This guide provides a detailed, step-by-step explanation of how to use the Revest Point of Sale (POS) interface, from logging in to completing payments and issuing reports.

1. Login

The system supports both connected (Online) and disconnected (Offline) modes. To log into the system, follow these steps:

  1. Upon opening the application, select your preferred interface language (Arabic or English).
  2. Enter the Terminal Activation Key if this is the first time setting up the device.
  3. For daily login, you can use one of the following methods:
    1. Your assigned Username and Password.
    2. PIN Code for quick access if the screen is temporarily locked.
    3. Mobile Number to receive a One-Time Password (OTP).

2. Dashboard

After logging in, the dashboard displays a summary of the store's performance:

  • Key Metrics: Displays total sales, returns, net sales, discounts, and taxes.
  • Data Filtering: Use the date filter in the top corner to view data for today, this week, or a specific time period.
  • Automated Ranking: The system evaluates and ranks the store's performance based on specific metrics.

3. Sales Screen

This interface is the central hub for managing customer orders and adding products:

  • Display Modes: Toggle at the top of the screen between "List View" and "Grid View" (which splits the screen to display categories and products alongside the invoice).
  • Adding Products:
    • Search for the product using the search bar (by Name or SKU).
    • Or click on product categories from the menu to add the item directly to the cart.
  • Adding a Customer:
    • Click the Add Customer button on the interface.
    • Search the dropdown list, or create a new customer by entering their name and mobile number (must start with 05 and consist of 10 digits).
  • Park and Retrieve:
    • If a customer wishes to delay payment, click Park to save the current invoice and move on to serve another customer.
    • To return to a parked invoice later, click Retrieve and select the order to complete the payment.
  • Logging Lost Sales:
    • From the More menu, select Lost Sale.
    • Enter the name of the product the customer requested that was unavailable (e.g., unavailable color or out of stock) so it is recorded in management reports.

4. Checkout & Payment

After reviewing the cart, click Checkout. (Note: The system automatically verifies stock availability, active promotions, and applies any required approvals or OTPs).

  • Payment Screen: Allows you to choose the payment method enabled for the store. Options include:
    • Cash.
    • Payment Cards (Mada, Visa, Mastercard) via direct integration with payment terminals (like Neoleap).
    • Buy Now, Pay Later (BNPL) programs (Tabby, Tamara).
    • Bank Transfer (requires entering transfer details).
    • On Account for eligible customers with a credit limit.
    • Wallet using the customer's balance.
  • Split Payment:
    • You can adjust the amount in the payment field (e.g., pay 100 SAR in Cash), then select another payment method (like Card) to settle the remaining balance for the same invoice.
  • Issuing the Invoice:
    • After confirming the payment, the summary screen appears, containing options to: print the invoice, send the invoice electronically (automatically via WhatsApp, SMS, or Email), display the ZATCA-compliant QR Code, and print a "Delivery Note" for handing over the goods.

5. Sales Quotations

To create a price quote for a customer without deducting from inventory:

  • Add the products and the customer in the Sales screen.
  • Click the More menu, then select Create Quote.
  • Once saved, you can review it from the "Quotations" screen, print it, or convert it directly into a Sales Order upon customer approval.

6. Sales & Returns

  • Reviewing Invoices: From the side menu, select Sales. You can search for any invoice using the invoice number or the customer's mobile number, and filter results (cash invoices, credit, online, or offline).
  • Creating a Return:
    • Search for the invoice to be returned and open its details.
    • Click the Return button.
    • Select the products and quantities you wish to return.
    • Confirm the process to refund the amount (usually via the original payment method) and issue a return invoice.

7. Inventory

From the side Inventory menu, the following options are available:

  • My Stock: View available, reserved, and in-transit quantities for each product, displayed by Batch or Unit of Measure.
  • Stock Transfers: Request goods from another branch, ship goods to a requesting branch, or confirm receipt of incoming shipments.
  • Stock Issue: Remove goods from the warehouse for non-sale reasons (such as samples, gifts, or damages). This requires specifying a reason and may require approval.
  • Stock Adjustment: Reconcile discrepancies after a physical inventory count.
  • Stock Expiry: View reports of products nearing their expiration date (within 30, 60, or 90 days).

8. Reports

The system provides comprehensive and detailed reports through the Reports tab:

  • Customer Reports: Details the purchases of each customer and the products they acquired.
  • Services Reports: Dedicated to non-inventory products (services).
  • Payment Reports: Shows collected amounts distributed by payment method (Cash, Card, Tabby, etc.).
  • Salesperson Reports: Shows the performance and sales of each employee (based on the salesperson selected during the sale).
  • Other Reports: Stock transfers, lost sales, and archived (past) invoices.

9. Sync & Reconciliation

Sync: Data is updated automatically, but it can be triggered manually from the dedicated screen:

  • Hard Sync: Completely reloads all data from the central server to the POS (used in case of technical errors).
  • Soft Sync: Fetches only new updates (like price changes).
  • Push Offline Records: Uploads invoices created during internet outages once the connection is restored.
  • Reconciliation (Cash Register): Matches the amounts recorded in the system with actual transactions on the electronic payment terminal (Bank). Click "Start" to let the system match automatically and display any discrepancies if they exist.

10. Settings

The Settings tab allows control over user interface preferences:

  • Change the Display Language (Arabic / English).
  • Toggle Day/Night Mode.
  • Control the Customer Display (show ads, videos, or turn it off).
  • Configure printing options and the default invoice template.