User guide - POS
You filter data to display only the required data. Group sorting is a facility available that removes repeated values to make reports easier to analyze.
If you wish to report specific data or keep a record of the data of a certain time period then the filter and group by tools are extremely helpful. For more information, Click Here.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Yes, it is more than possible to maintain all the POSs from the dashboard, if you are not certain how to do that, let me help you. For more information,
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To get more details on how to use the Metro POS, please do
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If you are unsure how to open a POS let me help you with how it’s done. For more information,
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To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
The Order Analysis report helps to understand whether the number of orders placed by customers is increasing or decreasing. If you wish to see a graphical analysis of the POS Order Report. For more information, Click Here.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
A sales report (also known as a sales details report) is a document outlining your sales activity and the impact of that activity over a specific period of time. If you wish to generate the POS Sales Details Report of a certain time period.
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To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Product variants are combinations of a product, for example those that have different colours or sizes.
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To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
A price list is a list that defines the pricing for specific items or products. A customized Pricelist according to the required time span can also be generated. For more information,
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To get more details on how to use the Metro POS, please do
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If you wish to check the Customers list or wish to edit any customer profile, or allow them access of the portal or wish to contact the customer via SMS. For more information, Click Here.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
If you wish to check the session details or check orders or payments. For more information,
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To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
If you wish to check any order details or want to download any order receip.
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To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
If you wish to check the session details or check orders or payments. For more information,
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To get more details on how to use the Metro POS, please do
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A point of sale is when the customers walk up to the checkout counter after picking up the items and adding them to the cart, physically or virtually. The point-of-sale system is the hardware and software that enable your business to make those sales. A POS system allows your business to accept payments from customers and keep track of sales.
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To get more details on how to use the Metro POS, please do
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An attribute is a characteristic of a product element, such as size or color so that it can display varieties of the product. For more information,
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A product category is a group of similar products that share related characteristics that target consumers' specific needs. For more information,
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For small businesses like startups promotional products have been in use as a cost-effective marketing strategy for years. Right from new businesses to big enterprises, these giveaways are marketers' favorite. The idea is to make people aware, attract and induce to buy the product, in preference over others. For more information, Click Here.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Product brands refer to the individual products of a company and are the foundation of its brand world. Examples of well-known product brands are Coca-Cola, Nutella, and Ariel. For more information,
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To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Yes, the Ship Later option is available in Metro POS.
To enable the Ship Later feature in Metro POS, please follow these steps:
1) Go to Point of Sale.
2) Click on Configuration.
3) Select Point of Sale.
4) Choose any session.
5) Navigate to Inventory.
6) Enable the "Allow Ship Later" option.
With this feature, you can ship products at a later date after the payment has been made, based on your shipping policy. It provides flexibility and convenience for managing your orders efficiently.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Launch the Metro ERP software and access the Point of Sale (PoS) module.
1) Navigate to the "settings or configuration" section of the PoS module.
2) Locate the "Customer Notes" option and select it.
3) Ensure that the "Enable Customer Notes" toggle or checkbox is turned on.
4) Save the changes to activate the customer notes feature.
5) Now, when customers place an order, they will have the option to add notes to the order line.
6) These notes will be visible to the staff and will also appear on the receipt.
7) Encourage your customers to provide any specific instructions or requests through the customer notes feature for a more personalized experience.
8) By utilizing this feature, you can enhance customer satisfaction and streamline order fulfillment.
9) With this feature, you can ship products at a later date after the payment has been made, based on your shipping policy. It provides flexibility and convenience for managing your orders efficiently.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
The Point of Sale Customer Display option is a valuable feature available in our Metro ERP software. It enhances the customer's shopping experience by allowing them to conveniently view and verify the items they are purchasing.
To enable this feature, simply navigate to the PoS session settings in the Point of Sale module of Metro ERP.
Access the configuration menu by going to Point of Sale -> Configuration -> Point of Sale -> select the desired PoS session -> Connected Device -> Customer Display.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
By enabling the "Product Configurator" feature in the point-of-sale settings of Metro ERP, you can easily choose product attributes during the sales process. When you select products with dynamic attributes on the POS machine for sale, the system will prompt you to select the desired attributes. This functionality ensures a seamless and customizable selling experience for your business.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
To configure the Point of Sale (POS) in Metro ERP, follow these steps:
1) Access the Metro ERP dashboard.
2) Navigate to the settings or configuration section.
3) Locate the POS configuration option and click on it.
4) You will find various settings related to the POS system.
5) Customize the settings according to your business requirements, such as tax rates, payment methods, and receipt templates.
6) Save the changes and exit the configuration menu.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Activating and utilizing payment terminals in Metro ERP's POS system is a straightforward process. To get started, follow these simple steps:
1) Connect the payment terminal to your Point of Sale (POS) device using the provided cables or wireless connection options.
2) Launch the Metro ERP software on your POS system and navigate to the settings menu.
3) Select the "Payment Terminal Setup" option, which will allow you to configure the terminal settings.
4) Enter the required information, such as the terminal's identification number, communication mode, and any specific settings provided by the terminal manufacturer.
5) Save the settings and restart the Metro ERP software to apply the changes.
6) Once the software is running, you can start accepting payments by selecting the appropriate payment method on the POS screen.
7) When a customer is ready to make a payment, simply choose the payment method, such as credit card or electronic wallet, and follow the on-screen instructions to complete the transaction.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Barcodes improve sales efficiency and save manual entry time for store clerks and cashiers. Additionally, you can enable the barcode option on his IoT box in PoS settings and link it to a barcode scanner.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
To generate a POS sales report using Metro ERP, follow these steps:
10 Click on the "Reporting" menu.
2) Select "Orders" from the available options.
3) Utilize the filter and group by options to customize the data in the report according to your requirements.
By following these steps, you will be able to generate a comprehensive POS sales report with Metro ERP. This report will provide you with valuable insights into your sales data, enabling you to make informed business decisions.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
With Metro ERP, creating POS taxes is a seamless process. Follow these simple steps:
10 Access the POS module by navigating to POS -> Configuration -> Taxes.
2) Once you're on the Taxes page, you can easily create new taxes specific to your Point of Sale (POS) requirements.
By providing an intuitive interface, Metro ERP empowers you to effortlessly set up POS taxes within the software itself. Take advantage of this feature to streamline your tax management process and ensure accurate calculations for your sales transactions.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
In Metro ERP, you can easily assign the sales team to the point of sale (POS) by accessing the point of sale settings. Within the sales reporting section, you have the option to specify the sales team to which all sales will be reported. This ensures seamless communication and collaboration within your organization.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Salespersons can easily log in to the point of sale by using their personal PIN or badge. It is worth noting that the PIN or badge information is stored in the employee's HR settings, ensuring a seamless and secure login process.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
In Metro ERP, you can easily assign salespersons to a point of sale (POS) by following these steps:
1) Go to the point of sale settings in the Metro ERP system.
2) Within the settings, you will find an option to add authorized employees.
3) Add the employees who are responsible for operating the point of sale.
4) Save the changes.
Now, when you open a POS session, the system will prompt you to select the employee who is currently logged in. This ensures that the sales transactions are properly attributed to the respective salesperson, enabling accurate tracking and performance evaluation.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Yes, Metro ERP allows you to handle multiple orders efficiently in the POS. By simply clicking on the "Orders" tab at the top of the POS interface, you can easily navigate to the orders section. From there, you can create new orders without having to remove or interrupt any ongoing order processes.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Yes, Metro ERP allows you to create new price lists for products with discounted prices. You can easily create a price list from the POS module by navigating to POS -> Products -> Pricelists. Once the price list is created, you can assign it to specific customers. When these customers make purchases, the products will be available to them at the discounted prices specified in the assigned pricelist.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Table management in Metro POS is a seamless process that allows you to efficiently design and organize tables on each floor of your establishment. To get started, simply enable the 'floors and tables' feature. From there, navigate to POS -> Configuration -> Floor Plans, where you can easily arrange tables, specify the number of seats, adjust alignment, and even choose different table shapes directly within the floor plan interface.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
To initiate a product return using Metro ERP, follow these steps:
1) Open the session in the Point of Sale (POS) module.
2) Select the order that requires a return and click on the 'Return' option.
3) Edit the product list by either modifying the quantity or removing unwanted items until only the product to be returned remains in the list.
4) Proceed to the payment section to process the refund and finalize the return.
Once the return is successfully processed, you will find the corresponding order marked with a suffix 'REFUND' in the orders section of Metro ERP.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
In the POS configuration for restaurants and bars, you can easily manage your floors using the 'Floors & Tables' feature in the point of sale settings. By enabling this option, you gain the ability to design your floors and conveniently assign orders to specific tables.
To get started, simply save your changes and navigate to POS -> Configuration -> Floor Plans. From there, you can create multiple floors within the POS system and arrange tables according to your needs.
Once you've set up the desired floor plan, you can easily assign it to the POS system for seamless floor management.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
Yes, it is possible to prevent changing the product price in Metro POS. By enabling the 'Price Control' feature in the POS settings, we can restrict price modification to managers only. This ensures that regular users with limited access rights cannot change the price of the product. However, the administrator retains the ability to change the price as needed.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
To add a category image in Metro POS, follow these steps:
1) In the point of sale settings, navigate to POS interface and enable the 'category pictures' option. Save the changes.
2) Next, go to "Configuration -> Category Product Categories".
3) Edit the desired category and upload the category image.
4) Once saved, the image for that category will be displayed at the point of sale.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
To configure payment methods in Metro ERP's POS system, follow these steps:
1) Go to POS -> Configuration -> Payment methods.
2) Click on "Create" to create a new payment method.
3) In the point of sale settings, add the newly created payment method under the "Payments" section.
4) Once configured, all the available payment methods will be displayed during the payment process for a POS order, allowing you to choose the desired payment method easily.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
When you create a company in Metro ERP and add your company logo to the company data, our software will automatically fetch and display that logo in the header of all Metro ERP documents and reports, including receipts generated by Metro ERP's Point of Sale (POS) module..
To get more details on how to use the Metro POS, please do
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To add a header and footer to your Metro ERP POS bill, follow these steps:
1) Go to the Point of Sale (POS) settings.
2) Under the "Bills & Receipts" section, enable the option for adding a header and footer.
3) Once enabled, you will have the option to enter custom text for the header and footer fields.
4) The header and footer you provide will be displayed on the customer receipt as well.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
To add a header and footer to your Metro ERP POS bill, follow these steps:
1) Open the Metro ERP system and navigate to the Point of Sale (POS) section specifically designed for Bar/Restaurant operations.
2) Locate the table where the order is currently placed (let's say it's table 1).
3) In the POS interface, find the 'Transfer' button and click on it.
4) A list of available tables will appear. Choose the desired table where you want to move the order.
5) Once you've selected the new table, the order will be automatically transferred to that table.
6) If you need to further relocate the orders from table 1, you can repeat the process by clicking 'Transfer' again and selecting a different table.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
Yes, you can set manual discounts in Metro POS. To enable this feature, simply go to the point of sale settings and activate 'Manual Discounts'. Once enabled, you will be able to provide discounts on the order lines, allowing you to offer special pricing to your customers.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
To set opening and closing balances in Metro ERP, you can follow these steps:
1) Access the point of sale settings.
2) Enable the '"Advanced cash control" option.
3) With this feature enabled, you will be able to add the opening balance at the beginning of a point of sale session and the closing balance at the end of the session.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
To set up the warehouse in Metro ERP, follow these steps:
1) Navigate to the point of sale settings within the inventory module.
2) Add the operation type that will be used to record the stock pickings.
3) The products will be taken from the default source location associated with this operation type.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
To make your products visible in Metro POS, follow these steps:
1) Create a product using any module except the POS module.
2) In the product form, navigate to the "Point of Sale" tab.
3) Enable the option "Available in POS" by checking the checkbox.
Alternatively, if you create a product directly from the POS module, the "Available in POS" option is automatically enabled.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
In Metro ERP, you can easily handle multiple customers at the same time through the intuitive point of sale (POS) interface. Simply click on the "Orders" option located at the top of the POS screen to access the functionality.
From there, you can create new orders without the need to delete any previous orders. This allows for efficient and seamless management of multiple customers within the system.
To get more details on how to use the Metro POS, please do
contact us at support@metrogroup.solutions
To enable bill splitting in the POS configuration, follow these steps:
1) Go to the "POS settings" in the configuration.
2) Under the "Bills & Receipts" section, enable the bill splitting feature.
3) This feature allows you to split the total amount or individual order lines.
4) Once enabled, "Save" the configuration settings.
5) Now, when creating orders for a table, you will see a "Split" button.
6) Click on the "Split" button and choose the items that you want to include in the bill.
7) After selecting the items, click on "Payment" to process the billing for the selected items only.
By enabling bill splitting, you can easily manage and process payments for specific items in an order. This feature is especially useful for dividing bills among different customers or handling multiple payment methods.
To get more details on how to use the Metro POS, please do contact us
at support@metrogroup.solutions
No, Metro ERP does not currently support the sale of combo products. However, we have a solution for you. Introducing the custom module called 'POS Combo Product' developed by Metro. With this module, you can easily sell combo goods and take advantage of upselling opportunities to maximize your revenue.
To get more details on how to use the Metro POS, please do contact us
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To add notes to the order line using the POS module in Metro ERP, follow these steps:
1) Choose the product: Using Metro ERP's product configurator, start by selecting the desired product from your inventory. This can be done easily within the point of sale interface.
2) Configure product attributes: Once you've chosen the product, the configurator will guide you through the process of customizing various attributes. This may include selecting colors, sizes, materials, or any other relevant options specific to your product offerings.
3) Preview the product variant: As you make selections, the configurator will dynamically update to show you a visual representation of the chosen product variant. This gives you a real-time preview of how the final product will look, ensuring accuracy and customer satisfaction.
4) Add to the order: After configuring the product to meet your customer's preferences, simply click the "Add to Order" button. The selected product variant will then be seamlessly included in the order, reflecting the customized choices made during the configuration process.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
With Metro ERP's POS system, you have two options for inventory management: "At session closing (advised)" and "In real time." These options determine when the stock levels are updated.
If you choose "At session closing (advised)," the stock will be updated when the POS session is posted and validated. This method is recommended for better control over stock updates.
On the other hand, if you prefer "In real time," the stock will be updated immediately after each payment is made in the POS. This option ensures that your stock levels are always up to date, providing real-time inventory information.
By offering these flexible inventory management options, Whether you prefer updating stock at the end of a session or in real time.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Metro ERP's POS offers two types of discounts: Manual Discounts and Global Discounts. Manual Discounts are applied to individual order lines, and the DISC button in the POS is activated when manual discounts are enabled in the point of sale settings. On the other hand, Global Discounts apply to the total order value.
To enable Manual Discounts, simply activate the feature in the point of sale settings. This allows you to apply discounts to specific items or services within an order.
For Global Discounts, you need to enable the feature in the point of sale settings and add a discount product along with the corresponding percentage. When a Global Discount is applied, it creates a new order line with the discount automatically calculated and applied to the total order value.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
To restrict product categories in the POS, follow these steps:
1) Access the "Point of Sale" settings.
2) Enable the option "Restrict Product Categories".
3) From the provided list of POS categories, select the relevant categories that you want to make available in the POS.
4) "Save" the settings.
By doing this, you ensure that only the selected categories will be visible and accessible within the POS system.
To get more details on how to use the Metro POS, please do contact us
at support@metrogroup.solutions
To group products in Metro POS, you can follow these steps:
1) Navigate to Inventory -> Configuration -> Unit of Measure categories.
2) Activate the developer mode to access advanced settings.
3) Look for the "Group products in POS" column and enable it.
4) Select the desired category that you want to use for grouping products in the point of sale.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
To restrict products in the POS, you can utilize the "Restrict Available Product Categories" feature in the POS shop settings. Simply enable this option and add the desired product categories that should be available. This way, when you open and use the POS, only the products from the selected categories will be accessible.
Additionally, you have the option to set a starting category in the POS shop settings by enabling the "Set Start Category" feature and specifying the category. When you open the POS, it will display the products from this designated starting category.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
To process a product return in Metro ERP after closing a session in the POS, follow these steps:
1) Go to the "Point of Sale" section in the Metro ERP software.
2) Select the "Orders" tab from the menu.
3) In the "Orders" section, you will find the details of the sale order that was made.
4) Look for the return option located on the right side of the window.
By following these steps, you can easily initiate the return process for a product even after closing the session in the POS.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
To apply discounts in the pricelist, follow these steps in Metro ERP's Point of Sale (POS) module:
1) Go to the "Point of Sale" section in the Metro ERP software.
2) Navigate to Configuration.
3) Select Settings.
4)
Choose Pricing.
5)
Click on Advanced Price List.
By following these Once you have enabled the advanced price list feature and set the price computation as a percentage (discount), you will be able to provide discounts using the pricelist functionality. This allows you to offer discounted prices to your customers., you can easily initiate the return process for a product even after closing the session in the POS.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
To generate invoices for your customers, follow these steps:
1) Go to the "Point of Sale" module..
2) Navigate to "Configuration and select Point of Sale".
3) Choose your desired interface.
4)
Enable the "Bill and Receipts" option.
5) Once enabled, you will see an additional option for invoices on the billing page of the session.
By following these steps, you can easily set up and manage various payment methods within Metro ERP's POS module.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
To configure the auto-fill feature for tendered amounts, follow these steps:
1) Go to the "Point of Sale" module.
2) Navigate to "Configuration and select Point of Sale".
3) Choose your desired interface.
4) Under Payment options, enable the prefill cash payment feature.
5) Save the changes.
Once this feature is enabled, whenever you make a sale and generate a bill, the tendered amount will be automatically filled in, saving you time and effort.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Absolutely! With our Limited Products Loading feature in POS, you have the ability to load only a specific number of products at the start of a PoS session. This significantly enhances the speed and efficiency of your Point of Sale operations. To enable this feature, follow these steps:
1) Navigate to Point of Sale.
2) Go to Configuration.
3) Select Point of Sale.
4) Choose the desired session.
5) Click on Inventory.
6) Enable Limited Products Loading.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
To add notes to the order line using the PoS module in Metro ERP, follow these steps:
1) Open the PoS module in Metro ERP.
2) Select the desired order or create a new one.
3) In the order line details, you will find an option to add notes.
4) Click on the "Add Notes" button or icon.
5) A text box will appear where you can enter the desired notes for the order line.
6) Type in the relevant information or instructions for the order.
7) Once you have added the notes, click on the "Save" or "Update" button to apply the changes.
8) The notes will now be associated with the respective order line and will be visible to the relevant users or stakeholders.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Yes definitely. Help us providing list of the payment method you are going to use. We will add it for you. In future if you want to add more you can follow these below steps:
1) Go to "Configuration --> Payment methods" from the header.
2) Click on "Create" and add new payment method and save it.
3) Click on the three dots from the POS listing page.
4) Click on "settings".
5) Scroll down a bit and come to "Payment Methods" section.
6) Select the new payment method that you have added from the dropdown.
7) Save it.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Yes, possible. you can add customer from sales page. Just click on "Add customer" and add customer details. Save it once done.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
Add product/s first. Then add discount product and customise the discount percentage/fixed amount.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
You can generate duplicate receipt very easily from MetroERP POS system. Just click on "All orders" button. Select the particular order and click on "Print" button. Get the duplicate receipt.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions
After closing the POS. Go to "Reporting --> Sales details". Select from and to date & time and click on print. Your daily sales report will be generated.
To get more details on how to use the Metro POS, please do contact us at support@metrogroup.solutions