Industry Playbooks
Easedesk for retail businesses — POS, multi-store, GST
Set up Easedesk for a single-store or multi-store retail business — POS, inventory across locations, GST B2C billing, and end-of-day reconciliation.
Quick answer
Apply the Retail pack → enables POS + adds Cashier + Store Manager roles. Each store is a warehouse; stock moves between stores via Stock Transfers. POS handles counter sales (auto-invoices), end-of-day cash reconciliation flows into Petty Cash + Banking.
Step 1 — Apply Retail pack
Settings → Industry Packs → Retail → Apply. Adds Cashier and Store Manager roles, enables POS module.
Step 2 — Create stores as warehouses
Inventory → Warehouses → one per physical store. Optionally tag each as 'pos_enabled' for POS dropdown.
Step 3 — Onboard staff
Users → Invite → assign Cashier role to counter staff (limited to POS + view-only inventory). Store Manager role for the location head (full POS + inventory + reporting).
Step 4 — Daily operations
Cashiers open POS, scan/select products, accept payment (cash/card/UPI). Easedesk auto-creates a B2C invoice + reduces stock. End-of-day: Store Manager closes the POS session — cash count + payment summary auto-flows to Petty Cash and Banking.
Step 5 — Multi-store reporting
Analytics → Multi-store dashboard shows revenue, footfall, top-selling SKUs and stock variance per store. Drill down to compare locations.
Frequently asked questions
Does Easedesk POS work offline?
Can I issue GST-compliant B2C bills?
Stock auto-replenishment between stores?
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