Help CenterBilling Pos

đź›’ Point of Sale (POS) & Billing

The Billing screen is the heart of Vaaniz. It is engineered to be lightning-fast, supporting both small touch-screen devices and full desktop setups with physical barcode scanners.

To access the POS, tap the Billing (Cash Register icon) tab on your main navigation bar.

1. Billing Modes & Toggles

At the top of your billing screen, you will find a row of smart toggles. These allow you to change how the cash register behaves on the fly.

  • B2C / B2B Toggle: B2C (Retail): Standard checkout for everyday consumers. B2B (Wholesale): For selling to other registered businesses. (Note: If B2B is selected and Tax is enabled, the system will require you to enter the customer's GSTIN/Tax ID before checkout).
  • Retail / Wholesale Toggle: (If enabled in settings) Instantly switches the cart prices from standard MRP to your predefined Wholesale prices.
  • Manual Qty: Off: Tapping a product adds exactly "1" to the cart, and you use +/- buttons to change it. On: Tapping a product opens a direct number pad, allowing you to quickly type large numbers (e.g., "50") instead of tapping the '+' button fifty times.
  • Gun Mode: A game-changer for supermarkets. Turn this ON if you are using a physical Bluetooth/USB barcode scanner. It locks your screen's focus to the search bar so you can scan items back-to-back without ever touching the screen.

2. Building the Cart

You have three ways to add products to the customer's bill:

  • Search by Name: Type the product name or rack location into the search bar. A dropdown will appear—tap the item to add it.
  • Camera Scanner: Tap the Barcode icon inside the search bar. Your phone's camera will open. Point it at the product's barcode to add it instantly.
  • Physical Scanner: (Ensure "Gun Mode" is ON) Simply point your physical scanner at the product and pull the trigger.

đź’ˇ Pro Tip (Stock Protection): Vaaniz will actively prevent you from adding more items to the cart than you actually have in your inventory!

3. Customer Info & Loyalty Points

Right below the search bar, you can attach a customer to the bill.

  • Smart Phone Lookup: Type the customer's 10-digit phone number. If they have shopped with you before, Vaaniz will automatically pull up their Name, State, Tax ID, and Point Balance!
  • Redeeming Points: If the customer has loyalty points, the "PAY" button at the bottom will dynamically update to show you how much of the bill can be covered by points.
  • OTP Verification: To prevent fraud, if you try to redeem points, Vaaniz will prompt you to verify the customer. You can tap to send an OTP directly to their WhatsApp or via SMS. Enter the 4-digit code they give you to approve the discount.

4. Checkout & Payment Methods

Once the cart is ready, check the Subtotal, Tax, and Savings at the bottom of the screen, then tap the big PAY button.

You can split or accept payments in multiple ways:

  • CASH: Instantly marks the bill as paid and adds the total to your "Cash in Hand" ledger.
  • CARD (Stripe POS): If you are outside India and have Stripe Terminal enabled, this will automatically wake up your Bluetooth card reader and prompt the customer to tap their credit card.
  • UPI (QR): (India Only) Generates a dynamic QR code right on your screen. The customer scans it with PhonePe or Google Pay. The exact bill amount is pre-filled, preventing underpayment errors.
  • UPI (POS) / CARD: Marks the payment as collected via your external swiping machine.
  • CHEQUE & BANK TRANSFER: Prompts you to select which of your registered Bank Accounts the money is going into, and asks for the Cheque/Reference number for your accounting records.

5. Automated Aftermath (What happens next?)

The moment a payment is confirmed:

  • Receipt Generation: Vaaniz instantly generates a beautiful receipt. Depending on your settings, it will print directly from your Thermal Printer, or generate a PDF you can share via WhatsApp.
  • Inventory Sync: The purchased items are immediately deducted from your stock. If any item falls below the minimum threshold, a low-stock alert is triggered.
  • Cloud Backup: The entire transaction is saved to your device's offline memory and safely synced to your Firebase Cloud in the background.

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