.
4. Watch the three totals at the foot: G.Total, Received and Due. Due must reach 0.00 for a fully paid bill.
5. Click Complete Order.

Before completing, you can still use Apply Discount and Add Note on the order panel. The tax breakdown — Subtotal, Discounts, Non Taxable, Taxable, VAT and Grand Total — updates as you do.

Invoice and record

As soon as the order is completed:

• the invoice is generated automatically, showing your business details, the reference number, date, mode of payment, customer details, the item lines and the net total;
• you can print it or share it;
• the sale is recorded in the system instantly — stock, books, VAT and the customer balance all update together.

The other POS tabs

Reporting on the counter

Four reports cover POS activity specifically:

• Order Report — orders placed in a period
• Session Report — opening cash, activity, closing cash
• Day Report — the day's sales, tax and payments
• Transaction List — individual POS transactions

Next

→ Sales — quotations, orders and invoices raised away from the counter