Industries

Retail

Point of sale, store setup, UPI on bills, low-stock alerts and dead stock.

What it does

Counter billing on a ready-made point of sale, with UPI QR codes, low-stock alerts and a dead-stock report.

Getting started

1. Open Retail Settings, choose your company and store warehouse, and add your UPI ID.
2. Press Set up store. Your till is created with Cash, UPI and Card.
3. Set reorder levels on items you never want to run out of.
4. Give each person who works the till the Retail Cashier role (with Sales User and Stock User). They can start and close a shift and bill, but see nothing else in your accounts.

Everyday work

• Open Point of Sale, start a shift, scan or search items and take payment. Receipts print on 80 mm paper.
• Print the counter QR once and keep it at the till for UPI payments.
• Close the shift at the end of the day to reconcile cash.
• Check Dead Stock to see what has not sold in 90 days and how much money is tied up in it.

Good to know

• Items below their reorder level are posted to your chat channel every morning; /stock shows them any time.
• The till needs an internet connection.

Settings: Retail Settings

Company

Store warehouse

UPI ID

Printed as a QR on every bill, e.g. yourshop@okhdfcbank. Leave blank to print no QR.

Payee Name

Name shown in the customer's UPI app.

Dead stock after (days without a sale)