Overview

This user guide provides detailed instructions on how to enable and utilize the Offline POS (Point of Sale) feature in Bitsila. Even without internet connectivity, the Offline POS functionality allows you to seamlessly process orders and manage inventory. Once the internet connection is restored, the data automatically syncs with the online database, ensuring uninterrupted business operations. This guide will help you maximize the benefits of the Offline POS feature in situations where reliable internet access is limited or unavailable.

Step-by-Step Guide For Enabling and Using Offline POS

Step 1: Login to Bitsila Application

• Access the Bitsila application and log in using your credentials.

• Once logged in, you will be directed to the dashboard.

• From the dashboard, navigate to the Accounts module.

Step 2: Enable Offline POS

• Use the search function to find the specific account by entering the Tenant ID.

• Click on the account with the matching tenant ID to open it.

• On the account overview screen, locate the Account Information tab and click on Edit.

• Scroll down to find the option to enable the Offline POS feature.

• Check the box next to Enable Offline POS to activate it.

• Click on Update to save the changes.

Step 3: Use Offline POS on Bitsila Store Side

• Switch to the Bitsila Store side to access the Offline POS functionality.

• Click on the POS module to open the Point of Sale interface.

Step 4: Download Catalog

• When the internet connection is available, the catalog will be automatically downloaded and displayed on the left corner of the POS screen.

• This catalog will serve as a reference for offline operations.

Step 5: Search Items

• If you have a large inventory or are unsure of the category of an item, use the search bar.

• Click on the search bar and enter the Bar/SKU code or Item name to search for specific items.

Step 6: Catalog Update Details

• To check the details of the catalog update, click on the bird icon.

• This will display information such as the total number of products, offline orders placed, unsynced offline orders, offline customers, and the dates of the last catalog, customer, and offers data updates.

Step 7: Clear Local Database

• To clear the local database, locate the Database Icon next to the bird icon.

• Click on the database icon to remove any stored local data.

Step 8: Create New Customer

• To create a new customer, click on the Create New Customer option.

• A pop-up screen will appear where you can enter the customer's details such as Name, Mobile Number, Email ID, Gender, Company, and GST details.

Step 8: Add Items to Cart

• Select the desired items from the catalog and add them to the cart for billing.

• Once the items are added to the cart, you can proceed with the billing process.

• If a customer wants to select additional items or you need to bill for a different customer, you can use the Hold function to temporarily pause the billing process.

• To clear the cart and remove all items, click on the Cancel option.

• Click on the View Cart option to see the items currently in the cart.

• To print the invoice, click on the Print icon.

Step 9: Offline Order Confirmation

After placing an order, a pop-up message will appear to confirm that the offline order has been placed successfully.

Step 10: Create Express Order

Use the Express Order option to quickly place an order.

Step 11: Sync Orders

• Once an order is placed, go to the dashboard and navigate to the Business module.

• Click on Orders to view all the received orders.

• Newly placed orders will be displayed below, marked as yet to sync due to no internet connection.

Step 12: Syncing Orders

Once you have an internet connection, the orders placed in offline mode will be automatically synchronized with the online database.

Step 13: Handling Errors

• If there is no stock in inventory, an error message will be displayed.

• To see the error message, select the location in the system where it will be stored.

• Select the desired folder location to view the error file, then click the Update button in the pop-up window. 

• Clicking the arrow button will navigate to the selected folder, where an error file will be generated. Open the error file to identify the reasons why the order is not syncing.

• Once stock adjustments have been made, the orders will automatically sync and be reflected on the order page.

Note: Offline POS is designed to provide continuity during internet outages and automatically syncs data once the connection is restored.

Step 14: Stock Adjustments

• Stock adjustments can be made when you have an internet connection.

• Navigate to the Inventory module on the dashboard.

• Select the Stock Adjustment option and click on Create New.

Step 15: Stock Adjustment Details

• Fill in the required information, including the Store Name, Customer/Order Name, adjustment type, valid till date, and remarks.

• Add the items that need adjustment.

• Click on Create to save the stock adjustment.

• Scroll down to add items to be adjusted.

• Click on Create to save the stock adjustment.

Step 16: Change Status and Approval

• Once the stock adjustment is created, click on the action button located in the right corner.

• Select Change Status and change it to Submit for Approval.

• Click on the Action button again and change the status to Approved.

• This ensures that all orders and adjustments are synced properly.

Note: It is recommended to have a stable internet connection for optimal performance, although Offline POS allows you to continue operations even without internet access.