Setup Guide

  • Click on register business link on the welcome page.
  • Registering business involves multiple steps; Business Details, Tax details, and Owner details.
  • Business Details: Fill out the relevant fields; select the appropriate currency & Time zone; click on Next. Time Zone & Currency can be different for different registered businesses.
  • Tax Details: You should fill out at least one Tax name and Tax number. Tax is like GST/VAT which varies for different countries. Fill details & click on next.
  • Owner Details: Provide asked details. Username & Password are used to login so make sure you remember them.
  • The owner created during this registration will be admin of the business. More admin can be added/edited/deleted from user management section.
  • Click on the register button and after successful registration, it will get redirected to login screen. Login with owner username/password created.

Note: You can change any of the above details in the business settings section.

Give yourself the time to learn

Before you commit to a trial, determine whether you have enough time to give software a fair chance. This way you will avoid the recurring situation where you sign up only to use it once and then forget about it. Once you have started your trial, take the time to get the feel of the product. Look around and test out as many features as possible before going into too many specifics about your own business needs.

Include more people into the decision process

The best way to test MostDesk trial is to include more members of your team in the trial phase. Include people from many different positions, as they are the prime users of the product in the future. Based on their expertise they can have valuable insight into the specific needs of their team, making it easier for you to make the right decision straight away.

Focus more on your business needs

Once you have had the time to get a feel of the software, and have a better understanding of its capabilities, start focusing on your business needs. Now is the right time to really test out all of the features and go deeper into the trial phase. Give yourself enough time to customize and test it within the scope of your business specifics.

Remember that every business is unique

One of the biggest challenges any software provider runs into is the fact that they can't cater to every business in the world. Every company is unique and has their own specific needs. Keep these things in mind during the trial and don't be too quick to write off a software before finding out whether you have had the chance to test out every feature. Which will bring us to the next point.

MostDesk comes with the option to handle multiple business locations or WareHouse or Storefronts for your business.

A default location is added to the newly created business.

Invoice Scheme:Before creating a new location or storefront, you can define a new Invoice scheme or you can use existing invoice schemes. But having different invoice schemes for locations can help you to identify them.Invoice Scheme is invoice number format.

Invoice Layout: If you wish to have a different invoice layout for the location then you should create an invoice layout before creating a new location.

Default Selling Price Group: Select the selling price group that will be used in this location.

Payment Options: Enable/disable payment methods and set default payment methods to different payment account.

You can always change invoice scheme & Invoice Layout for a Business location anytime.

  • To create a new Business Location / Storefront or warehouse go to "settings -> Business Locations"
  • Fill the business details.
  • Choose an Invoice scheme & Invoice Layout for the location.

When having multiple locations you will have to select the Location while adding purchases or in the pos screen.

Inventory and transactions are managed separately for each location you create so that you can easily track and analyze them for each location.

To disable a business location click on Disable button present in List Business Location.

NOTE 1: After a business location is disabled any users assigned to that business location must be assigned to other non-disabled business location.

NOTE 2: You must keep atleast 1 business location non-disabled. If all business location is disabled then the application will throw errors.

Adding users

  • User Management -> Users -> Add New
  • Fill the user details, select user role, give a unique username.
  • Sales Commission Percentage (%): Provide the commission % for this user. This option gets applied if the commission agent feature is enabled.
  • Is active?: Activate/Deactivate the user.
  • You can edit/delete a user.

Max sales discount:

The maximum discount this user can give during sales in the POS & sales screen. If you don't want to have this restriction then simply keep this value blank.

Max sales discount:

The maximum discount this user can give during sales in the POS & sales screen. If you don't want to have this restriction then simply keep this value blank.

Disable User login

Uncheck the allow login option to not allow login to this user.

  • Every new business comes with some default roles – Admin & Cashier. Admin have all permissions in the application. Cashier have permission to only POS section.
  • You can create a role by clicking on Add button ->giving a role name and then selecting the appropriate permission for that role.
  • Sometime you may need to give a user access to a/some particular location(s) only. In this case, select the locations from "Access locations" permission. Select "All Locations" to give permission to access all locations for your business.
  • Roles permissions can be edited &deleted.

Note: You must update the role of an existing user before deleting a role.

Commission Agent is useful for many businesses. Businesses pay sales agent/commission agent commission on every sale they bring.

Enabling & Choosing Commission Agent Type:

By default Commission Agent is disabled. You can enable it from Settings -> Business Settings -> Sales. Sales Commission Agent drop-down.

You will see 3 different types:

  • Logged in User: If this option is used then the Logged in User will be automatically considered as the commission agent for the sales added by him. Meaning the user adding the sales will get the commission for the sales.
  • Select from User's List: If this option is enabled then in POS & Sales Screen you will see the list of "users" present in your business. The user adding the sales will select the commission agent from the list of users displayed.
  • Select from Commission Agent List: If this option is enabled then in POS & Sales Screen you will see the list of "Sales Commission Agents" present in your business. The user adding the sales will select the commission agent from the list of "Sales Commission Agents" displayed.

Select the option as per your business requirements.

Adding Commission Percentage:

You can add commission % while adding/editing the User or Sales Commission Agent

Calculating Commission Amount:

To See the commission amount, Go to Reports -> Sales Representative Report.

Select the User for which you want to see the commission amount.

On selecting it will show you the details summary of Total Sale, Total Sale Commission & Total Expense. Also, the table below that lists all the transactions.

MostDesk allows you to add expenses for an employee. These expenses can be Salary, Bonuses, Perks, travel expenditure or anything else.

  • Simply create a category for the expense you're adding. Adding relevant categories helps you to classify expenses and analyze them.
  • Go to Add Expenses, fill the details, select the relevant category and select the employee name expense for fields.
  • Add the expense.
  • To view details of all expenses for an employee go to "Sales Representative Report" and select the User. It will show the total expenses for the employee. You can also view the list of expenses from there.

HRM modules consist of:

  • Leave types & Leaves.
  • Attendance
  • Payroll
  • Holiday
  • & related settings

Leave types

  • Only admin can manage leave type (add or edit)
  • Fields
    • Leave Type: Enter the name of the type of leave.
    • Max leave counts: Maximum number of leaves allowed for the leave type.
    • Leave count interval: This can be "Current month" or "Current financial year" or "None". It is the interval for the maximum leave counts.

For example: If employees can take 12 Sick Leave in 1 year then:

Leave Type = "Sick Leave"

Max leave counts = 12

Leave count interval = "Current financial year"

Leave Management

  • Add leave: Leave Type(dropdown list), Start Date, End Date, Leave type, Reason (text area)
  • Default status of a leave added is pending
  • Admin can change the status: status(pending, canceled, approved) by clicking on leave status column button.
  • Inbuilt app Notification will be sent to admin when a new leave it added.
  • Inbuilt app Notification will be sent to the applied user when the status is changed by admin.
  • Only admin can delete a leave.
  • Reference no. Will be generated automatically for every leave to uniquely identify them. You can change the reference no prefix from HRM -> Settings (Leave Reference No. prefix)
  • Leave Instructions: You can enter special instruction for users before applying for leaves from settings "Leave Instructions" field.

Leaves Summary for a user

  • For admin: Admin can view leave summary of all other users. On leaves page filter by an employee name and it will show the summery in the bottom of page.
  • For Users: Always visible to a user his/her summary.

Attendance by admin & other users

  • Users can add their own attendance, admin can add attendance of every user.
  • Attendance fields for admin: Employee, Date, Ipaddress (auto get the users ip address), note, clock_in_time, clock_out_time.
  • Attendance by non-admin users: User can add their own attendance by clicking on "Clock In" button present in top navigation bar and clock-in adding a note. And click on "Clock Out" button before leaving the workplace for checkout and adding a clock-out note.
  • Total work hours will be displayed when admin select a particular user and it is always visible to a non-admin user.
  • If admin wants to add attendance for users & don't want user to add there attendance then it can be disabled by unchecking "Allow users to enter their own attendance"

Shift management:


  • Only admin can add payroll & other users can view only there own payroll.
  • Reference no. will be generated for Payroll. You can change the Payroll Reference No. prefix from settings.

Adding Payroll

  • For adding payroll click on Add button in payroll menu.
  • Select Employee and the month/year of payroll.
  • If any existing payroll for the period then it will be shown for editing or new payroll can be added.
  • Fields
    • Total work duration: Duration of work will be auto-calculated based on attendance
    • Duration Unit: Unit of work like month/hour/week or other.
    • Amount per unit duration: Price per duration.
    • Total: Total work duration x Amount per unit duration
    • Allowances: add as many allowances you have for the employee. Allowances will be added in final payroll.
    • Deductions: add deductions for the employee. Deductions will be subtracted in final payroll.
  • Gross amount = Total + Sum of Allowances – Sum of Deductions
  • Inbuilt app Notification will be sent to the user when payroll is added.


  • Only admin can add holiday.
  • Other users can view holidays applicable for there location.

Adding Holidays

Fields: Name, Start Date, End Date, Business Location, Note

Permission & Settings for management for HRM

Approve Leave:

By default only admin can approve leave added by other users. But you can assign the Approve leave permission to any other role & assign it to a user. User having approve leave will be able to approve leaves added by other users.

Allow users to enter their own attendance:

You will find this option in HRM -> Settings -> HRM tab. If enabled other user will be able to enter their own attendance and vice-versa.

Features in Essentials module:

ToDo List:

  • Add new to-do items
  • Mark items as completed.
  • Delete items
  • Date-Wise to-do list.


  • Easy document storage to the cloud in your server.
  • Share documents with other users or other roles.
  • Download document.
  • Delete documents


  • Written message or short notes.
  • Share with other users or roles.
  • Delete


  • Add reminder with event name, date, time.
  • One time reminder or Repeated reminder – every day or every week or every month
  • Nice calendar view.


  • Send messages to everyone within your business.
  • Send to a particular location.
  • Permission to allow sending or only view.

Repair Module for Mostdesk

Repair module for Mostdesk helps with complete repair service management of electronic goods like Cellphones, Computers, Desktops, Tablets, Television, Watch, Wireless devices, Printers, Electronic instruments, and many more similar devices which you can imagine!

Feature in Repair Module:

  • Configurable repair status with color code for easy identification
  • Manage Devices (like Mobile, Computer, Tablets, etc)
  • Manage Device models
  • Configurable checklist for device models
    • Add products (spare parts) & services as per device models.
    • Assign repair to a technician (service staff)
    • Manage repair with a due date, completed on, status, brands, device, device models, serial number, repair checklist, defect,
    • Many more feature releasing…

Creating Recipe:

  • To add a new recipe, go to Manufacturing -> Recipe
  • Click on Add button, it will open a popup, select the product for which you want to add recipe
  • Add all ingredients/raw materials, wastage percentage & final quantity. Wastage percentage mentioned here is wastage for the raw ingredients which happens when the ingredient is cleaned, for example in cabbage some % is wasted when leaves & stems are removed. If the raw materials you're using doesn't have wastage you can keep it 0 %, which is default. Raw Ingredients: Raw ingredients are taken from the list products. You can mark a raw ingredient as "Not For Sale" if it is not used for selling individually. For example Some Raw ingredients like butter can be sold, some cannot be.
  • Wastage %: Enter the wastage for final product which can happen because of bad quality or other reasons.
  • Total Output Quantity: Output quantity for which you entered the recipe.
  • Production Cost: Production cost in %, it is calculated from raw ingredients cost.
  • Recipe Instructions: Steps to be followed for production of final product from ingredients.

Adding Production:

  • To add production go to Manufacturing -> Add Production
  • Reference No: Optional reference number, you can keep it blank to auto-generated it.
  • Business Location: Select the business location where production is done. Raw ingredients stocks will be deducted from this location & final manufactured product stock will be added to this location.
  • Product: Select the product for manufacturing. based on selected product it will display all the Raw ingredients from recipe added.
  • Quantity: Quantity of final product to manufactured. Based on this Raw ingredients quantity will be calculated from recipe.
  • Input Quantity: Input quantity raw ingredients which will be used for production.
  • Wastage Percent: Waste percentage of raw ingredients. For example, if you took Cabbage 1 KG, and 200 grams is wastage then wastage percentage is 20%, so 800 grams will be final quantity.
  • Final quantity: Input Quantity – Wastage Percent
  • Wasted Quantity: Wastaged quantity of final product for any reasons.
  • Production Cost: Production Cost percentage of ingredients cost.
  • Finalize checkbox: Check this checkbox to finalise the production, this will remove the stock of raw ingredients & add stocks for manufactured product. After finalise the production cannot be edited.


  • Production Ref No. prefix: Prefix number when production reference number is auto-generated.
  • Disable editing ingredients quantity: Disable editing of ingredients when adding a production, this can help to restrict staff from editing raw ingredients


New permission for View/Add/Edit for recipe & production will be available when creating a role.

To view customer or supplier ledger

  • Go to Contacts -> Supplier/Customer
  • In that screen you will be able to see Ledger for the customer or supplier.
  • You can select a date-range and use the checkbox filters to show/hide certain transaction type.

Opening balance:

Opening balance is the balance contact (customer or supplier) have at the begining of the time.

Suppose you're shifting the data from another software to MostDesk then the opening balance of the contact will be the balance amount which the contact has to pay to you have to pay to the contact.

Opening balance for customer = Amount the customer have to pay

Opening balance for supplier = Amount you have to pay to the supplier.

Adding Opening balance

You can add opening balance when adding/editing the supplier or customer. In the add contact screen you will find the opening balance field.

View Opening balance payment

To view the opening balance of a contact, go to List Supplier/customer, go to view, and in the view page you will find the opening balance & opening balance due.

Any contact can be supplier, Customer or Both (Supplier & Customers)

Adding Suppliers & Customers

  • Goto Contacts -> Suppliers or Customer
  • Click on add new contact. Select contact type – Supplier/Customer/Both
  • Based on selecting it will show the relevant fields. Fill the relevant details.
  • Pay Terms: This will help the system to notify you of any pending payments for suppliers & customer. You can specify pay term in either days or months.
  • Customer Group:

Viewing Suppliers & Customers

  • To view details about a Supplier or Customer click on View button. It will show the complete details along with the relevant transactions (Purchases & Sales) for that contact.
  • Pay Due amount: You can use this button to pay the due amount for a customer or supplier. This will pay the overall due amount for all invoices.

Customer Groups:

With customer Groups, you can classify a customer as Retail Customers, WholeSale Customer, Friends, Colleagues and whatever you will love to…

To add a "Customer Group" go to Contacts -> Customer Groups & Click on "Add" button.

It will show a popup asking for customer group name & Calculation Percentage. Calculation percentage is used to calculate selling price.


  • Suppose if the Selling Price set for a product Product1 is $200
  • Customer Group Name = Friend Calculation Percentage = -20
  • Note: -20 (notice a minus sign) or you may set it 20 = +20%
  • And you have created a customer with Harry with Customer Group assigned as Friend.
  • Now go to pos or Sell screen. Select the customer Harry and add the product1.
  • You will notice that the selling price set for the product1 will be 200-20% = $160

This is how customer Group works.

Customer Group does an internal calculation and applied the calculation percentage to the selling price. It will not show a separate discount on the invoice or the pos screen.

This feature is highly useful when you have retail, wholesale or different customer categories.

You can view report for different customer group from "Customer Groups Report" or in other terms if you have retail and wholesale customer group you can see which type of customer group is giving more sale.

  • Go to – Products > Add Products.
  • Provide a Product Name, Brand,Units,CategorySub-category
    • SKU: Add a unique SKU which will be used to identify the product & Print barcode in labels. Leave it empty to auto-generate it. You can also add a Prefix for auto-generated SKU.
    • Barcode Type: Select a barcode type, default/recommended is C128 option. We recommend changing if only if the product added already have an SKU number for it.
    • Not For Selling: If a product is maked not-for-selling then it will not be displayed in POS or sales screen. This can be useful when using manufacturing module to make the ingredients as product not-for-selling also if you want to temporary disable selling for some products.
    • Alert Quantity: Alert quantity is used to alert when remaining stocks reaches to this level or below it.
    • Manage stock: Enable/Disable stock management at a product level. Product stock management is not required for services like Repairing, Hair Cutting, Web Development Printing. For items with Manage Stock Unchecked (disabled), you can sell them in unlimited quantities.
  • Business Location: Select the business location(s) where this product can sold or purchased.
  • Select Applicable tax for that product.
  • Product Type:

Single Product:

  • Applicable for products with no variation with them then select single
  • When selecting Single product – You will need to enter the Default product price including/excluding tax, Profit Margin % (you can set default profit margin from settings -> Business Settings; this will help to type % every time). Based on the profit margin it will auto calculate selling price excluding of Tax. You can also enter the selling price manually and it will auto adjust the profit margin for you.

Variable Product:

  • Applicable to a product having variations (like size or color or design or flavors etc) You can define variation templates from Products -> Variations. The advantage of creating variation is that it saves time to add same variations multiple time.
  • When selecting Variable product – It will display different fields to add all variations and its related Purchase price, Selling Price. You have to select the variations from the dropdown and it will auto-populate the variations for that template. You can change the variable name, Variation values.
  • To give same purchase price or selling price or profit for all variations of a product click on the double tick present in the first variation.

Combo or Bundle Product

Adding a bundle product

  • Combo product are also called bundle products.
  • It is offering several products as one combined product. For example a product "Computer Set" can have: 1 PC Monitor + 1 PC CPU + 1 Pc Keyboard + 1 PC mouse So when someone buys Computer set she gets all the products in it.
  • Stock of bundled product depends on stock of individual products present in that bundle. Example: if you have 5 PC Monitor, 4 PC CPU , 10 pc Keyboard, 50 PC mouse, the stock of Computer set will be 4 PC.
  • When the bundle product is sold, stock of all products inside them is automatically deducted.
  • Individual products present in bundle product can also be sold separately.
  • Bundle products cannot be purchased, only individual products present in it can be purchased.

Click on Save.

You can edit a product. You can also Copy / Export to CSV, PDF or Excel file.


  • Go to Products -> Import Products
  • Download the template file.
  • Fill all the information as per the displayed columns name & instructions. Don't remove the heading from template file.
  • Import the file

Common Errors:

1. Error: UNIT not found
Solution: Make sure the unit you provided in excel file is already present in the system. Go to Products -> Units, add the unit & import the file again.

Deleting of a product will remove the products from the database.

NOTE: This delete will not work if the product have some transactions related to it. Transaction can be Opening Stock, Purchase, Sales or Stock transfer of the product. It will show some error like:

  • Product can't be deleted because purchases related to this product exist
  • Some products couldn't be deleted because it has transaction related to it.


  • Variations can be added from Products -> Variations menu.
  • These variations are used in variable products product.

Example of variation is for example, a Jeans can have multiple colors, so add variation called Colors and provide the value for it.

Product Units

Different Products have different units. MostDesk allows you to add different units for products.

Adding Units

  • Go to Settings -> Units
  • Give the unit name, a short name, and choose if want unit to allow decimals.


Name: Meter

Shortname: Mtr.

Allow Decimal: Yes.

Allowing decimal allows you to purchase/Sell the product in decimal and vice-versa.

Multiple Units:

This can be useful if you purchase products in a different unit and sell it in a different unit.

For example: Purchase in dozens and sell in pieces.

Or purchase in boxes and sell in pieces.


  • Add the lower unit from Add Unit Screen. For example pieces.
  • Add the higher unit as per the screenshot: o Check "Add as multiple of another unit
  • Provide the conversion Details.
  • Use the unit in Add/Edit Product. While adding/editing purchase/ sale you can see the dropdown for units. Select the desired unit and it will change the unit purchase/sales price accordingly.

NOTE: You will not see the main Units (Dozen in this example) in the Add-Product Unit dropdown, select piece as the unit of product. All purchases/sales get saved in the lower unit (pieces in the above example). So after adding purchases/sales if you edit the conversion details, it will affect the purchases/sales quantity accordingly.

Selecting relevant Sub Units for a products

For some products not all sub-units will be required. Suppose for example you sell Oranges only in Dozens or only in pieces then it will be useful.

Enable it from Business settings ->Products -> Enable relevant sub-units

Now when adding products select the Unit for the products and it will give option to select multiple applicable sub-units. Selecting the sub-units will allow you to do purchases or sales on this selected sub-units.

Categorising products helps you to easily manage and filter them in reports.

Adding Category & Sub-Category

  • Go to Settings -> Categories -> Add
  • Add Category name, category code(HSN code)
  • If the category is sub-category select "Add as sub-category" and select the parent category.

Enabling expiry for products

  • To enable expiry go to Settings -> Business Settings -> Product section. And check the "Enable Product Expiry" checkbox.
  • On enabling Product expiry, you can choose either "Add Item Expiry" or "Add manufacturing date & Expiry Period"
    • "Add Item expiry" => Choose this option if you want to directly add the expiry of the item in purchase screen.
    • "Add manufacturing date & Expiry date" => Choose this option if you want to add the manufacturing date of the item and the expiry period. Based on the manufacturing date and expiry period it will auto-calculate the expiry date. And this expiry date can be edited. You will have to add expiry period for the product in "Add or Edit Product" screen. And the manufacturing date in "Add Purchase" screen.
  • "On Product Expiry" =>With this option you can set what the system should do when a product expired.
    • "Keep Selling" => Choose this option if you want the application to keep the selling the product even after expiry.
    • "Stop Selling n days before" => Choose this option to stop selling the item n days before the expiry. You will have to specify the value of n (which is number of days before to stop selling)
  • "Stock Accounting Method" =>This feature is used to set the way product should be sold.
    • FIFO (First In First Out) => In this the old stock should be sold first.
    • LIFO (Last In First Out) => In this the most recent purchase stock should be sold.

For an Example:

  • Purchase 20 pcs of product A on 20 March 2018. Expiry date 10 April 2018
  • Purchase 20 pcs of the same product A on 23 March 2018. Expiry date 8 April 2018
  • Today I sold 22 pcs.

If the "Stock Accounting Method" is FIFO => Then the Product purchased on 20 March 2018 will be deduced with 20 pcs and after that product purchase on 23 March 2018 will be deduced with 2 pcs.

So in stock, we will have product from 23 March 2018 with 18 pcs.

If the "Stock Accounting Method" is LIFO => The opposite of the above will happen.

NOTE: You must set the required accounting method before selling the item for that accounting method to be used.

Stock Expiry Report:

  • Go to Reports => Stock Expiry Reports.
  • Here you can filter stock "Category", Brands, "Stock expiry date"
  • Click on "Edit" to modify the stock left and expiry period.
  • If stock left is decreased the unit purchase price is adjusted accordingly.

Stock Expiry Alert:

You can view stock expiry alert in Homepage bottom section. Here it shows a list of products expiring soon.

You can set the number of days before which the expiry alter should be shown in the Homepage from "Settings -> Business Settings -> Dashboard Section" View Stock Expiry Alert For input field.

What is Lot Number?

Enabling Lot Number

To enable lot number go to, Settings -> Business Settings -> Purchases

Check the Enable Lot number checkbox and update settings.

Adding Lot number from Purchases

If the lot number is enabled as described above then when adding purchase stock it will display the lot number field for entering the lot number.

Adding lot number from add opening Stock:

If lot number is enabled then when adding opening stock it displays the input field to enter lot number.

Selling products from specific Lot

With MostDesk we aim to make it "One in All" POS/Stock Management Application.

Selling price groups allow you to add different prices for a product.

  • Sell at different prices: wholesale/retail
  • Different prices for different locations

Adding Selling Price Groups:

  • Go to products -> Selling Price Group Selling Price Group
  • Click on "Add" button to add a new price group. For example Retail price or WholeSale price or Bulk Purchase price or Location 1 price etc as per your wish.
  • You can view a list of selling prices in "Selling Price Group" screen.

Adding price for different price groups:

  • In Add/Edit product screen in the bottom, you will find the button "Save & Add Selling-price-group price". Click on that button. Note: this button will not be visible if there are no selling price groups.
  • In the next screen, you will see the list of the product name (if variable product then all variations), the default price & selling price groups price. Enter the prices for it.
  • Click on Save.

Exporting &Importing selling price group:

  • Go to Products -> Selling Price Group.
  • First download the excel file with the selling price group by clicking on "Export Selling Price Group Prices" button.
  • In the downloaded file change the price of products.
    • Only selling price group prices of the product will be updated, not the SKU or name.
    • Any blank price will be skiped.
  • Then import the file.

Selling at a particular price group:

  • Go to POS.
  • In the top, you will see the list of selling price groups. Select the one as per your requirement. Note: This will not be visible if there are no selling price groups or if a user is assigned only one particular price group only.
  • Select the prie group & the selling prices for the product will be as per the price group.

Assigning a user to a particular price group:

  • Sometime you may want to assign a particular or few selected price group to a user. In that case, create a role with the desired permission & price group assigned.
  • You must assign at least one price group for a role if that role has permission to sell.

Assigining a price group to a Business Location

  • Helps selling same product at a different price in different business location.
  • Go to Add/Edit Business Location and select the Default Selling Price Group, if not selected then products default price will be used.

Enabling Warranty:

To enable warrany in products go to Settings -> Business Settings -> Products -> Enable Warranty

Using Warranty

  • Adding Warranty: Add warranty types by going to Products -> Warranty.
  • Assigining warranty for products: Go to Add/Edit product and select the warranty that is applicable for the product.
  • Sell with warranty: Any products which has warranty assigned when sold will use the transaction date as start of warranty. You can display warranty in receipts by enabling it from Invoice layout.

MostDesk comes with an inbuilt feature to print customized labels for products.

You can go to print label screen from multiple places:

  • From Products Sidebar menu Products -> Print Labels
  • Go to Products -> View Products and click on Actions -> Labels. This will add the selected product to print label list.
  • Go to Purchases -> List Purchases and click on Actions -> Labels. This will add the products from the selected purchase to print label list.

Printing Labels

  • Once you're in print label screen, add the products for which you want to print labels by entering the name or barcode/sku id.
  • Adjust the quantity of each product's label (No. of labels).
  • Select the information you want to display in labels by checking/unchecking the options under "Information to show in labels" heading.
  • Select the Barcode Setting according to your sticker. We have included some commonly used settings. You can add new setting from Settings -> Barcode Settings menu.
  • Click on Preview to view the labels.
  • If everything looks good you can click on Print button to print it. Note: You must set the Margins to 'default' in browser print window.
  • If some information is getting half displayed because of sticker size, then it is advised to hide them or better to use a 20 Labels Per sheet settings.

Error: Unsupported SKU id for the selected barcode type

This error means the SKU provided by you when creating the product doesn't satisfy the encoding as per barcode type.

The solution can be edit the product and change the barcode type as "Code 128" save & try printing the label again.

Duplicate Products helps you to easily create a new product with the same data as another product, this helps you save repetitive entering of data and ultimately saves time by making the product entry.

Error 1: Mismatch between sold and purchased quantity

Error 2: Mismatch in stock shows in Stock-Report and sales screen. Sales screen accepts products greater or less than as in stock-reports.

This rarely happens because of some unknown reasons or if you try to manually update the stock in the database.


NOTE: You must have the role of admin for this to work.

  • Go to this URL
  • Select the business location and press search button. It will show the list of products for which there is a mismatch.
  • Click on Fix button for each product.

Bulk edit helps you to edit multiple products at once and saves your time.

To edit multiple products follow the steps:

  • Go to Products -> List Products
  • Select the products you want to edit by clicking on the checkbox present in each product row.
  • Scroll down you will find the Bulk Edit option, click on it and you can edit the selected products.
  • Also, in the bulk edit screen you can add any other products to edit them.

Adding Purchase

  • Go to – Purchases -> Add Purchases
  • Type Supplier Name or Business name in Supplier field. If the supplier doesn't exist you must add them from Contacts -> Suppliers -> Add
  • Enter Purchase reference number, Purchase date & Order Status.
  • Select Business Location: Select a location where you want to add the purchase. You can add new Location from Settings -> Business Locations.
  • Type product name or scan the product barcode number. It will show related matched products, select a product to add it to purchase list.
  • On adding a new product you can enter purchase quantity, purchase price, and tax information.
  • To add discount: Select the discount type (fixed or percentage) and enter the amount. MostDesk will auto-calculate the amount after discount.
  • Enter purchase tax, Shipping Details, Additional Shipping charges, Payment status, & Additional notes.

You can view the list of purchases from Purchases -> List Purchases.

You can Print Labels for your purchase by Clicking "Print Labels" in List Purchases screen.

Purchase Payments

Purchase payment meaning paying to the supplier for the Purchases.

Payments Statuses

  • Paid: The PO is 100% paid.
  • Due: The PO is 100% not paid.
  • Partial: Partial amount of the PO has been paid.
  • Overdue: PO is 100% not paid & past the due date.
  • Partial Overdue: Partial amount of the PO has been unpaid & past the due date.

Adding Payments

Adding payment when adding purchase:

In the add purchase screen, you can add payment for the purchase.

Adding payment from the List Purchase screen

In list purchase click the actions for any PO and it will display the list of actions for it. This option is not displayed if there is no payment due.

Adding payments from Contact

Go to contact -> Suppliers. Click on actions for the supplier and it will show "Pay Due amount", click on it and pay the amount. "Pay Due amount" this option is not displayed if there is no payment due.

Adding/Editing Payment Method or Pay-Via

Selling (POS Screen), Credit Sales, Draft, Quotations & Suspended Sales.

Selling Products, Changing Product Price, Tax & Discount, Lot number & Expiry

Go to – Sell -> POS

Selecting Customer:

By Default, there is "Walk-In Customer". You can search for a customer by name/customer id or phone number or can add new customer by clicking the plus (+) button "Add Customer".

Searching & Adding Product:

Enter Product Name Or scan the barcode to search the product. If multiple products are matched then it displays the dropdown of products, selects the product from it. Or if there is a single product then it directly gets added to cart.

Changing Product Price, Tax & Discount for a product

After the products get added, click on product name to modify product price, tax & discounts. NOTE: Option for different tax in products will be shown only if Inline tax is enabled. You can enable it from Business Settings -> Tax -> Enable Inline Tax in purchase and sell

Selecting Lot number for a product

If lot number is enabled then it will show the option to select lot number. (Enabling Lot number)

Selecting Expiry for a product

Expiry Date: If the expiry date is enabled then it will show the option to select lot number. (Enabling expiry)

Cancel Sales:

To cancel the sales click on the cancel button. Cancel invoices are not saved in the system, so no stock will de deducted.

To finalize the invoice click on Finalize – Add the payment options and save it.

On save it will display an invoice printing option.

NOTE: For invoice to print correctly – The Margins options should be set to "Default".

List of sales can be viewed from Sell -> List Sales.

List of drafts can be viewed from Sell -> Drafts.

Both Sell & Drafts can be edited to make any changes.

Express Checkout: Express Checkout means the sale will be marked as Paid and payment method will be cash. No separate Payment screen will be displayed. Printing of invoice depends on the business location settings.

100% Credit Sales

  • To sell on credit to the customer you first need to enable this button by going to Settings -> Business Settings -> POS -> Show Credit Sale Button
  • Then on the POS screen, you will be able to see a button "Credit Sale", simply click this button to make sales on credit.

Half Credit & half payment Sales:

Suppose invoice amount is $1000, customers pays $700 cash and $300 is credit amount on him, then follow these steps:

  • Click on multiple pay button
  • Select the payment method and enter the amount paid by the customer. ($700 in our example)
  • Click finalize payment.
  • Now, the pending amount is automatically added as credit amount on him (or amount to be taken from the customer)

Draft & Quotation

This is useful if you want to create a quotation before sales.

Marking a sales as Draft or Quotations will not deduct the available stock.

You can view all Quotations & Drafts from List Quotation or List Draft respectively. Existing draft/Quotation can be edited to make it as final sales.

Suspended Sales

Suspend Sales means unfinished sale or hold Sale. Suspended sales stock gets deducted from available stock. You can view all suspended sales by clicking on the Yellow Color button present in very top right of screen (above the date).

Some Use Case of Suspended sales

  • In a grocery store, if you have suspended button, you can suspend particular customers sales and entertain another customer, when his comeback you can proceed with his sale.
  • In Restaurant, you can suspend the order of customers if not yet paid, and finish it when they finish eating and paid their order, so you can proceed to final sales. You can put Table 1, Table 2, Table 3… so when they finish it's easy to identify table 3 going to pay.
  • In hotel lots of customers check in stay for 2 nights and order some foods and customers say, just charge to room 024. So you can suspend their orders and edit if there is some additional order and suspend again. Until final it when they pay their bills. on Hotel, on Reference Number: Room 009, Room 012

Card / Multiple Pay / Cash

  • Multiple Pay: Used when the customer wants to pay with different payment methods like some amount by card, some by cash and some other payment methods. This option is also used when the customer doesn't pay the exact tender amount and you need to calculate the Return Change.
  • Card: Used when the customer wants to pay the complete invoice by card.
  • Cash: Used when customer pay the exact amount of invoice by cash. If the customer pays less or more amount then the invoice amount then use Multiple Pay to get change return.

Adding payments from Contact

Go to contact -> Suppliers. Click on actions for the supplier and it will show "Pay Due amount", click on it and pay the amount. "Pay Due amount" this option is not displayed if there is no payment due.

Adding/Editing Payment Method or Pay-Via

Rounding Mechanism for total Sales amount or total payable

Rounding helps to round the total payable to nearest currency exchange available.

To enable rounding go to Settings -> Business Settings -> Sales and choose the Amount rounding method

Amount rounding method

  • Round to nearest whole number: It will round the paybale value to nearest whole number. For example 1.49 will be rounded to 1.00, and 1.51will be rounded to 2.00
  • Round to nearest decimal (multiple of 0.05): It will round the paybale value to nearest decimal number which is multiple of 0.05. For example 1.49 will be rounded to 1.50, 1.51 will be rounded to 1.50, 1.59 will be rounded to 1.60, 1.54 will be rounded to 1.55 Similary all other round to nearest decimal number works as per the multiplier.

Featured Products for POS screen

Adding featured products helps you quickly access some products which are frequently or most commonly sold.

To add featured products follow these steps:

  • Go to Settings -> Business Locations.
  • Add/Edit any business locations
  • In add/edit screen you can select multiple products that can be featured in pos for this location.

MostDesk can be used:

  • Exclusively for Services or
  • Exclusively for Product Selling (trading) Or
  • Combination of Services & selling of Products.

Selling Services

Services are Intangible products.

Example: Repairing, Salon & Spa services, Web Development, Accounting, banking, cleaning, consultancy, education, insurance, expertise, medical treatment, transportation and a lot more.

  • To add service Go to Add New Products.
  • Add the name of your Service, Like Computer Repair, Accounting, E-Commerce Development, Consulting, Plumber, Saving, Hair Cutting, etc.
  • While adding service-based products uncheck the "Manage Stock?" option. When Manage stock is unchecked or disabled the stock for such products is not managed, because such a product doesn't have a stock count with it.
  • If you want to add a description for such service like for example in computer repair you want to describe the problem for such service then check the "Enable Product description, IMEI or Serial Number" checkbox.

Now to create invoice or receipt for such service

  • Go to Add Sales or POS screen.
  • Enter the name of the service.
  • If you have enabled "Enable Product description, IMEI or Serial Number", then it will show you a popup to add a description. If you haven't enabled description you can click on the button as shown the image below.
  • To print the description in the invoice, go to Setting -> Invoice Settings -> Invoice Layout. And click on the layout you're using. Enable "Show sale description". And Click on "Update" to update the invoice layout. Now it will display the Description you entered on the invoice or receipt.

There are 2 ways of adding sales return

First way:

Edit existing invoice for the sales by going to edit the invoice and remove the product or reduce the quantity of the product. And save it. The system will automatically add the returned quantity back to stock. This is a simple & recommended way of doing.

Enabling Subscriptions:

To enable subscription, go to Modules -> Check the "Enable Subscriptions" and save it.

IMPORTANT: For subscription invoice to auto-generate cron job must be set up.

Using Subscriptions:

  • Subscriptions can be added from both POS sales or normal Sales screen.
  • In POS or sales screen to add a subscriptions click on "Subscribe?" Checkbox
  • On clicking subscribe it shows a popup modal, enter the subscription frequency like every 1 day or every 5 days or every 1 month etc. Also enter the subscription frequency, like if a user wants so subscribe only 5 times the enter 5, for unlimited leave it blank.
  • All subscriptions appear in Sell -> Subscriptions screen. From here you can also start/stop a subscription.
  • When a subscription invoice is auto-generated then a notification is sent to admin & sales person.
  • Cash Register gives you an overview of a particular user/cashier session
  • Whenever a cashier opens to POS screen she must Open Cash Register by entering the "Cash In hand"
  • If the cashier has access to more than one location then location also needs to be selected
  • Every sale made by the cashier will be logged into the Cash Register. In POS screen, You can view the Register details by clicking on "Register details" button present in the top navigation bar. It displays the Cash in hand, and cash details by other payment methods as well. Also, the amount refunded by the cashier.
  • To close a cash register click on Red Color – Close Register Button. On closing Cash register the cashier will have to enter the details of the Total Cash, Total Card Slips, Total cheques and other fields.
  • To view all cash register Go to Reports -> Register Report. Here you view all cash register details.

Invoice Layout

Invoice Layout helps you to create different invoice formats.

To add a new invoice layout:

  • Go to Settings->Invoice Settings->Invoice Layout->Add
  • Give a unique distinguishable Layout name
  • Add the text to be shown in the top/header of invoice. Generally, it can be your shop name, aligned center with Heading 1 format.
  • Add other relevant details.
  • You can show/hide address fields.
  • You can mark a layout as default. The default layout is used when no layout is found for a location.
  • Click on Save.

To use an invoice layout in a location go to" Business Locations -> Edit" and assign the invoice layout.

Invoice Design:

In invoice layout, you will find options for invoice designs.

Used for browser based printing only & NOT print server based printing.

Slim design is used for thermal line printer based printer.

A gift receipt shows proof of purchase but leaves out the amount spent. To print a gift receipt follow the below steps:

  • Add a new invoice layout with the name "Gift Receipt"
  • In invoice layout select the Invoice Design as Slim and Check the Hide all prices checkbox
  • In Business Settings -> POS, check the Show invoice layout dropdown and save it.
  • Now in the POS screen whenever you want to issue a gift receipt, simply select the invoice layout as Gift Receipt and print the invoice.
  • With invoice external URL you can share the invoice to a customer via a link.
  • With this link, they can see & print the invoice without they having to login into the system.
  • The link can also be sent in Email & SMS notification. To send url in Email/SMS notification add it in notification template using the url tag.

Configuring keyboard shortcuts for POS screen

MostDesk supports keyboard shortcuts, by default we have configured shortcuts for different actions in POS screen.

But you can configure it yourself as per your convenience.

To configure keyboard shortcuts, go to Settings -> System Settings. Here in the POS section, you will find a list of Operations and the shortcuts for them.

You can use the Available Key Names with any combination of letters or number to create shortcuts.

– Make sure the shortcuts do not conflict (is not same) with the shortcut of the browser. Making a shortcut same as the browser will have different effects in different browsers.

Add/Edit Discount:

  • Name: Enter a meaning full name for the discount.
  • Brand: Select the product brand where it will be applied.
  • Category: Select the produc Category where it will be applied.
  • Location: Select the location
  • Priority: Discount with higher priority will have higher weight, however priority will not be considered for exact matches. For example: if there are 2 discounts available for the same brand and/or category then the disount with higher priority will be applied.
  • Discount type: Fixed or Percentage
  • Start At: Start date of the discount.
  • End At: Start date of the discount.
  • Apply in selling price groups: If checked then the discount will be applied in the selling price group price. If not then it will not be applied.
  • Apply in customer groups: If checked then the discount will be applied in the customer group price. If not then it will not be applied.
  • Is active: Activate or not.

Enabling reward points:

  • Go to Settings -> Business Settings -> Reward Points Settings.
  • Click on Enable Reward Point and it will get enabled.

Reward Points Settings:

Reward points settings is divided into 2 parts:

  • Earning Points Settings
  • Redeem points settings

Earning Points Settings:

  • Reward points display name: This is display or label name for reward points. Some people like to keep it as reward points or reward coins etc. Only used for displaying label.
  • Amount spent for unit point: Meaning how much the customer spent to get one reward points. Example If you set it as 10, then for every $10 spent by customer they will get one reward points. If the customer purchases for $1000 then they will get 100 reward points.
  • Minimum order total to earn a reward: The minimum amount the customer should spend to get reward points. Example: If you set it as 100 then the customer will get reward points only if there invoice total is greater or equal to 100. If the invoice total is 99 then they won't get any reward points. You can set it as a minimum of 1.
  • Maximum points per order: Maximum reward points customer can earn in one invoice. Leave it empty if you don't want any such restrictions.

Redeem Points Settings:

  • Redeem amount per unit point: It indicates the redeem amount per point. For example: If 1 point is $1 then enter the value as 1. If 2 points are $1 then enter the value as 0.50.
  • Minimum order total to redeem point: Minimum order total for which customers can redeem points.
  • Minimum redeem point per order: Minimum redeem points that can be used per invoice. Leave it blank if you don't need this restriction.
  • Maximum redeem point per order: Maximum points that can be used in one order. Leave it blank if you don't need this restriction.
  • Redeem point expiry period: Expiry period for points earned by customers. You can set it in months or years. Expired points will get deducted from the customer account automatically after this period.
    NOTE: You must set the cron job for expiry feature to work. Cron Job Document

To display customers remaining reward point in invoice you can choose the option in invoice layout to display it.

  • Types of service is mostly used in restaurants, it is for example Dine-in, Parcel, Courier, 3rd Party Delivery etc.
  • Based on type of service you can change the price of the product by linking types of services to selling price group.
  • You can add packing charges (fixed or percentage)
  • Also, you can add more information like in custom fields.

Enabling Types of Service

Go to Settings -> Business Settings -> Modules -> Check the "Types of Service"

and save it.

Adding new Types of Service

  • To add, go to Settings -> Types of service -> Add
  • Add a name, description
  • For each location select the Price Group that will be applicable. Select Default Selling price for selling in default price of the product.
  • Enter packing charge, leave empty if not applicable.
  • Enable custom field: this will enable some custom fields in type of service in POS screen.

Using Type of Service in POS/sales screen:

  • On Enabling Types of service in POS screen you will see the option to select Type of service.
  • Before adding a sales select the type of service and enter the relevant details.
  • You can show the type of service information in receipt by enabling it from Invoice Layout

Tax Rates, Tax Groups & Disabling tax

Tax Rates

  • To add new tax go to Settings -> Tax Rates -> Add
  • Add a descriptive name (eg: "[email protected]%") and specify the "Tax Rate%"

Tax Groups

  • Sometime you will need to apply multiple taxes to an invoice or purchase. So you should create tax groups by combining multiple taxes.
  • To add a Tax Group – Click on Add Button, Give a meaningful name, select the tax you want to use in this tax group.
  • The tax rate of tax group will be the sum of tax rates of Sub-taxes added.
  • If sub-tax is edited the corresponding tax group's tax rate will also get updated accordingly.
  • You cannot delete a Tax if it is used in a Tax Group.

Disable Tax

  • Don't add Tax Rates in settings
  • Go to Settings – Business Settings.
    • Uncheck "Enable inline tax in purchase and sell"
    • Uncheck "Enable Price & Tax info"
    • Select "Default Sale Tax" as None

Setting Mostdesk for Indian Users or other Country with GST support.

We see a large number of Indian users preferring MostDesk, so writing this guide to help them use the application in a better way.

Tax settings

3 Different taxes in India:

  • CGST (Central Goods & Services Tax)
  • SGST (State Goods & Services Tax )
  • IGST (Integrated Goods & Services Tax)

Go to Settings -> Tax Rate setting.

  • Create a tax with name [email protected]% and Tax Rate %: as 10. (10% is for example only, use the tax rate applicable)
  • Create a tax with name [email protected]% and Tax Rate %: as 10. (10% is for example only, use the tax rate applicable)
  • Create a tax with name [email protected]% and Tax Rate %: as 14. (14% is for example only, use the tax rate applicable)
  • Below Tax rate, it shows "Tax groups (Combination of multiple taxes)". Create on Add, enter the tax group name as Intra-State-CGST-SGST and select sub-taxes [email protected]% & [email protected]%.
  • Below Tax rate, it shows "Tax groups (Combination of multiple taxes)". Create on Add, enter the tax group name as Inter-State-IGST and select sub-taxes [email protected]%.

With this now when you purchase or sell a product you can select the applicable tax.

Displaying HSN Code for items (For some business)

  • HSN code depend on the category of a product.
  • Go to Settings -> Categories, click on "Add". Add category name and category code. Category code is same as HSN code.
  • To display HSN code in invoice – Go to Settings -> Invoice Settings -> invoice layouts. Add/Edit invoice layout and click on" Show category code or HSN code". Save it. Assign

What is payment accounts in MostDesk?

Payment accounts are like for example bank account. You can transfer money from one payment account to another, deposit cash in payment account, pay to a supplier or deposit the amount received from a customer here.

Enabling Payment account

  • Go to Settings ->Business Settings -> Modules
  • Enable payment 'Accounts' option
  • Save it.
  • After saving you will see the "Payment accounts" option will be visible in left navigation bar.

Payment account type & sub-type

  • Go to Payment accounts -> List accounts -> Account Types
  • Account type: to add a account type click on Add button and enter the name of account type and submit. Keep the Parent account type unselected.
  • Sub-Account type: To add a sub-account type click on Add button, enter the name of sub-account type and select the Parent-account-type.
  • When creating account you can select the account type as per your need.

Setting default payment accounts for payment methods

In Add/Edit business location you can select the default payment account for each payment method.

If the payment account is linked then when adding a payment for sales/purchase/expense, on selecting the payment method the payment account will be automatically selected.

Adding expenses and Adding expenses for an employee

MostDesk allows you to add expenses for an employee. Their expenses can be Salary, Bonuses, Perks, travel expenditure or anything else.

  • Simply create a category for the expense you're adding. Adding relevant categories helps you to classify expenses and analyze them.
  • Go to Add Expenses, fill the details, select the relevant category and select the employee name expense for fields.
  • Add the expense.
  • To view details of all expenses for an employee go to "Sales Representative Report" and select the User. It will show the total expenses for the employee. You can also view the list of expenses from there.

Stock Adjustment

Stock Adjustment helps you decrease the goods you hold in stock, you can enter manual stock adjustments. It's generally used to write-off damaged stock, or to adjust quantities after a stock take.

To create a stock adjustment

  • First, go to "Add Stock Adjustment"
  • Select the Business Location & date
  • Select Adjustment Type (Normal Or Abnormal). Normal Or Abnormal is generally used to classify adjustment. Generally Normal Adjustment meaning: Adjustment for normal reasons like Leakages etc. Abnormal meaning: Adjustment for reasons like Fire, Accident etc.
  • Add the products & quantity you want to decrease the product.
  • Total amount recovered: Sometimes you can recover some amount from the damaged stocks, like from insurance claims, selling of scraps etc. If there is no amount recovered then you can simply make it 0.

The quantities entered for each product will be deducted from the available quantities.

You can view the details of stock adjustment in "Stock Adjustment Report".

Also, Stock Adjustment is used in Profit & Loss Report (P & L Report). "Total Stock Adjustment" amount is deducted from (P & L Report) and "Total Stock Recovered" amount is added to Profit & Loss Report.

Reports help you to get an overview of your entire business.

To view report click on Reports & Select the report you want to view.

Some Reports come filter relevant options to help you analyze your business better.

Purchase & Sale Report

This report shows the total purchase, Purchase Including tax, Purchases with Dues amount; and Total Sale, Sale Including tax, Sale Due.

Tax Reports

Shows the Input & Output Taxes.

Contacts Report (Customers & Suppliers Reports)

This report shows the details of Purchase & Sell with all contacts (Suppliers & Customers) and also any Due amount. Positive Due amount indicates payment by contact, negative indicates payments to the contact.

Stock Report

The stock report displays the stock details. With this, you can track the remaining stock and total sold quantity sold for all products.

For variable products – you can click on the Green Plus button before the SKU column to get details stock reports for each product variations.

Stock value by Purchase & sales price

In the stock report, you can also get information about the current stock value based on their purchase price & value based on selling price. Check the below screenshot of stock report.

Trending Products Report

  • This report helps you to determine the demand of the products.
  • You can apply different filters to filter the product.
  • Select a Business Location to view trends for a particular business location.
  • Select Product Category, Sub-Category, Brands, Units, Date Range to filter them.
  • Set "No. of products" to view the top that amount of product. Using this you can view Top 5, Top10 or any number of top products.

Expense Report

Expense report helps you to analyze expenses for business locations and also analyze based on expenses categories.

Register Report

View details of all registers and filter registers based on User and/or Status (Open or Closed)

Sales Representative Report

  • View Sales and Expenses details of Sales representative
  • Filter them with User, Business Location, Date Range

How to Search in Settings?

Settings is overwhelming. There are a lot of options in here. So in Mostdesk we implemented as easy way to search for any option.

Business Settings

Business Settings allows you to set some of the common business-related information.

Here you can change:

  • Business name
  • Start Date
  • Set Default Profit margin
  • Currency
  • Timezone
  • Logo
  • Financial year: For some countries, financial year starts from January and for some it stars on April. Here you can set the appropriate option for your country.
  • Tax information
  • Product SKU prefix
  • Default Sales discount
  • Default Sales tax

Setting Invoice Scheme

With Mosrdesk you can configure the format for your invoice number.

To configure go to Settings -> Invoice settings

  • Click on Add and select a scheme format. Format can be XXXX or < year >-XXXX
  • You can also provide a custom prefix, invoice start number, number of digits in the invoice number.
  • The preview box will display the preview according to the chosen option.
  • You will need to set a default invoice scheme for a business to use it.

Adding a new barcode settings

Mosrdesk comes with some commonly used barcode configurations for you our-of-box. If your barcode configuration isn't covered then you can easily create a new configuration.

You must have all measurement details of the sticker to create a configuration. All dimensions need to be in inches.

Adding Barcode sticker settings

  • Go to settings -> Barcode Settings -> Add
  • Enter a descriptive name of the setting. Add some description for your information.
  • If you're using a Roll, then check the "Continous feed or rolls" checkbox.
  • Enter Additional top margin (In Inches), Additional left margin (In Inches), width of the sticker, Height of the sticker, Paper width, Paper height, number of stickers in one row, distance between 2 rows, distance between 2 columns and the total number of stickers per sheet.
  • Some of this informations are not needed for Continous feed or rolls.

You must test you setting by printing a dummy sticker in Purchase – print label option. If something seems wrong then edit the measurement accordingly.

Changing the custom fields labels

To modify the labels of custom fields, go to Settings -> Business Settings -> Custom Labels

Here you can give names to all custom fields.

Barcode Scanner

How to add Barcode Scanner

Adding a barcode scanner is easy & simple.

  • Simply Plug-in the barcode scanner in your computer.
  • If there is some driver provided with the scanner then install it.
  • Point the cursor to any field in POS where you want to insert the barcode and scan the barcode. The scanner will automatically scan and input the barcode value to the input field.

Label weighing scale integration

A Label weighing scale generates a barcode based on the configuration of Prefix, Product SKU length, Quantity integer part length & Quantity fractional part length.

Enabling & setting it

To enable weighing scale integration in Mostdesk, do the below settings:

  • Go to Settings -> Business Settings -> POS -> Check Enable Weighing scale and save it.
  • Below it provide the setting for the weighing scale.
    • Prefix
    • Product SKU length
    • Quantity integer part length
    • Quantity fractional part length And save it.
  • Go to the POS screen, click on the weighing scale button present next to the product SKU search field, on clicking, it will open a modal where you can scan/enter the barcode generated by the weighing scale. On Successful match of settings and barcode, the product will be added as per the specified quantity in the barcode.
  • You can add a shortcut key for weighing scale by going to Settings -> Business Settings -> POS


Suppose if you give the below values in weighing scale settings

Prefix: 25

Product SKU length: 4

Quantity integer part length: 2

Quantity fractional part length: 2

If barcode read from the scale will be: 25 1234 35 50 (without spaces)

It will read the product with SKU 1234 & add quantity 35.50 The price will be automatically calculated by multiplying quantity & unit price.

Setting up a Thermal Printer for Receipt Printing

Thermal Line Printers or Direct Thermal: (Recommended)

Thermal line printers also called as Direct Thermal, are easy to install & use. Also they supports browser based printing. For better result use paper with width 79mm.

To use a thermal line printer follow these steps:

  • Setup the printer on your computer with the appropriate driver which comes with the printer.
  • In the invoice layout select the Design as Slim

You're now ready to use the printer, no more steps required.

Thermal ESC/POS printers:

Setting an ESC/POS thermal printer involves 3 steps:

  • Adding a Printer
  • Configuring business location to use the added printer.
  • Installation Pos Print server.

Step1: Adding a Printer

  • Add a new printer from Settings -> Receipt Printer
  • Select the appropriate Connection Type:
    • For "Network" provide the IP Address of the printer.
    • For "Windows" map the printer to a file and provide the path of the file. You can do this by sharing the printer to your localhost. The path will be in this format:
    • smb://localhost/my_printer_name
    • smb://computer_name/my_printer_name (where my_printer_name is name of the printer)
    • For "Linux" your printer device file will be somewhere like /dev/lp0 (parallel), /dev/usb/lp1 (USB), /dev/ttyUSB0 (USB-Serial), /dev/ttyS0 (serial)
  • Select the capability profile and add character per line supported in the printer.
  • Save the Printer configuration.
  • Check the video below for more details on setting it.

Step2: Configuring Business Location to use printer:

  • Go to Settings -> Business Settings.
  • For a particular business location, go to "Settings" in actions column.
  • Change "Receipt Printer Type" to "Use Configured Receipt Printer"
  • Select the "Receipt Printers" from the list of Receipt Printers
  • Click on Update.

Step3: Installing POS Print Server

For printing via receipt printer, you will need to install a "pos print server" on your local computer from which Mostdesk is used.

  • Download the server from this link. by clicking on "Download Repository"
  • Unzip the zip file.
  • Rename the unzipped folder to "pos_print_server".
  • Move the pos_print_server to document root (which is htdocs in XAMPP).
  • Open Command Prompt or also called terminal. And go to the "pos_print_server" directory. You can go to this directory using "CD" command in the command prompt.
  • From the Command Prompt which is now inside pos_print_server directory run the below command: phpserver.php After running the command it will start the print server and show a message similar to below:
  • You may receive "Unrecognised command PHP", in that case, add PHP command to your environment variable.
  • Now we are ready to go. Try creating a test sell from the pos screen and it should print in your thermal printer. If you haven't added a printer then follow the steps mentioned in "Step1: Adding a Printer" and it should work.

Great, now we're ready to print on a thermal printer.

Video Guide:

Follow the steps as mentioned in this video up to 2.0 minutes.

Enable Modules:

Go to System Settings & enable the below modules

  • Tables
  • Service Staff
  • Modifiers
  • Kitchen

Note 1: Enabling Tables & Service Staff will automatically enable Bookings module.

Note 2: Enabling Tables & Service Staff will automatically enable the reports for it. "Table Report" & "Service Staff Report".

Table Module

  • Enable "Table" module as explained above
  • After table module is enabled go to Settings -> Table
  • Add all the table of you restaurants by selecting Business Location, Table name & Short Description(optional)
  • Tables are used in POS screen take order for a particular table.
    • If you have multiple locations & the logged in user have access to multiple locations then in POS screen you must select the Business Location to get table related to that location.

Service Staff

  • Enable "Service Staff" module as explained above
  • After Service Staff is enabled go to User Management -> Roles.
  • Go to – Create or Edit a role. Check the "Service Staff" checkbox for User Type to make to assign Service Staff permission to it.
  • Orders are assigned to Service Staff in POS screen.
  • "Service Staff" can see a new menu "Orders" which will help them to know all the orders for them. They can View the order item and change the order status.
  • Enable service staff for each product in a sale: To assign different service staff for each product in sales/pos screen, go to Business Settings -> POS -> Enable service staff in product line


  • Enable "bookings" module as explained above
  • Go to the booking section from the left navigation.
  • There you will see all "Today's Bookings"
  • Also, a calendar is present where you can "Double" click any date to add bookings for it. In add booking screen you can select the Location, Customer, Correspondent, Table, Service Staff, Start & End time. Also, notification can be sent to customers.


Modifiers are like extra stuff that can be added to a product, like extra cheese to a sandwich etc.

  • Enable modifiers module as described above.
  • Go to Settings -> Modifiers
    • Click on add
    • Give a new to modifier set. Like "Cheese"
    • Enter multiple Modifiers name & price. Like "Single" – 10, Double – 17
    • Save it.
    • Click on "Manage Product" for the modifiers.
    • Associate all products where this modifier can be used. Like Sandwich.
  • After modifiers are added, in POS screen when the product is added for sale, it will show the modifiers that can be used for this products. Like if we add Sandwich then it will display the "Cheese", "Bread" modifiers.
  • Modifiers can be mostly used in Restaurants. Also, it can be used in various other similar businesses & shops.


  • Enable the kitchen module as explained above.
  • Go to Kitchen screen from left navigation.
  • Whenever an order is received in POS screen it will reflect in Kitchen screen.
    • Order details can be viewed here.
    • Orders can be marked as cooked. After marking as Cooked it will reflect in Order screen for service provider so that they can serve it the customer.

Auto-refresh kitchen & Order screen:

The kitchen and order screen will auto-refresh after a certain interval.

  • By default, the refresh duration is set to 600 seconds, but you can change it by going to pos/config/constants.php and changing orders_refresh_interval value. The value entered should be in seconds.