Welcome to the X POS documentation. This guide covers every feature of the X POS point-of-sale application built on Frappe/ERPNext.
Table of Contents
Getting Started
| Chapter | Description |
|---|---|
| Introduction | Overview, architecture, deployment modes, navigation structure |
| Setting Up | Prerequisites, POS Profile configuration (50+ settings), Setup Wizard, Login, Opening Shift |
Daily Operations
| Chapter | Description |
|---|---|
| POS Interface | Layout, item search, barcode scanner, Command Search, item groups, grid/list views, adding items |
| Shopping Cart | Customer selection, cart items, quantity/rate editing, discounts, draft invoices |
| Returns & Refunds | Starting returns, return dialog, return mode, partial returns, refund processing |
Sales Features
| Chapter | Description |
|---|---|
| Offers & Coupons | POS Offers, POS Coupons, gift cards, promotional schemes, free items, delivery charges |
| Customer & Loyalty | Customer search/creation, loyalty programs, earning/redeeming points, customer discounts |
| Order History | Filters, search, order detail, print, repeat invoice, pagination |
Shift & Cash
| Chapter | Description |
|---|---|
| Shift Management | Opening/closing shifts, cash movements, expenses, bank drops, reconciliation |
Purchasing & Stock
| Chapter | Description |
|---|---|
| Purchase Orders & Stock | Purchase orders, purchase invoices with margin analysis, stock receiving |
Tools
| Chapter | Description |
|---|---|
| Barcode Label Printing | Label generation, barcode types, label sizes, batch printing |
Advanced
| Chapter | Description |
|---|---|
| Offline Mode & Sync | Offline invoices, automatic sync, data caching, Electron local DB |
| Keyboard Shortcuts | Complete shortcut reference (29 shortcuts), quick reference card |
| Settings (Electron) | Server connection, local database, sync settings, data management, About dialog |
| Tax Calculation | Tax-inclusive/exclusive pricing, per-item tax overrides, calculation logic |
How to Use This Documentation
- New users — Start with chapters 1–2 for setup, then 3–5 for daily selling
- Cashiers — Focus on chapters 3–6 and 14 (keyboard shortcuts)
- Managers — Review chapters 7–11 for offers, loyalty, orders, shifts, and purchasing
- IT administrators — See chapters 2, 13, and 15 for configuration and offline setup
Last updated 2 months ago
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