ElliboHelp Centre

Connect Ellibo POS

Connect POS once and it works on the same items, stock, customers and books as your other Ellibo apps - Accounting, Inventory, Ecommerce, CRM and Manufacturing. Changes on either side follow straight away, so nothing is sold twice.

Connect Ellibo POS once, from Integrations, and POS becomes part of the same business as your other Ellibo apps. There is nothing to set up inside each app. POS screens, billing and settings stay exactly as they are.

Once connected
StockOne count. A sale, return, purchase or adjustment in POS changes the shared count as soon as it is saved. A shipment, receive or sale in Inventory, Ecommerce, Accounting or Manufacturing shows in POS straight away.
ItemsOne list. A product you add in POS is added to your item list, and items you add in your other apps appear in POS. Name, price, barcode, code, cost, HSN and tax rate follow when you edit them on either side.
EcommercePOS products appear in your Ecommerce products as drafts - not on your website until you publish them. A POS product with variations is one product with its options (for example Rice Bag with Small, Medium and Large), and the same item group in Inventory. Products and options you add in Ecommerce appear in POS.
Kitchen ingredientsFor restaurants: raw materials are items too. A dish sold takes its ingredients off the same count your purchases add to.
CustomersOne list. POS customers are customers in your books, and customers you add in your other apps appear in POS. If you use CRM, POS customers are CRM contacts too.
BooksPOS sales, payments, refunds, purchases and expenses post to your books within a minute.

Who can connect

An admin of the business. You need Ellibo POS and at least one of Accounting, Inventory, Ecommerce, CRM or Manufacturing for the same business, and both must use the same currency.

Connect

  1. Open any app's Settings › Integrations, then the Ellibo POS tab.
  2. Check what connecting will do. Ellibo shows how many POS products match items you already have (by barcode, then code, then exact name), how many are added to your item list, and how many items from your other apps can be added to POS.
  3. Choose what you need:

    • Also add the items from your other apps to POS (on by default). They start hidden from your POS online store, so you choose which ones customers see there.
    • If an item has a count in both places, choose which count to keep. POS counts (what is on your shelves) is selected for you.
    • If you have more than one warehouse, choose the one POS sells from.
  4. Click Connect Ellibo POS.

A long item list is linked in the background over the next few minutes. POS keeps working meanwhile.

How things match

  • Items: an exact barcode first, then code / SKU, then the exact name. When two items could match, a new item is made rather than a guess.
  • Customers: the same mobile number (the last 10 digits, so +91 98765 43210 matches 98765 43210) or the same email. Names never match on their own, because two people can share a name.
  • Prices: when one side keeps prices with tax and the other without, the price is converted, so the amount the customer pays stays the same.
  • Tax: a tax rate edited in another app reaches POS when POS has a tax group with that rate. An item new to POS whose rate POS doesn't have yet gets a new tax group (CGST + SGST).
  • Both sides edited at the same moment: the item in your item list wins.

Selling the last piece

The count is shared, so the last piece can't be sold twice:

  • Sold at the counter, it is gone from your Ecommerce store the moment the bill is saved.
  • Shipped from Ecommerce or Inventory, POS shows it gone straight away. Whether the counter may still bill it is your choice in Billing settings - Allow billing when stock is low. Online and QR orders always stop at zero.

Books

From the day you connect:

  • Walk-in sales: one sales invoice a day, with lines by tax rate.
  • A bill with a customer's GSTIN or an unpaid due: its own invoice for that customer.
  • Payments are recorded by method. Card and UPI money waits in POS Card & UPI Receipts until you move it to your bank.
  • Refunds, purchases, vendor payments and expenses post too.

Documents posted from POS are read-only in your other apps. To change one, change the bill, return, purchase or expense in POS, and the books follow within a minute. A day that can't be posted, for example because the books are locked for that date, is listed on the Ellibo POS tab.

If you were already entering POS sales in Accounting by hand, stop doing so from the day you connect, or they will be counted twice.

The Ellibo POS tab

Once connected, the tab shows:

  • how many items, ingredients and customers are shared;
  • the last POS day in the books;
  • any problem, which is retried by itself within a minute.

Sync now brings everything up to date straight away. Edit connection turns on or off adding items from your other apps to POS.

Good to know

  • POS never waits. Sending changes runs after a bill is saved, so a slow moment never stops the cashier. If something is missed, the 1-minute run sends it.
  • Batches & expiry: a sale in another app takes stock off the batch that expires first.
  • Variations: each POS variation is its own item in your item list (for example T-Shirt - M), grouped under the product in Item groups. Their names stay as POS builds them; price, cost and barcode follow both ways.
  • Deleting a product in Ecommerce only takes it off your store: it isn't listed again, and POS keeps selling it.
  • Combos are not items in the list; their items are counted instead.
  • Deleting a product in POS archives the item POS made in your item list. An item your other apps made stays; it just stops being linked.
  • Items that use batches, serial numbers or bundles in Inventory are not linked, because POS can't say which one was sold.

Disconnect

On the Ellibo POS tab, click Disconnect. POS keeps working on its own. Items, stock and customers stop following each other, and POS sales stop posting to your books. Nothing already shared or posted is removed. If you connect again later, POS sales post from that day.

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