POS Help Center
Fast billing, GST-ready, daily store KPIs.
26 categories · 89 articles
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Getting Started
What Tazk POS covers, the first-time setup order, and finding your way around the sidebar.
2 articlesDashboard
The home dashboard — expense, cash, bank, stock, sales and profit cards, receivable and payable ageing, charts, date filters and custom layouts.
1 articleDocument Templates
Design, publish and set the default print layouts for invoices, POS receipts, challans and vouchers.
1 articleContacts
Customers, vendors and other contacts — adding, importing and managing them.
5 articlesApprovals
Approve or reject POS discount and quotation requests, and the rules that raise them.
1 articleCalendar
Payables, receivables and loan dues by due date, plus your own reminders, on a month calendar.
1 articlePoint Of Sale
Bill at the counter, and read the POS report, the daily report and product lookup.
4 articlesSales
Ecom orders, sales orders, invoices, delivery challans, receivables, receipts, credit notes, quotations, customer price lists and OEM activations.
10 articlesPurchases
Purchase orders, bills, payables, vendor payments, debit notes and vendor price lists.
6 articlesInventory
Stocks, lot traceability, the product master, stock transfer and receive, reconciliation and inventory sync.
7 articlesServices
Service jobs — the service dashboard, new service entries and service payments.
3 articlesPayments
Payment analytics, pay in / pay out entries and expenses.
3 articlesCustomer Shelf Stock
Track the stock sitting on your customers’ shelves.
1 articleCash & Bank
Cash in hand, denominations, loan accounts, cheques and bank reconciliation.
5 articlesCoupons
Create discount coupons and track their use.
1 articleAccounts
Ledgers, journal entries and the chart of accounts.
3 articlesSchemes
Trade schemes — the schemes dashboard, creating schemes and scheme receivables.
3 articlesDC Aging
How long delivery challans have been open at dealers, which lots are activated and ready to invoice, and aging alerts.
1 articleReports
Transaction, inventory, accounts, tax and other reports.
1 articleSales Target
Company and salesman targets, achievement, incentive plans, incentives and what-if planning.
7 articlesDC Reconciliation
Mark each delivery challan lot at the dealer as sold, still on shelf or not on shelf during a visit.
1 articleMy Beat
A salesman’s daily visit plan — the shops to visit today, why each needs a visit, and visit progress.
1 articleConfiguration
The rules the app follows: sales and delivery settings, discounts, approval routing, and the SMS, mail and WhatsApp accounts messages are sent from.
3 articlesSettings
Company info, user roles, period lock, GST rates, bank accounts and cash boxes, users, migration, themes, barcodes, your subscription and add-ons.
13 articlesHealth Audit
Run automatic checks on your ledgers, GST, payments and stock, get a score out of 10, and see which records to fix.
1 articleFAQs
Frequently asked questions about Tazk POS.
4 articles