---
title: "Getting Started"
space: "X POS"
url: "https://docs.kodlyft.com/xpos/getting-started"
updated: "2026-03-30"
---

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