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  • Points of Sale
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View Categories

Physical sales outlets

1 minutes

📍 Where can I find this module?
Main menu > Retail locations


Introduction #

The Points of Sale module allows you to manage your physical retail locations: shops, stores, counters, etc. Each point of sale is linked to a location and can be associated with cash registers. It is accessible via Points of Sale > Points of Sale.


1. Create a store #

Click on Add a point of sale from the module list.

Information to provide:

  • Name: The name of the store (required)
  • Code: a short identification code
  • Location: the physical location to which the point of sale is assigned
  • Type: the type of retail location
  • Version: the POS system version
  • Last sync: the date of the last data synchronization

2. Links to websites #

A store is linked to a location via the designated field. For a location to appear as a store, the option Sales Locations must be checked in the record (see Storage Sites).


3. Related items #

From record store record , you can access:

  • Cash registers: the cash registers installed at this location
  • Cash transactions: transaction history

4. Frequently Asked Questions #

What is the difference between a retail location and an e-commerce store ?
A retail location is a physical store with cash registers. An e-commerce store is an online sales channel. Both are managed separately in Kafinea.

How do I sync data between the point of sale and Kafinea?
Synchronization is automatic. The field Last Sync field shows the date of the last data exchange.


Related references 🔗 #

  • E-commerce stores
  • Cash movements
  • Cash registers
Index
  • Introduction
  • 1. Create a retail location
  • 2. Links to websites
  • 3. Related items
  • 4. Frequently Asked Questions
  • Related references 🔗

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