ITR POS - Complete Point of Sale Solution .submenu-arrow.rotated {
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} introduction how to install how to activate Dashboard sales Customers Customer Categories Item Modifiers Void Reasons Quotations Delivery Challan Discount Management Order Takers Riders Delivery Order Inventory Items Unit Of Measurement Purchases Suppliers New Transfer Request Transfer Approval Stock Adjustment New Adjustment Production Opening Balances Accounts Expenses Bank Accounts Payment Methods Card Types Customer Payments Supplier Payments Financials Quick Transaction Journal Entries Chart of Accounts Account Mappings Period Mgmt Reports Sales Inventory Accounts Financials Hardware & Devices Terminals Print Devices KOT/KDS Tablet Orders Backup Tool Settings General Settings Updates New Features Check For Updates Apply Update License Info help POS support Copyright ©
IT Resources
2025 ITR POS Most Advanced Point Of Sale Solution By:
IT Resources WhatsApp:
+92 311 3917777 Email:
support@itresources.com.pk ITR POS is a powerful, modern point-of-sale solution designed for businesses of all sizes worldwide.
It helps you streamline sales, manage inventory efficiently, and deliver an exceptional customer experience.
With intuitive admin and user panels, automated online payment gateways, and real-time reporting, ITR POS ensures smooth operations without any technical expertise.
Our documentation guides you through every feature, while our team continuously delivers updates, new functionalities, and security enhancements to provide the best possible user experience globally. Installation Application Installation Process Our Windows Installer ensures that installing the software is a hassle-free experience. With just a few simple steps, you'll be up and running in no time, no technical expertise required. The process is intuitive and designed to make setup as easy as possible. Installation Steps: Visit our official website: itresources.com.pk Navigate to the Services section in the menu. Click on ITR POS to proceed to the download page. On the download page, click the Download ITR POS button to initiate the download. Once the download completes, locate the .exe file in your Downloads folder and double-click it to start the installation process. The installation wizard will appear. Simply click Next on each screen to proceed with the setup. After installation is complete, the software will be fully installed and ready for use. Post-Installation Configuration: After installation, it's crucial to update your WAMP server to version 8.1.31 to ensure optimal performance and compatibility with the software. To update your WAMP server, open the WAMP manager, navigate to Settings, and select version 8.1.31 from the list of available versions. Should you encounter any issues during installation or have questions about updating the WAMP version, our support team is ready to assist you. Feel free to reach out, and we'll be happy to guide you through any challenges. Activation Application Activation Process Activating your ITR POS software is quick and simple. Once the software is installed,
it will automatically prompt you for activation when you launch it for the first time. Activation Steps: Once the software is installed and you launch it for the first time, the activation window will appear automatically. Enter your Activation Key in the provided field. Your activation key was provided to you when you purchased the software. Click on the Activate button. Your license will be activated immediately and you can start using the software. If you need your activation key or encounter any issues during activation, please contact our support team. Dashboard Dashboard overview The User Dashboard is designed for users. Users can
manage everything on their dashboard, according to the
pricing plan, they will be able to buy packages, can
withdraw amounts, and can see the wallet. Sales Section In this section, you can save all types of customer details,
and you can also edit all previously saved customer information
within the Sales section. Customer Customer Management In the Customer Tab, you can view all existing customers along with their stored information. If you need to update any customer's details, simply click on Edit next to their record. To add a new customer, click on Add, enter the required information in the form, and then click Save to store the new customer in the system. Customer Categories Manage customer categories Customer categories allow you to classify your customers into different groups such as Cash, Credit, Retail, or Wholesale. Organizing customers by category helps you manage billing, apply discounts, and filter reports more efficiently. You can create, edit, or delete categories based on the needs of your business. Item Modifier Management
Manage item choices, extras, and variations Item modifiers allow businesses to add optional or configurable choices to their products or services. These modifiers help customize items—such as sizes, variations, additional features, or service options—based on business needs. Modifier Groups
Create groups of related modifiers (e.g., size options, variations, features). Modifiers
Add individual modifier options inside each group. Modifier Library
A central list where all product or service modifiers are created and stored. Modifier Assignment
Used to attach existing modifiers from the library to specific items. Modifier Templates
Ready-made modifier sets that can be quickly applied to items for faster setup. Void Reasons Management Dashboard / Void Reasons Void Reasons are used to define specific and predefined explanations for canceling
or voiding a sales transaction. These reasons help record why an order was
reversed—such as customer cancellation, wrong item selection, duplicate entries,
pricing mistakes, or system-related issues. Clearly maintained void reasons improve
transparency, support accurate sales reporting, prevent misuse, and provide better
control and accountability over staff activity. How to Add a New Void Reason?
To create a new void reason, click "Add New Reason" and a popup will appear.
Enter the Reason Name (required) and optionally add a detailed Description
to specify when this reason should be used. After filling the fields, click
"Add Reason" to save it. The new reason will now appear in the list and can
be used during voided sales transactions. Quotations Sales Quotations are used to provide customers with a detailed estimate of products and prices without immediately affecting sales records or reports. At the initial stage, a quotation is created and shared with the customer, allowing them to review the details before making a final decision. Each quotation can be managed through its status in the quotations section. Once a quotation is approved, it can be easily converted into a sale by navigating to the Sales module and selecting the “Load Quotation” option. This process automatically transfers all customer and product details into the sales transaction, ensuring accuracy and saving time. Additionally, the system updates the quotation status accordingly. For example, when a quotation is converted into a sale, its status changes to reflect completion. If a quotation is not accepted, it can also be marked as rejected or cancelled. Multiple status options help businesses effectively track and manage quotations. Overall, the quotation system improves workflow efficiency, maintains data accuracy, and supports better business decision-making. How to Create a New Quotation? To create a new quotation, go to the Sales tab and open the Quotation section. All previous quotations will be displayed. Click on the "Create New Quotation" button, then select or search for a customer. Next, search and add items, and make any necessary adjustments to prices, discounts, or other fields according to your requirements. Once all details are entered and reviewed, click on "Save Quotation". Quotation Status Change To change the quotation status, go to the Sales tab and open the Quotation section. All quotations will be listed. In the Action column, click on the flag icon to update the status as needed. Print Quotation To print a quotation, go to the Sales tab and open the Quotation section. All quotations will be listed. Click on the Print button next to the desired quotation to generate a print-ready version. Delivery Challan Generate challans for delivered invoices A delivery challan is an official document used to confirm and record the delivery of goods to a customer. It serves as proof that the ordered items have been dispatched or handed over, even if the invoice has already been generated. Delivery challans help businesses maintain accurate records of which items were delivered, to whom, at what time, and by which invoice reference. This ensures proper tracking, prevents disputes, and improves communication between the sales, accounts, and delivery teams. It is especially useful in businesses where items are sent out for delivery, partial deliveries occur, or customers request physical proof of dispatch. How to Use the Delivery Challan Feature?
To generate a delivery challan, start by selecting the date range in the filters so the system can display all invoices created within that period. You may further narrow the results by choosing a specific customer or entering an invoice number. After applying filters, the system will list all eligible invoices available for challan creation. Simply select the invoices you want to generate challans for and review customer details, delivery address, and item information. Once satisfied, click on the "Print Selected" button to generate and print the delivery challan. This document can then be given to the rider, the dispatch team, or the customer as proof of delivery. Discount Management Manage discount codes and rates The Discount Management section allows you to create and organize different discount codes for your store. It helps you manage promotional offers by defining the discount name, code, type, rate, and an optional cap. You can also group discounts into categories for better organization. This feature ensures consistent pricing, easier promotion handling, and a smooth billing process. How to Add a New Discount?
To create a new discount, click "Add New Discount" and fill in the discount name, select the type (Percentage or Fixed), enter the rate, and optionally add a maximum cap. Choose a category if available, keep the status active, and click Add Discount to save. The new discount will appear in the list and can be applied during sales.
How to Manage Discount Categories?
To manage categories, click "Manage Categories" in the Discount Management section. You can add a new category by entering the category name, display order, and selecting its status. After saving, the category will be available to assign to your discounts for better organization. Order Takers Management Manage your order takers and commission rates The Order Takers module helps you manage the employees responsible for taking customer orders. This screen displays a list of all order takers along with their essential details, including name, employee ID, phone number, email, commission rate, and current status. You can edit or delete any record directly from the table using the action buttons. This feature ensures that your sales process stays organized and that each order taker's commission is tracked properly. How to Add a New Order Taker?
To add a new order taker, click the "Add Order Taker" button on the top right. A popup form will appear where you must enter the order taker's name, employee ID, phone number, email, commission rate, and password. After filling in all required fields, click the "Add Order Taker" button to save the new record. The new order taker will immediately appear in the list with their details and status. Rider List Manage your delivery riders The Rider section allows you to manage all delivery riders connected to your store. From here, you can keep track of riders' names, contact information, vehicle details, and their active/inactive status. This helps you organize your delivery system by assigning orders to the right rider and ensuring that all rider information stays up to date. How to Add a Rider?
To add a new rider, click the "Add Rider" button on the top right. A form will open where you must enter the rider's name, phone number, email, and vehicle number. You can also choose whether the rider should be active or inactive. Once all details are filled, click "Save Rider" to add them to the rider list. Delivery Orders Manage and track delivery orders The Delivery Orders section helps you manage and track all orders that require home delivery. It displays important details such as the order number, customer name, contact information, assigned rider, delivery address, order amount, status, and delivery time. This feature allows you to monitor the entire delivery workflow, ensuring that every order is properly assigned and delivered on time. What is the purpose of the Manage Riders button on the top right?
The Manage Riders button on the top right provides a quick shortcut to the Rider List page. When you click this button, the system will redirect you back to the Rider List, where you can add, edit, or update rider information. This helps you manage delivery staff without leaving the delivery orders section.
How to Add a Delivery Order?
To add a delivery order, first create a regular sales order or invoice inside the POS section. During checkout, select the Delivery option and choose a rider from the rider list. After saving the order, it will automatically appear in the Delivery Orders section with all relevant details such as customer, rider, address, and status. From here, you can track the order until it is delivered. Inventory The Inventory section in the POS system is designed to help you efficiently manage all stock-related activities in one place. It provides a complete workflow for creating and organizing items, setting up item categories, defining units of measurement, recording purchases, and managing suppliers. You can also handle stock adjustments, transfer requests, approvals, production entries, and opening balances. This section ensures that your store maintains accurate stock levels, smooth item movement, and proper tracking from purchase to sale. In this module, we will explore each feature step by step so you can fully understand how inventory is controlled and updated throughout the system. Item List Manage your items You can add items in two ways: Excel Import and Manual Entry. In both methods, keep your categories and sub-categories properly organized first so items are created in the correct structure. Method 1: Excel Import Go to Inventory -> Items, click the Excel Operations button, and select Import Items. A modal will open. Click Download Template from the top-right side of the modal, fill item details in that template, then copy all rows from Excel and paste them into the modal. Cross-check everything in preview, and if all details are correct, click Import Products. Method 2: Manual Item Creation Go to Inventory -> Items. First create category and sub-category by clicking the Categories button. Then click Add Item, fill all required details, and save the item. Item Role Types There are three item roles: Stock Item, Non-Stock Item, and Material Item. What each role means Stock Item: Used for direct sale and purchase items.
Non-Stock Item: Used for prepared items/recipes like burger, pizza, etc.
Material Item: Used as ingredients in final items through BOM method (for example bread, sauce, spices). Materials can be linked in stock or non-stock products. Unit of Measurement (UOM) Management The Unit of Measurement (UOM) section helps you define how products will be measured inside the system.
Different items require different measurement methods—some are measured by weight, some by volume,
some by length, and some simply by count.
To manage this properly, the system groups similar units together and allows you to create
accurate conversions between them. How to Use the UOM Screen Step 1: Create UOM Groups Enter a short code (e.g., WGT for Weight) and a group name
(e.g., Weight), then click Add Group. Step 2: Add Units to Each Group
For every unit, enter: Unit Name (e.g., Kilogram)
Symbol (e.g., kg)
Select Group (e.g., Weight)
Factor (how many base units are in this unit)
Mark “Base Unit” if it is the smallest unit in that group Click Add Unit to save it. Why UOM Is Important? The UOM setup ensures: Accurate stock management
Correct purchase and sale conversions
Clean reporting
No confusion between different types of measurements Whether you buy an item in KG and sell it in grams, or receive items in cartons
and sell in pieces — the system handles all conversions automatically. Purchase List Manage your purchases The Purchases section lets you manage all items bought from suppliers. You can view purchase history, filter by supplier or status, and quickly search any record. From the top-right, you can open Manage Suppliers or add a new purchase using Add New Purchase. How to Add a New Purchase?
Click Add New Purchase to open the form. Select the store, choose a supplier, enter a reference number, and pick the purchase date. Add items using search or browse, then enter quantity, cost price, retail price, and tax. The system calculates totals automatically. Add discount or shipping if needed, then click Save Purchase.
What "Update Selected" Means?
Update Selected lets you change the status of multiple purchases at once. Select the checkboxes next to the records you want to update, choose a new status, and apply it in one click. Supplier List Manage your suppliers The Suppliers section helps you manage all vendors from whom you purchase inventory. It provides a simple list showing each supplier's name, contact information, email, address, status, and creation date, making it easy to keep supplier records organized. From this page, you can quickly add new suppliers, edit existing ones, or search through the list. How to Add a Supplier?
To add a supplier, you simply click the "Add Supplier" button and enter basic details such as name, phone number, email, and address, then save it. Once added, the supplier becomes available to use while creating purchases, ensuring smooth and accurate purchase entry in the system. Stock Transfer Request Create a new stock transfer between stores The New Transfer Request section is used to move stock from one store to another. At the top, select the source store and the destination store, and add any important notes for the transfer. The page shows the number of items selected for transfer. In the Add Items to Transfer area you can search items, filter by category, or filter by stock type. Each item displays its name, code, category, and available stock — click Add to Transfer to include it. After choosing all items, review the details and click Submit Transfer Request to complete the transfer. This feature ensures smooth stock movement between branches and keeps inventory levels accurate. Stock Transfer Management Approve and manage stock transfers between stores The Transfer Approval feature allows you to review, verify, and manage all stock transfer requests between stores. This screen displays every transfer along with important details such as the transfer number, source store, destination store, items included, status, and date. You can use the filters at the top to narrow results by store or status, making it easier to locate pending or completed transfers. From the actions column, you can open any transfer, check its details, and approve or reject it. This ensures full control over stock movements and prevents unauthorized transfers. Opening New Transfer Request:
If you want to create a new transfer from this page, simply click on the "New Transfer Request" button shown on the top right. This will redirect you to the same New Transfer Request form where you can select stores, add items, and submit a fresh transfer request. This shortcut helps you quickly create new transfers without going back to the main inventory menu. Stock Adjustment History View and track all stock adjustments The Stock Adjustment History section helps you track and review all adjustments made to your inventory.
It allows you to filter adjustments by store and date range, making it easier to locate specific entries.
This section displays important information such as adjustment type, items affected, quantities increased or decreased, and the date the adjustment was created.
It ensures accurate inventory records by showing every correction made to stock levels. What is the purpose of the New Adjustment button on the top right? The New Adjustment button on the top right lets you create a fresh stock adjustment.
When you click it, the system redirects you to the New Adjustment form where you can add or reduce stock, select the store, provide notes, and save the adjustment.
This shortcut allows you to update your inventory instantly without navigating away from the history page. How to Create a Stock Adjustment? To create a stock adjustment, click the New Adjustment button and fill out the required details.
Select the store, choose the adjustment type (increase or decrease), add the items, enter quantity, and include any notes if needed.
After saving, the adjustment will appear in the Stock Adjustment History section where you can review it anytime. Stock Adjustment Adjust stock quantities and track cost impact The New Adjustment screen allows you to manually correct stock quantities in your inventory. You can select the store and apply filters to ensure you are adjusting the correct location. The screen provides fields to enter general remarks, search for specific items, and view their current stock, cost price, and current value. After selecting items, you can enter the actual quantity, and the system will automatically calculate the adjustment value and the new stock value. At the bottom, summary sections show the total items adjusted and the total adjustment value. Once everything is verified, you can process the adjustment to update the inventory. Production Orders Manage production orders and manufacturing The Production screen is used for managing manufacturing or assembling items. On this page, you can filter production orders by status and view details such as order number, production date, total cost, and items included in the production batch. The Create Production Order button allows you to start a new manufacturing process by selecting items that need to be produced and entering the required quantities. This section helps you track ongoing and completed production batches for better inventory control. Opening Balance Entry Enter opening inventory balances for items The Opening Balance screen is used to enter the initial stock quantities when starting the system or adding new items. After selecting the store, you can add remarks and search for items to assign their opening quantity, cost price, and total value. This ensures the system correctly reflects the starting stock of each item. The summary section shows total items and total opening value. Once completed, you can save the opening balance so the inventory begins with accurate starting quantities. Accounts Section The Accounts section is designed to help you manage all financial activities of your business in one place. It provides essential tools such as Expenses, Expense Accounts, Expense Categories, Bank Accounts, Payment Methods, and Card Types. You can also record Customer Payments and Supplier Payments directly from this module. These features help you track where your money is coming from, where it is being spent, and how much you owe or need to collect. By organizing all financial records neatly, the Accounts section ensures better budgeting, easier reporting, and smooth financial control for your business. Expenses Accounts The Expenses workflow is managed in three connected steps. First, create an Expense Category
(for example, Utilities) and then create its Subcategory (for example, Bills). Second, create
an Expense Account and assign it to the correct category and subcategory. Third, add the actual
Expense entry by selecting the expense account, payment method, and amount. Step 1: Create Expense Category and Subcategory Open Expense Categories and create a main category such as Utilities. Then add
a subcategory such as Bills under that category. This gives your expenses a clear structure. Step 2: Create Expense Account Open Expense Accounts and click Add Expense Account. Enter the account name, select the category
and subcategory you created in Step 1, and save the account. Step 3: Add Expense Click Add New Expense and select the expense account from Step 2. Then choose payment method,
enter amount and remarks, and save the expense. You can review records later with date, category,
and status filters. Bank Account List Manage bank accounts The Bank Accounts section lets you manage all your business bank accounts in one place.
You can add new bank accounts, record opening balances, and transfer funds between accounts.
This helps maintain accurate financial records inside the system. How to Add a New Bank Account? Click the Add Bank button, then fill in details such as bank name, account title, account number, IBAN, branch info,
and address. You can also map this bank account to your Chart of Accounts for accounting purposes.
After entering the required fields, click Save Bank. How to Add an Opening Balance? The Add Opening Balance option allows you to enter the starting balance of a bank account at the time of beginning system usage.
Select the bank account, enter the balance amount and date, add remarks if needed, and click Save Opening Balance. What is Bank Transfer? The Bank Transfer feature is used to move funds between your bank accounts.
Select the source and destination account, enter the transfer amount, date, and optional reference details,
then click Process Transfer. This automatically creates proper accounting entries for the transfer. Payment Methods Management Manage payment methods for your POS system The Payment Methods Management section allows you to manage how customers can pay
in your POS system. You can add new payment methods, set icons, assign colors,
adjust sort order, enable/disable status, and choose whether a bank account is required
for a particular method. How to Add a New Payment Method? Click on the Add New Method button to create a new payment method.
Enter the method code, display name, choose an icon, set the color class,
and define whether it requires bank account selection. You can also set the sort
order and choose to keep the method active or inactive. Editing or Removing a Method Each payment method listed includes action buttons for editing or deleting.
You can update its name, color, icon, or status anytime or remove it permanently
if no longer needed. Bank Account Requirement Some payment types (e.g., bank transfer) may require selecting a bank account.
You can enable the Requires Bank Account Selection option while adding or
editing the payment method. Card Types Management Accounts Section The Card Types Management section allows you to create, edit, and manage different card types used for customer payments.
This includes setting card codes, display names, icons, charge rates, and sort order. It helps maintain organized
and structured payment options within your POS system. How to Add a New Card Type? To add a new card type, click the Add New Card Type button. A form will appear where you can enter essential
details such as the card code, card name, display name, icon type, color, and default charge rate. You can also set the
sort order and activate or deactivate the card type before saving. Card Types List The Card Types List displays all existing card types with details including code, name, display name, icon, charge rate,
sort order, and status. Each card type also comes with action buttons to edit or delete the card type
whenever needed. Customer Payments Enter payments per invoice or as total The Customer Payments section allows you to record payments made by customers against their invoices or outstanding balances.
You can select a customer, view their pending amounts, and enter partial or full payments. This helps keep all receivables
organized and ensures accurate payment tracking in the POS system. How to Search and Select a Customer? Click on the customer search option to open the customer selection window. You can search by customer name or phone number.
The system also shows a list of recent customers for quick access. If needed, you can also choose the Walk-in Customer
option to continue without selecting a registered customer. How Customer Payments Work? Once a customer is selected, their outstanding invoices or total pending amount will be displayed. You can enter the payment
amount, choose the payment method, and record the transaction. This ensures smooth and accurate handling of customer dues. Supplier Payments Pay against purchase or total outstanding The Supplier Payments section allows you to record payments made to suppliers against their purchase invoices
or total outstanding balance. This section helps you manage your business payables by keeping track of what
amount is due and what has already been paid. How to Search and Select a Supplier? Click on the supplier search option to open the supplier selection window. You can search using the supplier's
name or phone number. If no suppliers match the search, the system will show the "No suppliers found" alert.
After selecting a supplier, you will be able to view their outstanding payments. How Supplier Payments Work? Once a supplier is selected, the system will display their unpaid invoices or total due amount. You can enter
the payment amount, choose the payment method, and submit the transaction. This ensures accurate tracking of
supplier dues and smooth management of business expenses. Financials Section The Financials section helps you manage all your business accounting activities in one place. Here you can record financial transactions, create journal entries, manage your chart of accounts, track account balances, and organize financial periods. This section gives you better control over your business finances, helps maintain accurate records, and improves reporting and decision-making. It ensures that your POS data and accounting data stay connected — making your business more organized and financially transparent. Quick Transaction Record simple transactions between two accounts The Quick Transaction feature allows you to record a simple financial entry between
two accounts without creating a complete journal entry manually. It helps you
quickly transfer amounts from one account to another with just a few fields. How to Record a Quick Transaction? To add a quick transaction, select the transaction date, choose the source account
(from where money will be deducted), and the destination account (where money will be added).
Enter the amount and an optional description, then click Record Transaction. Where to See Recent Transactions? All recorded quick transactions for the current day appear in the Recent Quick
Transactions table below the form. From there, you can view or manage previously added entries. Journal Entries View and manage journal entries The Journal Entries section allows you to record, view, and manage all financial
transactions that affect your accounts. It is used to enter debit and credit lines
manually so your financial records remain accurate and transparent. How to Add a Journal Entry? Click on Add Journal Entry, select the entry date, enter a description, and
add multiple debit and credit lines. Once the total debits equal total credits,
save the entry to update your financial records. Filtering Journal Entries Use the From Date and To Date fields to filter entries for a specific
time period. You can also search by description, reference, or account to quickly
locate past entries. Chart of Accounts Dashboard/Chart of Accounts The Chart of Accounts section is the backbone of your financial system.
Here you can view, organize, and manage all accounts used in your business
such as assets, liabilities, expenses, income, and equity. Each account
stores financial data that helps you generate accurate reports and maintain
clear bookkeeping. Why Chart of Accounts is Important? A well-organized Chart of Accounts helps you understand your business
financially. It lets you track balances, manage categories, monitor
opening/current balances, and ensure proper accounting for all financial
activities. How to Add a New Account? Clicking on the Add Account button opens a form where you can
enter the account code, name, type (Asset, Expense, Liability, etc.), and
category. You can also add an optional description to identify the purpose
of the account. Once saved, the account becomes part of your system and is
available for all financial transactions. Viewing Existing Accounts The account list displays each account's code, type, category, opening
balance, current balance, status, and available actions. You can easily
edit any account or view its detailed balance record by using the action
buttons.