An online order, start to finish
You end witha payment recorded
5 screens · about 8 min
For sales team, accounts
Sales and orders · ERPNext live demo
A sale at the shop counter: a live ERPNext demo
From POS Opening Entry to POS Closing Entry, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
POS Opening Entry
- Company
- Mith Demo Traders
- Step
- 1 of 3
Open the counter's shift with the cash in the drawer for each way of paying.
You end with the till closed3 screens · about 5 minFor Sales team, accountsFits Retail, Hotels and restaurants, Healthcare
What this flow is
A shop bills customers at the counter all day, in cash, card and UPI, and closes the till at night against the bills.
Here the shift opens with the cash in the drawer, each bill is a sales invoice in POS mode that can be paid in parts, and closing the shift totals the bills and sets expected cash beside counted cash. When it's submitted, the shift's sales post to stock and the books.
Before and after
| Without it | With it |
|---|---|
| A billing machine that doesn't talk to the books | Counter bills post to the same stock and accounts |
| The till counted against a paper tally | Expected and counted cash side by side |
| Shop and website stock disagree | One stock figure for every channel |
| The day's sales typed into accounts next morning | The shift's sales post when it closes |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
POS Opening Entry
Open the counter's shift with the cash in the drawer for each way of paying.
Sales Invoice
The bill: what the customer owes for the sale, posted to the books as income when it's submitted.
POS Closing Entry
Close the shift: its bills are totalled, cash expected is set beside cash counted, and the sales post to stock and the books.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
The counter bill for a walk-in customer is made for you as a sales invoice in POS mode; you can also bill on the Point of Sale screen. Working offline is shown in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Cashier
Bills quickly and takes split payments.
Store manager
Closes the shift with expected and counted cash side by side.
Accounts
Gets the day's sales already posted.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Your payment modes: cash, card, UPI
- Barcode scanning at the counter
- Loyalty points and offers
- More than one counter or store
- Receipt printers and your bill format
See the whole journey
Flows that go with it
Questions about this flow
Yes. A POS bill can be paid in parts across payment modes, and the closing entry totals each mode separately.
Yes, when both sell from the same ERPNext stock, so an item sold at the counter isn't sold again online.
Yes. Each counter has its own POS profile and opens and closes its own shifts.
Yes. Submitting the closing entry posts the shift's sales to stock and accounts.