Workflow Overview

This page shows the complete daily workflow in your footwear store from the moment you open the till to the moment you close it at night. Every step, every role, and every connection between them is explained here.

The Full Daily Journey

Admin sets up                Store opens every day
products, prices,    ──────► Manager or Cashier opens the shift
and settings                 (enters opening cash float)
(one time)                          │
                                    ▼
                          Cashier searches for shoes
                          by name, code, or barcode scan
                                    │
                                    ▼
                          Items added to cart
                          System shows live total with tax
                                    │
                                    ├── Customer identified?
                                    │   ├── Yes → Loyalty points attached
                                    │   └── No  → Walk-in customer used
                                    │
                                    ▼
                          Cashier taps Charge
                          Payment Modal opens
                                    │
                                    ├── Cash / Card / UPI / Split
                                    ├── Loyalty points redeemed? (optional)
                                    │
                                    ▼
                          Sale complete
                          Receipt printed
                          Stock reduces
                                    │
                                    ▼
                          Next customer
                                    │
                          (Repeat throughout the day)
                                    │
                                    ▼
                          Manager closes shift
                          Counts cash drawer
                          Z-Report generated
                          Day is reconciled

Phase 1: Before the Store Opens (Admin)

Who does this: Store Owner or POS Admin This happens once when the store is first set up, and again whenever you add new products, change prices, or change settings.

1.1 Configure POS Settings

The Admin opens POS Settings in the back-office workspace and sets:

The store name and logo
The Default POS Profile (which warehouse to pull stock from)
Which features are on: loyalty, returns, offline mode, batch tracking, barcode scanner
The return window (how many hours after a sale a return is allowed)
Low stock threshold (when to send an alert)

1.2 Set Up Products and Prices

In the Catalog and Pricing section of the workspace:

Items (shoes, sandals, accessories) are created with their name, item code, and category
Item Prices are set for each product
Pricing Rules are created for any automatic discounts (seasonal sale, bulk discounts)

1.3 Set Up Terminals (If Multiple Counters)

For stores with more than one billing counter, the Admin creates a Terminal record for each counter - giving it a name (for example, “Counter 1”, “Counter 2”) and assigning a POS Profile and cashier.

Phase 2: Opening the Store (Cashier or Manager)

Who does this: Cashier or Store Manager

2.1 Log In and Open POS

The cashier logs in to Bizaxl and goes to the PointOfSale workspace. They tap Open POS to launch the terminal at /pos.

2.2 Select Terminal (If Multiple Counters)

If terminals are set up, a terminal picker appears. The cashier selects their counter (for example, “Counter 1”). This determines which POS Profile and warehouse their sales use.

2.3 Open the Shift

The cashier goes to the Shift tab and taps Open Shift. They enter the opening cash in the drawer (for example, ₹2,000 as the float). Card and UPI rows are locked at zero - they open electronically. The shift is now open and billing can begin.

Open shift form showing cash float entry field and Open Shift button

Phase 3: Selling (Cashier)

Who does this: Cashier This is the main loop that repeats for every customer throughout the day.

3.1 Identify the Customer (Optional but Recommended)

The cashier taps the customer row at the top of the cart. A panel opens where they can:

Search by name or mobile number
Select an existing customer (loyalty points will be linked)
Add a new customer on the spot with name and mobile
Continue with Walk-in Customer (no loyalty tracking)

Customer search panel showing search field, walk-in button, and quick-add form

3.2 Find the Product

The cashier uses one of three methods:

Type in the search bar: partial name or item code
Filter by category: tap “Sports”, “Formal”, “Sandals” etc. to narrow the view
Scan barcode: scan the barcode on the shoe box - the item is added to the cart automatically

Item catalog with search bar active showing filtered results for 'sports'

3.3 Add Items to the Cart

The cashier taps the item card. It appears in the cart with quantity 1. The cashier can:

Use the + / - buttons to adjust quantity
Type a number directly in the quantity box
Tap the trash icon to remove an item

3.4 Apply a Discount (If Needed)

The cashier taps the discount toggle in the cart footer to switch between ₹ (flat amount) and % (percentage), then enters the value. The total updates instantly.

3.5 Charge the Customer

The cashier taps Charge. The Payment screen opens showing the exact amount due with tax.

Payment modal showing total due, payment mode rows, and Complete Sale button

The cashier:

Sees if the customer has loyalty points available (a star badge appears)
Optionally enters points to redeem
Enters the amount for each payment mode (Cash, Card, UPI)
Taps Exact on one row if the customer is paying the full amount that way
Taps Complete Sale

3.6 Print Receipt and Reset

A receipt screen appears confirming the sale. The cashier taps Print to print the receipt and then New Sale to clear the cart and start fresh for the next customer.

Phase 4: Handling Edge Cases (Cashier)

Parking a Cart (Held Orders)

A customer says “I’ll come back - hold my shoes”. The cashier taps Hold in the cart. The cart is saved. The cashier serves the next customer. When the first customer returns: tap Held in the top navigation, find the cart, tap Resume. The cart is restored and the cashier can continue.

Selling When the Internet is Down

If the Wifi icon turns orange, the POS is offline. The cashier can still:

Search and add items (from the cached catalog)
Accept payment (cash, card)
Complete the sale (saved to the device)

When the internet comes back, the system syncs all queued sales automatically. The Sync tab shows a count of pending sales.

Phase 5: Processing Returns (Manager)

Who does this: Store Manager Returns are common in footwear - wrong size, defect, or change of mind. The manager goes to the Returns tab.

The customer provides the invoice number (printed on their receipt) or the date of purchase
The manager types the invoice number and taps Find
The original sale appears with all items
The manager adjusts quantities to show what is being returned (for example, if 1 pair was bought and the customer is returning it, leave quantity as 1; if only returning 1 of 2 pairs, set to 1)
The manager selects the refund payment method (Cash, UPI, etc.)
The manager taps Process Return

The refund is confirmed, and stock for the returned size is automatically added back.

Return success screen showing refund amount and invoice number

Phase 6: Monitoring During the Day (Manager)

The manager can check progress any time without disrupting the cashier.

Shift Status

Tap Shift to see:

Total sales value so far today
Number of transactions

Analytics

Tap Analytics to see:

Sales, transactions, items, and tax for the day
Which styles are selling
Payment method breakdown

The manager can also check the Notification Log in the back-office for any low stock or other system alerts.

Phase 7: Closing the Store (Cashier or Manager)

Who does this: Cashier or Store Manager

7.1 Count the Cash Drawer

Before closing, the cashier counts the physical cash in the drawer.

7.2 Close the Shift

The cashier goes to the Shift tab. The “Close Shift” form shows:

Cash row: the cashier enters the counted amount
Card / UPI rows: these are filled in automatically from the system’s records (they auto-reconcile)

The cashier taps Close Shift and Generate Z-Report.

7.3 Review and Print the Z-Report

The Z-Report appears showing:

Column	What it shows
Mode	Cash, Card, UPI, etc.
Opening	Cash float entered at shift open
Expected	What the system calculated you should have
Counted	What you physically counted
Variance	The difference (should be zero or very close)

The cashier taps Print to print the Z-Report for the day’s records.

Z-Report table showing opening, expected, counted, and variance columns for each payment mode

Sale Lifecycle Summary

Stage	Record Created	Who Does It
Shift opened	POS Opening Entry	Cashier or Manager
Items added and charged	POS Invoice (submitted)	Cashier
Return processed	Return POS Invoice (submitted)	Manager
Shift closed	POS Closing Entry	Cashier or Manager

Role Summary

Role	Can bill customers	Can process returns	Can view analytics	Can change settings	Can manage terminals
Cashier	Yes	No	No	No	No
Manager	Yes	Yes	Yes	No	No
Admin	Yes	Yes	Yes	Yes	Yes

Point of Sale

Footwear Retail POS

Dry Fruit Retail

Medical Retail

Toy Store

The Full Daily Journey

Phase 1: Before the Store Opens (Admin)

1.1 Configure POS Settings

1.2 Set Up Products and Prices

1.3 Set Up Terminals (If Multiple Counters)

Phase 2: Opening the Store (Cashier or Manager)

2.1 Log In and Open POS

2.2 Select Terminal (If Multiple Counters)

2.3 Open the Shift

Phase 3: Selling (Cashier)

3.1 Identify the Customer (Optional but Recommended)

3.2 Find the Product

3.3 Add Items to the Cart

3.4 Apply a Discount (If Needed)

3.5 Charge the Customer

3.6 Print Receipt and Reset

Phase 4: Handling Edge Cases (Cashier)

Parking a Cart (Held Orders)

Selling When the Internet is Down

Phase 5: Processing Returns (Manager)

Phase 6: Monitoring During the Day (Manager)

Shift Status

Analytics

Phase 7: Closing the Store (Cashier or Manager)

7.1 Count the Cash Drawer

7.2 Close the Shift

7.3 Review and Print the Z-Report

Sale Lifecycle Summary

Role Summary

​The Full Daily Journey

​Phase 1: Before the Store Opens (Admin)

​1.1 Configure POS Settings

​1.2 Set Up Products and Prices

​1.3 Set Up Terminals (If Multiple Counters)

​Phase 2: Opening the Store (Cashier or Manager)

​2.1 Log In and Open POS

​2.2 Select Terminal (If Multiple Counters)

​2.3 Open the Shift

​Phase 3: Selling (Cashier)

​3.1 Identify the Customer (Optional but Recommended)

​3.2 Find the Product

​3.3 Add Items to the Cart

​3.4 Apply a Discount (If Needed)

​3.5 Charge the Customer

​3.6 Print Receipt and Reset

​Phase 4: Handling Edge Cases (Cashier)

​Parking a Cart (Held Orders)

​Selling When the Internet is Down

​Phase 5: Processing Returns (Manager)

​Phase 6: Monitoring During the Day (Manager)

​Shift Status

​Analytics

​Phase 7: Closing the Store (Cashier or Manager)

​7.1 Count the Cash Drawer

​7.2 Close the Shift

​7.3 Review and Print the Z-Report

​Sale Lifecycle Summary

​Role Summary

The Full Daily Journey

Phase 1: Before the Store Opens (Admin)

1.1 Configure POS Settings

1.2 Set Up Products and Prices

1.3 Set Up Terminals (If Multiple Counters)

Phase 2: Opening the Store (Cashier or Manager)

2.1 Log In and Open POS

2.2 Select Terminal (If Multiple Counters)

2.3 Open the Shift

Phase 3: Selling (Cashier)

3.1 Identify the Customer (Optional but Recommended)

3.2 Find the Product

3.3 Add Items to the Cart

3.4 Apply a Discount (If Needed)

3.5 Charge the Customer

3.6 Print Receipt and Reset

Phase 4: Handling Edge Cases (Cashier)

Parking a Cart (Held Orders)

Selling When the Internet is Down

Phase 5: Processing Returns (Manager)

Phase 6: Monitoring During the Day (Manager)

Shift Status

Analytics

Phase 7: Closing the Store (Cashier or Manager)

7.1 Count the Cash Drawer

7.2 Close the Shift

7.3 Review and Print the Z-Report

Sale Lifecycle Summary

Role Summary