CloudMA POS Dashboard

Navbar Features for POS

Your Connection Speed Check Icon

Click the Start button to check your internet connection speed.

CloudMA POS Log out Icon

Drag the logout button when you are ready to log out.

Print the Last Bill Icon

You can easily print your last bill by clicking the Print icon.

Recent Transactions

To view a previous bill: Click the Eye icon (🔵) in the Action column to view the selected bill.

Hold List

You can hold down the Action icon to view available options, such as billing or reversing an action.

Credit Payments Icon

Your customer’s credit bill can be accessed via the designated Credit Payments icon. The system collects and records customer phone numbers for credit transactions.

Select the credit bill, click 'Proceed to Pay,' enter the received amount, and submit.

Calculator Icon

You can use the calculator manually.

Refresh Icon

Refresh and reload the browser.

Add Customer Icon

The "Add Customer" icon automatically saves the customer when selected.

After clicking the "Walking Customer" icon, you can enter the customer's mobile number and name, followed by the credit limit and clicking "Save & Enter.".

Poss Bill

• Yellow Box: Price

  • This section displays the price of the product. In the image, the product "egg" is priced at Rs.55.00. The price is editable, which is indicated by the small pencil icon near the price field.

• Red Box: Quantity

  • This section allows the user to adjust the quantity of the product. The default quantity is set to 1, but the user can increase or decrease the quantity by clicking the plus or minus buttons.

• Green Box: Free Quantity

  • This field is used to display the quantity of the product that is being provided for free. In the image, it is set to 0, meaning no free items are being given for this product.

• Blue Box: Discount

  • The discount percentage for the product is shown here. In the image, the discount is 0%, but this field allows for modification, as indicated by the pencil icon next to it.

• Purple Box: Action

  • The action box includes an icon for deleting the product from the cart. The trash bin icon allows the user to remove the selected item from the list.

• Bottom Yellow Box: Bill Summary

  • The bottom section is a default bill summary, which includes the total bill details for the entire transaction. It consists of the following components:

    1. Products
       This shows the total number of products being billed. Since the bill is for the entire transaction, it's typically listed as:

       • Products: 1 (or more depending on the number of items in the bill)

    2. Discount
       This reflects any discount applied to the entire bill. In this case, since the discount is zero, it would show:

       • Discount Rs.0 (or the discounted amount if applicable)

    3. Delivery
       If there are any shipping or delivery charges, they are listed here. If no delivery charge is applied, it would show:

       • Delivery Rs.0 (if no shipping fee is applied)

       • Or it could show something like Delivery Rs.50 (if there is a delivery charge)

    4. Add Interest
       If there's any interest added to the bill, such as on credit purchases or for finance options, it will show here. For example:

       • Add Interest Rs.0 (if no interest is being added)

    5. Total Payable
       This is the final amount that needs to be paid by the customer, including all products, discounts, delivery charges, and any additional fees. For example:

       • Total Payable Rs.55.00 (based on the total amount after considering the product cost, discounts, and other charges)

    6. Total
       This is the same as the "Total Payable" and represents the total amount for the bill:

       • Total Rs.55.00 (same as above)

    7. Payment Options
       The payment options allow the user to select a payment method or manage the transaction:

       • Pay (green button) to complete the payment.

         • Amount Input Fields (Top Left)

           • First Input Box (50.00): This field is for the first payment amount entered by the user. It shows Rs.50.00, and the payment method can be selected from the buttons below (Cash, Online Transaction, Cheque, Gift Card, KOKO, Mint Pay, or Card).

           • Second Input Box (20.00): This field is for a second payment entry. This can be useful for splitting the payment into multiple parts, allowing the customer to pay using different methods.

           • Both payment fields are linked to the payment options below for users to select which method to use for each part of the payment.

         • Payment Method Buttons (Middle Section)

           • Cash, Online Transaction, Cheque, Gift Card, KOKO, Mint Pay, Card: These buttons represent the different payment methods available for the transaction.

             • Users can select one of these payment methods for each amount entered. For example, if Rs.50 is paid using cash, the cash button is selected. If Rs.20 is paid using a card, the card button is selected.

             • The user can select multiple payment methods for the total payment, which is helpful for situations where the customer wants to use more than one method (e.g., part in cash, part in card).

           • Card: The highlighted button shows that this payment method is currently selected for Rs.20.

         • Transaction Fee (Below the Payment Method Buttons)

           • Transaction Fee: This input field allows the user to enter any additional transaction fee that might apply to the payment. In this case, it is set to 0, meaning no extra fee is being charged.

         • Add Payment Row Button

           • Add Payment Row: This button allows the user to add another row to the payment section. This is useful for splitting the total payment into more than two parts or adding more payment methods.

         • Balance (Left at the Bottom)

           • Balance: Rs.15.00: This field shows the remaining balance after the entered payment amounts are subtracted from the total. In this case, the total is Rs.55.00, and Rs.50.00 and Rs.20.00 have been entered as payment, resulting in Rs.15.00 as the balance left to be paid.

         • Finalize Payment Button (Bottom)

           • Finalise Payment: This button is used to complete the payment process. Once clicked, the payment details are submitted, and the transaction is finalised. This would trigger the system to process the payment and generate a receipt for the transaction.

         • Numeric Keypad (Right Side)

           • The numeric keypad allows the user to input values directly into the payment fields. Each button corresponds to a number (1-9) and also includes a 0 and a decimal point. This provides a convenient way to input payment amounts.

         • Cancel Button (Top Right)

           • Cancel: This button allows the user to cancel the payment process, clearing any entered payment amounts and starting over. It is usually used if the user decides not to proceed with the payment or changes their mind.

           

       • Credit (orange button) to credit bills

         • Title: "Due Date"

           • The title of the popup indicates that the user is being asked to set a due date for the current transaction.

         • Due Date Input Field:

           • The "Due Date" field allows the user to input or select a date. In the image, the date "02/22/2025" is already filled in. This date format typically follows MM/DD/YYYY.

           • The user can either type the date manually or use the calendar icon to select a date from a popup calendar interface.

         • Calendar Icon:

           • There is a small calendar icon next to the date field, which the user can click to open a date picker. This makes it easier for the user to select a date without needing to type it out manually.

         • Submit Button:

           • The "Submit" button allows the user to confirm the entered due date. Once clicked, the due date will be set for the transaction, and the system will record it.

         • Cancel Button:

           • The "Cancel" button gives the user an option to close the popup dialogue without saving or entering any due date. Clicking "Cancel" will exit the popup without making any changes.

         • Functionality and Use:

           • The due date might be used in scenarios such as credit transactions where the customer is expected to pay the bill on a future date. Setting a due date allows the system to track when payment is expected.

           • The user can select any future date that suits the transaction, and the system will store it for reference.

           

       • Pending (red button) to mark the transaction as pending.

         • Enter pending note and click submit button

       • Hold (blue button) to temporarily hold the transaction.

         • Same as pending bill but i will disappear within 24hours

E-Bill Mode

You can enable e-bill mode after the customer sends the electric bill.

E-Bill Alert

Click the link to automatically open it.