💡 [Feature Request] - Points for Enhancing the POS System

[Sunitsarode]

Summary

Points for Enhancing the POS System**

I hope this message finds you well. Here are specific points for improving our POS system, making it more efficient and user-friendly:

1. Save Order Feature (Unpaid Invoice):

   • Introduce a "Save Order" feature for customers in the queue who wish to purchase or replace products at a later time.

2. Multiple Workspace UI:

   • Implement 2 or 4 workspace UIs to handle queued customers simultaneously, allowing for parallel service during transactions of different sizes.

3. Shortcut for Invoice List:

   • Add a shortcut button for the "Invoice List" near the existing "Close POS Shift" button to enable quick access and search functionality for customer queries.

4. Return Button:

   • Integrate a dedicated "Return" button to streamline the process of accepting returns efficiently.

5. Custom Fields for Customer Information:

   • Include custom fields for "Customer Name" and Mobile Number to eliminate the need to create a new customer every time and simplify the search for existing customers.

6. Search Item Grid:

   • Consider incorporating both grid layout and card layout options in the Search Item Grid, similar to ERPNext, for a more versatile and user-friendly interface. (Nice if we can show item image too.)

7. Editable Rate in Sale Cart:

   • Allow for the editing of item rates in the Sale Cart to accommodate various situations as needed.

8. Fix Item Discount Functionality:

   • Address the issue with Item Discount and Add Discount fields not functioning properly.

9. Enhancements in Payment Screen:

   • Enable the system to calculate and display the change to be returned based on the user-provided amount, promoting transparency in transactions.
   • Integrate an "Open Cash Drawer" button for situations where cash drawers are utilized by the cashier.

I believe these points will significantly enhance the functionality of our POS system, providing a more seamless experience for both customers and staff. I would appreciate your thoughts and further discussion on these suggested improvements.

Thank you for your consideration.

What problem are you trying to solve?

as given above

Basic Example

as given above

Drawbacks

as given above

Reference Issues

No response

[uc77]

Perfect @Sunitsarode ! Let me leverage our decade of Retail Tech experience and see what i can come up with to add to your golden list.

[uc77]

• [x] 1. User friendly and provides a good user experience and speed of use
• [ ] 2. The cashier has the option of either using list view or card view during sales transactions. Card view shows the images of the items
• [ ] 3. Supports enqueue invoice submission after printing the receipt for faster processing
• [ ] 4. Supports batch & serial numbering
• [ ] 5. Supports batch based pricing
• [ ] 6. Supports UOM specific barcode and pricing
• [ ] 7. Supports sales of scale (weighted) products
• [ ] 8. Ability to make returns from POS
• [ ] 9. Supports Making returns for either cash or customer credit
• [ ] 10. Supports using customer credit note for payment
• [ ] 11. Supports credit sales
• [ ] 12. Allows user to choose a due date for credit sales
• [ ] 13. Supports customer loyalty points
• [ ] 14. Shortcuts keys
• [ ] 15. Supports Customer Discount
• [ ] 16. Supports POS Offers
• [ ] 17. Auto apply batches for bundle items
• [ ] 18. Search and add items by Serial Number
• [ ] 19. Create Sales Order from POS directly
• [ ] 20. Supports template items with variants
• [ ] 21. Supports multiple languages
• [ ] 22. Supports Mpesa mobile payment
• [ ] 23. POS Coupons
• [ ] 24. Supports Referral Code
• [ ] 25. Supports Customer and Customer Group price list
• [ ] 26. Supports Sales Person
• [ ] 27. Supports Delivery Charges
• [ ] 28. Search and add items by Batch Number
• [ ] 29. Accept new payments from customers against existing invoices
• [ ] 30. Payments Reconciliation

A bunch of other possible additions to the POS part of Frappe Books. 🚀

cc @Sunitsarode

[dawoodjee]

It would be good to login with the same user as those in a connected ERPNext Instance

[uc77]

It would be good to login with the same user as those in a connected ERPNext Instance

This is currently in Alpha testing. The DB will be connected to/from Frappe Books <> ERPNext.