A shop runs on a handful of routines: open, sell, take a return, close, receive stock, count it, move it, and — now and then — run an offer, issue a voucher, add a member, book a parcel, put products online, or open the next shop. Each one below is the path you walk, and what Finocket does underneath so your books and your GST return are right without a second entry.
1. Open the day
- Open Point of sale on the counter's device.
- Choose the terminal and open a register with the float in the drawer.
- Press F2 to jump to the scan box; you are ready for the first customer.
Underneath: a cash session starts for that terminal; every sale settled while it is open is tagged to it, which is what the Z-report reads at close.
2. Ring up a sale with a split tender
- Scan each item (barcode or SKU) or search by name; adjust quantity with the keys.
- Press F4 to split: ₹700 by UPI, ₹500 cash, the rest on a card.
- Confirm; the sale is booked and posted, and the bill can be shared or printed from its own page — the till itself drives no printer or cash drawer.
Underneath: one invoice (a walk-in customer unless you tagged one), one tender row per way of paying, stock drawn down at that shop, CGST and SGST split from each item's rate, and the sale lands in GSTR-1 as B2C.
3. Park a bill and serve the next customer
- Press F6 to park the basket while the customer fetches one more thing.
- Serve the next customer; recall the parked bill on any terminal when they are back.
Underneath: a parked bill is a saved basket, not a sale — nothing posts until it is settled.
4. Take a return or an exchange
- On the till, choose Exchange and look up the original bill.
- Enter what is coming back; hand out the replacement in the same step if there is one.
Underneath: a credit note is issued against the original bill at that bill's own tax split; it posts to your books and reaches GSTR-1 as a credit note. Pick the items and quantities coming back from the bill's own lines and the stock returns on its own; leave the quantities empty to credit an amount instead. You cannot return more than was sold; a second tap on a busy counter is refused, not refunded twice.
5. Close the day and reconcile cash
- Close the register with the counted cash.
- Read the Z-report for the session: float, sales by tender, expected cash, counted cash, over/short.
Underneath: expected cash is the float plus cash tenders — a split bill counts only its cash part. A return taken at this till during the session appears on the same Z-report, as its own line, so the day’s takings are net of what you gave back. The over/short is recorded on the session, never silently balanced.
6. Run a festival offer
- Open Offers and create the offer with its window and scope.
- The till applies it to qualifying lines; the receipt shows the discount.
Underneath: the discount lowers the line rate, so tax is computed on what was actually charged, and each application is recorded against the offer for the report.
7. Issue and redeem a gift voucher
- Open Gift vouchers, issue one for the amount, and hand over the code.
- At the till, take Voucher as a tender; the balance is checked on the spot.
Underneath: a voucher is a liability until it is redeemed; the ledger refuses a second redemption of the same balance and expires the voucher on the day printed on it, inclusive.
8. Enrol a loyalty member and let points build
- Set the programme once on Loyalty: points per ₹100, the value of a point, expiry.
- Tag the customer on the till; points accrue on every settled sale and can be spent as a tender.
Underneath: points move only as a consequence of a posted sale; a bonus campaign scales the accrual for its window; the outstanding points post as a liability to the accounts your CA names.
9. Receive stock against a purchase order
- Raise the PO from Orders; when the goods arrive, open the PO's match screen and record the receipt.
- Record the supplier's bill against the same PO when it comes.
Underneath: the posted receipt moves stock into the godown and accrues goods-received-not-invoiced; the bill releases that accrual line by line. Receive more than ordered and it still posts — as an exception you can see, not a block.
10. Count stock and post the variance
- Open Stock count, choose the godown, scan or type the counted quantities.
- Finalize the count.
Underneath: the difference between counted and book quantity posts as an adjustment per line, dated the day of the count.
11. Move stock between shops
- Open Transfers, pick the source and destination godowns and the lines.
- Mark it in transit when it leaves, received when it arrives.
Underneath: in transit takes the quantity out of the source; received adds it to the destination — never both at once, so a count in between says what is on the road.
12. Book a parcel and follow it
- Connect a courier under Couriers — or use Finocket's own account for that courier if the platform has one.
- From Parcels, book against the invoice with the pincode and weight; refresh tracking as it moves.
Underneath: the AWB and label stay on the invoice; every courier's status words are mapped to one vocabulary, and a parcel coming back is recorded as RTO, a routine status.
13. Put your products online
- Under Integrations, Connect with Shopify (one approval) or authorise from your WooCommerce store.
- Publish products from your own item master; orders sync in nightly as finance.
Underneath: the store's keys are stored encrypted; online orders arrive as invoices for reconciliation. Moving shop stock for an online order is a later step of the programme.
14. Open the next shop and post your staff
- Add the shop from Shops with its own code, then add its tills under POS terminals (an owner does this); if your plan's shop count is used up, the price is shown on the spot.
- Open Who works here and post each person to the shop, as cashier or manager, from a date; end a posting by its last day.
Underneath: every plan includes one shop; each further shop is a flat price with no per-till or per-person meter. A posting is dated, never deleted, because who was on that till is a question investigations ask.