Point of Sale

Muin’s Point of Sale (POS) module provides a complete in-app system for managing products, processing orders, tracking inventory, configuring taxes, managing employees, and analyzing sales — all integrated with your existing Muin accounting and document intelligence workflows.

Overview

The POS module includes five interconnected areas:

Area	Purpose
Products	Product catalog with categories, variants, pricing, images, and stock levels
Orders	Order creation, payment completion, refunds, voids, and preparation tracking
Tax Configuration	Tax rates, rules, and automatic calculation
Employees	PIN-based employee access for POS terminals
Reports	Daily summaries, product performance, and dashboard analytics

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Product Management

Creating Products

1. Navigate to POS > Products
2. Click Add Product
3. Enter product details:
   • Name — Product display name
   • SKU — Unique stock keeping unit
   • Price — Base selling price
   • Category — Organize by product type
   • Description — Product details
   • Image — Product photo
4. Set inventory details:
   • Track inventory — Enable stock-level tracking
   • Current stock — Starting quantity on hand
   • Low stock threshold — Alert point for reordering
5. Click Save

Product Categories

Organize your catalog with categories:

1. Navigate to Products > Categories
2. Click Add Category
3. Enter name, description, and display order
4. Save the category

Categories support updates and can be reorganized at any time.

Product Variants

For products with variations (size, color, flavor):

1. Open a product
2. Navigate to the Variants tab
3. Create a Variant Group (e.g., “Size” with options S, M, L)
4. Each variant can have its own price and SKU

Stock Adjustments

Track inventory changes beyond sales:

1. Open a product
2. Click Adjust Stock
3. Enter the adjustment quantity (positive for additions, negative for removals)
4. Add a reason for the adjustment
5. Click Submit

Stock adjustments are logged for audit purposes.

Importing Products via CSV

For bulk product creation:

1. Navigate to Products
2. Click Import CSV
3. Upload a CSV file with product data
4. Muin validates and imports the products
5. Review the import results showing successes and any errors

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Order Processing

Creating an Order

1. Navigate to POS > Orders
2. Click New Order
3. Add line items:
   • Search or browse products
   • Set quantity for each item
   • Apply discounts if needed
4. Review the order total (subtotal + tax)
5. Proceed to payment

Completing Payment

Orders support multiple payment methods:

Card Payment

1. Click Complete Order
2. Select Card as payment method
3. Process the card payment
4. The order is marked as completed

Cash Payment

1. Click Cash Payment
2. Enter the amount tendered
3. Muin calculates the change due
4. The order is marked as completed

Apple Pay / Google Pay

1. Click Complete Order
2. The wallet payment button appears automatically on compatible browsers
3. Customer authenticates with Face ID, Touch ID, or device PIN
4. The order is marked as completed

Apple Pay is available in Safari on iPhone, iPad, or Mac (macOS Ventura or later). Google Pay is available in Chrome on Android or desktop. Requires Stripe connection.

Order Status Tracking

Orders move through stages:

Status	Meaning
Draft	Order created, not yet paid
Completed	Payment received, order fulfilled
Voided	Order cancelled before fulfillment
Refunded	Payment returned to customer

Preparation Tracking

For orders that require preparation (food service, custom items):

1. Open an active order
2. Update the preparation status:
   • Received — Order acknowledged
   • Preparing — In progress
   • Ready — Ready for pickup or delivery
   • Delivered — Handed to customer

Refunds

To issue a refund:

1. Open the completed order
2. Click Refund
3. Enter the refund amount and reason
4. Confirm the refund

Voiding Orders

To void an unpaid or pending order:

1. Open the order
2. Click Void
3. Enter the void reason
4. Confirm

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Additional Workflows

Tax Configuration

Set up tax rules that apply automatically to orders:

1. Navigate to POS > Tax
2. Click Add Tax Configuration
3. Configure:
   • Tax name — Descriptive name (e.g., “State Sales Tax”)
   • Rate — Percentage rate
   • Rules — When and how the tax applies
4. Save the configuration

Tax Calculation

Muin automatically calculates taxes on orders based on your configured rules. You can also manually calculate tax for specific amounts using the tax calculation tool.

Employee PIN Management

POS terminals use PIN-based authentication for speed and security.

Adding an Employee

1. Navigate to POS > Employees
2. Click Add Employee
3. Select the user account
4. Set a 4+ digit PIN
5. Assign a POS role (cashier, manager, admin)
6. Click Save

PIN Verification

Employees enter their PIN at the terminal to log in. The system verifies the PIN and grants role-appropriate access.

Resetting a PIN

1. Open the employee record
2. Click Reset PIN
3. Enter the new PIN
4. The employee can use the new PIN immediately

Sales Reports

Access performance data through built-in reports.

Daily Sales Summary

1. Navigate to POS > Reports > Daily Summary
2. Select a date (defaults to today)
3. Optionally filter by location
4. View:
   • Total sales amount
   • Number of orders
   • Payment method breakdown (card, cash)
   • Average order value

Product Performance

1. Navigate to Reports > Product Performance
2. Set a date range
3. View top-selling products ranked by:
   • Units sold
   • Revenue generated

POS Dashboard

The dashboard provides a real-time overview:

• Today’s sales and order count
• Product inventory alerts (low stock)
• Recent orders
• Payment method distribution

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Tips

• Set low stock thresholds — Configure alerts so you reorder before running out
• Use product categories — Well-organized categories speed up order creation at the terminal
• Assign appropriate POS roles — Cashiers can process orders while managers handle refunds and voids
• Review daily summaries — End-of-day reconciliation catches discrepancies early
• Use CSV import for bulk setup — When migrating from another POS system, import your entire product catalog at once
• Configure tax rules upfront — Correct tax configuration prevents adjustment issues later

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Common Issues

Issue	Cause	Resolution
Product not appearing in order search	Product may be inactive or in a draft state	Verify the product status is active
Tax not calculating on order	No tax configuration exists or rules do not match the order	Check tax configurations and ensure rules apply to the product category
Employee PIN rejected	PIN does not match or employee record is inactive	Verify the employee record exists and is active; reset PIN if needed
Stock level incorrect	Manual adjustment was made or a sync issue occurred	Review stock adjustment history and make a corrective adjustment
Refund exceeds order total	Refund amount entered is larger than the original payment	Enter a refund amount equal to or less than the order total
CSV import errors	Column names or data formats do not match expected format	Review the CSV template requirements and fix formatting issues
Daily report shows zero sales	No completed orders exist for the selected date and location	Verify orders were completed (not just created) and check the location filter

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Related Features

• Documents — Scan and process receipts and invoices from POS transactions
• Reports — Extended reporting across your organization
• Payments — Payment processing infrastructure
• Analytics — Cross-module analytics dashboards

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Need Help?

If you have questions about the POS module, use the Help button in the bottom-right corner of the app or contact your organization’s Muin administrator.