Getting started with BooksPOS
What BooksPOS does today, how a new shop is set up, where everything is in the menu, and a first-day checklist from the store PC to the first bill.
Read the guideHelp Centre
How to use BooksPOS
Short, practical guides for owners and staff, from setting up the store PC to closing the day. Each one describes what the current build does.
Getting started
Installing BooksPOS and setting up the store
The BooksPOS installer, choosing the main PC or an extra till when BooksPOS first opens, what the store PC needs, and the Set up this store screen.
Read the guideAdding books and stationery items
Add a book or a stationery item in Catalog: every field, editions as separate items, ISBN check digits, categories, shelves and discontinued items.
Read the guideUnits, packs, prices and barcodes
Set up pieces, packets, dozens, boxes and reams per item, with their own prices and barcodes, so stock is counted once and never twice.
Read the guideDaily work at the till
Billing at the till
Scan or search by title, author, ISBN or Urdu, pick the unit, give a discount, take payment with F9 and print the receipt. Every till shortcut in one table.
Read the guideTaking payment: split tenders, EasyPaisa, JazzCash and khata
Take cash with change, card, bank transfer, EasyPaisa or JazzCash, put the rest on khata or pay from an advance, and split one bill across several of them.
Read the guideHeld bills, unsaved bills and reprints
Put a bill on hold with F8 and resume it, what happens to a bill after a crash or when the store PC does not answer, and how to reprint a receipt.
Read the guideReturns, reprints and A4 invoices
Find any bill on the Sales page by date, number or customer, open it, take a full or partial return, refund it the right way, reprint or save an A4 invoice.
Read the guideKhata: customers, credit limits and recoveries
Add customers, set a credit limit, sell on khata, receive payments, see who owes, and print each customer's statement with their unpaid bills.
Read the guideThe notifications bell
What the bell at the top of every screen lists, who sees which item, how items are marked read and come back when they change, and notices from BooksPOS.
Read the guideReturns without a bill
Take back items a customer brings without the receipt, at today's price or another with a reason, back on sale or kept as damaged, refunded the way you choose.
Read the guideSchool season
Customer advances
Take an advance from a parent or school, use it on a later bill with From advance, refund what is left, and see every advance held in the daily report.
Read the guideOrders and pending deliveries
Hold copies for a customer with F7, order what is not in stock, re-hold when stock arrives, hand over in parts and print the pending slip for the parent.
Read the guideSchool course sets: class lists, versions and demand
Add schools and class lists per session and section, mark compulsory, optional and consumable items, publish versions, copy to next session and see what to buy.
Read the guideSelling a school set at the till
Press F6, pick the school and class, untick what the child already has, choose between alternatives, bill what is in stock and order the rest for the parent.
Read the guideSelling school uniforms in sizes
Add a uniform piece with all its sizes at once, choose the size at the till, see each size's stock on one line, and add uniforms to a school's set.
Read the guideStock & purchasing
Receiving stock from suppliers and publishers
Record a supplier's delivery and bill together on New receipt, with free copies, discounts, packs, paid now or on credit, and find every bill on Purchases.
Read the guidePurchase orders and deliveries in parts
Order from a publisher at an agreed cost, receive the delivery in several parts, close the rest short with a reason, and match each bill against the order.
Read the guideSupplier payments and advances
See what you owe each supplier, print their statement with every bill, payment, advance and void, pay their oldest bills first, and pay an advance.
Read the guidePublisher returns and credit notes
Send unsold or damaged copies back to a publisher as a claim, check the return window, record their credit note, and write off what they refuse.
Read the guideStock adjustments: opening stock, found, lost and damaged
Read the Stock page and its movement ledger, and correct stock with a reason: opening stock, found copies, losses, marking copies damaged and writing them off.
Read the guideStock counts while the shop stays open
Count a shelf, a class, a category or everything, on the shop floor or in the godown, while the till keeps selling, and post only the real differences.
Read the guideThe godown and the shop floor
Add a godown or back store, move stock between it and the shop floor, and see where every copy is. The till sells only from the shop floor.
Read the guideTransfers between branches
Send stock to another branch of your business, count it in at the other end, write off anything short in transit, and follow each transfer in the owner portal.
Read the guideConsignment (sale or return)
Receive a supplier's copies on sale or return, sell them like any stock, owe only what is sold or kept, send the rest back, and see each consignor's statement.
Read the guidePrice lists, quantity breaks and promotions
Give schools and wholesale customers a dated price list, drop the price from a quantity, run a back-to-school promotion, and see why each price was charged.
Read the guideDrafts and same-day voids
Keep a supplier bill, stock adjustment or expense as a draft on the store PC to finish later, and void a wrong one the same day as an owner or manager.
Read the guideMoney & reports
Shifts and closing the day
Open a shift with its opening float, count the drawer blind at closing, then read, print or save each shift's Z report and see if cash was short or over.
Read the guideExpenses and cash to the bank
Record rent, wages, electricity, transport and tea from the drawer, bank or a wallet, and move cash between drawer and bank so the shift close balances.
Read the guideThe day book, trial balance and closing the books
Read the double-entry day book behind every bill, payment and stock change, check the trial balance, and close the books through a date.
Read the guideReports for the owner
Daily sales, best sellers, profit and loss, low stock, stock in and out, discounts, ageing and more, each as Excel, CSV, PDF or a printout.
Read the guideFBR POS integration (optional)
Report bills to FBR from BooksPOS: POS ID and token or the Fiscal Component, Sandbox or Production, tax rates and PCT codes, the Re 1 fee and FBR receipts.
Read the guideTeam
Staff, roles and counters
Add staff with their own sign-in, choose the right role for each, reset a password, deactivate someone who left, and add counters with their own bill numbers.
Read the guideYour BooksPOS Cloud account and two-step sign-in
Get your owner account, wait for approval, sign in, turn on two-step sign-in with an authenticator app, keep recovery codes and reset a password.
Read the guidePIN sign-in and manager approval
Set a 4 to 6 digit PIN, sign in with it at a till of the shop, and let a manager approve a discount, a return or a copy with their PIN, with both names kept.
Read the guideTeam accounts and roles in the owner portal
Add people of your business to the BooksPOS Cloud portal with a role, send the invitation, change a role, and turn an account off or remove it.
Read the guidePCs & shop network
Tills on other PCs
Let the store PC accept tills, pair another PC with a one-time code, choose its counter, remove a till, and what works when the store PC is off.
Read the guideA till cannot reach the store PC
What to check when a till says the store server is not answering: the store PC, the network, its address, Windows Firewall and a withdrawn pairing.
Read the guideUpdating tills from the store PC
How an extra till takes the store PC's BooksPOS version over the shop network, what it checks first, and what to do when it cannot.
Read the guideThe tills' certificate
How tills on other PCs recognise the store PC, how BooksPOS changes that certificate without pairing again, and what to do if a till missed it.
Read the guideAutomatic updates at night
Let the store PC install BooksPOS updates by itself at night, at a quiet moment, or keep installing them only when you click Install.
Read the guideCrash reports and how to turn them off
What BooksPOS notes when it hits a problem it did not expect, what it never includes, where the report goes, and how the owner turns sending off.
Read the guideCloud & branches
Pairing with BooksPOS Cloud and sync status
Create a pairing code in the owner portal, pair the store PC on Sync & FBR, and read the sync status: synced, stale, waiting and refused records.
Read the guideThe owner portal
Each page of the BooksPOS Cloud portal: sales, stock, khata, the day book and profit and loss per branch, STALE, paired PCs, pairing codes, the licence.
Read the guideItems and prices from the owner portal
Change an item's details, packs, barcodes, tax and pricing in the owner portal, for one branch or all, and settle conflicts on the store PC.
Read the guideShop settings from the owner portal
See each branch's receipt, business and FBR POS settings in the owner portal, change them for one branch or all, preview the receipt and follow each change.
Read the guideJoining a new branch to your business
Set up a second shop's store PC as a branch of your business on BooksPOS Cloud, with its own branch code, counters and staff.
Read the guideCloud sync problems
What to do when the store PC shows Cloud sync problem, records keep waiting, a branch is STALE in the portal, a pairing code is refused, or records are refused.
Read the guideNew items from the owner portal
Add a book or stationery item in the owner portal with its packs, barcodes, prices and tax, for one or several branches; each store PC adds it itself.
Read the guideThe BooksPOS Owner app for Android
Install the BooksPOS Owner app, sign in with your portal account and two-step code, read each screen and its freshness, lock the app, and sign out a lost phone.
Read the guideThe day book and profit and loss in the owner portal
Read each branch's day book and its profit and loss for any period in the owner portal, from the entries its store PC sends. Needs BooksPOS 1.1.0.
Read the guidePrinting
Receipt and printer settings
Set paper width, characters per line, copies, cutting and the cash drawer for every till, choose each PC's printer or a network printer, and print a test page.
Read the guidePrinting barcode labels
Make a PDF of barcode labels on an A4 sheet of 24 or a 50 × 30 mm roll: EAN-13 from a valid ISBN, Code 128 from the SKU, pack labels and prices.
Read the guidePrinter problems
What to check when a receipt does not print, prints too wide or cut off, Urdu shows as boxes, the drawer does not open, or a network printer does not answer.
Read the guideGoing live & backups
Importing items, customers and suppliers from Excel or CSV
Choose an Excel workbook or a CSV file, match the columns, check every row before saving, and import items with opening stock, customers and suppliers.
Read the guideOpening balances and opening stock
Enter the stock on the shelf and what customers and suppliers owed before BooksPOS, as of one closing date, and correct a wrong figure later.
Read the guideBackups and restoring a store PC
Set the backup password, check the daily encrypted backups, keep a copy off the PC, and restore a store PC from a backup on screen.
Read the guideRestoring a backup on screen
Put a backup back on the store PC or on a replacement PC: see what it holds first, confirm with your password, and hand the branch over in the cloud.
Read the guideYour BooksPOS licence
How the store PC checks its signed licence offline, how plans, the trial and paid periods reach it, what grace and ran out mean, and Check now.
Read the guidePlan & licence and downloads in the app
The owner's Account section on the store PC: plan, edition, trial days, paid-until, what the PC uses of the plan, billing and support links, updates.
Read the guideAdd-ons: an extra branch, counter or staff account
Buy an extra branch, counter (till) or staff account in Plan & billing, pay it like a plan, and see the limit rise on your store PCs once it is verified.
Read the guideChanging your plan or edition
Change your BooksPOS plan yourself in Plan & billing, or ask the team to move you between the Cloud and Offline editions, now or at the end of the period.
Read the guideDid not find your answer?
Send us a message and we will reply by email, usually within one working day.