BizPOS Documentation
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Documentation

How the system works

BizPOS is a multi-store point of sale. Every shop shares one product catalogue while keeping its own prices, stock and staff. Stock is tracked per branch, and every button sits behind a permission.

Modules
11
Permissions
74
Ready-made roles
7
Themes
5

The path a product takes

Understand these six steps and you understand the whole system.

  1. 1

    The shared catalogue

    One product list serves the whole system. It holds the name, generic name, brand, barcode, and suggested cost, price and MRP. Stores read it; none may write to it directly — a new product arrives as a suggestion, and only the platform admin's approval puts it on the list.

    Napa 500mg · Paracetamol · Beximco · barcode 8941100012345

  2. 2

    Adding it to your store

    The shopkeeper finds it in the catalogue and adds it, setting their own cost, their own selling price and an opening stock. The catalogue price is only a suggestion; it is nobody's actual price.

    The same Napa: ৳12 at Shamim Pharmacy, ৳14 at Karim Store

  3. 3

    Price, and the history of it

    Changing a price does not erase the old one. It is filed with the dates it was in force, so the profit on a six-month-old invoice still comes out right today.

  4. 4

    Stock, branch by branch

    Price belongs to the store; quantity belongs to the branch. Twenty-five at Mirpur and fifty at Uttara are the same product with separate counts. Stock can be sent between branches, and stays 'in transit' until someone receives it.

  5. 5

    The sale

    Scanning a barcode drops the item into the cart. Payment can be cash, bKash, card, or on credit. Completing the sale does everything at once: stock falls, the receipt prints, the money lands in an account, and any balance goes onto the customer's ledger.

  6. 6

    The stock ledger

    A stock number is never written to directly. Every change — a purchase, a sale, a return, an adjustment, a transfer — is first recorded as a line in the ledger, and only then does the balance move. Nothing can silently drift, and 'where did that stock go' always has an answer.

The modules

Each module is a tab in the workspace. Keep as many open as you like; switching tabs never loses your place.

Point of Sale

pos

The busiest screen in the shop. Scanning, cart, payment and receipt in one place, all reachable from the keyboard.

Who uses it

Cashiers, managers and the store owner

Step by step

  1. Open a shift by counting what is in the drawer
  2. Scan a barcode, or type a name and pick the product
  3. Adjust quantity — and price or discount, if you may
  4. Choose the customer — a credit sale needs a named one
  5. Hit Payment, take the money, read the change, print
  6. Close the shift at day's end; the count shows any gap

Permissions it needs

  • Open POS and sell
  • Edit unit price in cart
  • Apply discount
  • Hold and resume carts
  • Print receipt
  • Open and close cash drawer

Global Catalog

catalog

The product list every store shares. Pick from it, add to your own shelf, and file a suggestion for anything missing.

Who uses it

Stock keepers, managers and the store owner

Step by step

  1. Search by name, generic, brand or barcode
  2. The list is already filtered to your store type
  3. Press Add, then set your own prices and opening stock
  4. Not there? Suggest it — with your cost, your selling price and the MRP
  5. The owner or manager sees the margin in the Review queue; approving stocks it in this shop the same day
  6. Somebody who holds that approval and adds one themselves gets it on the shelf at once — nobody approves their own request twice
  7. Whether it also joins the catalogue every store reads is the platform admin's separate decision

Permissions it needs

  • Search the global catalog
  • Add catalog product to my store
  • Suggest a new catalog product
  • Review this store's product suggestions

Products & Stock

products

Your own product list, branch-wise stock, price history, batches and expiry, and stock adjustments.

Who uses it

Stock keepers, managers and the store owner

Step by step

  1. The top row shows what is low and what is about to expire
  2. Open History on any product to see every stock movement
  3. The pencil edits prices; the old ones stay in history
  4. Use Adjust for a miscount or damage — with a reason

Permissions it needs

  • View products
  • Edit products
  • See purchase cost
  • View stock levels
  • Create stock adjustment

Sales

sales

Every invoice in one place — search it, open it, reprint it, collect what is owed, or take goods back.

Who uses it

A cashier sees their own; managers and accountants see everyone's

Step by step

  1. Pick a range — today, 7 days, 30 days or all
  2. Click any row to open the receipt
  3. Collect due: the money lands in an account and the ledger clears
  4. Return: stock comes back and the customer is credited

Permissions it needs

  • View own invoices
  • View everyone's invoices
  • Accept a return
  • Collect due payment

Customers

customers

Customers, their credit limits and their running ledgers. Who owes what, and for how long.

Who uses it

Cashiers can add them; only owners and accountants move credit limits

Step by step

  1. Search by name or phone
  2. Add one with New customer
  3. Set a credit limit and a sale past it is refused
  4. The ledger icon shows every debit and credit

Permissions it needs

  • View customers
  • Add customers
  • View customer ledger
  • Set credit limit

Purchase

purchase

Where goods coming in get recorded. Stock rises, batches and expiry dates are created, and the supplier's ledger moves.

Who uses it

Stock keepers, managers and the store owner

Step by step

  1. Start typing the party name — the ones you have dealt with show up, and a new name is saved as you go
  2. Find each product, then enter quantity and unit cost
  3. For medicines add batch and expiry — that is what drives the expiry alerts
  4. A discount on the whole bill goes in as the rate; the taka and the new total follow from it
  5. Attach the bill photo — the one that came in on WhatsApp, straight from the gallery, long before the paper arrives
  6. Enter what you are paying now; the rest stays payable

Permissions it needs

  • View purchases
  • Create purchase
  • Pay supplier
  • Manage suppliers

Accounts

accounts

Cash drawer, bank, bKash — each with its own balance. Record expenses and move money between them.

Who uses it

Accountants, managers and the store owner

Step by step

  1. The cards across the top show each balance
  2. Quick expenses — tea, the van fare, the delivery boy: one tap records each
  3. Expense types is where you make your own, give it an icon and its usual amount, and turn it into a button
  4. The big ones — rent, electricity — go through Add expense, since they happen once a month
  5. Salary has its own type — it asks whose and for which month, so "did we pay Karim for August" stays answerable from the books rather than from memory
  6. Keyed one twice? Remove it — the account gets the money back and a counter-entry says so
  7. Skip the expenses and the profit report will lie to you
  8. Transfer moves cash into the bank, and records both sides

Permissions it needs

  • View accounts
  • Record expense
  • Delete an expense
  • Manage expense types
  • Move money between accounts

Reports

reports

Daily sales, profit and loss, stock value, dead stock and receivables.

Who uses it

Owners and accountants see profit; managers see sales and stock

Step by step

  1. Choose a report from the tabs
  2. Sales and profit take a 7 / 30 / 90 day window
  3. Dead stock lists what has not sold in 90 days, and the money tied up in it
  4. The dues report ages each balance, so old debts stand out

Permissions it needs

  • Sales reports
  • Profit & loss
  • Stock reports
  • Due / receivable report

Settings

settings

Store details, VAT rules, receipt paper, branches, the team and its roles.

Who uses it

The store owner, and a manager for parts of it

Step by step

  1. Decide whether VAT sits inside the price or on top — the maths depends on it
  2. Add branches; a new one starts with empty shelves
  3. Add team members and give each a role
  4. The Roles tab spells out what each role may do
  5. Activity shows who changed what, with the old value beside the new one
  6. Who raised a price, who changed a credit limit — the name, the date and both figures are kept

Permissions it needs

  • View store settings
  • Edit store settings
  • Manage branches
  • Manage team members
  • Manage roles and permissions
  • View activity log

Super Admin

admin

Platform control — create stores, approve the shared catalogue, and step into a store to support it.

Who uses it

Only the platform owner

Step by step

  1. New store sets up the owner account, main branch and cash drawer in one go
  2. Review suggestions from stores, tidy the spelling, then approve — ones a shop owner already vetted carry a Vetted badge and sort first
  3. Enter a store for support — it is logged, and the top bar says Support mode

Permissions it needs

  • View all stores
  • Create a store
  • Enter a store for support
  • Review product suggestions

Roles and permissions

A new store gets these seven roles ready-made. The owner can add their own — but cannot hand out more power than they hold themselves.

Role Who it is for Permissions
Super Admin The platform owner — creates stores, approves the catalogue, gives support 74
Store Owner The shopkeeper — everything inside their own store 67
Manager Branch manager — sales, purchase, stock; not profit reports or roles 60
Cashier Whoever sits at the counter — selling, and their own invoices 23
Stock Keeper Runs the store room — products, purchase, transfers; not the money 18
Accountant Keeps the books — accounts, expenses, ledgers, every report; no selling 25
Auditor An outside auditor — sees everything, changes nothing 22

A button you cannot find is not a bug — the role does not carry that permission. A cashier, for instance, never sees what the shop paid for a product, nor the profit report.

Every permission

This list is not written by hand — it is the same list the system itself enforces, so it can never drift out of date.

Point of Sale pos

  • Open POS and sell pos.sale.create
  • Edit unit price in cart pos.sale.change_price
  • Apply discount pos.sale.give_discount
  • Void a completed invoice pos.sale.void
  • Print receipt pos.sale.print
  • Hold and resume carts pos.sale.hold
  • Open and close cash drawer pos.shift.manage
  • Redeem loyalty points pos.sale.redeem_points

Global Catalog catalog

  • Search the global catalog catalog.product.search
  • Add catalog product to my store catalog.product.import
  • Suggest a new catalog product catalog.product.suggest
  • Review this store's product suggestions catalog.suggestion.review

Products & Stock inventory

  • View products inventory.product.view
  • Add products inventory.product.create
  • Edit products inventory.product.update
  • Delete products inventory.product.delete
  • See purchase cost inventory.product.view_cost
  • Export product list inventory.product.export
  • View stock levels inventory.stock.view
  • Create stock adjustment inventory.adjust.create
  • Approve stock adjustment inventory.adjust.approve
  • Send stock to another branch inventory.transfer.create
  • Receive incoming transfer inventory.transfer.approve
  • View packages inventory.package.view
  • Create and edit packages inventory.package.manage

Sales & Returns sales

  • View own invoices sales.invoice.view
  • View everyone's invoices sales.invoice.view_all
  • Export sales sales.invoice.export
  • Accept a return sales.return.create
  • Collect due payment sales.payment.collect

Customers customers

  • View customers customers.customer.view
  • Add customers customers.customer.create
  • Edit customers customers.customer.update
  • Delete customers customers.customer.delete
  • View customer ledger customers.ledger.view
  • Set credit limit customers.credit.manage
  • See loyalty points customers.points.view
  • Adjust points by hand customers.points.adjust

Purchase purchase

  • View purchases purchase.bill.view
  • Create purchase purchase.bill.create
  • Edit purchase purchase.bill.update
  • Delete purchase purchase.bill.delete
  • Pay supplier purchase.payment.create
  • Return goods to supplier purchase.return.create
  • Manage suppliers purchase.supplier.manage

Accounts accounts

  • View accounts accounts.account.view
  • Manage accounts accounts.account.manage
  • View expenses accounts.expense.view
  • Record expense accounts.expense.create
  • Delete an expense accounts.expense.delete
  • Manage expense types accounts.category.manage
  • Move money between accounts accounts.transfer.create
  • Daily closing accounts.closing.manage

Reports report

  • Sales reports report.sales.view
  • Profit & loss report.profit.view
  • Stock reports report.stock.view
  • Due / receivable report report.due.view
  • VAT report report.vat.view
  • Export any report report.export

Store Settings settings

  • View store settings settings.store.view
  • Edit store settings settings.store.update
  • Manage branches settings.branch.manage
  • Manage team members settings.user.manage
  • Manage roles and permissions settings.role.manage
  • Manage print templates settings.template.manage
  • Manage API keys settings.apikey.manage
  • View activity log settings.activity.view

Super Admin admin

  • View all stores admin.store.view
  • Create a store admin.store.create
  • Edit any store admin.store.update
  • Enter a store for support admin.store.impersonate
  • Manage the global catalog admin.catalog.manage
  • Review product suggestions admin.suggestion.review
  • Manage plans admin.plan.manage

Common questions

+ Can one store see another store's data?

No. Every query carries the store's identity automatically, at the database layer rather than the screen. There is no path by which another shop's sales reach your screen.

+ If I change a price, does it change for other stores?

No. The catalogue price is only a suggestion. What you set is yours alone — you may even rename the product for your own shelf without touching the catalogue.

+ Can one store run several branches?

Yes. Price stays with the store while stock is counted per branch. Switch branch in the top bar and you see that branch's stock and sales. Stock can also be sent from one to another.

+ Can a cashier drop the price on a sale?

Only if the role carries those two permissions — change price and give discount. Without them the field is simply not there, and if someone tampers in the browser the server ignores it and uses the real price.

+ How is a credit sale kept track of?

A credit sale needs a named customer; walk-ins cannot buy on credit. The balance goes onto that customer's running ledger, and if a limit is set, a sale that would cross it is refused. Later you open the invoice and collect.

+ Does it handle medicine expiry?

It does. Enter a batch number and expiry on the purchase, and the system sells the soonest-to-expire batch first. Anything expiring within ninety days is flagged in both Products and Reports.

+ What if the stock count does not match?

Use Adjust stock with a reason — miscount, damage, expiry or theft. The adjustment itself becomes a ledger line, so who changed what, when and why stays on the record.

+ Does selling stop when the internet drops?

In this version, yes — a sale is completed on the server. Offline selling is planned: the browser will hold the transaction and reconcile once the connection returns.