Overview of Point of Sale in Marg Books

Process to enable and configure Point of Sale in Marg Books

Process to create item for Point of Sale in Marg Books

Process to generate Point of Sale in Marg Books

Other Filters of Point of Sale in Marg Books

OVERVIEW OF POINT OF SALE IN MARG BOOKS

• Point of Sale (POS) Software of Marg Books in Retail billing empowers the users to manage a complete business with increased efficiency.
• This Digital machine enables the user to generate the bill with the help of a Touch Screen POS system or by loading the items in the bill via barcode scanning, resulting in smooth & fast billing. Marg Books POS software facilitates increased productivity, better collaborations, and accelerated sales performance.
• It is designed to maintain transactions and inventories in an accurate manner. It helps to evaluate the daily reports, get complete customer history, track products with a click, and much more

PROCESS TO ENABLE AND CONFIGURE POINT OF SALE IN MARG BOOKS

• Firstly, click on 'Settings' icon.

• A 'Dashboard Setting' window will appear.
• In 'Control Room' option, the user will click on 'Configure' button.

• A 'Control Room' window will appear.
• The user will search 'Pos'.

• In 'POS' option, the user will select 'Yes'.

• The user will click on 'Configure' button.

• A 'POS Configuration' window will appear.
• In 'Default Qty' option, the user will specify a pre-defined quantity for an item as per the requirement. This quantity will be automatically selected when generating a bill.

• In 'Default Ledger' option, the user can set a default cash ledger or can opt for a specific ledger during the billing process.
• Suppose select 'Cash'.

• In 'Default Store' option, the user will select a store from which the stock needs to be sold.
• Suppose select 'Main Store'.

• In 'Billing Type' option, the user will select the method for tax calculation, whether it be inclusive or exclusive as per the requirement.
• Suppose select 'Tax Inclusive'.

• In 'Default Message' option, the user will enter the message which needs to be printed on the bill.
• Suppose enter 'Visit us again, Thankyou!'.

• The user will press 'ESC' key.

• A 'Save Changes' alert will appear.
• The user will click on 'Save' button.

• The user will again press 'ESC' key.

• A 'Changes in control room setting, page need to refresh' alert will appear.
• The user will click on 'Ok' button.

PROCESS TO CREATE ITEM FOR POINT OF SALE IN MARG BOOKS

• Firstly, click on 'Master > Inventory Master > Item (+).

• A 'Create Item' window will appear.
• The user will enter Item Details as per the requirement i.e. product name, company, MRP, purchase rate, etc.

• In 'Category' option, the user selects the category of the item i.e. meal or beverages etc.

• The user will click on 'Other Info'.

• In 'Upload Image' option, the user will click on 'Edit' button.

•  A 'File Selection' window will appear.
• The user will select the item image and click on 'Open'.

• The 'Selected Item Image' will get uploaded.

• The user will click on 'Save' button

PROCESS TO GENERATE POINT OF SALE IN MARG BOOKS

• Firstly, click on 'Sale > POS'.

• A 'POS' window will appear.
• In 'Mobile' option, the user will mention the customer's mobile number.

• A 'Create Customer' window will appear.
• The user will mention the customer details as per the requirement i.e. name, ledger, gender, etc.
• Now, click on 'Save' button.

• In 'Name' option, the software will auto-pick the name based on mobile details.

• In 'Date' option, the user will select the date of the bill as per the requirement.

• In 'Item' window, the user can view categories wise items will get displayed.

• The user will click on 'Right Filter Bar' (as shown in the below image).

• The 'Items' will get appear vertically.

• The user will click on 'Left Filter Bar' (as shown in the below image).

• The 'Items' will get appear horizontally.

• The user will select the item which needs to be sold as per the requirement.
• Suppose select 'Burger'.

• In 'Qty' field, the user will enter the quantity based on the requirement of the customer.
• Suppose enter '3'.

• In 'Rate' field, the user will mention the item rate as per the requirement.
• Suppose mention '300'.

• In 'Action' field, the user can delete the selected item by clicking on the delete icon.

• In 'Disc.' option, the user will select Number or % Percentage on which format discount needs to be entered.
• Suppose select '% Percentage' 

• The user will enter the discount percentage as per the requirement.
• Suppose enter '10'.

• The user can view the discount percentage will be deducted from the total amount of the bill.

• The user will click on 'Pay Save' button.

• A 'Mode of Payment' window will appear.
• The user will select the payment mode through which the payment amount should be made.
• Suppose select 'Cash Account' and click on 'Save' button.

OTHER FILTERS OF POINT OF SALE IN MARG BOOKS

a. History: The user can view the customer bill history.

b. Check Scheme: The user can view which scheme is presently available on a particular item.

c. Calculator: The user can open the calculator on the billing window.

d. Hold: The user can hold the billing temporarily, such as in a scenario where a customer has ordered 3 burgers but only 2 are prepared. The billing can be put on hold until the third burger is ready.

e. Recall: The user can recall the bill when the customer has repeated the same order.

f. Credit: The user can place an order on credit.

g. Swap: Select the option to swap POS.

• The user can view POS window will get swapped.