AI POS

Knowlix AI POS (Point of Sale) transforms retail operations with an intelligent, cloud-based system that processes transactions, manages inventory, and provides real-time insights—all while working seamlessly online and offline.

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Overview

The AI POS module provides:

• Fast Checkout: Process transactions in seconds
• Offline Mode: Continue selling without internet connection
• Inventory Sync: Real-time stock updates across all locations
• Multiple Payment Methods: Cash, card, mobile wallets, contactless
• Customer Management: Track purchase history and loyalty programs
• Sales Analytics: AI-powered insights into patterns and trends

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Setting Up Your POS

Configure hardware and software for optimal performance. Hardware Requirements:

• Tablet or Computer: iPad, Android tablet, or Windows PC
• Receipt Printer: Thermal printer (Star Micronics, Epson TM-series)
• Barcode Scanner: Handheld or presentation scanner (optional)
• Card Reader: Stripe Terminal, Square Reader, or Clover

Software Installation:

• Navigate to Settings → POS → Download POS Application
• Choose platform and sign in
• Name the terminal (e.g., “Register 1”)

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Choosing Your Store Type

When you first set up your POS, you’ll be prompted to choose a store type with sample products or create your own from scratch. Select from pre-configured templates:

• Clothes: Multi colors and sizes with variants
• Furniture: Stock management, product configurator, replenishment
• Bakery: Food items, over-the-counter service
• Restaurant: Tables, menus, kitchen display integration
• Bar: Floor plan, tips, self-order capabilities

Or click Create my own products to start with a blank catalog and build your inventory manually. Payment Processing:

• Connect payment processor: Stripe, Square, PayPal
• Pair card reader via Bluetooth
• Test swipe, chip, and tap payments

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Table Management (Restaurant Mode)

For restaurants and bars, AI POS includes a visual floor plan to manage tables and seating. The floor plan view shows your entire restaurant layout:

• Green tables: Currently occupied with active orders
• Grey tables: Available for seating
• Red border: Requires attention (e.g., waiting for payment)
• Numbered badges: Table identifiers for easy reference

Key Features:

• Switch between Plan (visual) and Table (list) views
• Manage multiple floors (Main Floor, Patio, etc.)
• Click Get QR Codes to generate table-specific ordering codes
• Drag and drop to rearrange tables in edit mode

Click any table to open its order or start a new one.

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Product Management and Checkout

Set up products and process sales efficiently. Adding Products:

• Click Products → Add Product
• Enter name, price, SKU, category, tax
• Bulk import via CSV

Product Categories:

• Create categories (Apparel, Electronics, Food)
• Categories appear as tiles in POS
• Assign colors for recognition

Barcode Scanning:

• Add barcode (UPC, EAN, SKU) to products
• Generate custom barcodes
• Scan to add items to cart

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Processing Sales

The main POS interface provides a fast, visual way to build orders. Interface Layout:

• Left panel: Current order with items, quantities, and running total
• Top tabs: Filter by category (Food, Drinks, etc.)
• Product grid: Visual tiles with images and prices
• Search bar: Find products quickly by name

To process a sale:

1. Tap product tiles to add items to the cart
2. Use +/- buttons to adjust quantities
3. Assign a customer name for the order
4. Select Order, Dine in, or go directly to Payment

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Product Customization

Many products support attribute selection for customization. When you select a configurable product (like a burger with sides), a modal appears:

• View the base price and VAT breakdown
• Select from available options (e.g., Belgian fries, Sweet potato fries)
• Click Add to confirm or Discard to cancel

This ensures orders are accurate and kitchen staff receive complete instructions.

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Payment Processing

When ready to checkout, tap Payment to open the payment screen. Payment Methods:

• Cash: Use the numeric keypad to enter amount received; system calculates change
• Card: Customer inserts, taps, or swipes on connected reader
• Customer Account: Charge to a customer’s store credit or tab

Payment Screen Features:

• Total amount displayed prominently (e.g., 34.40€)
• Remaining shows outstanding balance
• Quick-add buttons (+10, +20, +50) for cash payments
• Split payments across multiple methods
• Click Validate to complete the transaction

Receipt Options:

• Digital: Email or SMS
• Printed: Automatic with branded template

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Managing Your POS

Access backend management options to configure and monitor your point of sale. From the Point of Sale dashboard, click the three-dot menu on any POS to access: View:

• Orders: See all orders processed through this POS
• Sessions: View cashier sessions with opening/closing balances

Reporting:

• Orders: Detailed order analytics and reports

Edit:

• Configure POS settings, payment methods, and receipt templates

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Customer Management and Analytics

Track customers and gain insights into your business performance. Customer Lookup:

• Click Customer in cart
• Search by name, phone, email
• View purchase history and loyalty points

Quick Customer Creation:

• Click New Customer during checkout
• Customer syncs to CRM automatically

Loyalty Programs:

• Customers earn points on purchases
• Redeem points for discounts
• AI suggests personalized offers

Real-Time Inventory:

• Inventory decreases when sale completes
• Updates across all terminals and e-commerce
• Low stock warnings
• Works in offline mode (syncs when reconnected)

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Order History

View and manage all orders from the Orders screen. The orders table displays:

• Order Ref: Unique identifier (e.g., Restaurant/00004)
• Session: POS session ID
• Date: Transaction timestamp
• Point of Sale: Which terminal processed the order
• Receipt Number: For customer reference
• Customer & Cashier: Who was involved
• Total: Order amount
• Status: Current state (New, Paid, etc.)

Click any order to view details, reprint receipt, or process refunds.

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Sales Analytics

AI-powered analytics help you understand sales patterns and optimize operations. The Orders Analysis dashboard provides:

• Visual charts: Bar graphs showing sales by category
• Measures dropdown: Switch between Total Price, Quantity, Count
• Filters: Filter by POS location, date range, product category
• Export options: Download reports for further analysis

AI Insights:

• Today’s revenue, transactions, average value
• Top-selling products
• Sales trends and hourly patterns
• AI predicts busy periods and suggests optimal pricing