- Step 1. Configure Bill Header and Footer
Navigate to Omni Sales → Settings → Default Setting
Enter:- Bill Header (top section of the receipt)
- Bill Footer (bottom section of the receipt)
Click Save to apply changes.
This information will appear at the top and bottom of the receipt when an order is completed.
- Step 2. Configure Product Display on POS
Go to Omni Sales module → Settings → Default Setting → Check/uncheck the option: “Show products by departments (POS)”- If "Show products by department (POS)" is NOT checked:
- Products will be visible on the POS channel of all team members, regardless of the department (team) assigned.
- Only the following products are displayed:
- Products with available stock > 0 (i.e., "Do not update inventory quantity" is unchecked).
- Products marked as services (i.e., "Do not update inventory quantity" is checked).
- If "Show products by department (POS)" is checked:
Products will be displayed based on the department (team) of the team member who is currently logged in. So, conditions for a products to be displayed on a team member’s POS channels include:- The team member must belong to at least 1 department(team).
- Product must either:
- Products with available stock > 0 (i.e., the "Do not update inventory quantity" option is unchecked)
- Products marked as services (i.e., the "Do not update inventory quantity" option is checked).
- To assign products by Department (team): When adding items to the POS channel, you must select the applicable department(s). If no department is selected for the product, it will not appear on any employee’s POS channel. Here how’s:
1. Go to Settings in the left sidebar → Access Permission → Team → click Add team to add a new team or edit an existing one.
2. Select the team members you want to assign to this team, then click Save.
3. Go to Omni Sales module → Sales channel menu → click “ Setting product” of the POS
4. Add a product and select the corresponding department (which matches the team you created) → Then click Submit.
5. The assigned product will only be visible in the POS channel to employees who belong to the selected team/department.
- Step 3. Set Default Shipping Fee for POS Orders
Go to Omni Sales → Settings → Order setting → Under Shipping fee form, choose either:- Fixed Amount
- Percentage (%)
Enter the amount in the field Default shipping fee for POS order→ select Save.
- Step 4. Add Products to POS Channel
Go to Sales Channel → Active POS Channel → Setting Product
Click Add
In the popup:
Group Product: All products in the group will be added automatically
Product: Select specific items to add
If a group is selected, only its products will be shown
If no group is selected, all products are visible
Department:
If “Show products by department” is enabled, select one or more teams
If disabled, skip this field
Click Submit to finish
- Step 5. Update Product Prices on POS ( optional)
When the selling price of a product changes in CRM and you want the POS price to match: You can use the Update Price button to sync the prices.
There are two ways to update prices:
Option A: Update price for selected products:
At the POS channel, check the products you want to update → Click Update Price.
==> POS prices will be synced to match CRM.
Option B: Update price for all products: Simply click Update Price without selecting any products to update prices for all items in the POS channel.
- Step 6. Create Shift
Employees must open a shift to start selling.- Go to the POS menu under the Omni Sales module from the left sidebar.
- Or go to Sales channel menu under Omni Sales module from the left sidebar -> click Go to page at POS
- Click Add button → In the New shift popup, enter Open balance (initial cash amount) and select Save
Note: - Each employee is allowed to have only 1 open shift.
- If the employee wants to create another shift, he must close his open shift. To close shift, select
- Select
and click Close shift
- Click Okay to confirm close this shift
- Once shifts are closed, only admins have the right to delete them.
- Step 7. Create Trade discount for POS ( Optional)
- Step 8. Process sales on POS
- Go to the POS menu under the Omni Sales module from the left sidebar → select
- Select a client→ Click product to add to cart→ Adjust quantity
Invoice Total = Subtotal + (-Discount) + Tax + Shipping Fee
- Click Payment button
- In the Choose a payment method popup
- Create invoice: If you wish to create an invoice for this order, select Create Invoice → Then, you must enter a payment amount so that the Balance equals 0 before you can submit the order.
Select the payment method (e.g., Cash, Credit Card, etc.) then enter the amount paid
Allows you to select multiple payment methods if necessary by click 
- Stock export: If you need to create an inventory delivery voucher for this order, select Stock export→ This will automatically reduce the inventory quantity of the product.
- Debit order: If the customer doesn't want to pay immediately, you can select Debit order. This allows you to submit the order without entering any payment amount. Even if you do not want to create an invoice (i.e., "Create Invoice" is not selected), you must still choose "Debit Order" to successfully create the order.
Complete the order by click Order button
⇒ A receipt will be displayed, as shown below.
You can click Print if you wish to print the receipt.
Once the order is placed, you have several options:
Click Print to print the receipt.
Click View invoice to view the invoice details.
Click View export stock to view the inventory delivery voucher details.
The order will also appear in the Order List menu
Click eye icon to view its details.
- Step 9. Change Order Status
- Go to the Order Details screen → Click Actions → Edit Order
- In the Status field, select the appropriate status → Click Save to apply the change
- Note:
- In the Order, the TAX amount appears as a line item, just like other products.
- In the Invoice, both TAX and Shipping Fee will be displayed as separate itemized lines.
- Selling from a specific warehouse: If you want to sell and export products from a specific warehouse: you can select a warehouse → then choose the Customer → Add products to the cart → Submit the order as usual
