Skip to content

InfyPOS Admin Panel

Dashboard

The InfyPOS Dashboard offers a quick overview of key business metrics. It features widgets for

  • Sales
  • Purchases
  • Sales returns
  • Purchase returns
  • Today's total sales and payments received
  • Purchases
  • Expenses

Visual aids include a bar chart for weekly sales and purchases, a pie chart for top-selling products of the year, and another for the top 5 customers of the month.

Additionally, you get a table for the top-selling products of the month, a recent sales list, and stock alerts for low inventory items. This module provides a concise, real-time snapshot to help manage your business effectively.

POS Screen

We have created very attractive and very user-friendly POS screen by using you create sales. You can see lists of available products there and filters by categories and brand. we are showing the available quantities there so its will remind user that they may have to purchase new quantities.

We've also have added support for Barcode Scanner, when you scan any product code that is in POS system it will be auto added as order item.

You can enter a opening balance at a beginning of the day and see a report for that whole day sales, refund, paid via cheque,cash, bank transfer and etc.

You can hold items at a time of Sale in POS screen and easily access the items to sale again after some time this.

Products

The Products module in InfyPOS allows you to efficiently manage your inventory.

  • You can view all products, filter them by brand, category, and unit, and easily export them to Excel or import them via CSV.
  • The module supports creating, editing, viewing, and deleting products.
  • You can also create products with variations (e.g., S, M, L, XL), with automatic barcode generation for each variation. Additionally, you can upload multiple images and add stock during product creation. This ensures a streamlined process for managing your product inventory.

Product Categories

The Product Categories module in InfyPOS allows you to create and manage product categories. These categories are used during product creation and for filtering products. Additionally, the module shows the count of products under each category, helping you organize and manage your inventory efficiently.

Variations

The Variations module in InfyPOS enables you to create and manage product variations, such as size or color. You can add multiple variations, which can then be applied to products. This feature helps in managing inventory with different product variations efficiently.

Brands

The Brands module in InfyPOS allows you to create and manage brands. These brands can be used during product creation and for filtering products. Additionally, the module shows the count of products under each brand, helping you organize and manage your inventory by brand effectively.

Base Units

The Base Units module in InfyPOS allows you to create, update, and delete base units such as KG, Meter, etc. These base units are used during product creation to define the measurement units for products, ensuring consistent and accurate inventory management.

Units

The Units module in InfyPOS allows you to create, update, and delete units based on base units such as KG or Meter. These units are used during product creation for defining sales and purchase quantities. You can specify the unit name, short name, and select the base unit. Additionally, you can filter units by base unit, facilitating easier management and organization of inventory.

Here users will print barcodes for selected products and warehouses. You can print barcodes for multiple products at once and choose different page sizes. The module also offers customization options, allowing you to enable or disable the display of the company name, product price, and product name on the barcodes. This flexibility ensures that your barcode labels meet your specific needs.

Adjustments

In this module you can see all adjustments, view details, update and delete it. You can adujust the product stocks with addition or substraction via warehouse.

Quotations

In this module you can create a quotation and send to customer. You are able to download PDF for that quotation. Easily convert this quotation into sales with single click.

Purchases

Purchases will be used to increase the available stocks quantity. Let's say warehouse A have product's quantity 5, and now we want to add 50 new quantity, you can use this functionality for that.

You have to select the same warehouse and the product in which you want to increase the quantity or we can say you want to purchase more quantities, do it and hit save. You will now see the updated quantities.

Purchases Returns

In some case we may have to return the purchased products, so we can use this options to track the purchase returns.

Based on this later we are generating reports and displaying data into dashboard.

Sales

In this section we can see all sales, view details, update and delete it. You can create payments for unpaid sale or partial sale. Also download PDF for that sale.

Sales Returns

Its same as purchase return, when any sale will be returned it will affect the available quantities.

Number of returning product sales quantities will be increased into available quantities.

Transfers

In this section we can see all transfers, view details, update and delete it. You can transfer product from one warehouse to another warehouse.

Expenses

To track your companies lists of expenses this menu will be most usefull. later you can prepare reports from this data.

You have to add the title of expense, and the warehouse and the expense category to create new expense, and yes expense date as well.

Expense categories

Expense categories will be used while we create new expense. you can create or update new categories from here.

Peoples

Admin can create users from 3 kind of available Roles that can operate the system.

  • Suppliers: You can manage the suppliers by using this menu. you can create new supplier and delete them or update the existing supplier too. Select a supplier at a time of purchasing a product from that supplier.

  • Customers: You can manage the customers by using this menu. you can create new customers and delete them or update the existing customers too. Customers will be used into POS screen, where we can select them to which items they are purchasing.

  • Users: Admin can create a user with specific roles / permissions. you can add new users and delete them or update the existing users too. This user is able to access only modules which they have permission to.

Roles/Permissions

You can create new roles and assign permissions to them. This will be useful when you want to give different permissions to different users.

Warehouses

You can manage the warehouses by using this menu. you can create new warehouses and delete them or update the existing warehouses too. Select a warehouse at a time of purchasing a product from that warehouse. This warehouses also use into POS screen. You can select specific warehouse and see a available products in that warehouse.

Reports

Based of the stored data we are generating different kind of reports, which help you to determine the current state of your POS.

We have following reports available right now.

  • Warehouse reports
  • Sales reports
  • Stock Reports
  • Purchase Reports
  • Top Selling products Reports
  • Product Quantity alerts Reports
  • Suppliers reports
  • Profit and Loss report
  • Best customer reports
  • Customer reports
  • Register report

You can download excel sheet for that report. also Filter it based on date and various other options.

Currencies

You can manage the currencies by using this menu. you can create new currencies and delete them or update the existing currencies too. You can select default currency into settings and that currency will be show in all modules.

Languages

In this module you can manage languages. You can add new languages and delete them or update the existing languages too. Manage translations for that product. We provide support for 7 languages. Arabic, English, French, German, Chinese, Spanish, and Turkish.

We also support LTR (Left To Right) and RTL (Right To Left) languages.

Templates

In templates we have Email templates and SMS templates You can easily edit this templates and enable/disable it. If it is enable then it will be sent Mail/SMS.

Settings

You can manage the settings like currency, company name, default customer, default warehouse, date format, address, state, city, show app name in sidebar, logo, etc.

Prefixes

In this module you can manage prefixes. You can add new prefixes and delete them or update the existing prefixes too.

Receipt Settings

You can manage the receipt settings like show header, footer, logo,phone, customer,tax, discount and shipping etc.