Setting Up the POS Register
Setting up the Point of Sale in Udyot ERP is a one-time job for the owner, and the register does most of it for you on first open. This guide covers turning the module on, what gets auto-created, and the settings worth reviewing before your first shift.
Turn the module on
- Go to Settings → Module Settings → Point of Sale and enable it. The module requires Accounting and Inventory to be active.
- Open Point of Sale from the sidebar and click Open the Register.
What the first open creates for you
The first time the register opens, it auto-creates everything the counter needs — you never set these up by hand:
- A Walk-in Customer party for anonymous sales
- Card and wallet clearing ledgers for non-cash tenders
- Round-off and cash over/short ledgers
- Terminal T1 — your first till
Settings worth reviewing
Open POS → Setup → Terminals & Settings and check three things:
- Rupee rounding mode — how totals round at the till.
- Cashier permissions — whether cashiers may edit prices or give line discounts.
- Maximum discount % — an optional ceiling. This is enforced by the server at the moment of sale, so a cashier cannot exceed it even deliberately, and coupons are automatically trimmed to fit under it.
Stock and dates
Make sure you have stock on hand: the register only sells what exists at the till’s godown. And note the fiscal-year rule — a POS sale is always dated today. If today falls outside the active fiscal year (common while a company is still catching up its books), the register refuses to sell and tells you to switch the fiscal year rather than silently mis-dating a bill. Switch the FY selector to the year containing today and the counter goes live.
Next: Selling at the POS counter.