The POS / TakePOS Module in MokoCRM provides a touch-friendly, web-based Point of Sale (POS) system for use in physical stores, kiosks, or mobile retail environments. It supports product sales, barcode scanning, ticket printing, payment methods, and real-time inventory integration. This module requires configuration by Moko Consulting for stable operation.
The POS / TakePOS Module in MokoCRM provides a touch-friendly, web-based Point of Sale (POS) system for use in physical stores, kiosks, or mobile retail environments. It supports product sales, barcode scanning, ticket printing, payment methods, and real-time inventory integration. This module requires configuration by Moko Consulting for stable operation.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → TakePOS - Click Activate
- Go to TakePOS → Configuration to set terminal name, default warehouse, printer settings, and user permissions
🛒 POS Sales Interface
- Optimized for tablets and touchscreen devices
- Supports:
- Product search and barcode scanning
- Multiple ticket lines with discounts and taxes
- Cash, card, check, or custom payment methods
- Option to park tickets or resume pending sales
- Auto-assigns customer if selected
🖨️ Ticket and Receipt Printing
- Supports receipt printers via browser print or direct printer configuration
- Customizable templates for printed receipts and customer invoices
- Assign cash drawers to POS terminals
📦 Stock and Accounting Integration
- Sales automatically affect:
- Inventory levels in the assigned warehouse
- Customer ledgers and sales reports
- Link each terminal to a user, warehouse, and bank account for tracking
🔐 Access and Role Management
- Assign POS access by user group or terminal
- Enable PIN codes for cashier login
- Restrict access to product categories, payment methods, and terminal settings
📊 Reporting and Oversight
- Track:
- Sales by cashier or terminal
- Daily cash drawer reports
- Returned items and voided transactions
- Export ticket history and reconcile with bank payments
📌 Best Practices
- Coordinate with Moko Consulting for setup and hardware integration
- Use barcode scanners and label printers for faster workflows
- Configure terminals per location with unique identifiers
- Train staff on touchscreen interface and proper cash handling
- Use periodic audits to compare physical and system stock