POS Offline
Overview
POS Offline – Business Overview
POS Offline is used to support uninterrupted point-of-sale operations when internet connectivity is unavailable or unstable. It allows businesses to continue selling, collecting payments, and serving customers even when the system cannot connect online. Once connectivity is restored, offline sales can be reviewed and aligned with the main records to maintain accurate business data.
Purpose in Business Operations
POS Offline ensures that daily sales activities are not disrupted by technical or connectivity issues. It acts as a safety net for retail and service environments where stopping sales is not an option. By capturing sales activity offline, businesses protect revenue, customer experience, and operational continuity.
Prerequisites and Setup Requirements
Before using POS Offline, the business should ensure:
- Point-of-sale operations are already defined and active in Dafater
- Products, prices, taxes, and payment methods are properly set up
- Staff members are trained on how to operate sales during offline situations
- Clear internal guidelines exist on when and how offline sales should be used
This preparation ensures that offline transactions remain accurate and easy to reconcile later.
Typical Workflow and Business Process Fit
Normal Operations
Sales are processed as usual while the system is online.Connectivity Disruption
When internet access is lost, staff switch to POS Offline to continue sales.Offline Sales Capture
Sales transactions are recorded locally, including items sold and payments received.Connectivity Restored
Once back online, POS Offline records are reviewed and aligned with central sales records.Business Review
Management verifies totals, cash balances, and inventory impact to ensure consistency.
This workflow allows POS Offline to integrate smoothly into daily sales and financial processes.
Key Business Scenarios Where POS Offline Is Essential
- Retail stores in areas with unreliable internet access
- Temporary sales locations such as exhibitions, events, or pop-up shops
- High-volume sales periods where system downtime would cause revenue loss
- Backup operations to ensure business continuity during outages
In these situations, POS Offline helps protect sales and maintain customer trust.
Important Considerations for Users
- Always verify offline sales once connectivity is restored
- Ensure cash and payment totals match physical records
- Use POS Offline only when necessary to avoid duplication or confusion
- Train staff to clearly distinguish between online and offline sales processes
By using POS Offline responsibly, businesses can maintain smooth operations while safeguarding financial accuracy and reporting integrity.
Basic Information
- Module: Dafater Accounts
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| pos_id | POS ID | Data | ✓ | - | Unique identifier for offline POS device in Dafater |
| posnumberingseries | POS Invoice numbering series | Data | ✓ | - | Numbering series used for POS invoices generated offline |
| poscustomernumbering_series | POS Customer numbering series | Data | ✓ | - | Numbering series for customers created through offline POS |
| pos_profile | POS Profile | Link | ✓ | POS Profile | Linked POS profile defining settings for offline operations |
| possyncrowsperrequest | POS Sync Rows Per Request | Int | - | Maximum records synced per request between POS and Dafater | |
| connection_status | Device Link Status | Select | Linked, Unlink in progress, Unlinked | Current linkage status between POS device and Dafater | |
| last_sync | Last Sync | Datetime | - | Date and time when POS last synced with Dafater | |
| description | Description | Small Text | - | Additional notes or description for the offline POS setup | |
| profile_plk | Profile PLK | Data | - | Internal profile key for validating POS profile linkage | |
| posofflineusers | POS Offline User | Table | ✓ | POS Offline User | List of users allowed to operate this offline POS |
| shift_users | Shift Users | Table | Shifts Types User | Users assigned to POS shifts for offline operations |
Child Tables
POS Offline User (POS Offline User)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| user | User | Link | ✓ | User | Linked Dafater user allowed to access offline POS operations. |
| first_name | First Name | Data | - | User's given name for identification in offline POS. | |
| last_name | Last Name | Data | - | User's family name for identification in offline POS. | |
| canconfigurepos | Can Configure POS | Check | - | Allows user to configure POS settings in Dafater. | |
| canexportlog | Can Export POS Log | Check | - | Permits exporting offline POS logs for review and audit. | |
| can_reprint | Can Re-Print | Check | - | Allows reprinting POS receipts during offline operations. |
Shift Users (Shifts Types User)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| user | User | Link | User | Dafater user assigned to specific shift type | |
| shift_type | Shift Type | Link | Shift Type | Shift type allocated to Dafater user for scheduling |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Accounts User | ✓ | ✓ | ✓ | |||
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Accounts Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| POS Offline Sync Status | Linked from | Dafater Accounts |
| POS Profile | Links to | Accounts |