Ultimate POS Documentation

System Requirements

Before installing, ensure your system meets the following requirements:

• Operating System: Windows 10/11, macOS 10.15+, or Linux
• Web Server: Apache or Nginx (recommended)
• Database: PostgreSQL (recommended) or MySQL
• Node.js: Version 18.0 or higher
• RAM: 4GB minimum (8GB recommended)
• Disk Space: 500MB for the application plus space for your data
• Browser: Chrome, Firefox, Safari, or Edge (latest versions)

Installation Process

Follow these steps to install Ultimate POS:

1. Download the Package

   Extract the downloaded whitecliff_pos_system_v2.1.0.tar.gz file to your desired location.

2. Run the Installer

   Navigate to the extracted directory and run the installation script:

   cd pos_system_installer
bash install.sh
3. Follow the Prompts

   The installer will guide you through the setup process, including:

   • Database configuration
   • Admin user creation
   • Initial system settings
4. Complete the Installation

   Once the installation is complete, you'll receive login instructions for your POS system.

Database Setup

Ultimate POS works best with PostgreSQL. Here's how to set up your database:

1. Create a PostgreSQL Database
   CREATE DATABASE pos_system;
CREATE USER posuser WITH PASSWORD 'your_password';
GRANT ALL PRIVILEGES ON DATABASE pos_system TO posuser;
2. Configure Database Connection

   During installation, you'll be prompted to enter your database details. Provide the following information:

   • Database Host (usually localhost)
   • Database Port (default: 5432)
   • Database Name (pos_system)
   • Database User (posuser)
   • Database Password (your_password)

Processing Sales

The POS interface is designed to make checkout fast and efficient:

Steps to Process a Sale:

1. Click on "Point of Sale" in the main navigation menu
2. Select products by:
   • Scanning barcodes
   • Searching by name or SKU
   • Browsing categories and clicking products
3. Adjust quantities using + / - buttons
4. Apply discounts if needed
5. Select a customer or create a new one (optional)
6. Click "Checkout" to proceed to payment
7. Select payment method and complete the transaction
8. Print or email receipt

Customer Management

Track customer information and purchase history:

Adding a New Customer

1. Go to "Customers" in the main menu
2. Click "Add New Customer"
3. Fill in the customer details
4. Click "Save"

Searching for Customers

Use the search bar at the top of the Customers page to find customers by name, email, or phone number.

Viewing Customer History

Click on a customer's name to view their purchase history, loyalty points balance, and other details.

Loyalty Points System

Ultimate POS includes a comprehensive loyalty points system to reward your customers:

How the Loyalty System Works

• Points Earning: Customers earn points based on their purchase amount (default: 1% of spend)
• Points Redemption: Points can be redeemed as payment (default: £0.01 per point)
• Configurable Rates: Both earning and redemption rates can be adjusted in Settings

Configuring the Loyalty Program

1. Go to "Settings" → "Loyalty Points"
2. Enable/disable the loyalty program
3. Set earning rate (points per currency unit)
4. Set redemption value (currency per point)
5. Configure minimum points for redemption (optional)
6. Save changes

Redeeming Points at Checkout

1. Add products to cart and select the customer
2. Click "Apply Loyalty Points" in the payment screen
3. Enter the number of points to redeem or use "Max Points"
4. Complete the transaction with any remaining balance