MODERN POS

Point of Sale with Stock Management System

Modern POS - User Manual

Leonardo Templo
[email protected]

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 MODERN POS USER MANUAL

I. BUSINESS MANAGEMENT
- Registering your Business in Modern POS
- Setting Business Multiple Locations or Warehouse
II. USER MANAGEMENT
- Adding User & Assigning location to a user
- Role Management
TABLE OF CONTENTS
- User Commission Agent Feature
III. CONTACT MANAGEMENT
- Customer and Supplier Ledger
- Adding Opening Balance and Payment
- Contacts Management (Supplier and Customer)
- Customer Groups
IV. PRODUCTS
- Products Management
- Import Products
- Delete Product
- Variations
- Product Units
- Product Category
- Product Stock History
- Product Expiry and Related Settings
- Lot Number
- Selling Price Groups
- Product Warranty
- Printing Labels
- Duplicate Product
- Bulk Edit Products
- Rack, Row & Position of Product
- Opening Stock
- Enable Bulk Edit
V. PURCHASES
- Purchase Management
- Purchase Payments
- Purchase Order
- Adding Bonus or Free Items given by Supplier
VI. SALES / SELL
- Sales Order
- Selling (POS Screen), Credit Sales, Draft, Quotation and Suspended Sales
- Tender Change or Change Return
- Featured Products in POS Screen
- Using Modern POS Software for Selling of Services
- Sales Return
- Sales Subscription
- Cash Register
- Invoice Layout
- Gift Receipt
- Invoice External URL
- Configuring Keyboard Shortcuts for POS screen

MODERN POS USER MANUAL

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 - Discounts by Brand, Category and Location
- Reward Points and Royalty Points
- Types of Service
- Shipments, Home Delivery or Parcel Management
- Display Product Unit Price in POS Suggestion
- Cash Denomination
VII. TAX SETTINGS
- Tax Rates, Tax Groups & Disabling Tax
- Inline tax & Invoice Tax
- Adding Opening Balance and Payment
- Contacts Management (Supplier and Customer)
- Customer Groups
VIII. PAYMENT ACCOUNTS
- Enabling and Using Payment Account or Bank Account
- Setting Default Payment Accounts for Payment Methods
IX. WHAT IS STOCK MANAGEMENT AND HOW TO USE IT?
X. REPORTS
XI. ENABLING BACK UPS
XII. EXPENSE MANAGEMENT
- Expense Refund
- Adding Expenses, Adding expenses for an Employee, Customer, or
Supplier
XIII. NOTIFICATIONS
- Notification Settings [Email and SMS Configuration]
- Enable or Disable Auto Sending of Notifications
- Printing Labels
- Duplicate Product
- Bulk Edit Products
- Rack, Row & Position of Product
- Opening Stock
- Enable Bulk Edit
XIV. SETTINGS
- How to Search in Settings
- Business Settings
- Setting Invoice Scheme
- Adding a new Label or Barcode Settings
- Changing the Custom Fields Labels

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 I. BUSINESS MANAGEMENT
- Registering your Business in Modern POS

1. Click on register business link on the welcome page.

CONTENTS

2. Registering business involves multiple steps; Business Details, Tax details, and Owner details.

3. Business Details: Fill out the relevant fields; select the appropriate currency & Time zone; click on Next. Time Zone &
Currency can be different for different registered businesses.

4. Tax Details: You should fill out at least one Tax name and Tax number. Tax is like GST/VAT which varies for different
countries. Fill details & click on next.

5. Owner Details: Provide asked details. Username & Password are used to login so make sure you remember them.

6. The owner created during this registration will be admin of the business. More admin can be added/edited/deleted from
user management section.

7. Click on the register button and after successful registration, it will get redirected to login screen. Login with owner

username/password created.

Note: You can change any of the above details in the business settings section.

-Setting Business Multiple Locations or Warehouse

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Modern POS comes with the option to handle multiple business locations or Warehouse or Storefronts for your business.

A default location is added to the newly created business.

Invoice Scheme: Before creating a new location or storefront, you can define a new Invoice scheme or you can use existing
invoice schemes. But having different invoice schemes for locations can help you to identify them.
Invoice Scheme is invoice number format. (Read More from Page: #)

Invoice Layout: If you wish to have a different invoice layout for the location then you should create an invoice layout before
creating a new location. (Read More from Page: #)

Default Selling Price Group:  Select the selling price group that will be used in this location.
(Read More from Page: #)

Payment Options: Enable/disable payment methods and set default payment methods to different payment account.

You can always change invoice scheme & Invoice Layout for a Business location anytime.

1. To create a new Business Location / Storefront or warehouse go to “settings -> Business Locations”

2. Fill the business details.

3. Choose an Invoice scheme & Invoice Layout for the location.

– When having multiple locations, you will have to select the Location while adding purchases or in the pos screen.

 Inventory and transactions are managed separately for each location you create so that you can easily track and analyze
them for each location.

Disabling Business Location:

To disable a business location, click on Disable button present in List Business Location.

NOTE 1: After a business location is disabled any users assigned to that business location must be assigned to other non-disabled
business location.

NOTE 2: You must keep at least 1 business location non-disabled. If all business location is disabled then the application will
throw errors.

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II. USER MANAGEMENT

-Adding User & Assigning location to a user

Adding users
1. User Management -> Users -> Add New

2. Fill the user details, select user role, give a unique username.

3. Sales Commission Percentage (%): Provide the commission % for this user. This option gets applied if the commission
agent feature is enabled. 

4. Is active? Activate/Deactivate the user.

5. You can edit/delete a user

Assign locations

Refer to the image below

Max sales discount:

The maximum discount this user can give during sales in the POS & sales screen. If you don’t want to have this restriction then
simply keep this value blank.

Disable login

Refer to the image below

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-Role Management
Every new business comes with some default roles – Admin & Cashier.
Admin have all permissions in the application.
Cashier have permission to only POS section.

1. You can create a role by clicking on Add button -> Giving a role name and then selecting the appropriate permission for
that role.

2. Sometime you may need to give a user access to a/some particular location(s) only. In this case, select the locations from
“Access locations” permission. Select “All Locations” to give permission to access all locations for your business.

3. Role’s permissions can be edited & deleted.

Note: You must update the role of an existing user before deleting a role.

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-User Commission Agent Feature
Commission Agent is useful for many businesses. Businesses pay sales agent/commission agent commission on every sale they
bring.

Enabling & Choosing Commission Agent Type:

By default, Commission Agent is Disabled. You can enable it from Settings -> Business Settings -> Sales.

Sales Commission Agent drop-down.

You will see 3 different types:

1. Logged in User: If this option is used then the Logged in User will be automatically considered as the commission agent
for the sales added by him. Meaning the user adding the sales will get the commission for the sales.

2. Select from User’s List: If this option is enabled then in POS & Sales Screen you will see the list of “users” present in
your business. The user adding the sales will select the commission agent from the list of users displayed.

3. Select from Commission Agent List: If this option is enabled then in POS & Sales Screen you will see the list of “Sales
Commission Agents” present in your business. The user adding the sales will select the commission agent from the list
of “Sales Commission Agents” displayed.

Select the option as per your business requirements.

Adding Commission Percentage:

You can add commission % while adding/editing the User or Sales Commission Agent

Calculating Commission Amount:

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To See the commission amount, Go to Reports -> Sales Representative Report.

Select the User for which you want to see the commission amount.

On selecting it will show you the detailed summary of Total Sale, Total Sale Commission & Total Expense. Also, the table below
lists all the transactions.

NOTE: Sales commission is calculated without shipping or tax. Sales commissions are from the sales of the items, not the
overhead cost such as taxes, freight, shipping, handling, etc.

Commission payment:

After getting the commission amount, Modern POS have 2 ways to make payment for the commission.

Using expense

 Calculate the commission from the sales representative report and after paying the amount add it as an expense in Add
Expense menu.

 In Add expense, select the Expense-For dropdown

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III. CONTACT MANAGEMENT

-Customer & Supplier Ledger

To view customer or supplier ledger

2. In that screen you will be able to see Ledger for the customer or supplier.

3. You can select a date-range and use the checkbox filters to show/hide certain transaction type.

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