Verified operator guide

Posnic POS Operator Manual

A real working guide for people using Posnic at the counter: install, create items, scan barcodes, make sales, take payments, print receipts, manage stock, close the day, protect backups and troubleshoot problems.

Fresh screenshots from the live Posnic demo Source-checked against current POS screens and route code Updated 2026-09-08

How to Use This Manual

Use the manual in order for first training, or search for the exact thing a cashier is trying to do. Every page is written around the real Posnic screen labels and the operating decision behind them.

Set up safelyInstall locally or use the demo only for practice, then approve shop, tax, payment and receipt settings.
Create catalog truthCreate real items with price, stock, SKU and barcode before expecting fast sales.
Train counter workPractice New Sale, Quick Sale, customer picker, cart edits, payments and print behavior.
Close and verifyUse Sales History, inventory logs, payment labels, cash count and backup review at the end of day.

Product evidence

Screens Captured from the Current POS App

These screenshots were taken by opening the working demo and walking through current workflows, not by reusing a generic landing-page image.

New Sale screen — **New Sale**Item search, barcode-ready input, Quick Sale, customer and cart.

Tender drawer — **Tender Payment**Payment method, tender amount, paid state and receipt preview.

Live Create item form — **Create Item**Price, stock, SKU, barcode, category and supplier fields.

Receipt print settings — **Receipt Print**Print type, auto print, header, footer and receipt options.

Setup

Setup Install and First Launch Use this before training cashiers: install the app, understand demo versus local data, finish shop setup, and confirm the dashboard is ready.

Dashboard

Dashboard Dashboard Overview The dashboard is the operator's starting point: confirm the outlet, choose Today, This Week, This Month or This Year, read the permitted summaries and open the next task. Dashboard Setup Checklist The dashboard checklist shows only setup work that Posnic can prove is still incomplete from current shop data; completing a card changes real configuration, while Dismiss only hides the reminder on that device. Dashboard Best Selling Products Best Selling Products is a five-row operational ranking by sold quantity for the active branch and dashboard period; it is not an inventory count, profit report or permanent product leaderboard. Dashboard Customer Dues Card The current dashboard Customer Dues card follows the Customer Credit feature switch but does not load live balances; use the Outstanding Customers report for collection and credit decisions. Dashboard Dashboard Period Dashboard period buttons refresh the overview for one active branch, but current date boundaries use the API server clock and can be narrowed to the user's active login session. Dashboard Dashboard Quick Actions The dashboard quick-action bar is a permission-aware set of links to five common workflows; selecting one only navigates to that page and never creates, saves or completes a record by itself. Dashboard Dashboard Totals Dashboard Totals are six management orientation figures for the selected context; payment labels, return handling and Cash Book aggregation mean they are not a drawer close or accounting statement. Dashboard Profit and Financials The Profit strip is a management estimate built from sale revenue, cost captured on each sale and Cash Book amounts. Missing costs, returns and Cash Book entry types must be checked before anyone treats it as accounting profit. Dashboard Notifications The bell combines a temporary realtime activity feed with low-stock status and optional browser push. It helps staff notice changes, but its badge and entries are not an audit log or task list. Dashboard Display Language The language selector changes supported labels on the current screen immediately and remembers the choice on that browser or desktop till. Dashboard Add Menu The Add button is a permission-aware launcher for ten common creation screens; selecting an entry opens its normal form and saves nothing by itself. Dashboard Fullscreen Mode Fullscreen gives the active Posnic workspace more room without saving, changing or completing any transaction; enter it from the header and leave it with the same control or the browser's exit action. Dashboard Command Palette Ctrl+K is Posnic's permission-aware launcher for pages, records and selected till actions without leaving the keyboard. Dashboard Keyboard Shortcuts The header keyboard icon shows the shortcut map; current code adds dedicated till keys that work while the item search field is focused.

Settings

Settings On-Screen Keyboard The branch Keyboard View setting adds a draggable text keyboard and numeric keypad to supported till fields after settings are saved. Settings Payment Gateways Payment Gateway stores merchant credentials for the current branch. Razorpay currently controls sale QR and kiosk payment availability; PhonePe has a configuration surface that must be verified against the shop's deployed checkout before rollout. Settings Cash Denominations Cash denominations are branch-specific counting shortcuts. Set up only the notes and coins the shop actually accepts so cashiers can count a drawer quickly and accurately. Settings Core Settings Core Settings decide how everyday screens behave: default customer, prefixes, date editing, stock tracking, payments and device focus. Settings Default Supplier When enabled, Default Supplier prefills supplier identity on receiving, including state and GST fields. The field remains replaceable for each transaction, and the designated supplier cannot be deleted until another default is chosen. Settings Receiving Prefix New purchase IDs combine the configured prefix with a six-digit sequence. Although settings accepts 1-6 alphanumeric characters, the current receiving creation path reliably applies only a three-character prefix; other lengths can fall back to RID. Settings Receiving Autofocus Add Receiving and Edit Receiving autofocus are independent, device-local switches saved immediately in browser IndexedDB. They focus item search after key receiving actions, but an empty supplier correctly redirects the cursor to Supplier first. Settings Feature Switches Feature switches hide or show modules without deleting existing data. They are the operator's control panel for workflows. Settings Tax System Tax settings decide whether new items start with tax and how documents calculate GST, VAT, sales tax or no tax. Settings Tax Regime & Defaults Set the legal tax behavior first, then choose whether new catalog items should inherit a default rate. Settings Tax Rates Tax Rates are the reusable percentages selected by items and combined by Tax Groups. Settings Tax Groups A Tax Group packages two or more existing components that must travel together for calculation or reporting. Settings Integrations Integrations decide what can touch shop data from outside: tokens say who, webhooks say where signals go, analytics says what page visits are measured. Settings API Tokens An API token is a standing machine credential. Its module permissions and the creating administrator's shop and branch context determine what the external system can reach. Settings Webhooks A webhook tells an external system that a selected entity changed. It deliberately carries no sale, customer or stock record; the receiver fetches details with its own scoped API token. Settings Google Analytics Analytics is opt-in and uses the shop owner's own GA4 property. Posnic sends nothing through this setting until it is enabled with a valid Measurement ID. Settings Desktop Connectors Connectors are signed add-ons supervised beside the desktop till. They are not web-dashboard scripts, and a repeatedly failing connector parks itself without interrupting sales. Settings Messaging Messaging powers digital receipts, credit reminders and campaigns. Provider setup must be tested before cashiers rely on it. Settings SMS Provider Posnic sends through an SMS account owned by the shop. Provider credentials, sender identity and any approved template must work before receipts, reminders or campaigns rely on SMS. Settings Local WhatsApp Local WhatsApp mode runs through a linked device on the shop machine. The till must remain reachable and connected for receipts, reminders or campaigns to send. Settings WhatsApp Cloud Cloud mode sends through the shop's Meta WhatsApp Business setup instead of a locally linked phone. Credentials and approved templates must match the Meta app exactly. Settings WhatsApp Templates Templates make common WhatsApp messages consistent. Posnic supports named Sales Receipt and Payment Reminder templates with controlled variables and a separate test-message workflow. Settings Report Email Report Email Settings combine the sending account and the report schedule. Save and verify the sender before turning automatic delivery on for owners or accountants. Settings Themes Themes change how the till looks without changing how the till works. Presets, colors and typography are saved in one place. Settings Demo Data Demo Data lets a shop try realistic sample products, swap to another trade, reset the same trade or remove samples. Settings Recycle Bin Recycle Bin keeps deleted records searchable and restorable when the feature is enabled and the user has permission. Settings Quote Defaults Quote defaults fill every new quotation with approved payment instructions, bank details, terms and optional signature. Settings Till PIN Lock Till PIN Lock protects shared counter devices between sales with manual lock and optional idle timeout. Settings Cash Register Settings Cash Register turns branch register names into controlled till sessions with opening float, payment tally, denominations, cash in/out and close review. Settings Open Cash Register The cashier starts drawer control by opening the correct branch register with the counted opening float. Settings Count and Close Register Close is the proof step: compare expected payment totals with counted money/provider evidence, explain differences, save denominations and close the till. Settings Cash In and Cash Out Cash In and Cash Out explain drawer money movement that is not a normal sale payment or refund. Settings Workforce Workforce turns the till into a shift record: staff clock in/out, managers review who is on shift and roster future work. Settings Credit Rules Customer Credit lets trusted customers buy now and pay later, with default limits, terms and reminder controls. Settings Restaurant Tables Restaurant settings prepare the table list and item modifiers that cashiers use for dine-in orders and KOT. Settings Loyalty and Rewards Loyalty converts customer spend into points, tiers and optional referral rewards. The sale screen can show a selected customer's balance and redeem points as a bill discount. Settings Coupons and Campaigns Coupons reduce a bill at the till, cashback creates later-use vouchers, and campaigns send messages to customer segments by SMS or WhatsApp with preview and dry-run controls. Settings Create and Manage Coupons Coupons are server-validated bill discounts. Operators define the offer in Marketing, then cashiers type or scan its code on New Sale and accept only the discount returned by Posnic. Settings Cashback Vouchers Cashback is not an instant reduction on the earning sale. A qualifying completed sale creates a single-use voucher for a future visit, redeemed through the same validated coupon control. Settings Customer Campaigns Campaigns send approved messages to an audience selected from customer and loyalty data. Preview and dry run are mandatory operational checks before a real send or schedule. Settings Customer Pricing Customer Pricing connects one customer category to one branch price list. Exact item prices win over percentage rules, and the resolved price is applied when a new line enters the sale cart. Settings Kiosk Store ID The Kiosk Account tab stores one 3-6 character alphanumeric Store ID for the current branch. That identifier is used to resolve the branch for kiosk catalog and order requests. Settings Kiosk Images Kiosk Images provides separate Home Banner, Logo, Banner and Advertisement uploads for the current branch. Each selected image is previewed before Save, and only selected slots are replaced. Settings Kiosk Payment The Kiosk Payment tab stores three branch-level switches: customer-detail page visibility, Cash on Delivery, and Razorpay. Razorpay remains disabled until the current branch has a payment gateway key. Settings Kiosk Printers The Kiosk Print tab accepts one or more printer-name rows for the active branch. Names are trimmed and duplicates are removed when saved, but current kiosk and QR catalog responses expose only the first saved name as printer_name. Settings Connect a Weighing Scale Two separate steps are required: enable Weighing Scale for the shop, then connect the physical serial device in the Posnic desktop Hardware Manager. The web browser can save the feature setting but cannot read the scale. Settings Kiosk and Sales Channels Kiosk and sales channels let customers place or review orders away from the cashier screen. Operators configure account, images, payment and print settings, then review channel orders in Kiosk Reports. Settings Branches and Outlets Branch setup decides which outlet staff are standing in, what receipt identity prints, and which register names can be opened for cash control. Settings Create Branch Outlet Use New Branch when opening another shop, counter, warehouse outlet or branch that needs its own receipt identity and register setup. Settings Edit Branch Registers Use Edit Branch when the outlet identity, receipt details, locale or register list must be corrected before live work. Settings Payments Payment settings decide which labels cashiers can choose at checkout and whether one bill can be split across methods. Settings Payment Method Setup Payment methods are the cashier-facing labels used at tender and in reports. Keep them short, distinct and tied to a real reconciliation source. Settings Split Payment Rules Split payment is useful only when every tender amount can be traced back to a real drawer, card, QR, wallet or customer credit record. Settings Receipt Printing Receipt settings control what prints after a sale and how staff can reprint it. Settings Receipt Auto Print Auto Print uses the selected Print Type. Make the default paper choice first, test manual printing, then turn on automatic printing for live counters. Settings Receipt Content Receipt content is customer-facing proof. Keep the header, footer, logo and optional fields accurate before staff print or send receipts. Settings Features and Tax Features decide which screens exist for staff. Tax defaults decide how new items and sale lines behave. Settings Employees and Roles Staff access starts with named employees, branch assignment, a role or custom matrix, POS action authority, and a review habit. Settings Create Employee User Use New employee for every cashier, supervisor, accountant or API integration that needs its own traceable access. Settings Review Employee Access The employee detail pane is the owner's staff audit view: who this user is, where they can work, what they can do, and when they signed in. Settings Role Permission Matrix Roles are reusable permission groups. Edit a role carefully because assigned users inherit the updated access immediately. Settings Manager Approval and Staff Controls After a user exists, owners can set approval credentials and labour targets without changing the basic login form.

Account

Account Update My Profile My Profile is the signed-in user's self-service identity drawer. It updates the displayed name and image while keeping email and permissions read-only. Account Change My Password Password change requires the current password and a matching strong replacement. A successful change rotates the credential and the web client logs the user out after about five seconds. Account Log Out Safely Logout is the deliberate end of the signed-in browser or desktop session. It clears the active account and till context and requires the account password for the next sign-in.

Sales

Sales Create a Sale The detailed counter workflow: find or scan items, add quick lines, choose customer, edit cart, take payment, print and verify the sale. Sales Quick Sale Quick Sale is for fast amount entry. Use it carefully because it is not a full stock-controlled catalog workflow. Sales Find, Scan and Add Items The item box is the cashier's first control: it accepts item names, SKU values and barcode scans, and it can fall back to quick sale only when that is the right business choice. Sales Missing Item at Counter A missing item is a decision point. A reusable stock product should become an item; a one-off amount can be Quick Sale; a customer promise can become a quote. Sales Cart Edits and Discounts The cart is the last safe place to fix quantity, price, notes, discount and charges before the sale becomes stock and payment evidence. Sales Customer Picker and Credit Customer selection decides whether the sale is anonymous, attached to a customer account, allowed to become due, or eligible for wallet and credit handling. Sales Tender and Split Payment Tender is where the cart becomes money evidence. The cashier must match pay amount, payment labels, due amount and receipt preview before saving. Sales Receipt Print and Send Receipt handling starts before Save with the tender preview, continues after Save with print/send buttons, and remains recoverable from Sales History. Sales Print or Share Existing Receipt Sales History is the recovery point for an existing receipt. Select the exact bill, verify the customer, items, total and payment state, then choose the delivery action under Share. Sales Sale Needs Register When Cash Register is enabled, a cashier may need to open or resume the current branch register before a sale can be completed. Sales KOT and Tables Restaurant mode adds a KOT workspace for table orders, kitchen slips, PAX, dine-in/takeaway context and bill handoff. Sales Sales History Sales History is the after-sale control surface for lookup, reprint, payment settlement and correction workflows. Sales Settle an Unpaid Sale Settle the original unpaid bill from Sales History so Posnic records the collection without creating a duplicate sale or changing its product lines. Sales Void a Saved Sale Use the Sales History Delete action only for a whole saved sale that must be voided; returns, cart cancellation and line corrections use different workflows. Sales Create and Edit Quotes Prepare a customer-ready price offer without moving stock or recording revenue, then review the live document preview before saving. Sales Quote Actions and Conversion Control the complete quotation lifecycle, share the customer document, and convert an approved offer into a traceable sale. Sales Return or Exchange Sale A Posnic return starts from the original sale, preserves its commercial evidence, puts tracked quantities back into stock and records either a partial or full return; adding a replacement item turns the same workspace into an exchange. Sales Park and Resume Sale A parked sale remains an unfinished Hold record inside the current branch. It reserves tracked stock, takes no payment or rewards, and can be resumed from the Parked or Recent Sales tab. Sales Returns, Quotes and Hold Train staff on what to do when a sale is not a simple paid bill: park it, quote it, return it or correct it with approval. Sales Sell Items by Weight In the desktop app, adding a weighed item can trigger a scale read. Posnic prefers a stable positive reading and updates the cart quantity to three decimals. If hardware is unavailable, the item can remain at quantity 1, so the cashier must correct and verify it before payment.

Restaurant

Restaurant Start a KOT A KOT records preparation work before settlement. Choose dine-in or takeaway, identify the table and PAX, add the real menu items, review the cart and save the order. Restaurant Manage Active KOT Select the table or TA tile to work the live order. Review the order before each action because kitchen changes and final billing have different consequences. Restaurant KOT History KOT History is the restaurant order lookup surface. Filter first, identify the exact order ID, and only then run an action. Restaurant KOT Reports KOT Reports separate restaurant activity into sales, items, discounts, cancellations, open items and table performance. Reconcile all tabs with the same branch and date range. Restaurant Kitchen Printer Setup Multi KOT Print is the automated kitchen-print service in the Posnic desktop app. Enable Restaurant/KOT, install each printer in the operating system, identify the branch, select the printers and keep polling active during service. Restaurant Kitchen Print Logs The kitchen queue labels changed order states, keeps a daily local print log and supports controlled reprints. Use the KOT number, order identity and print type together so the kitchen does not prepare duplicate or cancelled items.

Catalog

Catalog Create Item Use the full Add Item form when the product must be searchable, scannable, stocked, reported and controlled correctly. Catalog Clone Existing Item Clone is a fast starting point for a genuinely similar product, but copied identity, stock and operating settings must be checked before the duplicate reaches a cashier. Catalog Edit Existing Item Item edits affect future searches, scans, sales and reports immediately. Review the whole record, use a counted quantity, and test the result before serving customers. Catalog Delete and Restore Item Deletion removes an item from normal work and writes a recoverable backup. Treat it as a manager action because tracked stock moves to zero and the deletion syncs to other devices. Catalog Quick Item Add Quick Item Add is for rapid catalog entry when the shop needs real items faster than the full form, but still wants searchable products. Catalog Bulk Item Add Bulk Item Add is the fastest manual-entry path for many simple items, especially when a list already exists in a spreadsheet or stocktake sheet. Catalog Categories Categories control how products are grouped for selling and reporting. They can also carry sale-screen tile styling and one category discount rule. Catalog Variants Variants are reusable option dictionaries. Item variant mode turns selected values into separate sellable item rows with their own stock and price details. Catalog Units Units make quantities readable on item, sale and stock screens. Create short unit labels once, then assign them consistently to item records. Catalog Import and Re-import Items Item import reads a CSV immediately after selection. Use the supplied 18-column template: new name-and-SKU pairs are created, while exact name-and-SKU matches are updated in place. Catalog Export the Item Catalog The export menu has two scopes. This page exports only displayed rows; Everything matching the filter exports the full branch-scoped result behind the active search and filters. Catalog SKU and Barcodes Make products scannable by giving each item a clean SKU/barcode setup, then print labels with the right label size and fields. Catalog SKU and Barcode Setup A product is barcode ready only when the shop knows which value staff type, which value scanners read, and which alternate codes should find the same item. Catalog Barcode Label Printing Barcode labels should be printed only after the item has a trusted Barcode or Same as SKU value and one sample label scans back into New Sale. Catalog Assign Item Tax Each taxed item stores its selected tax, tax method and whether the selling price includes tax or receives tax on top. Catalog Publish Items to Kiosk An item reaches a configured kiosk only when it belongs to the resolved branch and license, is not an instant item, and has both Kiosk eligibility and availability enabled. The Item List Kiosk checkbox changes both kiosk flags together. Catalog Manufacturing and Expiry Dates Date-sensitive items need accurate item-master dates before staff rely on expiry reports or sale-screen filtering. Posnic stores both dates on the Details tab and requires expiry to follow manufacturing date. Catalog Create a Service Item Service (no stock) creates a reusable sellable catalog record while removing inventory controls that do not apply. Posnic offers Fixed price, Per hour and Per day labels; verify the entered sale quantity and amount because the audited sale path does not prove automatic time calculation. Catalog Create a Weighed Item A weighed product is a normal saved item with Weight Scale Item selected. The scale supplies its cart quantity; Selling remains the price per configured item unit. Quick items cannot be marked as weighed items.

Customers

Customers Create Customer Use the New Customer drawer when the shop needs repeat-customer lookup, account credit, tax identity or sale history. Customers Customer List The customer list is the operator's maintenance table: rows open profiles, filters narrow the list, import adds records and export creates review files. Customers Customer Profile A customer profile is the place to verify identity, check recent sales and review account context before editing, reprinting or extending credit. Customers Credit Settlement Customer credit is controlled by the customer profile and settings; settlement uses transaction history, wallet balance and unpaid-sale rows. Customers Outstanding Customers Outstanding Customers is a current balance review, not a normal historical date report. Use it before collection calls and before extending more credit. Customers Customers and Credit Customer records help with phone lookup, repeat sales, credit and outstanding balances, but walk-in sales remain normal. Customers Customer Categories Customer Categories organize repeat buyers, wholesale accounts or local customer groups and give the owner a category-level sales and return trail. Customers Customer Display Customer Display is the shopper-facing second screen. It mirrors the current sale from the till and shows branch identity, customer identity, cart lines, tax, discounts, total and QR payment prompts. Customers Catalog Display Catalog Display is a customer-facing product browser. It shows item cards, images, categories, current calculated prices, stock status and branch details without giving the shopper cashier controls.

Purchase

Purchase Suppliers and Purchases Purchases bring stock into the shop. Supplier, item, quantity, cost, tax and invoice proof must be controlled before stock is trusted. Purchase Supplier Setup Supplier setup is the address book for purchasing. Clean names, phone numbers, addresses and tax identity make purchase orders, reports and supplier follow-up reliable. Purchase Supplier GST Identity For India GST, supplier identity affects purchase tax classification. Registered suppliers require a valid 15-character GSTIN; a recognized GSTIN state code can set the supplier state, and purchase processing uses that code before falling back to the typed state. Purchase Supplier Profile The supplier profile is the purchasing memory for a vendor: contact details, purchase totals, recent bills and document preview all sit beside the supplier list. Purchase Purchase List The purchase list is the control desk for incoming stock. Status, expected date, supplier and row preview tell staff what still needs receiving or review. Purchase Search and Filter Purchases The expanded Filter strip narrows received-purchase records by identity and bill date. Its scope is different from the Status and Expected quick filters and from purchase orders. Purchase Browse and Open Purchases The Purchases screen merges orders and received purchases into one working list. Read the number, dates, progress, indicators and status together before opening a row. Purchase Export Purchase CSV Export CSV creates a lightweight working file from the purchase rows loaded in the browser. Check its scope and row set before treating it as a complete purchase register. Purchase Sort Purchases Sort changes the order of the merged purchase working list. Choose the question first, apply one sort, and verify the first rows before acting or exporting. Purchase Create Purchase Order A purchase order records what the shop asked the supplier to send. It should be reviewed before stock arrives and received only when the physical goods are checked. Purchase Manage Draft Purchase Order A draft is an editable purchasing plan. Placing it marks the plan Ordered and starts incoming-stock visibility, but neither action receives stock into inventory. Purchase Print Labels from an Order An open purchase order can build a bulk label sheet from its saved lines. The batch follows ordered quantities and stored barcodes, so review both before printing. Purchase Receive Stock Receiving is the point where purchased goods become trusted stock. The operator must match supplier, quantity, cost, invoice total, tax and proof before saving. Purchase Ordered vs Received Ordered records the supplier commitment without adding stock. Received counts each inventory-tracked line into available quantity. Editing between these statuses creates compensating stock movements, so operators must verify the physical delivery before saving. Purchase Return Items to Supplier A purchase return is a stock and accounting correction tied to the original purchase. Select only the goods physically leaving the shop, verify the quantities, and reconcile the resulting return record before the goods are handed over. Purchase Edit a Purchase Editing changes the original purchase. On received documents, tracked stock moves only by the difference between the old and new lines; partial receipts preserve quantities already accepted and must still be completed through Receive. Purchase Void a Purchase Purchase void is a whole-document reversal. Posnic keeps the purchase, records who voided it and why, reverses received tracked stock, and removes the cancelled document from purchase input credit. Purchase Print and Download Print and Download PDF are evidence actions. Print builds the configured browser document; Download PDF generates a dated attachment from the tenant-scoped purchase and branch records. Neither action receives, returns or voids stock. Purchase Email Supplier Email supplier generates the current purchase PDF at send time and passes it through the configured mail transport. A typed address overrides the supplier email for this message only; sending does not edit the supplier, purchase, payment or stock. Purchase Label Received Stock The current purchase document does not create a label batch. Use the receiving document as the quantity checklist, then open each barcode-ready item and print only the labels physically required. Purchase Cancel Remaining Cancel remaining, also called close short, ends the expectation for an undelivered balance. It preserves quantities already received, moves no stock during the close, and records who closed the purchase and when. Purchase Purchase Exclusive Tax Exclusive Tax controls whether configured exclusive item tax is added above purchase cost. In the current receiving flow, clearing it sets line tax to zero rather than extracting included tax from the entered price. Purchase Receive Packs as Units Posnic always stores received stock in the item's base unit. For configured items, the receiving row offers an explicit xN purchase-unit button that multiplies the entered pack count once and recalculates the line. Purchase Purchase Payment Details Purchase Payment Mode and Payment Note describe how the supplier purchase was or will be paid. They are saved on the purchase and exposed in document/export surfaces, but selecting a label does not move money or create an external bank settlement. Purchase Input Credit Eligibility The purchase eligibility checkbox controls whether saved purchase tax enters Posnic's Tax Payable input-credit calculation. It does not change tax rates, item cost, stock or the supplier invoice. Purchase Invoice Total Mismatch Posnic compares the supplier's declared tax-inclusive invoice total with its calculated purchase total. A difference above 0.50 is saved as a visible warning instead of blocking received stock. Purchase Freight and Charges Additional purchase charges increase the purchase grand total. They remain separate from item unit cost and tax so operators can reconcile supplier paperwork without distorting stock lines. Purchase Attach Purchase Files Purchase attachments keep supplier paperwork beside the saved transaction. Posnic accepts PDF and image files up to 10 MB on purchase orders and received purchases. Purchase Purchase Actions Purchase actions change evidence after the purchase is saved. Print and email share the document; returns and voids affect stock and accounting history. Purchase Print Purchase After Save Current purchase saving does not reliably trigger Auto Print even when the shared setting is enabled because the receiving response returns print disabled. Save the purchase once, open the saved document and use Print as the controlled workflow. Purchase Receive Entire Order Received all is an immediate stock action, not a preview. It posts every outstanding quantity on the purchase and changes the document to Received without a second confirmation dialog. Purchase Receive Purchase Order Open the original Ordered purchase and record only what physically arrived. Received all completes every outstanding line; Partially lets you enter this delivery per line and keeps the balance open for later. Purchase Purchase Dates Bill date identifies the supplier transaction date and is required on direct receiving. Expected on is optional delivery-planning data shown for Ordered purchases; Created records when Posnic wrote the document and should not be confused with either. Purchase Search and Scan Purchase Items Purchase search checks the active branch catalog by name, item code, primary barcode and extra barcodes. Scanner input searches barcode fields only; repeated selection increments an existing line, so every scan must be confirmed against item and quantity. Purchase Create Missing Purchase Item The purchase no-match action creates a real reusable item with only name, selling price and stock on hand, then adds a zero-cost line to the purchase. It is fast, but barcode, SKU, supplier, purchase cost, category, unit and complete tax setup still need deliberate review. Purchase Fill from Supplier Fill from supplier is a bulk line-entry aid, not an automatic order decision. It uses the selected supplier and active branch; low-stock mode includes tracked items at or below their item reorder point, or the device's fallback low-stock range. Purchase Edit Purchase Lines Quantity, cost and tax edits recalculate the purchase immediately. A cost edit also updates the item's stored company price through a separate request; a tax edit changes the current purchase line but does not update the item tax master.

Workforce

Workforce Clock In and Out The header clock creates the attendance record that later feeds worked hours, labour cost and timecard exports. Workforce Plan Staff Roster Managers plan future shifts under Workforce; scheduled hours are later compared with attendance in the labour report. Workforce View My Roster The roster page is a read-only weekly view; managers create and remove shifts under Manage -> Workforce. Workforce Labour and Payroll Labour reporting joins attendance, roster and employee wage data without replacing payroll approval or tip-settlement policy.

Inventory

Inventory Stock Control Stock control starts when items are created and continues through every sale, return, purchase, adjustment and low-stock review. Inventory Adjust Stock Stock adjustment corrects selected item quantities with one named reason. Every newly selected Inventory count row starts at zero, so enter and review each complete physical count before adjusting. Inventory Bulk Stock Update Bulk Stock Update applies one approved formula to many matching items. Preview the scope first because a completed run has no one-click undo. Inventory Price Settings Price Settings is where an owner or manager changes many item prices at once, with preview checks, MRP/cost safeguards and history. Inventory Inventory Logs Inventory Logs are the branch stock ledger. Each row opens a movement detail beside the list, where operators can inspect the reference and follow controlled links to the item, sale or purchase. Inventory Low Stock Low Stock is a watchlist driven by current quantity and the branch notification range or item alert settings. It helps operators restock before sales are lost. Inventory Low Stock Alerts Posnic has three related low-stock surfaces with different threshold rules. Set the branch range, add item reorder points where needed and verify each alert surface separately.

Registers

Registers Cash Book Cash Book records explain drawer movement that is not a normal sale payment, such as cash taken out or money added. Registers Enable Cash Book Cash Book is controlled by a feature switch. When it is off, the Cash Book page and expense report stay hidden; when it is on, staff can record and review non-sale cash movement. Registers Create Cash Book Entry The Add Cash Book Entry panel is the daily form for non-sale cash movement. The required fields are date, amount, type and note; optional fields make the entry easier to audit later. Registers Cash Book List The Cash Book list is the operator table for non-sale cash movement. It supports date filtering, field search, pagination, import, selected export, selected delete and refresh. Registers Review Cash Book Entries Saved Cash Book rows can be opened for detail review, edited when a field is wrong, reset during editing, or deleted when the row is a duplicate or test entry. Registers Daily Close A sale is not fully controlled until the register and payment totals are closed and explained.

Reports

Reports Day-End Summary Day-End Summary is the owner and cashier close report for the selected date range and branch. It ties sold items, tender totals, discounts, tax and shop identity into one review. Reports Sales Reports Sales Reports split normal sale lines, quick sale activity and summary totals so owners can audit bills without opening every receipt. Reports Returns, Pending and Registers Return, pending and register reports explain sale exceptions: money returned, money still due and drawer sessions that must reconcile with the close. Reports Purchase and Supplier Reports Purchase reports explain stock coming in, stock or money going back to suppliers and how much business each supplier represents. Reports Expired Product Review The Expired Product tab is a stock-control worklist, not a disposal record. It reports items whose expiry date falls in the selected range and whose available quantity is still above zero. Reports Inventory Reports Inventory reports turn item and category data into operating signals: what sold, what is stocked, what expired and which categories drive sales. Reports People Reports People reports connect shop activity to customers and staff. They help owners review repeat customers, outstanding balances, cashier performance and workforce payout data. Reports Payment Reports Payment Reports explain how money was collected. They separate payment method totals from individual sale and return payment transactions. Reports Tax and GST Reports Tax reports are accounting evidence. They depend on tax settings, item tax setup, purchase input credit decisions and the exact date range used. Reports Tax Summary Tax Summary is a fast rate-level control report. It compares tax collected on sales with tax recorded on purchases, but its purchase total is not an ITC eligibility register. Reports Tax Payable Tax Payable is the deeper accounting control. It applies purchase ITC eligibility, calculates monthly payable or carried credit and exposes the supplier documents behind the input total. Reports GST Readiness Audit GST 2.0 Readiness is a catalog review tool. It identifies possible tax-rate problems but never changes items or proves that a return is ready to file. Reports GSTR-1 Outward Supplies GSTR-1 is built from completed sales and returns. Correct customer GSTIN, state, invoice dates, item HSN and tax components before exporting. Reports GSTR-2A Purchase Review Posnic derives this screen from its own receiving and supplier records. It does not download the government's dynamic GSTR-2A statement. Reports GSTR-2B ITC Review The Posnic GSTR-2B-style screen uses internal receiving data. Eligibility and the official static statement must be verified outside Posnic before credit is claimed. Reports GSTR-3B and GSTR-9 These screens aggregate sales and receiving data, but they are working papers. GSTR-9 visibly leaves many statutory sections unsupported and neither screen should be treated as complete filing automation. Reports KOT and Kiosk Reports KOT and Kiosk reports are channel reports. They help restaurant and self-order operators separate table activity, kitchen tickets, cancellations, discounts and kiosk totals from normal counter sales. Reports Cash Book Reports Cash Book and Expense Reports explain non-sale money movement. They are essential when profit and loss includes Cash Book entries. Reports Export, Print and Email Report exports should preserve the same range and branch the operator reviewed on screen. Posnic uses shared PDF, CSV, Excel, print and email behaviors across report pages. Reports Reports and Export Reports are the owner's review surface for sales, purchases, stock, customers, payments, tax and close evidence.

Support

Support Troubleshooting and Backup When something goes wrong, preserve evidence first: version, operating system, screen, sale, device, log, backup and exact step.

Evidence Used

This manual was built from the live browser demo at demo.posnic.io and the current POS source in the local workspace. The most important source surfaces checked were sales_write.html, sales.js, items_write.html, items.js, settings_write.html, settings.js, quick_items.html, the sidebar menu and POS package startup information.

Download the operator rollout checklist