The cashier system is separate from inventory, so stores sell out-of-stock items and branch balances drift.
POS shows the available quantity in the branch warehouse for every item, blocks unavailable items and deducts stock from the right warehouse.
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The ERPNext Point of Sale System
Run retail on ERPNext POS: fast checkout, multi-branch stock, loyalty and instant accounting in one system. Book a free demo with Operion today.
Fast Barcode Checkout ScreenERPNext 16 · Operion Theme
A POS Profile per Branch or CashierNo license fees
ERPNext · Point of Sale
ERPNext POS: Point of Sale Software Connected to Stock and Accounts
ERPNext POS is a fast, browser-based checkout that runs on desktops and tablets and ties every sale to inventory, accounting and customer records on one platform. Scan barcodes, apply discounts and pricing rules, take cash, card and wallet payments on the same invoice, then print the receipt or email it to the customer.
Each branch or cashier works from a POS Profile that sets the warehouse, price list, payment methods, taxes and allowed users. Every shift starts with an opening entry and ends with a closing entry that reconciles actual cash against expected amounts, so you know exactly how each store and cashier performs while stock stays current across all branches.
Operion, an official Frappe ERPNext partner in Egypt and Saudi Arabia, sets up POS for multi-branch retailers, configures taxes and e-invoicing localization, designs receipts for your printers, trains your sales teams and supports you after go-live.
Fast checkout at the counter
Add items by barcode or search, then complete payment and print from a single screen.
Live stock per branch
Each POS Profile is linked to its branch warehouse, so available quantities show before you sell.
Cash closing without gaps
The closing entry reconciles collected against expected amounts for every payment method.
Customers who come back
Loyalty points earned and redeemed at checkout, plus pricing rules and promotions applied automatically.
Challenges & solutions
Retail POS Problems ERPNext Solves
The challenges stores and retail outlets face most when the cashier software is disconnected from stock and accounts.
Cash drawer differences at day end with no way to trace them.
An opening entry with a float per payment method, and a closing entry showing expected, actual and difference per cashier and shift.
Branch sales reach accounting late and through manual entry.
Invoices post to the ledger and stock directly, or the shift's POS invoices are consolidated into one Sales Invoice at closing.
Every cashier applies discounts and offers differently.
Central pricing rules apply automatically, and the POS Profile controls who may edit rates or discounts.
Returns and exchanges are recorded outside the system and corrupt balances.
A one-click return credit note from Recent Orders puts the quantity back in stock and reverses the accounting entry.
No data on repeat customers and no loyalty program.
Register customers right from the POS screen and link them to a loyalty program that awards points automatically and lets them redeem at checkout.
Capabilities
ERPNext Point of Sale Features
Each capability below is shown as it actually appears in the system, with realistic sample data for a multi-branch store.
01
Fast Barcode Checkout Screen
The POS screen shows items as image cards or a list, with the available warehouse quantity on each. Cashiers add items by scanning a barcode or serial number or by searching, filter by item group, adjust quantities on a keypad, and review totals and taxes before checkout.
- Barcode and serial number scanning
- Stock availability indicator per item
- Filter by item group
- Create new customers from the POS screen
02
A POS Profile per Branch or Cashier
The POS Profile sets the company, warehouse, default customer, price list, tax template, cost center and allowed payment methods. It also controls whether cashiers may edit rates or discounts, limits items and customers to specific groups, and defines which users may use it.
- Warehouse and price list per branch
- Payment methods, including returns rules
- Rate and discount edit permissions
- Restrict the profile to specific users
03
Shift Opening with a Cash Float
Before selling, the cashier opens a session with a POS Opening Entry that records the start time and the opening amount for each payment method, such as the float in the drawer. Only one session can be open per POS Profile, so every invoice belongs to a specific shift and cashier.
- Opening amount per payment method
- One open session per POS Profile
- Every invoice tied to a shift and cashier
- Full log of each shift's start and end
04
Flexible Payments with Automatic Change
At checkout the cashier selects one or more of the payment methods allowed in the POS Profile and enters the amount paid, and the system calculates the change and posts it to the designated account. VAT is applied from the tax template, and the receipt is printed or emailed.
- Split one invoice across payment methods
- Change calculated and posted automatically
- Taxes applied from the profile template
- Print or email the receipt
05
Loyalty Programs and Customer Points
Single-tier or multi-tier loyalty programs based on total customer spend define how much a customer spends to earn a point, what a point is worth on redemption and how long it stays valid. Points are earned automatically on every POS invoice and redeemed at checkout through the Redeem Loyalty Points option.
- Single or multiple tier programs
- Auto opt-in for all customers
- Configurable point expiry
- Redeem points as a payment method
06
Pricing Rules and Promotions
Promotions are defined centrally as pricing rules on an item, item group, brand or customer group, as a percentage, a fixed amount or a free item, with validity dates. Rules apply automatically at the POS, so offers no longer depend on each cashier and pricing stays consistent across every branch.
- Percentage, amount or free-item discounts
- Offers by item, brand or customer group
- Validity dates per promotion
- Applied automatically in every branch
07
Returns and Exchanges from the POS
From Recent Orders, the cashier finds an invoice by number or customer name, reprints or emails it, or clicks Return to create a credit note for the returned items. Quantities go back to the branch warehouse and the accounting entry is reversed, and you can limit which payment methods are allowed on returns.
- Search by invoice or customer name
- One-click return credit note
- Stock returned to the branch warehouse
- Reprint or email any receipt
08
Shift Closing and Cash Reconciliation
At the end of the shift the cashier creates a POS Closing Entry that pulls every invoice from the session and shows the opening and expected amount for each payment method. The cashier enters the actual amount and the difference appears instantly; on submission, POS invoices are consolidated into one Sales Invoice and stock and accounting entries are posted.
- Expected vs actual per payment method
- Differences visible per cashier
- Shift invoices consolidated into one
- Stock and ledger posted at closing
09
Profit and Sales Reports per Branch
Because every sale is linked to the item's warehouse cost, the Gross Profit report shows actual margin by item, item group or invoice. With cost centers set on each POS Profile you can compare branch sales and profit and follow best-selling items to guide reordering and stock transfers.
- Margin per item and item group
- Branch comparison through cost centers
- Best-selling items per period
- Stock reserved for open POS sessions
How the work flows
The Branch Sales Cycle, from Opening to Closing
From opening the shift to posting sales to the books, every step happens inside the same system.
- Set up POS ProfileSet up POS Profile
- Open the shiftOpen the shift
- Scan and sellScan and sell
- Pay and printPay and print
- Handle returnsHandle returns
- Close and postClose and post
Reports & KPIs
POS and Retail Sales Reports
Standard ERPNext reports cover sales, stock and profit per branch and cashier, filterable by POS Profile and cost center.
POS Closing Entry
Expected and actual amounts and differences per payment method for each shift and cashier.
Sales Analytics
Sales trends by item, item group, customer or territory over time.
Item-wise Sales Register
Which items sold, in what quantities, at what prices and on which invoices.
Gross Profit
Actual margin by item, item group or invoice.
Stock Projected Qty
Actual stock and quantities reserved for open POS sessions in each warehouse.
Stock Balance
Stock quantity and value per branch, to see what needs transferring or reordering.
Sales Register
Every invoice with taxes and payment modes for accounting review and tax returns.
Case studies
All case studiesSuccess stories from our clients
Real projects delivered by the Operion team and documented as case studies.
Why Operion
How Operion Implements ERPNext POS
Operion builds POS as part of an integrated ERPNext rollout, so the cashier is connected to stock, buying and accounting from day one.
1
Branch and permission design
We set up a POS Profile per branch or cashier with its own warehouse, price list, payment methods and allowed users.
2
Localization and e-invoicing
We configure VAT and ERPNext localization for Saudi ZATCA e-invoicing and Egypt's ETA e-invoicing system.
3
Data migration and receipts
We migrate items, barcodes, prices, customers and opening stock, and design branded receipts for your POS printers.
4
Training, support and hosting
We train cashiers and branch managers on opening, closing and returns, and provide support and hosting on Frappe Cloud or on-premise, with Operion Theme.
Guide
Learn more in the official ERPNext documentation
Step-by-step documentation for the features on this page.
FAQ
Frequently asked questions
Didn’t find your answer? Our team replies within one business day.
What is ERPNext POS?
It is a cashier interface built into ERPNext for issuing sales invoices and taking payment from a single screen. Every sale updates stock, accounts and the customer record, so there is no separate cashier software or external integration.
Does ERPNext POS support multiple branches and cashiers?
Yes. You create a POS Profile per branch or cashier group with its own warehouse, price list and payment methods, and you can restrict each profile to specific users. Sales and profit per branch are tracked separately through cost centers.
Does ERPNext POS work with barcode scanners and receipt printers?
Yes. Items are added to the cart by scanning a barcode or serial number or by searching by name, and the receipt prints automatically on order completion if enabled in the POS Profile. Operion designs the receipt format for your printer.
Which payment methods can I accept at the POS?
Payment methods are set in the POS Profile, such as cash, cards, bank transfer and mobile wallets, and one invoice can be split across several of them. The system calculates change automatically, and loyalty points can be redeemed as a payment method.
How do returns work in ERPNext POS?
The cashier picks the invoice from Recent Orders and clicks Return, and the items appear with negative quantities. Completing the order creates a credit note that returns the quantity to stock and reverses the accounting entry.
Should the POS create Sales Invoices or POS Invoices?
POS Settings let you choose. Sales Invoices post to the ledger immediately, while POS Invoices are consolidated into a single Sales Invoice when the shift closes. The second option suits high-volume stores because it greatly reduces ledger entries.
Is ERPNext POS compliant with e-invoicing in Saudi Arabia and Egypt?
Operion implements ERPNext localization for Saudi ZATCA e-invoicing and Egypt's ETA e-invoicing system. The exact localization scope for your point of sale is defined during the analysis phase based on your business.
How long does it take to roll out ERPNext POS in my stores?
It depends on the number of branches and items and the other modules involved, such as stock, buying and accounting. An ERPNext implementation typically takes 8 to 16 weeks, covering analysis, setup, data migration, training and go-live.
Ready to switch to ERPNext?
See how ERPNext can make your business more efficient and cut costs, with Operion beside you from analysis to go-live and support.
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