POS Profile
Overview
POS Profile — Business Overview
POS Profile defines how a point-of-sale (POS) counter operates in Dafater. It brings together all the business rules, defaults, and settings needed for fast, accurate, in-person sales. By setting up a POS Profile, a business ensures that every cashier follows the same process for billing, payments, taxes, discounts, and customer handling—reducing errors and improving customer experience.
What the POS Profile Is Used For
A POS Profile acts as the control center for retail and counter sales. It determines:
- Which company, store, or outlet the POS belongs to
- Which price lists, taxes, and discounts apply
- Which payment methods are available at the counter
- How invoices are created, printed, and settled
- How cashiers interact with customers during checkout
In simple terms, it standardizes how sales happen at the counter.
Prerequisites and Setup Requirements
Before using a POS Profile, the business should have:
- A defined company and retail location in Dafater
- Products or services with selling prices
- Payment methods such as cash, card, or digital wallets
- Tax rules and discount policies, if applicable
- Users assigned to operate the POS
These elements ensure the POS Profile can be configured to reflect real business operations.
Typical Workflow and Business Process Fit
Create the POS Profile
The business sets up a POS Profile for a specific store, counter, or sales scenario.Assign to Cashiers or Counters
Cashiers use this POS Profile when opening the POS screen, ensuring consistent rules.Process Sales
- Items are added to the bill
- Prices, taxes, and discounts apply automatically
- Payment is collected using approved methods
Invoice and Receipt Generation
The sale is finalized, and a receipt or invoice is issued instantly.Daily Sales Control
Sales recorded through the POS Profile feed into accounting and reporting for the business.
This workflow keeps counter sales fast while remaining fully controlled and auditable.
Key Business Scenarios Where POS Profile Is Essential
- Retail stores with multiple cash counters
- Restaurants or cafés with quick billing needs
- Pharmacies requiring accurate pricing and tax handling
- Showrooms offering walk-in sales
- Businesses with multiple outlets, each needing different pricing or tax rules
In all these cases, the POS Profile ensures uniform sales behavior while allowing outlet-level flexibility.
Important Considerations for Users
- One size does not fit all: Different stores or counters may need separate POS Profiles
- Accuracy matters: Incorrect pricing, taxes, or payment settings can directly affect revenue
- User access: Only trained staff should operate POS using an assigned profile
- Customer experience: A well-configured POS Profile speeds up checkout and reduces confusion
- Regular review: Profiles should be reviewed when prices, taxes, or business policies change
Summary
The POS Profile is a critical business document in Dafater for managing in-store and counter sales. It ensures speed, consistency, and financial accuracy at the point of sale, making it essential for any business that handles walk-in or over-the-counter transactions.
Basic Information
- Module: Accounts
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| company | Company | Link | ✓ | Company | Company operating this POS profile within Dafater. |
| customer | Customer | Link | ✓ | Customer | Default customer applied to POS transactions. |
| country | Country | Read Only | - | Country derived from selected company configuration. | |
| disabled | Disabled | Check | - | Disable this POS profile from active use. | |
| customallowshift_management | Allow Shift Management | Check | - | Allow cashier shift opening and closing management. | |
| custom_branch | Branch | Link | Branch | Branch where this POS profile is used. | |
| warehouse | Warehouse | Link | ✓ | Warehouse | Default warehouse for stock transactions. |
| campaign | Campaign | Link | Campaign | Sales campaign linked to POS transactions. | |
| company_address | Company Address | Link | Address | Company address printed on POS documents. | |
| pos_channel | POS Channel | Select | ✓ | POS, Salla, Zid, Foodics | Sales channel source for POS orders. |
| applicableforusers | Applicable for Users | Table | POS Profile User | Users allowed to access this POS profile. | |
| payments | Payment Methods | Table | ✓ | POS Payment Method | Payment methods available during checkout. |
| hide_images | Hide Images | Check | - | Hide item images in POS interface. | |
| hideunavailableitems | Hide Unavailable Items | Check | - | Hide items with no available stock. | |
| autoadditemtocart | Automatically Add Filtered Item To Cart | Check | - | Automatically add selected item to cart. | |
| validatestockon_save | Validate Stock on Save | Check | - | Check stock availability before saving order. | |
| printreceiptonordercomplete | Print Receipt on Order Complete | Check | - | Automatically print receipt after order completion. | |
| update_stock | Update Stock | Check | - | Update inventory levels on POS sales. | |
| ignorepricingrule | Ignore Pricing Rule | Check | - | Ignore pricing rules during POS billing. | |
| allowratechange | Allow User to Edit Rate | Check | - | Allow users to edit item selling rates. | |
| allowdiscountchange | Allow User to Edit Discount | Check | - | Allow users to edit item discounts. | |
| disablegrandtotaltodefault_mop | Disable auto setting Grand Total to default Payment Mode | Check | - | Prevent auto allocation of grand total to default payment mode. | |
| allowpartialpayment | Allow Partial Payment | Check | - | Allow accepting partial payments from customers. | |
| item_groups | Item Groups | Table | POS Item Group | Restrict visible items by item groups. | |
| customer_groups | Customer Groups | Table | POS Customer Group | Restrict customers by allowed customer groups. | |
| print_format | Print Format | Link | Print Format | Print format used for POS invoices. | |
| letter_head | Letter Head | Link | Letter Head | Letter head displayed on printed documents. | |
| tc_name | Terms and Conditions | Link | Terms and Conditions | Terms and conditions applied to POS sales. | |
| selectprintheading | Print Heading | Link | Print Heading | Heading shown on printed POS receipts. | |
| sellingpricelist | Price List | Link | Price List | Price list used for POS item rates. | |
| currency | Currency | Link | ✓ | Currency | Transaction currency for POS sales. |
| writeoffaccount | Write Off Account | Link | ✓ | Account | Account used for small balance write-offs. |
| writeoffcost_center | Write Off Cost Center | Link | ✓ | Cost Center | Cost center for write-off accounting entries. |
| writeofflimit | Write Off Limit | Currency | ✓ | - | Maximum amount allowed for write-off. |
| accountforchange_amount | Account for Change Amount | Link | Account | Account used for returned change amounts. | |
| disableroundedtotal | Disable Rounded Total | Check | - | Disable automatic rounding of invoice total. | |
| income_account | Income Account | Link | ✓ | Account | Default income account for POS sales. |
| expense_account | Expense Account | Link | ✓ | Account | Expense account linked to POS operations. |
| taxesandcharges | Taxes and Charges | Link | ✓ | Sales Taxes and Charges Template | Default tax template applied to POS invoices. |
| tax_category | Tax Category | Link | Tax Category | Tax category used for POS tax calculation. | |
| applydiscounton | Apply Discount On | Select | Grand Total, Net Total | Define whether discount applies on net or grand total. | |
| customloyaltyprogram | Loyalty Program | Link | Loyalty Program | Loyalty program applicable for POS customers. | |
| customdefaultposprintformat | Default POS Print Format | Link | ✓ | Print Format | Default print format for POS receipts. |
| cost_center | Cost Center | Link | Cost Center | Cost center assigned to POS transactions. | |
| project | Project | Link | Project | Project linked to POS sales for tracking. |
Child Tables
Applicable for Users (POS Profile User)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| default | Default | Check | - | Marks this POS profile as default for the selected user in Dafater | |
| user | User | Link | User | User assigned to this POS profile for transactions in Dafater |
Payment Methods (POS Payment Method)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| default | Default | Check | - | Set as default POS payment method in Dafater | |
| allowinreturns | Allow In Returns | Check | - | Allow this payment method for processing sales returns | |
| modeofpayment | Mode of Payment | Link | ✓ | Mode of Payment | Linked payment mode used during POS transactions |
| default_account | Account | Link | Account | Default accounting ledger for this POS payment method |
Item Groups (POS Item Group)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| item_group | Item Group | Link | ✓ | Item Group | Select item group available for POS sales in Dafater. |
Customer Groups (POS Customer Group)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| customer_group | Customer Group | Link | ✓ | Customer Group | Linked Dafater customer group used for POS classification |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Accounts User | ✓ | |||||
| Accounts Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Foodics Integration | Linked from | Dafater Integrations |
| POS Closing Entry | Linked from | Accounts |
| POS Invoice | Linked from | Accounts |
| POS Offline | Linked from | Dafater Accounts |
| POS Opening Entry | Linked from | Accounts |
| Sales Invoice | Linked from | Accounts |
| Salla Integration | Linked from | Dafater Integrations |
| Zid Integration | Linked from | Dafater Integrations |
| Account | Links to | Accounts |
| Address | Links to | Contacts |
| Branch | Links to | Setup |
| Campaign | Links to | CRM |
| Company | Links to | Setup |
| Cost Center | Links to | Accounts |
| Currency | Links to | Geo |
| Customer | Links to | Selling |
| Letter Head | Links to | Printing |
| Loyalty Program | Links to | Accounts |
| Price List | Links to | Stock |
| Print Format | Links to | Printing |
| Print Heading | Links to | Setup |
| Project | Links to | Projects |
| Sales Taxes and Charges Template | Links to | Accounts |
| Tax Category | Links to | Accounts |
| Terms and Conditions | Links to | Setup |
| Warehouse | Links to | Stock |