POS & Billing

The Point of Sale is the heart of CoreAxis ePOS — a fast, full-featured billing screen that works on web, desktop, mobile, and offline.

Creating a Sale

From the POS screen:

• Product search: Type the name, SKU, or barcode in the search bar. Results appear instantly.
• Barcode scan: Use a USB/Bluetooth barcode scanner or the built-in camera scanner to add products.
• Quick Keys: Configure product shortcut tiles for your most-sold items. One tap to add to cart.
• Cart editing: Adjust quantity, apply per-item discount (% or flat), change tax rate, add notes.
• Customer selection: Search and assign a customer. For walk-in sales, leave blank.
• Checkout: Select payment method, enter amount, complete the sale.

Payment Methods

Method	Description
Cash	Enter the amount received. Change is calculated automatically.
UPI	Customer scans your UPI QR code. Mark as paid.
Card	Swipe/tap on external card terminal. Mark as paid.
Credit	Sale goes on customer's account (khata). Tracked in customer ledger.
Split Payment	Combine any methods — e.g., ₹500 cash + ₹200 UPI. Total must match exactly.

Discounts & Tax

Discounts

• Per-item discount: Apply a percentage or fixed discount on each line item.
• Product-level default: Set a default discount on the product master — it auto-applies at POS.
• Coupon codes: Apply a promotional coupon at checkout. See Coupons.

Tax (GST)

• Each product carries its own GST rate (0%, 5%, 12%, 18%, 28%) and optional Cess.
• Pricing can be tax-inclusive or tax-exclusive, configured per product.
• For B2B sales with GSTIN, tax splits into CGST + SGST (intra-state) or IGST (inter-state) automatically based on customer's state vs your state.
• The GST Analysis section on the invoice shows a rate-wise tax breakdown.

Invoices & Templates

CoreAxis offers 12 invoice templates:

Invoice Customization

Go to Settings → Invoice Configuration to toggle:

• Columns: Serial No, HSN, Rate, Discount, GST Analysis
• Content: Logo, UPI QR Code, Amount in Words, Previous/Current Balance, Declaration, Authorized Signatory, Customer Signature, Receiver Signature, Verified By, Bank/Payment Details
• Transport: Vehicle No, Transport Mode, Transporter Name, Place of Supply, E-Way Bill No
• Custom header and footer text, payment terms, and notes

Returns & Cancellations

• Full return: Open the sale → click Return → select all items → process refund.
• Partial return: Select only the items being returned and their quantities.
• Cancel / Void: Cancel a sale entirely. Stock is restored. The invoice is marked void.
• Return generates a Credit Note automatically. See Credit & Debit Notes.

Parked / Hold Bills

Need to pause a sale and serve another customer? Park it.

1. While billing, click Park Sale (or press the shortcut key).
2. The current cart is saved with all items, quantities, discounts, and customer info.
3. Serve the next customer normally.
4. To resume: click the Parked Sales icon → select the parked bill → it loads back into the POS.

Shift Management

Track cash accountability per cashier per shift.

1. Open Shift: Enter the opening cash amount at the start of your shift.
2. All sales during the shift are tracked — cash, UPI, card, and credit.
3. Close Shift: Enter the physical cash count. The system calculates the expected amount and shows the difference.
4. Add shift notes if needed (e.g., "₹200 petty cash withdrawn").

Quick Keys

Configure product shortcut tiles on the POS screen for your fastest-selling items.

• Go to POS → Quick Keys (gear icon).
• Add products to the grid. Drag to reorder.
• One tap/click adds the product to the current cart.

Barcode Scanning

• USB/Bluetooth scanner: Plug in a USB barcode scanner or pair via Bluetooth. Scanning auto-searches and adds the product.
• Camera scanner: On web and mobile, use the built-in camera barcode scanner — click the camera icon in the POS search bar.
• Label printing: Generate and print barcode labels from Inventory → Print Labels.

Thermal Printing

Print receipts on ESC/POS thermal printers.

• Mobile: Connect via Bluetooth from Settings → Thermal Printer. Pair your printer, then receipts print automatically after each sale.
• Desktop/Web: Connect USB or network thermal printers via the desktop app's native bridge.
• Thermal receipts include: business header, items, tax breakdown, payment details, QR code, and footer text.

KOT & Kitchen Orders

For restaurants, cafes, and food businesses using the Restaurant or Cafe module.

1. Set up Kitchen Stations (e.g., Main Kitchen, Bar, Desserts) from Settings.
2. When creating a sale, items are sent as KOT (Kitchen Order Tickets) to the assigned station.
3. Kitchen staff update item status: Preparing → Ready → Served.
4. View all active KOTs from KOT Management in the sidebar.

Tables & Tokens

• Dine-in Tables: Set up tables from Settings. Assign a sale to a table. Tables show status (available/occupied).
• Token Queue: Generate numbered tokens for customers. Call the next token. Mark as complete or cancel.

Online Orders (QR Catalog)

Let customers browse and order from their phone.

1. Go to Settings → Online Orders and enable the public catalog.
2. A unique QR code is generated for your business.
3. Customers scan the QR, browse your product catalog, add items to cart, and place an order — no login required.
4. Orders appear in your Online Orders screen with a notification.
5. Accept, reject, or fulfil orders. Optionally enable Razorpay online payment.

Recurring Billing

Automate repeated invoices for subscriptions, AMCs, or monthly services.

1. Go to Recurring Billing → Create Plan.
2. Select the customer, products, frequency (weekly/monthly/quarterly/yearly), and start date.
3. Invoices are generated automatically on schedule.
4. Track plan status, mark invoices as paid, and export reports.

Coupons

Create promotional discount coupons.

1. Go to POS → Coupons → Create.
2. Set a coupon code, discount type (% or flat), value, minimum order amount, and validity dates.
3. Toggle active/inactive. Share the code with customers.
4. At POS checkout, the customer or cashier enters the coupon code to apply the discount.