B C D E G H I K L M N O P R S T U V W X
Pa Ph Po Pr
Poi Pos
Point of Sale (POS) – PhreeSoft

5th December 2014 / PhreeBooksR37RC1  draft
Author – Charles

I should also note that POS is being used by Rene, in production (Rene has developed / is developing it).

POS 101 – a guide to understanding POS terminology

Please report your experiences & browser in the Forum.

Before using POS you will need to do the following:

  1. Set Payment Methods:
    COMPANY > Module Administration > Payment Module, spanner on right-hand-side
  2. Set Sales Tax:
    (2.1) create a ‘Tax Authority’ in Vendors
    VENDORS > New Vendor
    (2.2) Sales Tax Authority, (2.3) Sales Tax Rates
    COMPANY > Module Administration > PhreeBooks Module > Sales Tax Authority, Sales Tax Rate
  3. To Allow Discounts:
    COMPANY > Module Administration > PhreeBooks Module > General, “This feature adds two additional fields to the order screens to enter an order level discount value or percent”  YES / NO
  4. Create a Till:
    COMPANY > Module Administration > PhreePOS Module > Tills
  5. Assign a Till to a ‘Store Id’:
    COMPANY > Module Administration > PhreePOS Module > Tills > edit Till
  6. Set Maximum Discount (if allowing discounts):
    COMPANY > Module Administration > PhreePOS Module > Tills > edit Till
  7. Ensure Appropriate User Security Settings (ACL):
    COMPANY > Users > click on User, Security Settings > Customers, POS
  8. Enter Encryption Key:
    see Encryption HowTo
  9. Open PhreeBooks POS:
    CUSTOMERS > POS

Update:  Dec. 2014

Rene has modified this module for PhreeBooksR37RC1, so that:

  1. POS won’t open until a till has been ‘set’
  2. POS won’t open until a payment method has been ‘set’
  3. There is now an additional setting in the POS Module disabling direct printing.
    Company > Module Administration > PhreePos
    “Should direct printing be enabled? by disabling it you will no longer get pop-ups asking to allow java”   …   set as default to NO

The benefit of No.3 above, is that POS can now be used happily without a till and printer attached. This makes it suitable for an office environment with occasional, unexpected ‘walk-in’ customers. It also makes it ideal for testing by prospective PhreeBook adopters without a till and printer available.

Of course, to use with a till and printer etc, as Rene does in production, all you need to do is select YES for No.3 above.  Also, check that your till receipt is marked as sequential.

If POS is not required, it can be temporarily disabled by simply restricting access to ‘None’ in 7 above. It will then not appear on the drop-down menu. Alternatively, you can remove the POS Module as an option in User ‘Security Settings”:
COMPANY > Module Administration (not sub-menu) > POS Module, click ‘Remove’ on RHS by spanners.

NOTE – If you set ‘direct printing’ to YES (see point 3 in ‘Update Dec.14’, above) without connecting a till and receipt printer you may experience unexpected behaviour, particularly using an old browser.

Please post and suggestions or feedback in the forum.

Useful Resources:
https://github.com/phreebooks/PhreeBooksERP/issues/141
http://www.asciitable.com/
https://github.com/phreebooks/PhreeBooksERP/issues/199