Point of Sale Operations
Run the POS, manage shifts and reconcile the till with the accounts.
Part of ERPNext Retail Supervisor learning path
Take these first
This course builds on other courses. You can still start now.
Coming soon
We are recording the lessons for this course now. Leave your email and we will tell you the day it opens.
What You'll Learn
- ✓Explain what ERPNext records behind every counter sale
- ✓Set up POS Profiles, payment methods and who can use each till
- ✓Open and close cashier shifts correctly
- ✓Sell at the counter with payments, discounts and loyalty points
- ✓Handle returns and exchanges without breaking stock or cash
- ✓Manage cash floats and cash-ups, and explain variances
- ✓Reconcile POS sales with cash, bank and mobile money in the accounts
- ✓Use daily sales, payment summary and best-seller reports
Course Content
8 lessons when complete · 0 live now
- 1Coming
How POS Works in ERPNext
What happens behind every counter sale.
- 2Coming
POS Profiles and Settings
Set up tills, payment methods and who can use them.
- 3Coming
Opening and Closing Shifts
Start and end a cashier's shift correctly.
- 4Coming
Selling at the Counter
Payments, discounts and loyalty points.
- 5Coming
Returns and Exchanges at the POS
Refunds and exchanges without breaking stock or cash.
- 6Coming
Handling Cash
Floats, cash-ups and explaining variances.
- 7Coming
Reconciling POS with the Accounts
Match POS sales to cash, bank and mobile money.
- 8Coming
Retail Reports
Daily sales, payment summaries and best sellers.
About This Course
Every counter sale changes stock, cash and the accounts at once. This course shows you how to run ERPNext Point of Sale correctly, from opening the till to reconciling it with the books.
You'll set up POS profiles and payment methods, open and close cashier shifts, and sell with discounts and loyalty points. You'll handle returns and exchanges, manage floats and cash-ups, and explain variances.
You finish by matching POS sales to cash, bank and mobile money, and reading the daily retail reports.
Prerequisites
- •Getting Started with ERPNext
- •Customers, Suppliers & Items
Who This Course Is For
- →Cashiers and till operators
- →Shop and retail supervisors
- →Accountants who reconcile shop sales
- →Retail business owners
8 more lessons are being recorded. You get every new lesson as it is added.
It opens with an early-bird price: 50% off. The price goes up a little with every new lesson and reaches the full price when the course is complete, so the sooner you join, the less you pay.
This course includes
- ⏱About 3h 20m of video when complete
- 🎬8 lessons, 0 live now
- ♾️Full lifetime access
- 📱Access on all devices
- 🏆Certificate of completion
Your Instructor
Karani Geoffrey
ERPNext Architect & Implementation Consultant · 17+ Years in ERP
Karani Geoffrey is the founder of UPEO Academy and a leading authority on ERPNext implementation in East Africa. With over 17 years of hands-on experience deploying ERP systems across manufacturing, healthcare, retail, and financial services, Karani has guided hundreds of organisations through complex digital transformation journeys.
He is a certified Frappe/ERPNext developer and has built custom Frappe applications for multinational clients. His practical, no-nonsense teaching style bridges the gap between business strategy and technical execution - helping learners not just understand ERPNext, but master it.