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Point of Sale (POS)

Purpose & Scope​

POS processes in‑store sales securely and synchronizes inventory, customer profiles, and accounting entries across the Centric platform. It is designed for multi‑store, multi‑user environments with role‑based access, end‑of‑day controls, and comprehensive reports.

Who Uses This​

Cashiers, store supervisors, retail managers, and finance teams.

Key Capabilities​

  • Web‑based POS terminal; works wherever there’s an internet connection.
  • Per‑user login & session tracking (shift logs with transaction history).
  • Fast item search (barcode/PLU) and discount/price rules.
  • Customer lookup, loyalty identifiers, and notes per ticket.
  • Refunds/returns with reason codes and audit trail.
  • Cash drawer, petty cash, and denomination counts; Z‑reports.
  • Integrated inventory deduction on sale and real‑time stock checks.
  • Built‑in reports: sales, inventory, purchases, customers, suppliers, receivables/payables, income.
  • Multi‑store consolidation for head‑office visibility.

Data Model & Core Entities​

  • Sale (header, lines, taxes, payments, notes)
  • Customer (profile, contact, loyalty ID)
  • Payment (method, amount, reference)
  • Product (SKU, barcode, price, tax code, stock)
  • Store/Terminal (location, cash drawer, user shifts)

End‑to‑End Workflows​

  1. Start a Shift: Supervisor opens shift, funds drawer, assigns terminals/users.
  2. Sell: Scan items → apply discounts → collect payment → issue receipt.
  3. Hold/Resume Ticket: Park an order while the customer continues shopping.
  4. Return/Refund: Select original sale → choose items → capture reason → process payment reversal or credit note.
  5. Close Shift: Count cash → reconcile differences → generate Z‑report → post to Accounting.

Configuration​

  • Taxes: Create tax groups/rates; map to products/categories.
  • Pricing: Base price, customer group price, promotional rules.
  • Payments: Enable cash, card, COD, bank transfer; set tender limits.
  • Receipts: Logo, footer notes, QR/e‑invoice fields where required.
  • Permissions: Cashier vs. Supervisor (voids, discounts, refunds, end‑of‑day).

Integrations​

  • Inventory: Auto‑decrement on sale; low‑stock alerts; item availability per warehouse.
  • Accounting: Daily journals by store/terminal; receivables and cash accounts updated.
  • CRM/UGS: Purchases pushed to customer timeline and lifetime value metrics.
  • Logistics: In‑store pickup and local delivery handoff when relevant.

Reports & KPIs​

  • Sales by store/terminal/cashier, refunds, gross margin, basket size, payment mix.
  • Shrinkage indicators (voids, cancels), discount leakage, top SKUs, hourly heatmaps.

Tips & Edge Cases​

  • Use barcode + price‑rule previews to avoid over‑discounting.
  • Enforce supervisor PIN for post‑transaction edits or backdated returns.
  • For offline‑prone sites, enable a secondary connection (4G router) and strict end‑of‑day policy.