Guides

Sales — Manage Deals, Pipelines, and POS Orders

The Sales plugin helps you manage your sales process, from deal tracking to point-of-sale orders. It has two main areas: Sales Pipeline and POS.

POS (Point of Sale)

The POS section lets you view and manage point-of-sale orders and related reports.

How to open POS

1. In the left sidebar, click Plugins.
2. Select Sales.
3. Click POS.

The POS menu includes:

• POS Orders
• POS Covers
• POS By Items
• POS Items
• POS Summary
• POS Orders By Customer

POS Orders

Click POS Orders to view all completed POS orders.

The list shows:

• Bill Number
• Date
• Cash Amount
• Mobile Amount
• Card
• QPay

• 

POS Covers

Click POS Covers to view cover information.

POS By Items

Click POS By Items to see sales broken down by individual items.

The list shows:

• Code
• Name
• Category
• Unit Price
• Quantity sold per time slot

• 

POS Items

Click POS Items to view all POS item transactions.

The list shows:

• Number
• Created Date
• Created Time
• POS
• Branch
• Department

• 

POS Summary

Click POS Summary to see a summary of POS sales.

The summary shows:

• Count
• Cash Amount
• Mobile Amount
• Card Amount
• Invoice
• QPay Amount

• 

POS Orders By Customer

Click POS Orders By Customer to view orders grouped by customer.