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How to Process Retail Sales Efficiently Using Invent ERP Point of Sale

Learn how to process customer sales, accept payments, issue receipts, and manage retail transactions using Invent ERP POS.

Step-by-Step Process​

Step 1: Access the POS Module​

From the Main Menu, navigate to Point of Sales.

Step 1 - Access POS Module

Step 2: Choose the POS Session​

Step 2 - Choose POS Session

Step 3: Opening Cash Control (Optional)​

Enter the amount of cash currently in your register (enter zero if none).

Step 3 - Opening Cash Control

Step 4: Add Products​

Use the product search bar, scan barcodes, or search for items to add them to the cart. If you can't find an item, go to the product page and make sure it's marked as Available in Point of Sale.

Step 4 - Add Products

Step 5: Adjust Quantities, Price, or Apply Discounts​

Before finalizing the sale, you can change the quantity, change the price, apply a discount, or remove items.

Step 5 - Add Products Step 5 - Adjust Quantities Discounts Step 5 - Adjust Quantities Discounts

Step 6: Add a Customer (Optional)​

You can add a customer to your order if needed.

Step 6 - Add a Customer

Step 7: Select Payment Method and Complete the Order​

Step 7 - Confirm Order

Advanced Options​

Step 7 - Confirm Order

  • Customer Note — Adds a note to the customer's receipt.
  • Global Discount — Applies a discount to the entire order.
  • Refund — Process a refund for a completed sale.
  • Internal Note — Adds a note visible only to your team.
  • Cancel Order — Cancel an order before completing payment.

Notes & Tips​

  • Use Barcode Scanners for faster item selection and fewer errors.
  • For accurate accounting, always close your POS session at the end of the day.
  • Receipts can be customized with your logo and store details for a professional touch

FAQ​

Q: Can I track daily sales performance? Yes, you can use the POS Reports section to view daily sales totals, payment breakdowns, and more.

Q: Can I process multiple payments for one order? Yes. The POS allows Split Payments across different methods.

Q: Does the POS sync with the main inventory? Yes. Every POS transaction automatically updates your main inventory, ensuring stock levels remain accurate across all modules.