8 months ago
Master the Art of Selling with OptyERP’s POS Features

Introduction
Selling products in your store or business should be fast and simple. With OptyERP’s POS (Point of Sale) feature, you can easily add products, adjust pricing, apply discounts, and manage customer payments. This blog will show you how to get the most out of OptyERP’s POS system, so you can focus on serving your customers.
Step 1: Selling Products in OptyERP
Here’s how to sell products using OptyERP’s POS feature:
- Selecting Customer: By default, the system uses a “Walk-In Customer.” You can search for a customer by name or phone number or add a new customer by clicking the “Add Customer” button.
- Adding Products: Enter the product name or scan the barcode. If multiple matches appear, choose the correct product from the dropdown menu. If only one product matches, it’s automatically added to the cart.
Step 2: Changing Product Price, Tax & Discounts
Once the products are added to the cart, you can modify the product’s price, tax, and discounts:
- To change the price, click on the product name and make the necessary adjustments.
- Note: The option to apply different taxes is available if Inline Tax is enabled under Business Settings -> Tax.
Step 3: Handling Payments in OptyERP
OptyERP provides flexible payment options to accommodate different customer needs:
- Cash Payments: Customers can pay the exact amount in cash.
- Card Payments: Select “Card” if the customer is paying the full invoice by card.
- Multiple Pay: This option is for customers using different payment methods (e.g., part cash, part card).
You can also enable credit sales or process half-credit, half-payment sales if needed.
Conclusion
With OptyERP’s POS system, managing product sales and payments is faster and easier than ever. Whether you're adjusting prices, applying discounts, or processing multiple payment methods, OptyERP helps you keep the sales process smooth and efficient.
👉 Want to optimize your sales process? Request a demo today at www.optyerp.com.