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Pipeline module

Sales & POS

Orders, POS and payments in one selling flow

Run sales orders, customer pricing, discounts, POS checkout, receipts, returns and payment tracking connected to inventory, billing and finance.

Ofisync dashboard preview for Sales & POS
ofisync.app / sales-pos

Sales counter

Sale completed

Customer order created
Stock reserved
Receipt issued

Live business context

Run sales orders, customer pricing, discounts, POS checkout, receipts, returns and payment tracking connected to inventory, billing and finance.

Orders
POS
Payments

Why it matters

Built to make the next step obvious.

Sales & POS is planned to connect front-desk selling and structured sales operations. Teams can move from quote or customer demand into orders, payments, receipts, returns and stock movement without breaking the commercial trail.

Operations teamsDepartment leadsAdmins

Turn demand into orders, payments, receipts and inventory movement cleanly.

Give retail, service and B2B teams one controlled sales operating layer.

Keep sales, stock, billing and finance reporting aligned.

Channels

Orders + POS

Stock

Linked

Returns

Controlled

Guided workflow

From setup to daily execution.

1

Build the sale

Create orders from clients, products, services, price lists, discounts, tax rules and approval requirements.

2

Complete payment

Take payment, issue receipts, handle returns or exchanges and update stock availability.

3

Review performance

Track sales by branch, user, product, customer, channel and margin.

Real workflow fit

Built around the moments your team already deals with.

Sales & POS matters most when teams need one place to see context, ownership, approvals and status without chasing updates across disconnected tools.

Turn demand into orders, payments, receipts and inventory movement cleanly.
Give retail, service and B2B teams one controlled sales operating layer.
Keep sales, stock, billing and finance reporting aligned.

Everyday use cases

Where Sales & POS becomes useful fast.

Use case 1

Build the sale

Create orders from clients, products, services, price lists, discounts, tax rules and approval requirements.

Use case 2

Complete payment

Take payment, issue receipts, handle returns or exchanges and update stock availability.

Use case 3

Review performance

Track sales by branch, user, product, customer, channel and margin.

Sales & POS is designed to connect with adjacent Ofisync modules instead of operating as a standalone silo.
Role-based access keeps sensitive records and actions scoped to the right users.
Dashboards and workflow automation can surface pending work, exceptions and results.

Inside the workspace

Clear views for the people who depend on Sales & POS.

Each page is shaped around real operational responsibility: what people need to see, what records must stay connected, and what decisions should happen without waiting for another spreadsheet.

Managers

Sales & POS status, ownership, exceptions and approvals

Team members

Assigned work, required actions, related records and updates

Leadership

Performance, risk, capacity and cross-module impact

Records kept together

What the module tracks

Sales orders, customer pricing, discounts and approval controls
Point-of-sale checkout, receipts and payment capture
Returns, exchanges, credit handling and refund workflows
Product availability, reservation and stock movement
Related approvals, files, comments, activity history and audit events

Useful automation

Actions Ofisync can help move forward

Notify owners when sales & pos records need action
Route approvals by role, amount, status, branch or department
Update dashboards and related modules when important statuses change

Report

Sales & POS overview

Track status, owners, pending work, exceptions and outcomes for sales & pos.

Report

Operational exceptions

Surface overdue actions, blocked records, approval delays and items that need management attention.

Ready to see it live?

Walk through Sales & POS with an Ofisync specialist.

We will map the demo around your business workflow, show the connected modules and help you identify the fastest path to rollout.

Request Demo