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POS Order


This documentation is incomplete.

A POS order is a document created by a seller against a customer confirming the sale of goods or services involved in a given transaction. A POS order can be created.

  • By a customer at a self-checkout counter
  • By an employee working on a POS terminal

A POS order consists of

  • Header: Contains the basic information about the order, such as a terminal number, customer name, date, time, etc.
  • Line: Contains the order's details, such as Product, quantity, price, discount, etc.

POS orders are always created with reference to a POS terminal.

A POS order header contains the necessary information for the items sold on a POS terminal.


Usually, you don't need to create a POS order manually. The system will create a POS order when you complete a sale on a POS terminal. The steps mentioned below are only necessary if you want to create/update a POS order manually.

To create a POS order, you need to enter terminal information. Customer details are not mandatory for POS orders. However, you can enter the customer and other details for reporting purposes.

When converting a POS order to an inventory transaction, the system copies all the header level information to the inventory transaction document.

To view/create/update a POS order, navigate to the "POS order" search screen from your dashboard/favorite.

Enter the organization/POS order details or any other criteria in the search form and click on the search button to view an existing POS order.

Click on create a new button to create a new POS order; by manually entering all the information, Copy an existing POS order to a new POS order is always better than manually entering all the data to create a new POS order. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

The system will show you all the POS orders if you don't enter organization/customer details. If your organization configures any mandatory field for search, then you must enter those fields to search POS orders.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon available in the bottom left corner.

To open a specific POS order, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the POS order header details such as POS order number, terminal number, customer info, etc.

POS Terminal Id: Select a POS terminal from the available list. The system shows only those terminals to which you have access. The system will default all the other fields based on the chosen terminal. You can either select the terminal from the list or enter the terminal code.

The terminal is a mandatory field and can't be changed after the document is saved. If you change the terminal, the system will remove the values from all the other fields.

Select a customer name from the drop-down list.Customer Name: Customer name is not a mandatory field in the header. The system defaults customer phone, email, etc., from the customer name. You can also manually enter/update the customer's phone, email, etc.

Scroll left, right, up, and down to view all the details. The POS order line and details are shown in a separate tab. The default configuration shows fields in various functional groups, such as

  • Finance
  • Entity
  • Reference
  • Data
  • Control
  • Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields
NameSequenceLabelInputTypeField Group
10vvBuOrgBu OrgdeferredSelectENTITY
10vvBuOrgCodeBu Org CodedeferredSelectENTITY
20vvCustomerNumberCustomer NumberdeferredSelectDATA
30vvCustomerNameCustomer NamedeferredSelectENTITY
40vvCustomerSiteNumberCustomer Site NumberdeferredSelectDATA
50vvCustomerSiteNameCustomer Site NamedeferredSelectENTITY
60vvPaymentTermPayment TermdeferredSelectFINANCE
70vvPaymentTermDescriptionPayment Term DescriptionInputType.textFieldFINANCE
80vvShipToAddressNameShip To Address NamedeferredSelectENTITY
90vvShipToAddressShip To AddressdeferredSelectENTITY
100vvShipToCountryShip To CountrydeferredSelectENTITY
110vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
120vvShipToEmailShip To EmaildeferredSelectENTITY
130vvShipToPhoneShip To PhonedeferredSelectENTITY
140vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
150vvBillToAddressBill To AddressdeferredSelectPLANNING
160vvBillToCountryBill To CountrydeferredSelectPLANNING
170vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
180vvBillToEmailBill To EmaildeferredSelectPLANNING
190vvBillToPhoneBill To PhonedeferredSelectPLANNING
200vvHeaderAmountHeader AmountInputType.textFieldFINANCE
210vvHeaderTaxAmountHeader Tax AmountInputType.textFieldFINANCE
220vvHeaderDiscountAmountHeader Discount AmountInputType.textFieldFINANCE
230sdSoHeaderIdSd So Header IdInputType.numberREFERENCE
240srcEntityNameSrc Entity NamedeferredSelectDEFAULT
250srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
260buOrgIdBu Org IddeferredSelectREFERENCE
270documentTypeDocument TypeInputType.selectCONTROL
280soNumberSo NumberInputType.textFieldDATA
290arCustomerIdAr Customer IddeferredSelectREFERENCE
300arCustomerSiteIdAr Customer Site IddeferredSelectREFERENCE
310hrEmployeeIdHr Employee IdInputType.numberREFERENCE
330shipToIdShip To IddeferredSelectREFERENCE
340billToIdBill To IddeferredSelectPLANNING
350priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
360prePaymentAmountPre Payment AmountInputType.textFieldFINANCE
370docCurrencyDoc CurrencydeferredSelectFINANCE
380paymentTermIdPayment Term IddeferredSelectREFERENCE
390paymentTermDatePayment Term DateInputType.dateDATE
400exchangeRateTypeExchange Rate TypedeferredSelectCONTROL
410exchangeRateExchange RateInputType.textFieldFINANCE
420orderSourceTypeOrder Source TypeInputType.selectCONTROL
430orderReferenceTableOrder Reference TableInputType.textFieldREFERENCE
440orderReferenceIdOrder Reference IdInputType.numberREFERENCE
450docStatusDoc StatusInputType.selectCONTROL
460referenceTypeReference TypeInputType.textFieldCONTROL
470referenceKeyNameReference Key NameInputType.textFieldREFERENCE
480referenceKeyValueReference Key ValueInputType.numberREFERENCE
490approvalStatusApproval StatusInputType.selectCONTROL
540revEnabledCbRev Enabled CbInputType.switchFieldDEFAULT
550revNumberRev NumberInputType.numberDATA
560glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5500createdByCreated ByInputType.textFieldREFERENCE
5510creationDateCreation DateInputType.dateTimeREFERENCE
5520lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5530lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


When you confirm a customer order, the system will create a line for each item in the order. The line will contain the item number, description, quantity, and unit price. All the values default from the POS screen; thus, you don't need to manually enter them. However, the system allows you to update system defaulted values(price, discount) as well as enter new lines manually.

You can add multiple lines to each POS order header.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Product: Product is a mandatory field. Enter/select the Product you want to add to the order line. You can search for the Product by entering the product number, description, or both. If you don't find the Product, you can manually enter any product description and price.

Line Quantity: Line quantity is a mandatory field. Enter a numeric value for the line quantity.

Unit Price: Enter the unit price for the Product. The system defaults the unit price from the Product. However, you can change the unit price to any value.

Line Price: System calculates the line price by multiplying the line quantity and unit price. However, you can change the line price to any value.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save a POS order for the first time, the system will auto-populate the newly created header id and line ids.

Scroll left, right, up, and down to view all the details. The customer line and details are shown in a separate tab. The default configuration shows fields in various functional groups, such as

  • Finance
  • Entity
  • Reference
  • Data
  • Control
  • Etc

Enter all the other fields and click on the save button to save the POS order. The app will post all the data in the local database and will show the messages returned from the database.

All Fields
NameSequenceLabelInputTypeField Group
10vvOrgCodeOrg CodedeferredSelectENTITY
10vvItemNumberItem NumberdeferredSelectDEFAULT
20vvUomCodeUom CodedeferredSelectDEFAULT
30vvUomDescriptionUom DescriptiondeferredSelectDEFAULT
40vvItemStatusItem StatusdeferredSelectCONTROL
50vvShipToAddressNameShip To Address NamedeferredSelectENTITY
60vvShipToAddressShip To AddressdeferredSelectENTITY
70vvShipToCountryShip To CountrydeferredSelectENTITY
80vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
90vvShipToEmailShip To EmaildeferredSelectENTITY
100vvShipToPhoneShip To PhonedeferredSelectENTITY
110vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
120vvBillToAddressBill To AddressdeferredSelectPLANNING
130vvBillToCountryBill To CountrydeferredSelectPLANNING
140vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
150vvBillToEmailBill To EmaildeferredSelectPLANNING
160vvBillToPhoneBill To PhonedeferredSelectPLANNING
170vvDiscountedLinePriceDiscounted Line PriceInputType.textFieldFINANCE
180vvTaxCalculationMethodTax Calculation MethoddeferredSelectFINANCE
190vvTaxPercentageTax PercentagedeferredSelectFINANCE
200vvTaxTaxAmountTax Tax AmountInputType.textFieldFINANCE
210vvDiscountNameDiscount NamedeferredSelectFINANCE
220vvDiscountPercentageDiscount PercentagedeferredSelectFINANCE
230vvDiscountAmountDiscount AmountInputType.textFieldFINANCE
240vvTotalScheduledQtyTotal Scheduled QtyInputType.textFieldDEFAULT
250sdSoLineIdSd So Line IdInputType.numberREFERENCE
260srcEntityNameSrc Entity NamedeferredSelectDEFAULT
270srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
280sdSoHeaderIdSd So Header IdInputType.numberREFERENCE
290lineNumberLine NumberInputType.numberDATA
300shippingOrgIdShipping Org IddeferredSelectREFERENCE
310invItemMasterIdInv Item Master IddeferredSelectREFERENCE
320itemDescriptionItem DescriptiondeferredSelectDEFAULT
330lineQuantityLine QuantityInputType.textFieldDATA
340priceListHeaderIdPrice List Header IdInputType.numberREFERENCE
350priceDatePrice DateInputType.dateDATE
360unitPriceUnit PriceInputType.textFieldFINANCE
370linePriceLine PriceInputType.textFieldFINANCE
380taxAmountTax AmountInputType.textFieldFINANCE
390taxCodeTax CodedeferredSelectFINANCE
400docStatusDoc StatusInputType.selectCONTROL
410docStatusDoc StatusInputType.selectCONTROL
420needByDateNeed By DateInputType.dateTimeDATE
430promiseDatePromise DateInputType.dateDATE
440scheduleShipDateSchedule Ship DateInputType.dateDATE
450referenceDocTypeReference Doc TypeInputType.textFieldCONTROL
460referenceDocNumberReference Doc NumberInputType.numberDATA
470soDocumentTypeLineSo Document Type LinedeferredSelectCONTROL
480supplySourceSupply SourceInputType.selectDEFAULT
490destinationTypeDestination TypeInputType.selectCONTROL
500lineDescriptionLine DescriptionInputType.textFieldDEFAULT
510uomCodeUom CodedeferredSelectDEFAULT
520kitCbKit CbInputType.switchFieldDEFAULT
530kitConfiguredCbKit Configured CbInputType.switchFieldDEFAULT
540approvalStatusApproval StatusInputType.selectCONTROL
550sysSpdHeaderIdSys Spd Header IdInputType.numberREFERENCE
560discountCodeDiscount CodedeferredSelectFINANCE
570lineDiscountAmountLine Discount AmountInputType.textFieldFINANCE
620shipToIdShip To IddeferredSelectREFERENCE
630billToIdBill To IddeferredSelectPLANNING
640lineTypeLine TypeInputType.selectCONTROL
5580createdByCreated ByInputType.textFieldREFERENCE
5590creationDateCreation DateInputType.dateTimeREFERENCE
5600lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5610lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


The accounting process in inoERP is quite flexible, and you can configure the system to generate the accounting details for any business process.(Refer to Journals for more details)

A POS can be configured to generate the accounting details as per your business requirement. The standard accounting process is as follows:

Dr Cash
Cr Revenue

The inventory transaction created against a POS order creates the below accounting entries:

Cr Inventory