Tailor POS
GETTING STARTED
Installation SSL
BASIC SETUP
1. Basic Setup 2. Master Settings 3. Branch
USAGE
Products & Materials Suppliers Purchase Managing Stock Measurements Expense Customers Sales & Sales Return Customer Ledger Receipts Staff Reports
Sales & Sales Return
Make sure you have completed the basic setups before trying to create a sale / invoice.
Sales
The Invoice section allows you to create a new invoice.
  1. Select a customer by searching on the customer search bar, or create a new customer by pressing the + Add button.
  2. Add Products by clicking on them from the right section.
  3. Add Materials by clicking on the Add Materials In Invoice button.
  4. Pressing checkout brings a popup window where you can add payments and then save the invoice or print it.
Shortcuts
CTRL + C => Focus on the customer search bar.
CTRL + A => Brings up the customer create modal.
CTRL + F => Search on the products tab.
CTRL + M => Add Material.
CTRL + D => Focus on discount.
CTRL + S => Save Invoice.
Sales Return
Sales Return can be used in case of a return , or accidentally creating an invoice.
  1. Select a customer.
  2. Select the customer's invoice.
  3. Search for a product or type in @ in the search product bar to list all the products.
  4. Pick the products you want to refund to add it back to the stock.
  5. Select Cash Returned if the cash was also returned by the customer. This can also be done by viewing the sales return and clicking on cash returned button.
  6. Then click on submit.
Status Screen
  1. You can change the status of your orders using this section.
  2. Change status by dragging the order cards to each section.
  3. Use mark as delivered to hide the order from the status screen and mark the order as complete.
Usage - Previous
Customers
Next - Usage
Customer Ledger