POS-Application

POS Software Documentation

Backend / Portal Functionality

This document outlines all backend functionalities for the POS system. The portal is role-based and fully dynamic, allowing management of inventory, finance, sales, production, and reporting.

1. Dashboard

• Overview of the system: total products, stock, sales, purchases, and financial stats.

• Quick access widgets for:

  • Raw Material Stock

  • Product Stock

  • Recent Sales

  • Recent Purchases

  • Expense Summary

• Admin can quickly navigate to commonly used sections.

2. Raw Material

Access control: resource-list permission required.

Subsections:

1. Raw Material Category (material-category-list)

   • Add/Edit/Delete raw material categories.

   • Manage category names and descriptions.

   • Used to group raw materials for easier tracking.

2. Raw Materials

   • Add/Edit/Delete raw materials (name, unit, size, brand, color, supplier).

   • Track stock, cost, and associated category.

   • Manage opening stock and reorder levels.

3. Product

Access control: product-list permission required.

• Add/Edit/Delete products (name, category, unit, size, brand, color, stock, price).

• Option to manage products dynamically through backend.

• Manage product visibility and status (active/inactive).

4. Master Data

Access control: resource-list permission required.

Subsections:

• Warehouse (warehouse-list): Manage multiple storage locations.

• Unit (unit-list): Define measurement units.

• Size (size-list): Define product or raw material sizes.

• Brand (brand-list): Add/Edit/Delete product or raw material brands.

• Color (color-list): Manage colors for products/materials.

• Customer (customer-list): Add/Edit/Delete customers, track details.

• Supplier (supplier-list): Add/Edit/Delete suppliers, contact info.

• Employee (employee-list): Manage staff info, roles, and contact.

• Department (department-list): Organize employees by departments.

• Production House (production-house-list): Track outsourced production partners.

• Showroom (showroom-list): Manage multiple store locations.

• Payment Method (payment-method-list): Define payment options.

• Currency (currency-list): Multi-currency support.

• Expense Category (expense-category-list): Categorize expenses for reporting.

• Asset Category (asset-category-list): Track fixed assets.

• Product Category (product-category-list): Organize products into categories.

5. Finance

Access control: resource-list permission required.

Subsections:

• Accounts (account-list): Manage financial accounts.

• Account Transfers (account-transfer-list): Record transfers between accounts.

• Expenses (expense-list): Track all expenses, categorize, and attach references.

• Assets (asset-list): Manage company assets.

• Deposits (deposit-list): Record customer or company deposits.

• Withdrawals (withdraw-list): Track cash outflows.

• Customer Payments (customer-payment-list): Record customer payments.

• Customer Refunds (customer-refund-list): Process customer refunds.

• Supplier Payments (supplier-payment-list): Record payments to suppliers.

• Supplier Refunds (supplier-refund-list): Track supplier refunds.

• Production Payments (production-payment-list): Record payments to production houses.

6. Reports

Access control: resource-list permission required.

Subsections:

• Raw Material Stock (material-stock-report-list): Track stock levels for materials.

• Product Stock (product-stock-report-list): View current product stock.

• Sell Report (sell-report-list): View sales with filters by date, product, or customer.

• Asset Report (asset-report-list): View all company assets.

• Expense Report (expense-report-list): Generate expense reports by category, period.

• Raw Material Purchase (material-purchase-report-list): Track material purchase history.

• Account Balance Sheet (balance-sheet-list): Overview of all accounts.

• Deposit Balance (deposit-balance-list): Track deposits in accounts.

• Withdraw Balance (withdraw-balance-list): Track withdrawals.

• Transfer Balance (transfer-balance-list): Track account transfers.

• Product Transfer (product-transfer-report-list): View product stock movements.

• Raw Material Transfer (material-transfer-report-list): Track raw material stock movements.

• Sell Profit/Loss (sell-profit-loss-list): Profit/loss reporting for sales.

• Cron Job Log (cron-job-log-list): Logs of automated system tasks.

7. Product Management

Access control: product-list permission required.

• Products: View all products.

• Create Product: Add new products.

• Edit/Delete existing products dynamically.

• Track product stock and assign categories.

8. Production

Access control: production-list permission required.

• Productions: List all production batches.

• Create Production: Add new production orders.

• Assign raw materials and production houses.

• Track production status and output.

9. Product Stock

Access control: product-stock-list permission required.

• View product stock by warehouse or showroom.

• Track current quantity, stock value, and reorder level.

10. Product Stock Transfer

Access control: product-stock-transfer-list permission required.

• Transfers: View all product transfers between warehouses/showrooms.

• Create Transfer: Add a new stock transfer request.

• Track transfer status and approval.

11. Raw Material Purchase

Access control: raw-material-purchase-list permission required.

• View and manage raw material purchase orders.

• Create new purchases, attach suppliers and prices.

• Track total cost and stock updates.

12. Raw Material Stock

Access control: raw-material-stock-list permission required.

• Track current material stock.

• View by warehouse or category.

13. Raw Material Stock Transfer

Access control: raw-material-stock-transfer-list permission required.

• View material transfers between warehouses.

• Create new transfer requests.

• Track approval status.

14. Sell Management

Access control: sell-list permission required.

• View all sales orders.

• Create new sales.

• Track payments, refunds, and customer details.

15. Settings

• Site Setting (site-setting): Manage global configurations like company info, logo, and default currency.

• User Management (role-and-permission-list):

  • Create/edit users.

  • Assign roles and permissions.

  • Manage access control for all sections.

This document reflects backend/portal functionality only—no frontend interface is included. All sections are dynamic, role-based, and linked to permissions.