🛍️ Full Guide to the Point of Sale (POS) Page

The Point of Sale (POS) page is your fast, intuitive interface for completing customer-facing sales. Whether you're in a pharmacy, outpatient reception, or retail counter, the POS enables real-time billing, stock updates, and receipt handling — all in one place.

🧩 Key Features of the POS Page

• 🔍 Search or scan barcodes to add products instantly
• 🏷️ Category filters for quick item lookup by type
• 🛒 Smart Cart that supports:
• Itemized billing with editable quantities
• Line-by-line price selection (e.g., normal or insurance pricing)
• Automatic total calculations including tax and discount
• Multiple currencies with automatic conversion if exchange rates are set
• 💵 Multiple payment methods supported:
• Cash, Card, Mobile Money, Bank Transfer
• Square POS Terminal
• PayPal, Paystack (if configured)
• 🧾 Print or Email Receipt instantly
• 👤 Tag Customer to the sale and build billing history
• 🗒️ Add Notes to clarify transaction details (e.g., “Part paid by insurance”)
• ⏸️ Suspend & Resume Sales for interrupted or delayed customers
• 📈 Transaction Log to view all sales, returns, and comments
• 🧮 Built-in calculator for quick totals and manual adjustments

🧾 Barcode Scanning & Price Selection

Each product in inventory can have multiple pricing levels. For example:

• Price: for regular customers
• Price_Insurance: for HMO or insured clients

At the POS, you can select the appropriate price for each item during checkout. And if the item has a barcode (entered manually or auto-generated and printed), you can scan it to auto-add to cart.

Tip: Use the Print Barcode button in the inventory item detail page to generate shelf labels.

🧰 Example Workflow: Quick Sale

1. Open POS
2. Scan barcode or search “Paracetamol”
3. Choose price (default or insurance)
4. Add a note: “Outpatient cash sale”
5. Select payment method: Card
6. Click Checkout
7. Print or email receipt

🖨️ Receipt & Customer Engagement

Receipts include:

• Organization branding (name, address, logo)
• All items sold with prices, discounts, and taxes
• Customer and staff names
• Barcode or QR code for traceability

Receipts can be printed for handover or emailed directly to the customer — great for clinics doing delivery or post-visit billing.

📦 Inventory Impact

• Stock is deducted immediately upon checkout
• Sale appears in the Product Timeline
• Transaction is logged under Sales Management

🔍 Audit & Returns

Each transaction can be retrieved later for:

• Viewing or printing again
• Processing a return
• Adding a refund comment
• Checking original payment method and amounts

🧠 Best Practices

• Set both regular and insurance prices in product setup
• Use barcodes for fast, error-free billing
• Train staff on multi-currency and partial payment handling
• Use the built-in calculator for complex split billing or insurance gap payments

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