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One to Many
Introduction
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Introduction

Sell from shops, counters and sales desks with the same products, stock and books as the rest of O2M.

Overview

Billing and POS is O2M for selling in person: shops, chains, counters and distributors, on the same products, stock and books as the rest of O2M.

Why use it

  • Bill at the counter and invoice from the office in one system.
  • Keep one stock count across stores, warehouses and online channels.

Who it is for

BusinessWhat you use
Single shopA billing counter, receipts, stock and GST reports
Chain of storesOutlets, a team per store, counters that keep billing without internet, shift reports
Distributor or traderOrders and invoices from the office, money owed per customer, credit limits, e-invoice and e-way bill
Brand that also sells onlineEverything above next to your marketplace listings; one stock pool and one revenue figure

How it fits together

Products

with GST, MRP and barcodes

Outlets and staff

stores, teams, cashiers

Sales

counter bills or orders

Invoices

A4 or thermal receipt

Money and GST

money owed, e-invoice, books

Figure 1.1  From your products to your books.

Every sale, from the counter or from the office, becomes an order with its own invoice. Stock goes down at the outlet's warehouse, and the invoice flows into GST reports and your accounting export.

Your setup checklist

When your account is set up, Home shows Set up O2M with the steps for your business. Each step ticks itself when it is done; click a step to open the right page.

Figure 1.2  Set up O2M on Home, with the cards for an offline business

Tip  Hide the checklist with the cross once you no longer need it. It does not come back.