Familiarizing with Truepos

Familiarizing with Truepos

Overview of TruePOS as a SaaS POS  

 

TruePOS is a SaaS (Software as a Service) solution, meaning it is a centrally hosted software delivery model on the cloud. This enables TruePOS to handle retail sales, purchase, and finance transactions online. The benefits of SaaS include easy accessibility, reduced need for on-premises infrastructure, and seamless updates.

 

Features of TruePOS  

1. Offline Billing Capability  

Despite being an online POS, TruePOS supports Offline Billing:

  • When internet connectivity is poor or unavailable, TruePOS can operate in offline mode.

  • Once the connection is restored, offline sales synchronize with the cloud to ensure no data is lost.

2. Keyboard-Controlled Functions  

TruePOS supports keyboard shortcuts for efficient operations:

  • BACKSPACE: Erases a value in a text field.

  • DELETE: Deletes an item record from a table.

  • F6: Saves the current function (e.g., sales bill).

  • F7: Displays existing records or details.

  • F9: Clears all values on the current screen.

  • F10: Closes the current screen.

  • CTRL + F3: Cancels documents such as receipts, sales orders, and bills.

Example: Press F6 to save a sales bill.

 

3. Lov – List of Values  

  • List of Values (Lov): A pop-up list that helps input data into fields.

  • Press ENTER to open the Lov window, with or without a value input.

  • Use the Search By drop-down list within the Lov window for targeted searching.

4. Menu Search Functionality  

  • TruePOS offers a Menu Search box that simplifies navigation by typing the screen name directly.

  • Example: Type ‘Sales O’ in the Menu Search box to find the Sales Order Details report.

  • Press ENTER or select the option with a mouse to open the screen.

 

User Interface Overview  

  • The Purchase and Sales Modules consist of sections:

    • Header: Add distributor or customer information.

    • Right Pane: Add invoice-level discounts.

    • Tabular Section: List order items.

    • Footer: Add remarks or other details.

 

Multi-Currency Support  

TruePOS handles transactions involving multiple currencies:

  • Multi-currency transactions are recorded in both the base currency and foreign currency using set exchange rates.

  • Enabling Multi-Currency:

    • Navigate to Tools > Configuration > Business Configuration > General, and select Multi Currency Enabled.

    • In Taxes section, enable Import Purchase and Import Sales.

    • Press F4 or click Update to save the changes.

 

Payment Types in Tender  

TruePOS supports various payment methods:

  • Cash, Credit Card, Cheque, Sales on Credit, and Gift Coupons/Vouchers.

  • To modify which payment options appear on the Tender screen, go to Tools > Configuration > Business Configuration > Tender.

 

Print Customization with EasyPrint  

TruePOS allows flexible printing options using TruePOS EasyPrint:

  • Supports different printer types, paper sizes, and labels.

  • Customizable print profiles to handle invoices, documents, labels, and vouchers.

 

Need More Help?  

If further assistance is needed:

 

FAQs  

 

Q1: What is SaaS, and how does it benefit my business?
A: SaaS (Software as a Service) is a cloud-based model that allows software to be centrally hosted and accessed over the internet. It reduces the need for local installations, ensures automatic updates, and offers flexibility.

Q2: How does offline billing work?
A: When internet connectivity is lost, TruePOS continues to function in offline mode. All transactions are synced to the cloud once connectivity is restored.

Q3: Can I customize print formats for invoices?
A: Yes, using TruePOS EasyPrint, you can create custom print profiles with preferred settings for content, paper, and printer configurations.

Q4: How do I enable multiple currency support?
A: Go to Tools > Configuration > Business Configuration > General and enable the Multi Currency option. Update the settings to activate multi-currency transactions.

Q5: What should I do if I forget my login credentials?
A: Contact truepos-support@gofrugal.com to retrieve or reset your login information.


 

 

    • Related Articles

    • Login into TruePOS

      This document provides a step-by-step guide on how to log in to your TruePOS domain, ensuring that users can access the system seamlessly and start managing their retail operations effectively. Login Process Step 1: Enter Your Domain Name Open your ...
    • Free Signup for TruePOS

      The TruePOS is an affordable, simple, and secured online retail management solution that takes complete care of all important constituents of your business namely Sales, Purchase, Inventory, Barcoding & Reports. TruePOS is an all-in-one solution ...
    • What is the purpose of Centralized Voucher Entry in Truepos ?

      Centralized Voucher Entry Purpose :- The direct way that can be utilized to move cash in hand from one place to another is "Centralized Voucher input." How to create Centralized Voucher entry in Truepos ? Step 1: Choose "Finance and Accounts" and ...
    • What is the purpose of Change selling migration in TruePos ?

      Change Selling Migration Purpose :By using the Change Selling Migration option, we may amend or update the old adjustments for Selling Price or MRP in bulk. Page Navigation :- Tools >> Master Migration Process involved in creating change selling ...
    • How to cancel a purchase order in TruePos ?

      What is Purchase Order? A purchase order, or PO, is an official estimated list of products that is issued by a buyer to the seller for the purchase of specific products or services to be delivered in the future. Purpose of Canceling a Purchase Order ...