> For the complete documentation index, see [llms.txt](https://docs.xenoraa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xenoraa.com/xenoraa-help-center/pos-and-e-commerce-how-to-guides.md). # POS & E-Commerce — How-To Guides ## POS & E-Commerce — How-To Guides The POS (Point of Sale) module powers your retail counter operations, while the E-Commerce module manages your online storefront. Both are tightly integrated with your inventory and accounts modules so every sale is automatically recorded. *** ### Point of Sale (POS) #### How do I open a POS session? 1. Go to **POS → Terminal** from the sidebar. 2. Click **Open Session** and enter your **Opening Cash Balance** (the amount of cash in the till at the start of the shift). 3. Click **Confirm & Open**. Your POS terminal is now live and ready to process sales. #### How do I process a sale at the POS terminal? 1. With a session open, search for products using the search bar or browse by category. 2. Click a product to add it to the cart. Adjust the quantity using the **+/-** buttons. 3. Apply a **Discount** (percentage or fixed amount) if needed. 4. Click **Charge** to proceed to payment. 5. Select the payment method: **Cash**, **Card**, **UPI**, or **Split Payment**. 6. For cash payments, enter the amount tendered and the terminal will calculate the change due. 7. Click **Complete Sale**. A receipt is generated and the sale is recorded in inventory and accounts automatically. #### How do I close a POS session? 1. Click the **Close Session** button in the POS terminal header. 2. Enter your **Closing Cash Balance** (count the physical cash in the till). 3. Xenoraa will show you the **Expected Cash** (opening balance + cash sales) vs your **Actual Cash** and flag any discrepancy. 4. Click **Confirm & Close**. The session summary (total sales, payment method breakdown, discrepancy) is saved and can be exported as a PDF report. #### How do I apply a discount or coupon at POS? In the cart view, click the **Discount** button to apply a percentage or fixed discount to the entire order. To apply a coupon code, click **Apply Coupon**, enter the code, and the discount will be calculated automatically based on the coupon rules. *** ### E-Commerce Storefront #### How do I add a product to my online store? 1. Go to **E-Commerce → Products** and click **+ Add Product**. 2. Enter the product name, description, price, and upload product images. 3. Set the **Stock Quantity** and enable **Track Inventory** if you want Xenoraa to automatically reduce stock when orders are placed. 4. Set the product **Category** and **Tags** to help customers find it. 5. Toggle **Published** to make the product visible on your storefront. 6. Click **Save Product**. #### How do I create a discount coupon for my store? Go to **E-Commerce → Coupons** and click **+ New Coupon**. Enter a coupon code (e.g., `SUMMER20`), select the discount type (Percentage or Fixed Amount), enter the discount value, set an expiry date, and optionally set a maximum usage limit. Click **Save Coupon**. Customers can apply the code at checkout. #### How do I process and fulfil an online order? 1. Go to **E-Commerce → Orders** to see all incoming orders. 2. Click an order to view the details (customer info, items, shipping address, payment status). 3. Once you have packed the order, click **Mark as Shipped** and enter the tracking number and courier name. 4. The customer will receive an automatic email notification with their tracking details. 5. Once delivered, click **Mark as Delivered** to complete the order. #### How do I manage product categories? Go to **E-Commerce → Categories** to create, edit, or reorder your product categories. Categories appear in your storefront's navigation menu and help customers browse your products efficiently. *** ### Inventory Management #### How do I add a new product to inventory? Go to **Inventory → Products** and click **+ New Product**. Enter the product name, SKU, category, unit of measure, purchase price, selling price, and GST rate. Set the **Opening Stock** quantity and **Reorder Level** (the quantity at which Xenoraa will alert you to reorder). Click **Save Product**. #### How do I create a purchase order to restock inventory? Go to **Inventory → Purchase Orders** and click **+ New PO**. Select the vendor, add the products and quantities you want to order, set the expected delivery date, and click **Save PO**. When the stock arrives, open the PO and click **Receive Stock** to update your inventory levels. #### How do I track low-stock alerts? Go to **Inventory → Dashboard**. The **Low Stock** widget shows all products that have fallen below their reorder level. You can click any product to create a purchase order directly from the alert. *** ### Troubleshooting **Why is a product not appearing on my storefront?** Check that the product is set to **Published** in the E-Commerce product settings. Also verify that the product has a price set and is not out of stock (if "Hide when out of stock" is enabled). **Why does the POS show a product as out of stock when I have inventory?** The POS inventory is synced with the main Inventory module. Go to **Inventory → Products**, find the product, and check its current stock quantity. If the quantity is 0 or negative, you need to receive stock via a purchase order or a manual stock adjustment. **How do I refund a POS sale?** Open the original sale from **POS → Sales History**, click **Refund**, select the items to refund and the refund method (Cash or original payment method), and click **Process Refund**. 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